Your bot and automations
Your AI teammate, and the jobs it runs for you on its own.
9 articles
- What is my bot and how do I talk to it?Your bot is an AI teammate that knows your business. Click Bots in the menu, open it, and tell it what to do or what to keep doing.
- How do I text or call my bot?Text or call your business number from your own mobile. Your bot answers you, and everyone else still reaches your team.
- How do I use my bot in Slack or Discord?Connect Slack or Discord from your bot's page, then send the bot a direct message or @mention it in a channel. It answers in the thread.
- Who can text and call my bot?Everyone on your team with a mobile number on the bot's list. Their texts and calls reach the bot; everyone else reaches your team as always.
- How do I make an automation?Tell your bot what to keep doing, like "every evening, text me tomorrow's jobs". It sets up the automation and turns it on right away.
- How do I test, pause or delete an automation?Click Test it to run it once now. Use its switch to pause it. To delete it, open it, click Delete and confirm. Or ask your bot.
- Why did my automation pause?It failed 5 times in a row, ran more than 30 times in an hour, or you ran out of credits. Fix the cause, then turn it back on.
- What does the bot do on its own, and when does it ask first?It makes changes in your app right away and tells you. It asks first before anything reaches a customer, and before deleting.
- What automations can I set up for my business?Daily job texts, Slack posts for new deals, quote follow-ups, calls for big overdue invoices, reminders and weekly summaries. Ask your bot in plain words.