4 docs tagged with "custom"

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.

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.