AI

How to Use Brand Voice in ContentAI

Appointment Booking Conversation AI Workflow Action

AI Conversational Appointment Booking Workflow and Setup

Bot Goals Feature : Complete Guide

AI Prompting 101

Trigger a Workflow within Conversation AI

CRM Settings - "Conversation AI" Tab

How to Find Past Records of Content Generated by Content AI

Workflow X Conversation AI - Conversation AI Action *Beta

Conversation AI: Live Chat Channel in Workflow Action

Update Conversation AI Bot and Status - Workflow Action

How to fix grammar and spelling, make longer content and improve writing in Funnels and Website?

How to fix grammar and spelling, make longer content and improve writing in Blogs?

How to create blog post outline with Content AI?

How to fix grammar and spelling, make longer content and improve writing in Social Post?

Voice AI Agents Dashboard

AI-Powered Custom Code Generation in Workflows

Advanced Settings Overview - Conversation AI

Primary vs Non-Primary Conversation AI Bots

Voice AI Custom Variable Support in Prompt

Inbound Call Flow for Voice AI calls

Voice AI: Multi-Language Support

Creating Voice AI Agents

Testing Voice AI Agents

AI Tools in CRM

Working hours for AI Employee

AI Voice Agents Overview

Using Auto-Pilot Mode for Conversation AI

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

Using Reviews AI to Automate and Improve Customer Review Responses

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

Using Web URLs to Train Your CRM's Conversation AI

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

How to Customize Your AI Agent's Responses with Prompts and Instructions

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

Understanding and Managing AI Employee Access

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

Using History for GPT Actions (AI Memory Key)

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

Managing Website Content for Conversation AI

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

How to Set Up a Conversation AI Bot

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

How to Generate AI-Prospected Leads

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

Using Snapshots to Duplicate Voice AI Configurations

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

Using the Content Genius Editor for SEO-Optimized Content

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

Assigning Twilio Numbers to Voice AI Agents

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

Configuring the Idle Reminder Timer for Voice AI Calls

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

How to Set Up Voice AI Performance Summary Emails

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

Using Number Pools with Voice AI Agents

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

Integrating a Knowledge Base with Voice AI Agents

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

Brand Voice Integration in Content AI

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

Using the AI Assistant in Your CRM

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

Configure an AI Conversation Bot Using Guided Setup

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

Publishing Conversation AI and Voice AI Templates to the Marketplace

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

Conversation AI Agents Dashboard Overview

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

How to Generate a Contact Summary Using AI

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

Configuring Custom Actions for Voice AI Agents

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

Auto Follow-Up Action in Conversation AI

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

Provide Feedback on AI-Generated Content

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

Create Funnels with the Ask AI Funnel Agent

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

Upgrading a Voice AI Agent to the New Experience

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

How to Use AI Agent Marketplace Templates for Conversation AI and Voice AI Automation

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

Managing Granular Permissions for Voice AI Agents

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

Understand Customer Sentiment with AI-Powered Review Summaries

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

Creating and Modifying Images with Ask AI

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

Translate Call Transcripts and Summaries with Voice AI

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

Using the Action Engine in Ask AI

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

How to Change a Voice AI Agent's Voice

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

Using the AI Translate Action in Workflows

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

Using AI Intent Detection in Workflows

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

Understanding Voice AI Call Logs

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

Working with Flow Agents in Agent Studio

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

CRM AI Agents Contest 2025 – $50K Prize Pool

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

Voice AI Public APIs Overview

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

Enhancing Your AI Agent with Knowledge Sources

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

Automatically Refresh Knowledge Base Links

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

Using Conversation AI to Generate Summaries and Transcripts

Generating Conversation Summaries and Transcripts Conversation AI can automatically create summaries and transcripts after conversations become inactive. This feature helps teams quickly review intera

Using Voice AI for Automated Outbound Calling

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

Using the Enhanced Web Crawler for Your AI Agent's Knowledge Base

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

AI Employee - Knowledge Base Tables

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

Conversation AI Public API

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

AI Product Pricing

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

Using Documents and Rich Text in Your Knowledge Base

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

Ask AI and Agent Studio Integration

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

Using the Voice AI Outbound Calling Dashboard

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

Getting Started with AI-Prospecting Recommendations

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

AI Build Hours: Get Expert Help Setting Up Your AI Agents

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

Voice AI: Noise Cancellation & Backchanneling

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.

How to Bundle Knowledge Bases with AI Agent Templates

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

Using AI Schedule for Optimized Email Timing

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

Organize Voice AI Agents with Folders

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

Understanding and Modifying Voice AI Agent Prompts

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

CRM Voice AI: Booking Appointments Across Multiple Calendars Using Intent Recognition

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

Create Your Brand Voice from Text or URL

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

Setting Up Real-Time Triggers for AI Flow Agents

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

Knowledge Base Overview

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

Getting Started with Agent Studio

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

How to Use the Router Tool in Agent Studio

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

How to Create and Manage Folders in the CRM's AI Assistant Studio

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

Configure Response Settings in Conversation AI

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

How to Test and Debug AI Conversations in Agent Studio

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

How to Use Custom Values and Variables in Agent Studio

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

Understanding Auto-Translated Greetings for Voice AI

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

How to Package and Distribute AI Agents Using Snapshots

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

Using the Agent Studio Public API

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

Generate Schema Markup Using AI in Funnels and Websites

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

Testing Voice AI Agents with Web Call

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

Edit Voice AI Prompts with AI Assistance

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

Connecting Forms and Calendars in AI Studio

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

Building Multi-Agent AI Systems with Agent Studio

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

Copy, Paste, and Bulk Delete Nodes in Agent Studio

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

Configure the AI Agent Node in Agent Studio

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

Using the Code Editor in AI Studio

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.

How to Build Structured Agent Flows Using the Sequential Node

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

Understanding Agent Logs

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

Using Advanced SEO Support for AI Studio

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

Connect Google Sheets to Your Knowledge Base

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

Understanding Agent Logs Metrics

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

AI Usage Dashboard

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

What is the Knowledge Base Retrieval Tester?

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

Voice AI Prompt Optimizer

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

Voice AI: Agent Transfer

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

Using Generative AI Tools Within Your CRM's Agent Builder

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

Working with AI Artifacts and Mermaid Diagrams in Your CRM

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

Using Ask AI to Create and Update SaaS Plans

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 and Examples

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

How to Configure an AI Agent to Use a Knowledge Base

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

Using Visual Edits in AI Studio

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

Exporting Knowledge Base Tables to CSV

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

Import cURL Commands in the Agent Studio API Call Tool

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

Creating and Attaching Knowledge Bases Using Ask AI

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

What is Ask AI Memory?

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

Automating AI Prompts with Scheduled Tasks

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

Voice AI Performance Reports

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

How to Use the Web Search Tool in Agent Studio for Real-Time Responses

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

Configuring Meta Form Consent for Outbound Voice AI

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.

Create and Use Voice AI Voice Cloning

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

Using Ask AI Voice Mode

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

How to Provide Feedback on Ask AI Responses

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

Using Ask AI to Create and Manage Courses

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

Summer of AI 2026

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,

Using Google Drive with Your Knowledge Base

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

Bulk Enable or Disable AI Studio for Sub-Accounts

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

Scheduled Triggers for Super Agents

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

How to Clone and Share Super Agents Using Snapshots

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

How to Manage Conversation AI Bot Channels and Routing

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

How to Install and Set Up the Ask AI Chrome Extension

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