We’re excited to share some fantastic updates that will make managing your actions with AI agents easier and more efficient! Our latest feature enhancements focus on an intuitive design and streamlined processes, ensuring that you can configure your AI agents with ease.
📌 Why This Matters
As a small business owner, maximizing your efficiency can lead to better customer interactions and improved operations. With these enhancements, you’ll have a clean, organized way to manage action settings, ultimately saving you time and effort!
✨ What’s New
- Card-Based Interface: Actions are now presented as individual cards, allowing for easy scanning, organization, and management of your configurations.
- Tabbed Layout: Actions are divided into **During the Call** and **After the Call** sections, featuring indicators for quick reference.
- Streamlined Creation Flow: A new, prominent **“New Action”** button lets you add actions quickly, facilitating better organization.
- Individual Action Modals: Each action opens in its own focused modal, eliminating clutter and the confusion of multiple tabs.
- Quick Delete Option: You can remove actions directly from the card’s menu without needing to open additional edits.
🛠️ How to Use It
- Step 1: Go to Settings and enable the new action management feature for a more streamlined experience.
- Step 2: Explore your revamped interface, where you can easily add, edit, or delete actions with just a few clicks.
💡 Key Improvements
- Improved Visual Hierarchy: Clear labels and visual groupings make distinguishing between action types easier than ever.
- Simplified Editing & Deletion: Editing or removing actions is now straightforward, thanks to the direct access from the cards.
- Built-In Constraints & Guidance:
- Visual Counters: Keep track of your usage limits in real time.
- Smart Tooltips: Get context-aware hints tailored to your action types, such as a maximum of 15 actions during a call, only one appointment booking allowed, and up to 25 contact field updates after a call.
💼 Supported Action Types
During the Call:
- Call Transfer
- Trigger Workflow
- Send SMS
- Book Appointment
- Custom Actions (Beta)
After the Call:
💡 Pro Tip
Utilizing a streamlined action management system not only saves you time but can also enhance your customer service experience by ensuring timely responses and actions.
