An AI Dialer Assistant automatically calls new leads as soon as they enter your system. This helps you respond instantly and increase your chances of booking appointments. Follow these steps to set up your assistant as a lead-calling dialer. Step 1: Op ...
Step-by-Step Guide: Setting Up and Using the Knowledge Base in Lead Indicator Software Purpose The knowledge base is essential for training the Lead Indicator AI bot to handle customer inquiries accurately by providing company-specific information. ...
Steps for Creating a Receptionist AI Assistant 1. Create a New Assistant Navigate to the top-right corner of the dashboard and select Create New Assistant. Choose from the following options: Import: Bring in an assist ...
Step-by-Step Guide: Launching and Automating Your AI Assistant in Lead Indicator AI 1. Setting Up Active Tags Active tags are essential for enabling your AI assistant to interact with users. Tags can be assigned for chat or voice modes. Steps: ...
Step-by-Step Guide: Using Tools, Calendar Integration, and Custom Extractions in Lead Indicator AI Overview This guide covers setting up and using tools, calendar integration, and custom extractions to streamline your AI assistant's function ...
🔹 Workflow Summary This workflow: 1. Triggers when Appointment Status changes to Booked2. Calls Assistable API to fetch conversation messages3. Custom Code formats the transcript into:→ 📄 Converts raw AI data into clean text 4. Email / staff ...
Step-by-Step Guide: Creating and Deploying a Custom Tool for Information Extraction in Lead Indicator AI Overview This tutorial walks you through combining multiple extractions into a single custom tool. The goal is to simplify the process of collec ...