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About
Your AI assistant is available 24/7 to handle phone calls, emails, chats, texts, and can also place outbound calls. It comes with built-in reporting and a simple CRM, and it can automatically send contact information to external tools like Google Sheets or hundreds of CRMs. This guide covers key features and settings, along with tips to help you get the most out of your AI assistant. We are constantly deploying new UIs and features so the images may not exactly mirror what your experience looks like.Getting Started
Assistant Setup
Business Info
Basic Info
Configure your assistant’s basic information and preferences.
Knowledge
Set up your assistant’s knowledge base.
Conversation Settings
Agent Preferences
Configure how your assistant handles conversations.
Advanced Options
Configure advanced settings and options.
Live Transfers
Set up trigger phrases that initiate live phone transfers.
Channels
Chatbot
Configure chatbot-specific settings and appearance.
Configure email communication settings and templates.
Phone/Text Settings
Configure phone and text message communication settings.
Tools
Campaigns
Conversations
Contacts
Manage your contacts and integrate with your CRM system.
Analytics
View analytics and performance reports.
Notifications
Set up notifications for new conversations.
Integrations
API Keys
Create and manage API keys for programmatic access.
Connected Apps
Connect external services like email platforms and CRMs.