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‎Features include

Ashley DeBon: Created page with "== CallProof AI == === What is CallProof AI? === CallProof AI is your in-app sales assistant. Ask questions about accounts, leads, routes, tasks, calls, and team activity; g..."

2026-07-17T05:40:02Z

Created page with "== CallProof AI == === What is CallProof AI? === CallProof AI is your in-app sales assistant. Ask questions about accounts, leads, routes, tasks, calls, and team activity; g..."

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== CallProof AI ==

=== What is CallProof AI? ===

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 missing on Home, contact your administrator.

=== How to navigate ===

'''[[Mobile Home]]''' → top navigation '''AI'''
Opens '''CallProof AI''' (Sales Coach) full screen.

'''Other entry points:'''
* '''Accounts / Contacts / People''' → Message or Email → AI draft popup (when enabled)
* '''[[Member Detail]]''' → Message → AI SMS help (when enabled)
* Appointment / notes flows → AI help for notes or messages (when enabled)
* Floating '''AI''' button on some screens (when chatbot is enabled)

=== Using CallProof AI ===

# Open '''[[Mobile Home]]'''.
# Tap '''AI''' in the top navigation.
# If prompted, choose whether to resume your last AI chat.
# Pick a suggested category/prompt, type a question, or use voice.
# Review the AI response in the chat.
# Take action from results when shown (open account, task, route, call, message).
# Use '''[[Chat history]]''' to reopen past chats, or '''[[New chat]]''' to start fresh.
# Tap '''Back''' to return to Home.

=== Features include ===

* '''[[AI button (Home)]]''' – Top shortcut on Home to open CallProof AI.
* '''[[Sales Coach chat]]''' – Main chat screen for questions and answers.
* '''[[Assistant picker]]''' – Switch between CallProof AI and other assistants (when available).
* '''[[Suggested prompts]]''' – One-tap ideas by category (leads, routes, tasks, accounts, and more).
* '''[[Text chat]]''' – Type a question and send it to AI.
* '''[[Speech to text]]''' – Use the mic to dictate your question.
* '''[[AI Voice]]''' – Start a voice conversation with AI (when enabled).
* '''[[New chat]]''' – Clear the current conversation and start over.
* '''[[Chat history]]''' – Side menu with past chats, search, pin, and archive.
* '''[[Resume last chat]]''' – Option to continue your previous AI session.
* '''[[Email AI assistance]]''' – Draft or improve emails before sending.
* '''[[SMS AI assistance]]''' – Draft or improve text messages before sending.
* '''[[AI feedback]]''' – Rate AI answers to improve quality.
* '''[[AI settings toggles]]''' – Enable AI, AI Voice, and Prompt AI from Settings (when permitted).

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== AI button (Home) ==

=== What is AI button (Home)? ===

The AI button is the top shortcut on '''[[Mobile Home]]''' that opens '''[[CallProof AI]]'''.

=== How to navigate ===

'''[[Mobile Home]]''' → tap '''AI''' (top navigation)

=== Using AI button (Home) ===

# Open Home after login.
# Tap '''AI''' in the top bar.
# CallProof AI opens full screen.
# If the button is hidden, AI is not enabled for your user/company.

=== Features include ===

* '''Home shortcut''' – Fast access from the dashboard.
* '''Full-screen AI''' – Opens Sales Coach chat.
* '''Enablement dependent''' – Shown only when AI is turned on.
* '''Internet required''' – Needs a connection to open AI.

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== Sales Coach chat ==

=== What is Sales Coach chat? ===

Sales Coach chat is the main '''[[CallProof AI]]''' screen where you ask questions and get answers based on your CallProof data and prompts.

=== How to navigate ===

'''[[Mobile Home]]''' → '''AI''' → Sales Coach chat screen

=== Using Sales Coach chat ===

# Open CallProof AI.
# Read the greeting (“What can I help with?” or assistant welcome).
# Choose a prompt category or type your own question.
# Send and review the response.
# Continue the conversation or start a new chat.

=== Features include ===

* '''Chat conversation''' – Question and answer thread.
* '''Welcome title''' – “What can I help with?” for CallProof AI.
* '''Scroll to bottom''' – Jump to the latest message when needed.
* '''Actionable results''' – Open accounts, tasks, routes, and more from answers when shown.
* '''Manager extras''' – Managers also see Team Management prompts.

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== Assistant picker ==

=== What is Assistant picker? ===

Assistant picker lets you switch between '''CallProof AI''' and other configured assistants from the AI header.

=== How to navigate ===

'''[[CallProof AI]]''' → tap assistant name in the top header

=== Using Assistant picker ===

# Open CallProof AI.
# Tap the assistant title (for example CallProof AI).
# Choose an assistant from the menu.
# The greeting and available prompt chips update for that assistant.
# Start chatting with the selected assistant.

=== Features include ===

* '''CallProof AI default''' – Built-in sales coach assistant.
* '''Custom assistants''' – Company-configured assistants when available.
* '''Default selection''' – Opens the assistant marked as default.
* '''Prompt visibility''' – Suggested prompt categories show for CallProof AI; other assistants may hide category chips.

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== Suggested prompts ==

=== What are Suggested prompts? ===

Suggested prompts are one-tap starter questions on '''[[CallProof AI]]''', grouped by sales category.

=== How to navigate ===

'''[[CallProof AI]]''' → tap a category chip → tap a prompt

=== Using Suggested prompts ===

# Open CallProof AI.
# Tap a category such as Lead Generation, Route Tracking, or Task Tracking.
# Choose a suggested question.
# AI sends that prompt and returns an answer.
# Or type your own question instead.

=== Features include ===

* '''Lead Generation''' – Find new leads by industry, miles, or zip.
* '''Route Tracking''' – Ask what’s next on your route.
* '''Task Tracking''' – Today’s tasks, missed appointments, overdue follow-ups.
* '''Account Management''' – Accounts needing follow-up or not contacted recently.
* '''Client Insights''' – Neglected clients needing visits.
* '''Calls & Messages''' – Recent calls, missed calls, transcripts, CallProof Voice counts.
* '''Team Management''' – Manager-only prompts for team activity and appointments.
* '''Role-based lists''' – Managers see Team Management; reps see the standard set.

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== Text chat ==

=== What is Text chat? ===

Text chat lets you type a question into '''[[CallProof AI]]''' and send it for a response.

=== How to navigate ===

'''[[CallProof AI]]''' → message box at bottom → type → Send

=== Using Text chat ===

# Open CallProof AI.
# Tap the message input field.
# Type your question.
# Tap '''Send''' (paper plane).
# Wait for the AI reply in the chat list.

=== Features include ===

* '''Message input''' – Bottom text field for questions.
* '''Send button''' – Appears when you have text to send.
* '''Follow-up questions''' – Continue in the same chat thread.
* '''Works with prompts''' – Use typed questions or suggested prompts.

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== Speech to text ==

=== What is Speech to text? ===

Speech to text uses the mic on '''[[CallProof AI]]''' to dictate your question into the chat input.

=== How to navigate ===

'''[[CallProof AI]]''' → mic button next to the message box

=== Using Speech to text ===

# Open CallProof AI.
# Tap the mic button.
# Allow microphone / speech permission if prompted.
# Speak your question.
# Review the transcribed text, edit if needed, then send.

=== Features include ===

* '''Mic button''' – Dictation shortcut beside the input field.
* '''Speech recognition''' – Converts spoken words to text.
* '''Editable draft''' – Fix the transcript before sending.
* '''Permission required''' – Needs mic access on the device.

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== AI Voice ==

=== What is AI Voice? ===

AI Voice starts a spoken conversation with CallProof AI from the Sales Coach screen (when AI Voice is enabled).

=== How to navigate ===

'''[[CallProof AI]]''' → Voice button (black mic / AI Voice icon)

Also: '''[[Settings]]''' → AI Voice toggle (when available)

=== Using AI Voice ===

# Confirm AI Voice is enabled in Settings (if shown).
# Open CallProof AI.
# Tap the '''Voice''' button.
# Speak with the assistant.
# Return to text chat when finished.

=== Features include ===

* '''Voice button''' – Starts voice mode from the chat screen.
* '''Hands-free help''' – Useful while driving between stops (follow local laws).
* '''Settings control''' – Can be toggled in Settings when AI is enabled for your company.
* '''Separate from mic dictation''' – Voice mode is a conversation; mic is for typing by speech.

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== New chat ==

=== What is New chat? ===

New chat clears the current conversation so you can start a fresh AI session.

=== How to navigate ===

'''[[CallProof AI]]''' → New chat button (top bar)
or '''[[Chat history]]''' → New chat icon

=== Using New chat ===

# Open CallProof AI.
# Tap New chat (pencil / new chat icon).
# The screen resets to the welcome prompts.
# Ask a new question.

=== Features include ===

* '''Fresh session''' – Starts a clean conversation.
* '''Available from header''' – New chat on the AI screen.
* '''Available from side menu''' – Start new chat from history menu.
* '''Keeps assistant''' – Stays on the selected assistant unless you change it.

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== Chat history ==

=== What is Chat history? ===

Chat history is the side menu for past '''[[CallProof AI]]''' conversations. Search, reopen, pin, or archive chats.

=== How to navigate ===

'''[[CallProof AI]]''' → open side menu (back / edge swipe)
or swipe from the left edge

=== Using Chat history ===

# Open CallProof AI.
# Open the side menu.
# Search or scroll your chat list.
# Tap a chat to reopen it.
# Use New chat to start a fresh session.
# Pin or archive chats when those options are available.
# Swipe left or dismiss to close the menu.

=== Features include ===

* '''Past chats list''' – Previous AI conversations.
* '''Pinned chats''' – Keep important chats at the top.
* '''Search''' – Find chats by keyword.
* '''Archive''' – Move chats out of the main list.
* '''Profile footer''' – Shows your name/photo in the menu.
* '''Pagination''' – Loads more history as you scroll.

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== Resume last chat ==

=== What is Resume last chat? ===

Resume last chat asks whether to continue your previous AI conversation when you reopen '''[[CallProof AI]]''' from Home.

=== How to navigate ===

'''[[Mobile Home]]''' → '''AI''' → “Do you want to resume your last AI chat?”

=== Using Resume last chat ===

# Tap '''AI''' on Home.
# If a previous chat exists, CallProof asks to resume.
# Tap '''Yes''' to continue the last conversation.
# Tap '''No''' to start without restoring that session.

=== Features include ===

* '''Resume prompt''' – Shown when a prior AI chat has content.
* '''Yes / No choice''' – Continue or start fresh.
* '''Saves time''' – Pick up where you left off in the field.

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== Email AI assistance ==

=== What is Email AI assistance? ===

Email AI assistance helps you draft or improve email text before sending from accounts, contacts, or related screens.

=== How to navigate ===

'''Accounts / Contact / People''' → Email → '''CallProof AI''' popup (when AI is enabled)

=== Using Email AI assistance ===

# Start an email from an account or contact.
# If AI is enabled, the CallProof AI popup opens.
# Enter what you need help with (or edit the draft).
# Tap '''Submit''' to generate AI text.
# Review, edit, save as template if available, then send or use the text.

=== Features include ===

* '''Need AI Assistance?''' – Placeholder when the draft is empty.
* '''Submit''' – Generate AI email content.
* '''Edit draft''' – Change the text before sending.
* '''Save / Use Template''' – Save or reuse AI email text when available.
* '''Enablement required''' – Needs AI (and chatbot where applicable) turned on.

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== SMS AI assistance ==

=== What is SMS AI assistance? ===

SMS AI assistance helps you draft or improve text messages before sending from accounts, contacts, people, or '''[[Member Detail]]'''.

=== How to navigate ===

Message action on account/contact/people/member → '''CallProof AI''' SMS popup (when AI is enabled)

=== Using SMS AI assistance ===

# Tap Message from an account, contact, person, or teammate.
# If AI is enabled, the CallProof AI popup opens.
# Describe what to say or edit the draft.
# Tap '''Submit''' to generate the message.
# Review, edit, then send via the SMS composer.

=== Features include ===

* '''AI SMS popup''' – Draft help before the device message screen.
* '''Submit / edit flow''' – Generate, then refine the text.
* '''Works from Teams''' – Available on Member Detail Message when enabled.
* '''Fallback''' – If AI is off, the normal SMS composer opens instead.

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== AI feedback ==

=== What is AI feedback? ===

AI feedback lets you rate Sales Coach answers so CallProof can improve response quality.

=== How to navigate ===

'''[[CallProof AI]]''' → after an AI reply → feedback controls (for example thumbs up/down)

=== Using AI feedback ===

# Ask a question in CallProof AI.
# Review the AI response.
# Submit feedback when the rating controls appear.
# Continue chatting as needed.

=== Features include ===

* '''Response rating''' – Mark helpful or not helpful answers.
* '''One feedback per response''' – Avoids duplicate ratings on the same reply.
* '''Quality improvement''' – Helps refine future AI answers.

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== AI settings toggles ==

=== What are AI settings toggles? ===

AI settings toggles in '''[[Settings]]''' control whether AI tools, AI Voice, and Prompt AI appear for your user (when your company allows AI).

=== How to navigate ===

'''[[Mobile Home]]''' → '''[[Settings]]''' → AI-related switches

=== Using AI settings toggles ===

# Open Settings.
# Find AI-related rows (Enable AI, AI Voice, Prompt AI, Virtual Assistant when shown).
# Turn switches on or off as needed.
# Return to Home and open AI to confirm the change.

=== Features include ===

* '''Enable AI''' – Turns CallProof AI features on/off for your user.
* '''Enable AI Voice''' – Controls voice conversation access.
* '''Enable Prompt AI''' – Controls prompt-related AI options.
* '''Virtual Assistant''' – Opens assistant/prompt management when your role allows.
* '''Company gate''' – Company must enable AI before these options work.

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@@ Line 28: / Line 28: @@
 # Use '''[[Chat history]]''' to reopen past chats, or '''[[New chat]]''' to start fresh.
 # Tap '''Back''' to return to Home.
 == AI button (Home) ==

CallProof AI - Revision history

Ashley DeBon: Blanked the page

Ashley DeBon: /* Features include */

Ashley DeBon: Created page with "== CallProof AI == === What is CallProof AI? === CallProof AI is your in-app sales assistant. Ask questions about accounts, leads, routes, tasks, calls, and team activity; g..."