Search for the five AI tools, tell text bots from phone agents, and know where the Create buttons are.
Where it lives
The five AI tools to know
Click Search at the top of your screen and type AI, then open each tool by name. You can also find them in your menu, but menus can be renamed, so search is the sure way.
Text bots
Bots that reply to messages on text, email, Facebook, Instagram, WhatsApp, and your website chat. The dashboard is your scoreboard.
Filters for date range, channel, and agent
Cards for messages, appointments, and Time Saved
The Agent List tab holds the + Create Bot button
Phone agents
Agents that answer calls and can place them. It has an Agent List tab and a Dashboard & Logs tab.
The + Create Agent button lives in the Agent List
Dashboard & Logs is where you review calls later
A visual builder
A canvas where you build agents like a flow chart. For now, just know where it is.
The binder your agents learn from
A library of information your agents look things up in, like a binder you hand a new hire.
The record of what happened
A record of what your agents said and did, so you can check their work.
Why it matters
What an agent does for you
An AI agent is a helper that answers for you at any hour, and you decide what it says.
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Instant replies
A lead who texts at 11 at night gets an answer right away.
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Fewer repeat questions
Your team stops typing the same ten answers all day.
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Booked appointments
Appointments can get booked while you work on something else.
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You stay in charge
You choose what it knows, what it says, and when a person steps in.
Key terms
Definitions
Tap any term to expand it.
A helper inside your software that answers customers for you, any hour of the day.
The text bot side of AI Agents. It replies to written messages.
The phone agent side of AI Agents. It answers calls and can place them.
A place where messages arrive, like text, Facebook, or website chat.
Help me do it
Things To Do
Finish these before moving to the next lesson. They only take a few minutes.
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β‘ Tips
Menus can be renamed in each account, so search for each tool by its name.
Some items only show up when that tool is turned on for your account.
Voice AI may need to be turned on before you see all of its tabs.
Watch the Time Saved card. It shows how much work your bots took off your plate.
Check yourself
Quick Knowledge Check
Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.
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Which part of AI Agents answers phone calls?
What is a channel?
The text bot side of AI Agents is called Conversation ____.
The AI tool that records what your agents said and did is Agent ____.
Help me apply it
Try This With Your Favorite AI
Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.
π§ Plan my module tour
You are a patient software trainer helping me get comfortable with the AI Agents area of my software.
My context:
- [my business and what I do]
- [how many people use my account]
- [the questions customers ask most]
Give me:
- A short checklist for searching for and opening each AI tool
- One thing to look for on each screen
- A place to jot down what looks different from the lesson
Use plain words and keep it under 250 words.
Finish by asking me: "Which AI tool feels the most confusing right now?"
π Text bot or phone agent?
You are a clear-thinking setup helper helping me decide where an agent would help first.
My context:
- [my business]
- [how customers reach me: text, calls, website chat]
- [when I miss messages or calls]
Give me:
- A plain list of the places customers reach me
- Whether a text bot, a phone agent, or both fits each one
- The first Create button I should click
Do not suggest any business strategy. Only what to set up.
Finish by asking me: "Where do I miss the most customer messages today?"
You now know how to find every agent tool. Take two minutes to search for each one, then come build your first bot.
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You did it!
You made it through every question. That's the lesson, locked in.