What is Auto-Pilot Mode? Auto-Pilot Mode is a feature within the Conversation AI system that enables your CRM to automatically and instantly respond to incoming messages from leads. This ensures that
Reviews AI helps you manage and respond to customer reviews efficiently while maintaining a personal touch. The feature offers two modes—Suggestive Mode and Auto-Pilot Mode—to fit your workflow. This
What is Web URL Training? Web URL training is a feature that allows you to enhance your CRM's Conversation AI by using the content from your existing website. The system will automatically scan, or cr
About AI Agent Instructions AI Agent instructions are the core guidelines that define your automated assistant's personality and behavior during conversations. They allow you to control the tone, set
What is the AI Employee? The AI Employee is a suite of artificial intelligence tools integrated into your CRM platform. These tools are designed to automate tasks, enhance productivity, and improve cu
What's New? We've enhanced GPT actions in your CRM with a powerful new feature: history retention. Now, GPT actions can remember past interactions and use that context to deliver more relevant, person
Overview To provide accurate and relevant answers, your CRM's Conversation AI feature can be trained using content from your website. After the system crawls your site, it's a good practice to review
What is a Conversation AI Bot? A Conversation AI bot is a tool within your CRM that uses artificial intelligence to automate interactions with your contacts. It can handle incoming messages on various
What Is AI Prospect Generation? The AI Prospect Generation feature automatically delivers 2–3 high-quality business prospects to your CRM each week, based on your chosen niche and geographic area. Usi
Understanding Voice AI Snapshots Voice AI Snapshots allow you to replicate your complete Voice AI configuration—including agents, prompts, workflows, and actions—across different sub-accounts within y
What Is Content Genius? Content Genius is an AI-powered tool within your CRM that helps you create, plan, and optimize content with integrated SEO guidance. It combines a full-featured text editor wit
Overview Your CRM allows Voice AI agents to handle inbound and outbound calls using phone numbers connected through your Twilio account. You can assign a specific Twilio number or an entire number poo
Understanding the Idle Reminder Timer The Idle Reminder Timer is a setting for your Voice AI agents that manages how they handle silence during an active conversation. When a caller stops speaking, th
What Are Voice AI Performance Summary Emails? Voice AI Performance Summary Emails are automated reports sent on a recurring basis to keep your team updated on the performance of a specific Voice AI ag
You can now assign a Number Pool, which is a group of multiple phone numbers, to your Voice AI Agents. When someone calls any number within the pool, the call will be intelligently routed according to
Enhancing Voice AI Agents with a Knowledge Base Connect your CRM's Voice AI agents to a knowledge base to provide them with a source of accurate, up-to-date information. When an agent receives a user
What Is Brand Voice Integration? Brand Voice Integration is a feature within your CRM's Content AI tools that allows you to generate marketing content aligned with your brand’s unique identity. By usi
What Is the AI Assistant? The AI Assistant is a built-in tool within your CRM that helps you create content, get answers, and perform tasks without leaving the platform. It uses artificial intelligenc
What is the Guided Form Setup? The Guided Form Setup is an intuitive method for creating AI conversation bots without needing to write custom prompts. By completing a structured form, you define your
Creating a Marketplace Listing Agency Owners and Admins can list their Conversation AI or Voice AI agents on the Marketplace for other users to purchase and install. Sub-account admins and users do no
What is the Conversation AI Agents Dashboard? The Conversation AI Agents Dashboard offers a centralized view of performance metrics for all your Conversation AI agents within the CRM. This dashboard a
About the AI Contact Summary Tool The AI Contact Summary tool is an intelligent feature within your CRM that instantly compiles information from across a contact's record into a clear, concise overvie
Introduction to Voice AI Custom Actions Voice AI Custom Actions allow your automated call agents to communicate with your other software tools in real-time during a live conversation. By sending a POS
What is Auto Follow-Up in Conversation AI? The Auto Follow-Up action is an intelligent feature within your CRM's Conversation AI that automatically sends messages to contacts who have stopped respondi
About AI Feedback Your feedback is essential for improving the AI tools within your CRM. You can quickly rate AI-generated text and images with a simple thumbs up or thumbs down. This input helps our
What Is the Funnel Creation Agent? The Funnel Creation Agent is an AI-powered tool within your CRM's Ask AI assistant. It helps you build complete, professional marketing funnels quickly by guiding yo
Overview You can upgrade your existing Voice AI agents to a new, improved experience. This upgrade is designed to enhance call quality, increase reliability, and create more natural-sounding conversat
Accelerate Automation with Ready-to-Use Templates The CRM's Marketplace offers pre-built Conversation AI and Voice AI agent templates, allowing you to deploy sophisticated automation quickly without s
What are Granular Permissions for Voice AI Agents? Granular permissions for Voice AI Agents provide detailed control over what team members can see and do within the AI-powered calling features of you
What Are AI-Powered Review Summaries? AI-Powered Review Summaries automatically analyze your customer feedback to provide clear, digestible insights. For every user with at least one connected review
Introduction The Ask AI tool in your CRM allows you to create, modify, and analyze images using simple text commands. You can generate new images from scratch, edit existing images, or ask questions a
Your CRM’s Voice AI feature can automatically translate the transcripts and summaries it generates after each call into a language of your choice. This allows teams to overcome language barriers, revi
Introduction The Ask AI feature in your CRM has evolved from answering questions to performing actions. You can now use conversational commands to create contacts, update opportunities, reschedule app
Overview The voice of your AI agent is a key part of the caller experience. Your CRM provides a library of high-quality voices in multiple languages and accents. You can also import unique, custom voi
What is the AI Translate Workflow Action? The AI Translate action in your CRM's workflow builder is a tool that automatically converts text from one language to another. This allows you to create auto
Understanding AI Intent Detection The AI Intent Detection action is a powerful workflow tool that uses artificial intelligence to evaluate the emotional tone of a piece of text. It automatically reads
What Are Voice AI Call Logs? Voice AI Call Logs provide a comprehensive record of all calls managed by your Voice AI agents. This feature allows you to monitor agent performance, analyze customer conv
About Agent Studio for Flow Agents Agent Studio is a tool within your CRM that allows you to manage, update, and refine existing flow-based AI agents using a visual interface. While the recommended me
What is the AI Agents Contest? The CRM AI Agents Contest is an exciting opportunity for developers and innovators to create groundbreaking AI agents and compete for a share of a $50,000 prize pool. Th
What are the Voice AI Public APIs? The Voice AI Public APIs provide a programmatic interface for managing and integrating the Voice AI feature within your CRM. Instead of relying solely on the applica
Overview The CRM's Conversation AI feature has been upgraded with new Knowledge Sources and a smarter retrieval system. This allows your AI agents to access a wider variety of information, including s
Maintain the accuracy of your AI bot's responses effortlessly. The Auto Refresh feature for Knowledge Base links allows your CRM to automatically re-crawl and re-train the web pages you've linked to y
Generating Conversation Summaries and Transcripts Conversation AI can automatically create summaries and transcripts after conversations become inactive. This feature helps teams quickly review intera
Understanding Voice AI Outbound Calling Voice AI Outbound Calling is a feature that allows you to place automated, AI-powered phone calls directly from your CRM workflows. You can add this action to a
What Is the Enhanced Web Crawler? The Enhanced Web Crawler is a powerful tool within your CRM's AI Agent training system. It is designed to gather comprehensive information from websites by simulating
What is Table Search in Knowledge Base? Table Search introduces a new "Table Source" type to your CRM's Knowledge Base. By uploading CSV files, you can semantically index structured data so your AI ag
What is the Conversation AI API? The Conversation AI API provides developers with programmatic control over AI agents, actions, and conversation generations within your CRM. It enables you to automate
Understanding AI Product Pricing This guide explains how AI features are priced within your CRM, including what's included in each plan, how usage is calculated, and how to manage billing for your loc
What is Document and Rich Text Support? Document and Rich Text Support provides two primary methods for adding information to your CRM's Knowledge Base. You can upload existing document files or write
Connecting Ask AI and Agent Studio Combine the conversational intelligence of the Ask AI assistant with the powerful automation capabilities of Agent Studio. This integration allows you to route user
What is the Voice AI Outbound Calling Dashboard? The Voice AI Outbound Calling Dashboard is a central hub within your CRM for monitoring the performance of outbound calls made by AI agents. It provide
What Are AI-Prospecting Recommendations? If you're a new agency, getting your first client can feel daunting. To help you start, the CRM platform offers a special, one-time feature: AI-Prospecting Rec
What Are AI Build Hours? AI Build Hours are personalized, one-on-one sessions where our AI specialists work directly with you to configure, troubleshoot, and launch your Conversation AI or Voice AI ag
What is Voice AI Noise Cancellation & Backchanneling? Voice AI Noise Cancellation and Backchanneling are advanced audio features designed to improve the quality of your automated phone conversations.
Understanding Knowledge Base Bundling for AI Agent Templates Knowledge Base bundling allows template creators to include pre-configured knowledge content along with AI Agent templates in the Marketpla
What is AI Schedule? AI Schedule is a feature that automatically determines the best time to send each individual email to maximize engagement. Instead of you guessing when your contacts might check t
Introduction As you build more Voice AI Agents, your main list can become long and difficult to navigate. To keep your workspace organized and efficient, you can use Folders to group your agents into
About System Prompts for Voice AI Agents Your Voice AI agent operates based on a detailed set of underlying instructions, known as system prompts. These prompts govern the agent's core logic, personal
What is Multi-Calendar Booking with CRM Voice AI? CRM Voice AI enables your phone system to understand a caller's intent during a live conversation and book appointments directly into the appropriate
Overview In a landscape filled with AI-generated content, maintaining a unique and consistent brand identity is essential. Your CRM's Brand Voice feature allows you to capture your brand's tone, value
Understanding AI Agent Triggers Triggers allow you to automatically launch an AI Flow Agent when a specific event occurs within your CRM. Instead of manually starting an agent or relying on external c
The Knowledge Base is a centralized workspace within your CRM where you can create, organize, and manage content sources for AI-powered tools. This refreshed interface offers a clearer, more structure
Introduction to Agent Studio Agent Studio is the visual environment within your CRM for designing intelligent, automated assistants known as agents. It provides a flexible, node-based canvas where you
Understanding the Router Tool The Router tool in Agent Studio is a powerful flow control node that determines which step a conversation should go to next. Instead of forcing a contact down a single, l
Organize Your AI Assistants with Folders Keep your collection of AI assistants neat and manageable using the folder system within the CRM's AI Assistant Studio. This feature allows you to group assist
Understanding Response Settings in Conversation AI Response Settings in Conversation AI allow you to control the length and detail level of your AI bot's replies. By selecting from predefined style op
Testing and Debugging AI Conversations Agent Studio includes powerful built-in tools for testing and refining your AI agents before you deploy them. The Message Execution Timeline and Chat Emulator gi
Introduction Custom Values and Variables are the key to creating dynamic and adaptable workflows in Agent Studio. They act as intelligent placeholders that automatically pull live data into your agent
What is an Auto-Translated Greeting for Voice AI? The Auto-Translated Greeting feature ensures your Voice AI Agent greets callers in the appropriate language. When you select a new language for your a
Overview: Distributing AI Agents Across Accounts Account Snapshots provide a powerful way to package your AI agents from the Agent Studio and deploy them to other sub-accounts within your agency. This
Overview The Agent Studio Public API allows your external applications to interact with your AI agents programmatically. You can list, retrieve details for, and execute your production-ready agents di
What is the Schema Markup AI Generator? The Schema Markup AI Generator is a tool inside your CRM that automatically creates structured data for your website and funnel pages. By analyzing the existing
What is Web Call Testing? Web Call is a browser-based feature that allows you to test your Voice AI agents directly from within your CRM. Instead of requiring a purchased or assigned phone number, you
What is Edit Prompts with AI? Edit Prompts with AI is a feature within your CRM's Voice AI Agent settings that enables you to refine specific sections of your agent prompts using artificial intelligen
What are Forms and Calendars in AI Studio? AI Studio helps you create interactive page elements like forms and booking sections that can collect information or schedule appointments. These components
What is Agent Studio? Agent Studio is a visual, no-code builder within your CRM that enables you to create sophisticated multi-agent AI systems. This canvas-style interface allows you to orchestrate m
Overview The Graph Builder in Agent Studio includes tools to copy, paste, and bulk delete nodes. These features let you duplicate sections of your AI agent's logic, reuse them in other areas or agents
About the AI Agent Node The AI Agent Node is the central component in Agent Studio that gives your flow-based agents their intelligence. It processes incoming information, interprets instructions, and
What is the Code Editor in AI Studio? The Code Editor in AI Studio is an integrated coding environment that allows you to directly edit and manage your project's code without leaving the CRM platform.
What Is the Sequential Node? The Sequential Node is a core building block in Agent Studio that enables you to execute a series of actions in a fixed, predefined order. It serves as the execution engin
What Are Agent Logs? Agent Logs provide a centralized location to monitor and analyze the performance of your AI agents within the CRM. This feature consolidates execution activity, conversation conte
Overview Advanced SEO Support for AI Studio enhances the visibility of your published sites for search engines, social media platforms, and AI crawlers. This feature is specifically designed for sites
What Is Google Sheets Integration? Google Sheets integration allows you to link a live Google Sheet to your CRM’s Knowledge Base. Instead of repeatedly uploading static files, you can connect your spr
What Are Agent Logs Metrics? Agent Logs Metrics is a dashboard feature within the Agent Logs section of your CRM that provides a high-level overview of your AI agents' performance. Instead of examinin
What is the AI Usage Dashboard? The AI Usage Dashboard provides a single, comprehensive view of your agency's AI-related activity and expenses within the CRM. It consolidates information on token cons
The Knowledge Base Retrieval Tester is a tool in your CRM that allows you to preview how your Knowledge Base content will perform when answering real user questions through AI features. Before your AI
The Voice AI Prompt Optimizer is a testing and improvement tool that helps you evaluate and enhance your Voice AI Agent's performance using realistic call scenarios. This feature allows you to generat
What is Voice AI: Agent Transfer? Voice AI Agent Transfer enables one Voice AI Agent to seamlessly hand off an ongoing conversation to another Voice AI Agent within the same live call. This feature al
What Are Generative AI Tools? Generative AI tools are specialized processing steps you can add to an agent flow within your CRM's agent builder. These tools enable the automated creation of text, audi
Introduction to AI Artifacts The Ask AI feature in your CRM now generates more than just text. It can organize its responses into structured, interactive formats called artifacts. These artifacts help
What is Ask AI SaaS Plan Management? Ask AI SaaS Plan Management enables you to create and modify SaaS plans directly through a conversational chat interface. Instead of manually configuring every set
Understanding Ask AI Session Costs Ask AI is a powerful tool that can handle a wide range of tasks, from generating simple content to executing complex, multi-step workflows that may involve approvals
About the Knowledge Base Tool Within the CRM's AI Agent builder, the Knowledge Base Tool allows you to equip an AI agent with a specific set of information it can search through to answer user questio
What Are Visual Edits in AI Studio? Visual Edits in AI Studio allow you to refine your AI-generated project directly within the live preview. After generating a project, you can click on text, select
You can export any table from your Knowledge Base as a CSV file, allowing you to analyze, validate, or back up structured data used by AI agents. This guide explains how to download tables, the types
What Is the Import cURL Feature? The Import cURL option in the Agent Studio API Call Tool allows you to paste a cURL command and automatically convert it into a fully configured API request within you
Ask AI provides a guided chat experience to help you create Knowledge Bases and connect them to your AI agents quickly. This streamlined process allows you to select content sources, generate FAQs, an
Ask AI Memory is a feature that helps the AI assistant within your CRM learn and recall important details about you and your work. It saves key pieces of information—such as your role, business specif
What Are Scheduled Tasks? Scheduled Tasks is a feature within your CRM's AI workspace that allows you to set up automated prompts to run at specific times. Instead of manually asking the same question
What Are Voice AI Performance Reports? Voice AI Performance Reports are automated email summaries that provide insight into the performance of your Voice AI agents over time. These reports deliver key
What Is the Web Search Tool in Agent Studio? The Web Search Tool is a feature available within the AI Agent Node that enables your AI agent to fetch real-time information from the internet. It allows
About Meta Form Consent for Outbound Voice AI When using Facebook Lead Forms to generate leads for outbound calling with Voice AI, it is essential that the form includes a specific consent disclaimer.
Voice AI voice cloning allows you to create natural-sounding, on-brand Voice AI Agents by cloning a real human voice directly within your CRM. You can upload or record a short audio sample, select a t
About Ask AI Voice Mode Ask AI Voice Mode is a feature that allows you to interact with your CRM's AI assistant using your voice instead of typing. You can ask questions, receive spoken answers, trigg
About Ask AI Feedback Your feedback on Ask AI responses helps improve the system's accuracy and usefulness. When you rate answers with a thumbs up or thumbs down, you provide valuable information that
Overview The Ask AI feature provides a guided, conversational way to build and manage your courses within the CRM. Instead of manually configuring every detail, you can describe your vision, and Ask A
What is the Summer of AI 2026? The Summer of AI 2026 is a special promotion designed to help agencies introduce powerful AI capabilities to their clients. Running from June 1 through August 31, 2026,
Connecting Google Drive to Your Knowledge Base You can connect your Google Drive account to your CRM's Knowledge Base, allowing you to import documents directly. This feature eliminates the need to do
As an Agency owner or administrator, you can manage AI Studio access for multiple sub-accounts at once. This allows you to quickly enable or restrict AI Studio features across your agency's accounts w
What Are Scheduled Triggers for Super Agents? Scheduled Triggers enable Super Agents to run automatically based on a predefined time or recurring schedule. You can configure a one-time execution, set
What Are Super Agents in Snapshots? Super Agents are advanced AI configurations built in your CRM that can be packaged and shared across multiple accounts using Snapshots. This allows agencies to depl
Understanding Conversation AI Channel Management Conversation AI Channel Management gives you control over how your AI bots respond to incoming messages. Instead of relying on a single bot for all int
About the Ask AI Chrome Extension The Ask AI Chrome Extension enables the AI assistant to interact with webpages on your behalf. When you grant permission, it can open websites, click buttons, type te