15 docs tagged with "automation"

Learn about AI Capabilities: specialized skills that enable your AI Employees to capture leads, book appointments, answer questions, and automate business tasks.

Set up the Business App AI Chat Receptionist to answer questions and capture leads 24/7 on web chat, email, SMS, Facebook, Instagram, and WhatsApp.

Learn how to use AI tools in Social AI for creating localized content, editing posts, and running campaigns efficiently.

Configure your AI Voice Receptionist to answer calls 24/7, capture lead information, book appointments, and route calls.

Learn how to use AI-generated content to quickly respond to customer reviews in Reputation AI.

View and troubleshoot past automation runs using the Activity log.

Configure how and when your automations run with entry settings and error handling options.

Ready-to-use campaign templates and examples for nurture sequences across different industries. Customize these multi-step email campaigns for your business.

Create, send, and track email campaigns in Business App. Build audiences from CRM contacts and lists, personalize emails, and improve delivery.

Create custom CRM modules to track industry-specific data like equipment, properties, vehicles, or pets alongside your contacts and companies. Supports bulk import, automations, smart lists, and API.

Learn how to send Yesware email campaigns (sequences, drip campaigns) to Business App CRM contacts. Step-by-step setup, integration, sending limits, and automation best practices included.

Set up the On-call dispatch capability so your AI Voice Receptionist works as an after-hours AI dispatcher, screening emergency calls and connecting callers to your on-call technician.

Automatically notify your team or contacts via SMS and email when leads come in, forms are submitted, or CRM events occur.

Create and manage SMS templates for review and NPS requests in Reputation AI

Build an automation that texts the caller's name, issue, and location to your on-call technician whenever the AI Voice Receptionist dispatches a call.