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Documentation Index

Fetch the complete documentation index at: https://docs.replify.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Each account starts with one assistant by default. You can add more to support multiple business locations, service lines, or internal teams with distinct workflows. To purchase additional assistants, contact .

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How to Manage Assistants

  1. Open the Assistant dropdown in the top right corner.
  2. Select an assistant to view its settings, conversations, contacts, and reports.
  3. To create a new assistant:
    • Click in the dropdown.
    • Click the plus (+) button and fill in the required details.
    • Navigate to that assistant’s Settings to configure its voice, phone, knowledge, and more.
    • To rename an assistant, go to its Settings page and click the pencil icon next to the name.

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External IDs (CRM syncing)

On , configure external IDs so each assistant can carry identifiers tied to CRMs outside Replify (HubSpot storefront or account IDs, internal site codes, etc.). Typical pattern: define a short key label (such as hubspotId) and the value your organization uses for that assistant or location. Campaign contact imports—CSV uploads, Import via Email (sample CSV step), or the Campaign Service API—use those pairs so routing lines up across assistants on Multi-Assistant or organization-wide campaigns. In-app Assistant routing is shared between direct uploads and email import setup.

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Troubleshooting

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Can’t create a new assistant?

You’ve likely reached your account’s assistant limit. Contact to upgrade your plan.

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Need to remove an assistant?

Deletion or deactivation is not yet self-serve. Please email and we’ll take care of it for you.