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.

Sana
Updated 6 days ago by Sana

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.

Sana
Updated 6 days ago by Sana

Assignment Strategy: How to Automate Contact Distribution & Load Balancing

Learn how to automatically assign customers to agents based on your preferred load distribution strategy.

Joshua Lim
Updated 6 days ago by Joshua Lim

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.

Sana
Updated 6 days ago by Sana

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.

Sana
Updated 6 days ago by Sana

How to Block Contacts and Manage Spam

Learn how to stop receiving spam by blocking Contacts.

Updated 6 days ago

How to Create Automated Welcome and Away Messages

Learn how to set up automated welcome and away messages to respond to customers immediately.

Updated 6 days ago

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.

Updated 6 days ago

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.

Sana
Updated 5 days ago by Sana

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.

Sana
Updated 6 days ago by Sana

How to Route Contacts by Team Functions

Automatically route customers based on the team the customers want to speak to or customers’ contact data.

Updated 6 days ago

How to Route Contacts by Shifts

Automatically route customers by shifts or business hours.

Updated 6 days ago

Assignment Strategy: How to Unassign Agents after Conversations Closed

Automatically unassign Contacts from agents when conversations are closed using Workflow Templates.

Updated 6 days ago

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.

Updated 5 days ago

How to Promptly Transfer Conversation Between Agents

Automate the reassigning of conversation if the initial agent does not respond within a specified period.

Updated 6 days ago

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.

Sana
Updated 6 days ago by Sana

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.

Sana
Updated 6 days ago by Sana

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.

Sana
Updated 6 days ago by Sana

How to Get a Complete View of the Customers

Learn how agents can gain a comprehensive understanding of Contacts’ conversations and profiles.

Updated 6 days ago

How to Simplify Customer Escalation with Automation

Automate the process of transferring issues to the second-level support team.

Updated 6 days ago

How to Transfer Contacts to the Next Shift Automatically

Learn how to route open conversations to the next shift.

Sana
Updated 6 days ago by Sana

How to Optimize Agents’ Productivity in the Inbox Module

Guide agents in their use of the Inbox module to effectively respond to customers.

Updated 6 days ago

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.

Sana
Updated 5 days ago by Sana

How to Write the Best Knowledge Sources for AI Agents

Learn how to compose the most effective Knowledge Sources for your AI Agents.

Sana
Updated 5 days ago by Sana

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.

Updated 6 days ago

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.

Updated 6 days ago

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.

Updated 6 days ago

How to Automate Calculations Using AI

Learn how AI Assist can resolve customer queries that involve calculations.

Updated 6 days ago

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