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Call Assistant

Recent calls

StartedCallerBookingSummary
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Transcript

Greeting and business details

Changes apply to the next call. The greeting is what callers hear first.

Only admins can change these.

Add user

Share the temporary password through a secure channel. Users can change it from the header.

Users

EmailRoleStatus

Calendar and email (Google or Microsoft 365)

Connect the company mailbox. Bookings go on its calendar, and staff alerts send from it.

CRM

Each call is saved as a contact with a note. Connect one or more CRMs.

Change password