Features / Rules your agent follows
Rules your agent follows
Memory is what your agent learns. Rules are what you decide. Tell it how you like to work, and let admins set company policy that nobody can override.
✓
Personal rules and sign-off in My profile
✓
Company rules from admins always come first
✓
Offers to save preferences you mention in chat
What you get
- Personal rules and sign-off in My profile
- Company rules from admins always come first
- Offers to save preferences you mention in chat
- Applies to chat, voice, emails and documents
More features
Expenses: mileage, travel and reports
Automatic mileage, travel and hotel expenses, claims and team reports in one place.
Dashboards and sites
Ask your agent to build a live dashboard, report or web page and share it.
Documents, decks and spreadsheets
Ask for a letter, report, deck or spreadsheet and get a real, branded file.