AI & Automation

AI agents, chatbots and call transcription

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Call Transcription Insights: Transcribe and Flag Your Calls

Enable transcription, choose keyword and call filters, then find transcripts and analysis for eligible calls.

Conversational Agents: Your AI Receptionist for Messages

Create a conversational agent, connect its knowledge and channels, test its answers and review the setup before enabling it.

Coach Your Team: Agent Scores, Weekly Report and Objections

Review agent profiles, weekly reports and objections, then use supporting calls to choose practical coaching actions.

Conversational Agent Settings, Section by Section

A guide to all eight assistant settings, including knowledge, channels, timing, actions and the How it works summary.

Knowledge Bases: Teach Your Assistant Your Business

Add website pages, Q&A and documents, check learning status and connect the right knowledge base to your assistant.

AI Discovery Engine: Let the AI Map Your Operation

Follow discovery progress, review findings and understand what Apply Selected adds to your configuration.

Call Intelligence: AI Analysis of Your Calls

Find your way around the dashboard, analyzed calls, coaching, automations, notifications and Discovery Engine.

AI Tools: Actions Your Assistant Can Take

Create an action, configure its trigger and parameters, then enable it for the assistants that should use it.

Post-Call Automations and Real-Time Notifications

Build conditions and actions, check units and recipients, and save a draft or activate a post-call rule.

Create and Test a Call Intelligence Analyst

A Call Intelligence analyst is an AI reviewer that evaluates call transcripts using instructions you choose. An analyst is different from an Agent, which represents a person or extension in your team reports.