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Founder Friday is happening in 14 hours
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Telnyx Partnership, Native CRM, and All Updates Coming Soon
We've been massively busy in the past 8 weeks - there has been a lot of radio silence in the community from me where I used to keep a tab of Skool open at all times. We are 'crossing the chasm' as far as numbers we are seeing and so we have been investing in a lot of resources like human capital to scale even further alongside you. TLDR; - Massive deal with Telnyx allowing us to have native, clean telephony at scale and native texting, call center ops calling and AI voice telephony - 25+ new team members to help serve on support, success, dev and enterprise sales - Migration off bubble, and all related vendors (anything on the voice and chat side that is not native) in the next 30-45 days - Native lite API-friendly CRM with full call center ops and AI deployment natively 30-45 days - More focus on sustainability of AI deployment and enterprise-grade resources - We now have friends in all the highest of places to not only allow us to do things at scale and pass cost savings to you, but allow us to pass the recourses as well Loom attached happy thursday
Telnyx Partnership, Native CRM, and All Updates Coming Soon
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A-Z Rebilling Guide (With Flowchart and Real Charges)
We get asked a ton about rebilling -- and while we work on functionality and UX UI to always make this easier, I thought I would make a simple vid (its 10 minutes you can 2x if you like) that shows a miro flow chart on the logic, the rebilling set up and configuration, using folders to bucket clients by type, and the tangible charges at the sub-account and workspace level to better understand it. let me know if you have any questions, drop them below and ill get you an answer :) Loom & Miro board attached
A-Z Rebilling Guide (With Flowchart and Real Charges)
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👋 Welcome: Start Here, Resources & Introduce Yourself
Hey everyone, So thrilled to have you aboard and welcome to the community. I have a couple rules, some resources and one ask of you before diving in. First, some resources: 🖥️ Your Workspace 📄 Documentation 📹 Videos & How-tos 🎓 Courses 🛟 Help Center 🗺️ Roadmap Next, some rules: 🚫 No self-promotion: Don't share posts, links or lead magnets - you'll be banned immediately. 🤝 Be helpful, be helped: Be kind, respectful, and inclusive - treat others as you wish to be treated. 🌱 Iron sharpens iron: Share cool stuff, take advantage of cool stuff thats shared. 🔍 Think before posting: Before starting a thread, take just 30 seconds to search. Lastly, intro yourself: 1. How long have you been slangin' AI? 2. Niche or niches? 3. Any cool wins? (your chance to brag) 4. Where you from? 5. Main goals for the year?
👋 Welcome: Start Here, Resources & Introduce Yourself
Still too many 'thanks' and uses of user's first name
Has anyone cracked the code for this issue. I've tried so many suggestions, but the bots still constantly use phrases like 'thank you', 'thanks [name]'. It also constantly uses the user's first name throughout the call. For example: AI: Thanks, Bob. Let me get that noted.Thank you, Bob. Could you also provide your email address so I can ensure everything is set up correctly for your appointment? You: Yeah. It's bob at g mail dot com. AI: Got it, Bob. Let me update that for you.Thanks, Bob. Could you also share your phone number so we can finalize the appointment details? You: Yeah. It's seven one three four six seven eight four four two. AI: Thank you! Let me update that for you.Thanks, Bob. Right now, I have this in my ##Style Guardrails - Keep the conversation natural. Excessive first name repetition, and saying "thank you" often is unnatural. Most humans do not repeat someone’s name or say thank you in every message. Avoid this behavior. It just sounds so unnatural. I'd love any suggestions for how to get this to stop.
Client data retrieval from EMR
Hey guys, I have a beauty biz client who wants the agent to be able to see their previous treatment record when talking to existing clients. Has anyone have done that?
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