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.

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.