AI agents
Background agents, the conversation assistant and their limits.
- Setting up AI agentsThe two kinds of AI in ClientTurn, the conversation assistant and background agents, and where to set each one upAI agents
- What are AI agents?The four kinds of background agent (sourcing, closing, re-engagement and combined), what each actually does, and what none of them will doAI agents
- Setting up an agentCreate an agent step by step, choose its sources, limits, schedule and approval level, then start it when you are readyAI agents
- Agents run 24/7How agents keep working when nobody is logged in, what can stop a run, and how pausing, stopping and deleting behaveAI agents
- The conversation assistantHow the assistant that answers your leads is set up, what the AI decides and what your rules decide, and how to review its workAI agents
- How the assistant writesWhy the assistant never uses emojis or dashes, how it sounds like a person rather than a chatbot, and what happens when a draft slipsAI agents
- AI credits and model tiers, in plain wordsAI credits, the limits on how many your workspace uses, what happens when a limit is reached, and why ClientTurn picks different AI models for different jobsAI agents
- AI guides and best practiceHow to set up AI & selling so the assistant sounds like you, qualifies at the right depth, keeps the conversation going and brings a person in only when it must and stays within budgetAI agents