AI Agents
AI Agents handle first contact on WhatsApp, qualify contacts, answer questions and move each contact to the right state of your Sales Brain (Playbook), following the rules you write in each state's instructions.
Funcionalidades
15 articles
15 articles
AI Agents handle first contact on WhatsApp, qualify contacts, answer questions and move each contact to the right state of your Sales Brain (Playbook), following the rules you write in each state's instructions.
The AI agent now distinguishes between discarding a contact and simply not meeting its objective, so valid contacts aren't lost by mistake.
Automatic transcription, sentiment analysis, and AI-generated summaries for call recordings in Vixiees.
From the Help button in the sidebar you can instantly open the AI Help assistant to solve questions or issues, or go to the Help center.
Configure backoffice and middleoffice teams to distribute tasks among specialized groups, separating operations from the main sales team.
Turn on browser notifications to get alerted the moment a new task becomes available, without having to watch the dashboard.
Manage call recording storage in Vixiees: retention policies, access permissions, and GDPR considerations.
Turning on āNever cancelsā on a task template blocks all automatic activity for that contact (tasks, WhatsApp, email, calls) until itās completed.
Assign specific phone numbers to Sales Brains (Playbooks) to route inbound calls to the correct team.
How the āAsk AIā button in the Help panel works: what message the agent sends automatically and how to use it to get better answers.
Inbound calls have maximum priority and are never blocked by existing tasks in the system.
Manage phone and WhatsApp numbers in Sales Brains (Playbooks): separate outbound and inbound call numbers, automatic number selection and supported providers.
Create and manage structured scripts to guide sales reps during task execution, with step-by-step instructions, checklists, and decision options.
Every table in the app now shares the same design and works the same way. In Contacts, Tasks and several Settings sections, each tab has its own address; in Contacts and Tasks it also keeps your filters.
Capture leads from any website's forms with the JavaScript Web Snippet, including UTM parameters and custom field mapping.