AI Automation Guide
Transform your CRM with intelligent automation. Let AI agents handle data entry, updates, and workflow management while you focus on building relationships.
The Power of AI Automation
Zero Manual Data Entry
AI captures and updates contact information automatically during calls. No more post-call data entry or missed details.
Intelligent Decision Making
AI understands context and makes smart decisions about stage changes, assignments, and priority levels based on conversations.
Real-Time Updates
Changes happen instantly during calls. Your team gets up to date information as the call is happening.
Complete Audit Trail
Every automated action is logged in the timeline (optional), providing full transparency and accountability.
AI-Powered CRM Tools
AI-Powered CRM Tools
Update Contact Field
Automatically update any contact field during conversations
Capabilities:
- Update standard fields (name, email, company)
- Modify custom fields you've created
- Validate data before updating
- Track all changes in timeline
Real Example:
During Call
"Caller mentions they work at 'Tech Corp'"
AI Action
AI updates company field to 'Tech Corp'
Timeline Entry
Updated company from empty to Tech Corp
Configuring AI Tools
Tool Configuration
Update Contact Field Configuration
Multiple selections allowed
Configure each tool to control what your AI agent can and cannot do
Automation in Action
Real-Time Automation Example
Incoming Call
10:32 AMCall from +1 (555) 123-4567
Contact Created
10:32 AMNew contact auto-created from caller ID
Field Updated
10:35 AMCompany updated to 'Tech Solutions Inc.'
Stage Changed
10:37 AMMoved from Lead to Qualified
User Assigned
10:38 AMAssigned to Sarah Johnson (Sales)
Note Added
10:40 AMInterested in Enterprise plan, budget $50K
All of this happened automatically during a single phone call
Best Practices
Configure Thoughtfully
- Only allow fields that AI should update
- Limit user assignments to active team members
- Enable timeline tracking for transparency
- Test configurations with sample calls
Design Clear Workflows
- Define when contacts should move between stages
- Use consistent criteria for stage transitions
- Document automation rules for your team
- Review AI decisions regularly
Train Your AI
- Provide clear instructions in agent prompts
- Use specific keywords for triggers
- Include examples in your instructions
- Monitor and refine based on results
Team Alignment
- Ensure team understands automation rules
- Kepe track of changes visually with Kanban boards
- Review automated actions in team meetings
- Gather feedback to improve automation
Common Automation Scenarios
Sales Automation
- Qualify leads based on budget discussions
- Move to proposal stage after demo interest
- Assign to sales rep based on territory
- Update deal size from conversation
Support Automation
- Create notes from customer issues
- Set priority (custom) based on urgency
- Route to specialized support teams
- Mark resolved after confirmation
Time Savings Calculator
Calculate Your Time Savings
50 calls/day
3 minutes
2.5h
Saved Daily
55h
Saved Monthly
660h
Saved Yearly
Getting Started with AI Automation
1. Enable CRM Tools
- Navigate to your AI instructions page
- Go to the Tools section
- Add "Update Contact Field"
- Add "Assign Contact to User"
- Configure allowed fields and users
2. Add Instructions
- Update your agent instructions
- Include when to update fields
- Specify assignment rules
- Define stage transition criteria
- Test with sample calls
Important Considerations
- • AI decisions are based on conversation context
- • Review automated actions regularly
- • Test configurations thoroughly before going live
- • Train your team on the automation rules
- • Monitor timeline for unexpected behaviors
Ready to Automate?
Start saving hours every day with intelligent CRM automation.