Help Center

AI

The assistant in the top bar, the agents that answer messages, calls and reviews, and the knowledge they answer from.

• Ask the assistant a question or give it a jobUse the assistant in the top bar to find out how to do something, look things up in your account, and have it prepare texts, emails and campaigns for you to confirm.
• Turn on the AI assistant add-onLet the assistant in the top bar find people, read records and prepare texts, emails and campaigns, and see how many of this month's actions you have used.
• Why AI stopped: the switch, the limit and the walletFind out which of the three things that pay for and allow AI has stopped it, and what to do about each.
• Set up the inbox assistant to draft your repliesHave a reply written for every text, WhatsApp message and email that comes in, ready for you to check and send from Conversations.
• Let the inbox assistant reply by itselfSwitch text messages or email to Auto with brake, set your working hours and quiet hours, and know when the assistant stands down and leaves the reply to you.
• Set up the voice agent to answer your phoneChoose a voice and a greeting, publish the agent, put it on your number, test it with a real call and read every call afterwards.
• Create a workflow agent and run it from a workflowBuild an agent that does a job for one contact at a time, choose exactly what it is allowed to do, test it safely, and start it with the Run an agent step.
• Book appointments with an agentLet a workflow agent read the free times in your calendar and book the contact in, and know what the voice agent does instead.
• Build a knowledge base your agents answer fromAdd your web pages, questions and answers, price tables, written text and files, check what an agent would find, and attach the base to your agents.
• Answer the questions your assistant could notUse a knowledge base's Gaps tab to see what customers asked that your agents had no answer for, and answer each one once so it is covered from then on.
• Start from a template and read agent logs and usageBegin with a ready-made agent for your trade, then check everything your agents did, who they dealt with and what it cost.
• Set up review repliesHave a reply written for every review you receive, publish good ones on your own pages automatically, and copy replies for Google and Facebook.