6 docs tagged with "ai-employees"

Set up a custom AI Data Analyst that turns CRM data, reviews, and social engagement into actionable business insights using the AIR Analysis Framework.

Set up a custom AI Support Employee that resolves customer inquiries via chat, follows the HEARD framework for troubleshooting, and captures escalation details when a question falls outside the knowledge base.

Overview of AI Employees and the common structure for digital team members in Business App.

Build specialized AI Employees with custom role prompts and capabilities tailored to specific business functions.

Set up a custom AI Inside Sales Representative that qualifies inbound leads, captures contact information, and books appointments without letting unqualified leads through.

Centralize information for AI Employees to reference when answering customer questions.