AI - Revision history

Ashley DeBon: /* CallProof AI */

2026-07-20T06:56:25Z

‎CallProof AI

Ashley DeBon at 05:46, 17 July 2026

2026-07-17T05:46:08Z

Ashley DeBon: /* How to navigate to AI */

2026-07-16T06:36:20Z

‎How to navigate to AI

Ashley DeBon: Created page with "== CallProof AI == === What is CallProof AI? === CallProof AI helps sales reps work smarter in the field. Ask questions about accounts, follow-ups, leads, and tasks; get hel..."

2026-07-15T07:58:35Z

Created page with "== CallProof AI == === What is CallProof AI? === CallProof AI helps sales reps work smarter in the field. Ask questions about accounts, follow-ups, leads, and tasks; get hel..."

New page

== CallProof AI ==

=== What is CallProof AI? ===

CallProof AI helps sales reps work smarter in the field. Ask questions about accounts, follow-ups, leads, and tasks; get help writing emails and SMS; and use Sales Coach prompts for guidance.

AI is available only when enabled for your company and user. If the '''AI''' button is not visible on Home, contact your administrator to enable AI access.

=== How to navigate to AI ===

# Log into the CallProof app.
# Open the '''[[Mobile Home]]''' (Dashboard) tab.
# In the top navigation, tap '''AI'''.
# The CallProof AI / Sales Coach screen opens in full screen.
# Start a chat by typing a question, tapping a suggested prompt, or using voice (when available).
# Use the menu (history / side menu) to open past chats or start a new conversation when available.
# Close or dismiss the screen to return to Home.

'''Other ways AI can appear:'''
* From '''Accounts''', message/email actions may open '''CallProof AI''' assistance for SMS or email.
* From contact / appointment screens, AI help may appear for messages, notes, or summaries when enabled.
* Managers with prompt access can open '''AI Virtual Assistant''' settings to customize assistant instructions (when permitted).

=== Using CallProof AI ===

# From Home, tap '''AI'''.
# Choose a suggested prompt or type your own question (for example: accounts that need follow-up, tasks for today, or where to go next).
# Review the AI response in the chat.
# Take action from results when shown (open an account, complete a task, build a route, send a message, and similar options).
# Optional: use voice input, attach an image (when available), give thumbs up/down feedback, copy text, or read aloud.
# For email/SMS writing, open AI from the account message or email flow, edit the draft, then send or use the text.

=== Features include ===

* '''AI button (Home)''' – Top-left shortcut on Home to open CallProof AI / Sales Coach. Hidden if AI is not enabled.
* '''Sales Coach chat''' – Ask sales questions and get answers based on your CallProof data and prompts.
* '''Suggested prompts''' – One-tap ideas such as:
** What accounts need follow-ups based on recent interactions?
** Show me clients that need visits or have been neglected
** Help me find a new lead
** Show me all the tasks I have for today
** Where should I go next?
* '''Text chat''' – Type a question and send it to AI.
* '''Voice input''' – Speak your question when mic / voice options are available.
* '''Chat history / menu''' – Open previous AI conversations or continue an archived chat when available.
* '''Account and lead suggestions''' – AI can return nearby or relevant accounts/places to visit or follow up.
* '''Tasks from AI''' – View today’s tasks and mark or manage them from AI results when shown.
* '''Email AI assistance''' – Draft or improve email text from the email/account flow, then send or use the generated text.
* '''SMS / Message AI assistance''' – Draft or improve text messages, then send or use the generated message.
* '''Feedback''' – Rate AI answers (for example thumbs up/down) to improve quality.
* '''Copy / read aloud''' – Copy AI text or listen to responses when those actions are available.
* '''AI Virtual Assistant (admin/prompt edit)''' – Select an assistant and update instructions when your role allows user-level prompt customization.
* '''Enablement controls''' – Company admin enables AI; user settings may also control whether AI tools appear.

=== Note ===

CallProof AI depends on your organization settings, AI feature flags, and permissions. Features such as Sales Coach, chat suggestions, email/SMS assistance, and Virtual Assistant prompt editing may not all be visible to every user.

<div style="clear: both;"></div>

← Older revision		Revision as of 06:56, 20 July 2026
Line 1:		Line 1:
	== CallProof AI ==		== CallProof AI ==

		+	[[File:App_CallProof_AI_Option.png\|200px\|thumb\|right\|Callproof App CallProof AI Option]]
	=== What is CallProof AI? ===		=== What is CallProof AI? ===

@@ Line 3: / Line 3: @@
 === What is CallProof AI? ===
-CallProof AI helps sales reps work smarter in the field. Ask questions about accounts, follow-ups, leads, and tasks; get help writing emails and SMS; and use Sales Coach prompts for guidance.
+CallProof AI is your in-app sales assistant. Ask questions about accounts, leads, routes, tasks, calls, and team activity; get help writing emails and SMS; and use suggested prompts for field guidance.
-AI is available only when enabled for your company and user. If the '''AI''' button is not visible on Home, contact your administrator to enable AI access.
+AI is available only when enabled for your company and user. If the '''AI''' button is missing on Home, contact your administrator.
-=== How to navigate to AI ===
+=== How to navigate ===
-# Log into the CallProof app.
+'''[[Mobile Home]]''' → top navigation '''AI'''
-[[File:app_AIscreen.png|100px|thumb|right|Callproof Mobile App AI]]
+Opens '''CallProof AI''' (Sales Coach) full screen.
-'''Other ways AI can appear:'''
+'''Other entry points:'''
-* From '''Accounts''', message/email actions may open '''CallProof AI''' assistance for SMS or email.
+* '''Accounts / Contacts / People''' → Message or Email → AI draft popup (when enabled)
-* From contact / appointment screens, AI help may appear for messages, notes, or summaries when enabled.
+* '''[[Member Detail]]''' → Message → AI SMS help (when enabled)
-* Managers with prompt access can open '''AI Virtual Assistant''' settings to customize assistant instructions (when permitted).
+* Appointment / notes flows → AI help for notes or messages (when enabled)
 === Using CallProof AI ===
-# From Home, tap '''AI'''.
+# Open '''[[Mobile Home]]'''.
-# Choose a suggested prompt or type your own question (for example: accounts that need follow-up, tasks for today, or where to go next).
+# Tap '''AI''' in the top navigation.
 # Review the AI response in the chat.
-# Take action from results when shown (open an account, complete a task, build a route, send a message, and similar options).
+# Take action from results when shown (open account, task, route, call, message).
-# Optional: use voice input, attach an image (when available), give thumbs up/down feedback, copy text, or read aloud.
+# Use '''[[Chat history]]''' to reopen past chats, or '''[[New chat]]''' to start fresh.
-# For email/SMS writing, open AI from the account message or email flow, edit the draft, then send or use the text.
+# Tap '''Back''' to return to Home.
 === Features include ===
-* '''AI button (Home)''' – Top-left shortcut on Home to open CallProof AI / Sales Coach. Hidden if AI is not enabled.
+* '''[[AI button (Home)]]''' – Top shortcut on Home to open CallProof AI.
-* '''Sales Coach chat''' – Ask sales questions and get answers based on your CallProof data and prompts.
+* '''[[Sales Coach chat]]''' – Main chat screen for questions and answers.
-* '''Suggested prompts''' – One-tap ideas such as:
+* '''[[Assistant picker]]''' – Switch between CallProof AI and other assistants (when available).
-** What accounts need follow-ups based on recent interactions?
+* '''[[Suggested prompts]]''' – One-tap ideas by category (leads, routes, tasks, accounts, and more).
-** Show me clients that need visits or have been neglected
+* '''[[Text chat]]''' – Type a question and send it to AI.
-** Help me find a new lead
+* '''[[Speech to text]]''' – Use the mic to dictate your question.
-** Show me all the tasks I have for today
+* '''[[AI Voice]]''' – Start a voice conversation with AI (when enabled).
-** Where should I go next?
+* '''[[New chat]]''' – Clear the current conversation and start over.
-* '''Text chat''' – Type a question and send it to AI.
+* '''[[Chat history]]''' – Side menu with past chats, search, pin, and archive.
-* '''Voice input''' – Speak your question when mic / voice options are available.
+* '''[[Resume last chat]]''' – Option to continue your previous AI session.
-* '''Chat history / menu''' – Open previous AI conversations or continue an archived chat when available.
+* '''[[Email AI assistance]]''' – Draft or improve emails before sending.
-* '''Account and lead suggestions''' – AI can return nearby or relevant accounts/places to visit or follow up.
+* '''[[SMS AI assistance]]''' – Draft or improve text messages before sending.
-* '''Tasks from AI''' – View today’s tasks and mark or manage them from AI results when shown.
+* '''[[AI feedback]]''' – Rate AI answers to improve quality.
-* '''Email AI assistance''' – Draft or improve email text from the email/account flow, then send or use the generated text.
+* '''[[AI settings toggles]]''' – Enable AI, AI Voice, and Prompt AI from Settings (when permitted).
-=== Note ===
+<div style="clear: both;"></div>
-CallProof AI depends on your organization settings, AI feature flags, and permissions. Features such as Sales Coach, chat suggestions, email/SMS assistance, and Virtual Assistant prompt editing may not all be visible to every user.
+----

@@ Line 10: / Line 10: @@
 # Log into the CallProof app.
 # Open the '''[[Mobile Home]]''' (Dashboard) tab.
 # In the top navigation, tap '''AI'''.