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.

Let Your Conversational Agent Book and Manage Appointments

Your conversational agent can help customers find an available time, book an appointment and manage an existing appointment. Configure the calendars and actions it is allowed to use before enabling it for customers.

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.

Get Started with Knowledge Discovery

Knowledge Discovery helps turn information from business calls and messages into answers for your knowledge base. Use it to gather a starting point, then check the facts before your assistants rely on them.

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.

Test and Improve Your Conversational Agent Answers

Use the test panel to check your assistant’s replies. When an answer needs correction, Improve lets you edit a question and answer to help the bot respond to similar questions in the future.