AI Employee & AI Tools

Train, tune, and equip your AI Employees with knowledge and tools

12 articles in this category

Give AI access to your other apps so it can retrieve info and perform actions for you.

Learn the 8-section structure for creating effective system prompts that power your AI agent.

Dynamically change a lead's journey by moving them between automation flows based on their conversation.

Capture custom data from conversations and store them in custom fields for leads.

Notify managers about important leads without stopping the AI conversation flow.

Automatically segment and categorize leads based on conversation triggers.

Learn the fundamentals of AI Tools and how to configure them for your agent.

Set up the Create Lead Notes AI tool so your AI agent automatically stores important customer details as long-term memory.

Let your AI check Google Calendar availability in real time and book appointments automatically, complete with invites, Meet links, and reminders.

Upload PDFs, images, and long text to the Knowledge Base so your AI Employee answers questions with better accuracy.

Let your AI send pre-set images, videos, or documents with a custom message the moment a customer asks for them.

Let your AI agent automatically assign leads to the right team member based on what the customer mentions in the conversation.