LeadSimple

Learn what the AI Agent can handle and where to manage it in LeadSimple.

AI Agent overview

Configure the AI Agent voice, greeting, custom instructions, and active phone lines.

Set up your AI Agent

Send whole phone numbers, IVR extensions, or unanswered calls to the AI Agent.

Route calls to the AI Agent

Add policies, FAQs, and guidance the AI Agent can use for voice and text conversations.

Build the AI Agent knowledge base

Turn on AI text replies for a phone number and understand when the agent will or will not reply.

Respond to texts with AI

Understand how AI Agent calls and texts create leads, tasks, work orders, call records, and transcripts.

AI Agent follow-up actions and records

Fix common issues with routing, AI text replies, knowledge base sync, and automated follow-up actions.

Troubleshoot AI Agent setup and responses

Chris Winn

Set up the AI Agent, route calls and texts, manage the knowledge base, and understand automated follow-up actions.

AI Agent

Demo

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Consulting

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.