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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
Setup Guidance
Get started with your AI assistant in just a few minutes.
Assistant Setup
Conversation Settings
Core Behavior
Define who your assistant is and how it behaves in every conversation.
Knowledge
Set up your assistant’s knowledge base.
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
Scenario Builder
Create custom scenarios for your conversations.
Campaigns
Campaign Templates
Choose from pre-built templates or create your own from scratch.
Creating a Campaign
Step-by-step guide to setting up simple and ongoing campaigns.
Managing Your Campaign
Monitor statuses, manage contacts, and track performance.
Conversations
Notifications
Set up notifications for new conversations.
Analysis Settings
Customize lead qualification, conversation summaries, and next steps.
Contacts
Manage your contacts and integrate with your CRM system.
Analytics
View analytics and performance reports.
Integrations
API Keys
Create and manage API keys for programmatic access.
Connected Apps
Connect external services like email platforms and CRMs.
Account Management
Multiple Assistants
Manage multiple AI assistants for different departments.
API Documentation
Outbound Phone Calling API
Use this API to initiate one-time outbound calls. This is ideal for simple campaigns where you want to start a call programmatically.
Campaign Service API
Use this API to manage campaign contacts in ongoing campaigns. Add, update, or delete contacts programmatically.