AI replies and goals

Set a goal, write a playbook, add knowledge and voice samples, and choose how AI replies go out.

Articles in AI replies and goals

Choosing a goal and how it is countedPick what the AI works towards on an account, such as a booked call, and choose what counts the goal as reached.
Writing a playbookA playbook is the ordered list of stages the AI moves through in a conversation. How to write, test and reuse one.
Knowledge base and voice samplesGive the AI the facts it may use and examples of how you write. It answers from those and from nothing else.
Drafts, auto replies and the rules that always applyChoose whether the AI drafts replies for your approval or sends them itself, and see the rules it follows either way.
Reply from the InboxApprove or edit the AI's draft, steer a new one, write your own reply, and close or reopen a conversation.
Booked calls, Google Calendar and booking toolsHow agreed calls reach your calendar, and how Calendly, Cal.com and Google Calendar bookings count towards a goal.