Convert Leads
How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
Learn how to share product information automatically and route interested Contacts to Sales.
How to Automatically Qualify Contacts Based on Budget Using AI Agent
Learn how to automatically qualify Contacts based on whether they have the budget for your service using AI Agent.
Assignment Strategy: How to Automate Contact Distribution & Load Balancing
Learn how to automatically assign customers to agents based on your preferred load distribution strategy.
How to Maximize Customer Service Potential with AI Agent
Learn to use AI Agent to engage with customers instantly by providing quick responses to low-level conversations involving basic product information, policies, etc.
How to Automate Contact Information Collection with AI
In this article, you’ll discover how to automatically collect Contact information i.e., email address or phone number, using AI Agent.
How to Block Contacts and Manage Spam
Learn how to stop receiving spam by blocking Contacts.
How to Create Automated Welcome and Away Messages
Learn how to set up automated welcome and away messages to respond to customers immediately.
How to Create Automated Chat Menus
Learn how to create automated Chat Menus to handle multiple inquiries simultaneously and provide customers with instant access to information 24/7.
How to Route Contacts to Preferred AI Agent
Learn to automatically ask incoming Contacts if they want to talk to a Sales or a Support AI Agent and divert the Contact to the AI Agent of their choice.
How to Route Contacts by their Preferred Language
In this article, you’ll discover how to automatically route contacts to Agents based on the Contact’s language preferences.
How to Route Contacts by Team Functions
Automatically route customers based on the team the customers want to speak to or customers’ contact data.
How to Route Contacts by Shifts
Automatically route customers by shifts or business hours.
Assignment Strategy: How to Unassign Agents after Conversations Closed
Automatically unassign Contacts from agents when conversations are closed using Workflow Templates.
How to Get Contacts’ Consent for Personal Data Collection
Learn how to automatically ask for customers’ consent to the privacy policy for personal data collection purpose.
How to Promptly Transfer Conversation Between Agents
Automate the reassigning of conversation if the initial agent does not respond within a specified period.
How to Guide Customers from Exploration to Purchase with Engaging Menus
Learn how to create comprehensive Main and Sub Menus for inbound Contacts that allow them to self-explore your product line.
How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
Learn how to automatically send customized welcome messages to Contacts coming from various messaging channels and assign them to relevant agents with whom they have interacted earlier.
How to Streamline Meeting Scheduling via CTC Ads
Learn to automatically send your business calendar link to your customers to allow them to book an appointment.
How to Get a Complete View of the Customers
Learn how agents can gain a comprehensive understanding of Contacts’ conversations and profiles.
How to Simplify Customer Escalation with Automation
Automate the process of transferring issues to the second-level support team.
How to Transfer Contacts to the Next Shift Automatically
Learn how to route open conversations to the next shift.
How to Optimize Agents’ Productivity in the Inbox Module
Guide agents in their use of the Inbox module to effectively respond to customers.
How to Write an Optimal AI Persona (Best Practices)
Learn how to write a good AI Persona that helps you align your AI Agent with your brand voice.
How to Write the Best Knowledge Sources for AI Agents
Learn how to compose the most effective Knowledge Sources for your AI Agents.
How to Align AI Conversations with Your Brand Voice
Learn how to maintain a cohesive tone in responses generated by AI to ensure every interaction reflects your brand voice.
How to Draft Customer Replies with AI
Use AI Assist, AI Prompts and AI Assist Persona to draft the best replies to address customers inquiries.
How to Convert Image to Text Using AI
Learn how to extract information from images and subsequently use the information to improve the performance of your AI.
How to Automate Calculations Using AI
Learn how AI Assist can resolve customer queries that involve calculations.
How to Automate Lifecycle Tracking in Google Sheets
Learn how to track leads and optimize sales with our Lifecycle Google Sheets template.
