AI & Automation

AI agents, chatbots and call transcription

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Review and Resolve Call Intelligence Notifications

Call Intelligence notifications show alerts created when an automation rule matches a call. Use them to decide what needs attention, review the evidence and record the follow-up status.

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.

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.

Appointment Checker: Confirm Upcoming Appointments Automatically

An appointment checker texts customers before an upcoming appointment and records whether they plan to attend. It follows the calendars you select and can optionally help move an appointment to another available time.

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.

Refresh Website Sources in Your Knowledge Base

Re-read a website source or an individual page, check learning status and test that your assistant uses the updated information.

Why Your Conversational Agent Is Not Replying

Check saved activation, connected channels, response delays, schedules and handoff before diagnosing an assistant that is silent.

Hand Over an AI Conversation to Your Team

Set up human handoff, email summaries and optional voice alerts so your team can take over when a customer asks for a person.