Find every AI tool in your account and know which ones talk to customers and which ones help you.
The map
Three places AI lives
AI Employee is the name for a bundle of tools, not one button. Click a tab to see where each group lives.
AI that talks to your customers
Click Search at the top of your screen and type Conversation AI, then open it. You can also find it in your menu, but menus can be renamed, so search is the sure way. Search for the other tools below by name too.
Conversation AI is your text bot
Voice AI is your phone agent
Agent Studio is a flow-based builder
Knowledge Base stores facts your AI may use
Agent Logs records what the AI did
AI that helps you
Ask AI is a chat helper. Search for Ask AI to open it, or click its small icon in the top bar, so it is one click away from any page.
Type or speak what you want
Search for AI Studio to start an AI project from a prompt or template
AI inside other screens
Some tools have no page of their own. They show up right where the work happens.
Search for Reputation, then the Settings tab, then the Reviews AI tab
Search for Email Builder, open a template, then Content AI
Search for Workflows, open a workflow, then the AI icon bottom-left
Why bother
What a business uses AI tools for
Here are the jobs these tools are built to take off your plate.
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After-hours replies
A bot can answer a new lead's message while you are asleep.
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Fast first drafts
Emails, posts, and blogs start with a draft instead of a blank page.
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Review replies
Reviews AI helps write answers to the reviews you receive.
An assistant explains and helps build your automations.
Key terms
Definitions
Tap any term to expand it.
The name for the whole bundle of AI tools in your software.
A text bot that replies to messages on channels like SMS and chat.
A place to store the facts your AI is allowed to use.
A record of what your AI agents did, so you can check a strange reply.
Help me do it
Things To Do
Finish these before moving to the next lesson. They only take a few minutes.
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β‘ Tips
Menu names can differ by account or plan, so search for each tool by name.
If a tool is missing, it may not be turned on for your account. Your agency controls that part.
Remember Agent Logs and Knowledge Base. You will use them more than any other AI agent tool.
You cannot break anything by looking, so click around freely.
Check yourself
Quick Knowledge Check
Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.
0 of 4 answered
Which group of tools is for AI that talks to your customers?
Where do you find the Workflow AI Assistant?
True or false: AI Employee is one single button in your software.
The ____ is where you store the facts your AI is allowed to use.
Help me apply it
Try This With Your Favorite AI
Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.
πΊοΈ Map my AI tools
You are an AI setup guide helping me find and organize the AI tools in my software.
My context:
- [the AI tools I found by searching]
- [the AI tools I could not find]
- [what my business does]
Give me:
- A simple checklist of the tools I should look for
- A one-line description of what each one does
- A list of what to ask my agency about the ones I cannot see
Use plain words and keep it under 200 words.
Finish by asking me: "Which tool do you want to learn about first?"
π Write my tour notes
You are a note-taking coach helping me turn my tour of the AI tools into a one-page cheat sheet.
My context:
- [tools I opened from Search]
- [tools I found inside other screens]
- [the tool I want to try first]
Give me:
- A cheat sheet that groups tools by where they live
- A short note on which tools talk to customers and which help me
- A three-step plan for my first week
Use short bullets. Do not invent tool names I did not give you.
Finish by asking me: "What did I leave off my list?"
You now have the map. Spend five minutes searching for each tool in your own account, then come back ready to learn how AI plans and limits work.
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You did it!
You made it through every question. That's the lesson, locked in.