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🔒 Live Q&A w/ Brendan Jowett is happening in 3 hours
A CRM for Independent P&C Insurance Agencies
Im an owner of Ohio Ark Insurance and founder of Agecny Accel. In 2024 we started down the path to build an API engine that communicated between our CRM partners (KEAP and Active Campagin) and d Xanatek Connects AMS . This was built. however due to swift developments with AI we are now working on a project that eliminates bloated CRM packages, replacing with lite CRM and Agentic AI (with the exception of Leadin pipeline and workflows) performing most of the workflow functionality . We created all the requirements in Claude, which then created a prompt we will use to start the scaffolding process in GitHub/Claude Code. We're seeking someone who can assist with building out this CRM and has an interest in holding a small ownership interest in our AI Tech Consulting Agency for P&C Agents. Please respond back to [email protected] with Claude CRM in the subject line
Anyone using Obsidian as a company knowledge base? Here's the problem we ran into
We run a startup and we've been using Obsidian as our company knowledge base. Great tool but there's one big gap, no security. Everyone with vault access sees everything. API keys, strategy docs, client info, all wide open. And when you connect AI tools they burn through tokens reading raw markdown with all the noise. We ended up building a plugin called VaultGuard that adds encryption and access control to Obsidian. Built it for ourselves first, now we are testing it. If anyone else ran into this, how do you handle sensitive info when sharing an Obsidian vault with your team? And if you're interested in VaultGuard let us know, we'd love to hear your feedback.
Vapi + Make.com SMS Summary After Call — Need Help!
Hey everyone! I'm Zain, based in Birmingham UK. I run an AI receptionist service called Never Miss The Call. I've just built an AI receptionist called Lexi using Vapi for a sports therapy clinic — she's fully live and taking calls through Vonage. The one thing I'm stuck on is the Make.com SMS automation. When a call ends, I want Make.com to send the business owner a clean summary SMS with the caller's name, service requested, preferred day and time, and contact number. Has anyone done this before or does anyone have any video suggestions that show how to set this up? Any help would be massively appreciated! 🙏
Claude + higgsfield
hey Brendan when connecting to higgsfield and generating ugc can i tell it to use the characters I have created in higgsfield? i assume it would do shots and angles etc without having to edit in capcut? this would make my life so much easier!! is there a way to do this or can you just tell it to use say julia for example in a ugc tech ad ? if anyone knows the answer to this question I would appreciate the help. also this would be a good use case for affiliate products using characters so just wondering if it can do this?
Prompt Inbound Receptionist
I'm determining the best structure for creating my inbound receptionist prompting. Someone says to work with this : # Role , # Personality , # Context , # Instructions "all sub sections inside like communication style , tools , qualifying if there : , # Stages , # Examples or follow the main decoumenation of retell ai and work with 4 pieces style What do you think about that? I have learned all I need for creating a voice agent, but I have this problem delay me; I need to build it as soon as possible to get the demo and start outreach. What do you think the best structure is that I can follow?
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