Help & Support

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Rating the AI's Answers

Customers can rate the AI's answers with a thumbs up or down; the score rolls up to a helpfulness percentage on your dashboard so you can track and improve answer quality.

CRM Settings

Everything on the CRM Settings page — the workspace currency, the mailbox it sends from, the intake key for your website form and API, the material the AI writes with, and your labels. Automation, the daily email cap, the notification channel and templates now live on the Agents page. Everyone can see settings; only Owners and Admins can change them.