In the Conversation AI Bot settings there is an option to generate a summary and/or transcript of the conversation. Conversation Summary Navigate to AI Agents > Conversation AI and select an existing bot or create a new one. On the Bot Goals tab, click the toggle for Enable Conversation Summary….
This capability enables AI bots to intelligently detect and book appointments across multiple calendars, simplifying multi-specialty or multi-department scheduling for your business. What is Multiple Calendars Support? Multiple Calendars Support allows your AI Appointment Booking Bot to route booking requests to the correct calendar based on the customer’s intent. Instead…
In Conversation AI, an important option for building the bot is the Flow Based Builder. It provides a rich visual interface for laying out the conversation logic. TABLE OF CONTENTS Access The Flow Based Builder Bot Settings Bot Goals Flow Based Builder AI Actions AI Action – Capture Information (Qualify)…
Have you ever been in a situation where you’re trying to get somebody in membership, or you want to get them in quickly, and they’ve lost their password, or they can’t figure out how to log in? A Memberships magic link is the one-click solution for that. The fastest way…
Overview The New Theme Customizer is a powerful new feature that enables users to personalize the appearance of their course sites with ease. From logos and search bars to hero sections and course sidebars, users have full control over key design elements to create a visually appealing and branded learning experience. With…
TABLE OF CONTENTS 1. Introduction Why It Matters 2. Triggers and Actions Triggers (ClickUp → Workflows) Actions (Workflows → ClickUp) 3. Getting Started 4. How ClickUp Triggers Work 5. Common Use Cases Use Case 1: Create ClickUp Tasks from Form Submissions Use Case 2: Auto-Generate AI-Powered Proposal Documents Use Case…
TABLE OF CONTENTS 1. Introduction Why It Matters 2. Triggers and Actions Triggers (Airtable → Workflows) Actions (Workflows → Airtable) 3.Getting Started with Airtable 4. How Airtable Triggers Work Setup Steps: 5. Common Use Cases Use Case 1: Send Internal Notifications Use Case 2: Update Data in Multiple Places Use…
TABLE OF CONTENTS 1. Introduction Why It Matters 2. Triggers and Actions Triggers (Notion → Workflow) Actions (Workflow → Notion) 3. Getting Started with Notion 4. How Notion Triggers Work Setup Instructions: 5. Common Use Cases Use Case 1: Create Notion Docs from Form Submissions Use Case 2: Sync Appointment…
1. Introduction The Google Contacts integration enables seamless synchronization of contact data between your CRM and your Google ecosystem. With this integration, you can automatically create, update, and organize contacts in Google Contacts whenever changes occur in workflows—and vice versa. Why It’s Valuable This integration ensures that your team’s contact…
If you encounter the error message: “Please create a new WhatsApp Business Account since a payment method already exists for the current WhatsApp Business Account.” This means that your existing WhatsApp Business Account (WABA) already has an active payment method associated with it. Meta does not allow a WABA with…
