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| − | == CallProof AI ==
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| | | | |
| − | === What is CallProof AI? ===
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| − |
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| − | 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.
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| − |
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| − | AI is available only when enabled for your company and user. If the '''AI''' button is missing on Home, contact your administrator.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Mobile Home]]''' → top navigation '''AI'''
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| − | Opens '''CallProof AI''' (Sales Coach) full screen.
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| − |
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| − | '''Other entry points:'''
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| − | * '''Accounts / Contacts / People''' → Message or Email → AI draft popup (when enabled)
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| − | * '''[[Member Detail]]''' → Message → AI SMS help (when enabled)
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| − | * Appointment / notes flows → AI help for notes or messages (when enabled)
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| − | * Floating '''AI''' button on some screens (when chatbot is enabled)
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| − |
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| − | === Using CallProof AI ===
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| − |
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| − | # Open '''[[Mobile Home]]'''.
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| − | # Tap '''AI''' in the top navigation.
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| − | # If prompted, choose whether to resume your last AI chat.
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| − | # Pick a suggested category/prompt, type a question, or use voice.
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| − | # Review the AI response in the chat.
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| − | # Take action from results when shown (open account, task, route, call, message).
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| − | # Use '''[[Chat history]]''' to reopen past chats, or '''[[New chat]]''' to start fresh.
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| − | # Tap '''Back''' to return to Home.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''[[AI button (Home)]]''' – Top shortcut on Home to open CallProof AI.
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| − | * '''[[Sales Coach chat]]''' – Main chat screen for questions and answers.
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| − | * '''[[Assistant picker]]''' – Switch between CallProof AI and other assistants (when available).
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| − | * '''[[Suggested prompts]]''' – One-tap ideas by category (leads, routes, tasks, accounts, and more).
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| − | * '''[[Text chat]]''' – Type a question and send it to AI.
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| − | * '''[[Speech to text]]''' – Use the mic to dictate your question.
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| − | * '''[[AI Voice]]''' – Start a voice conversation with AI (when enabled).
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| − | * '''[[New chat]]''' – Clear the current conversation and start over.
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| − | * '''[[Chat history]]''' – Side menu with past chats, search, pin, and archive.
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| − | * '''[[Resume last chat]]''' – Option to continue your previous AI session.
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| − | * '''[[Email AI assistance]]''' – Draft or improve emails before sending.
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| − | * '''[[SMS AI assistance]]''' – Draft or improve text messages before sending.
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| − | * '''[[AI feedback]]''' – Rate AI answers to improve quality.
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| − | * '''[[AI settings toggles]]''' – Enable AI, AI Voice, and Prompt AI from Settings (when permitted).
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == AI button (Home) ==
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| − |
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| − | === What is AI button (Home)? ===
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| − |
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| − | The AI button is the top shortcut on '''[[Mobile Home]]''' that opens '''[[CallProof AI]]'''.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Mobile Home]]''' → tap '''AI''' (top navigation)
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| − |
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| − | === Using AI button (Home) ===
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| − |
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| − | # Open Home after login.
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| − | # Tap '''AI''' in the top bar.
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| − | # CallProof AI opens full screen.
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| − | # If the button is hidden, AI is not enabled for your user/company.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Home shortcut''' – Fast access from the dashboard.
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| − | * '''Full-screen AI''' – Opens Sales Coach chat.
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| − | * '''Enablement dependent''' – Shown only when AI is turned on.
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| − | * '''Internet required''' – Needs a connection to open AI.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Sales Coach chat ==
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| − |
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| − | === What is Sales Coach chat? ===
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| − |
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| − | Sales Coach chat is the main '''[[CallProof AI]]''' screen where you ask questions and get answers based on your CallProof data and prompts.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Mobile Home]]''' → '''AI''' → Sales Coach chat screen
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| − |
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| − | === Using Sales Coach chat ===
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| − |
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| − | # Open CallProof AI.
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| − | # Read the greeting (“What can I help with?” or assistant welcome).
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| − | # Choose a prompt category or type your own question.
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| − | # Send and review the response.
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| − | # Continue the conversation or start a new chat.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Chat conversation''' – Question and answer thread.
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| − | * '''Welcome title''' – “What can I help with?” for CallProof AI.
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| − | * '''Scroll to bottom''' – Jump to the latest message when needed.
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| − | * '''Actionable results''' – Open accounts, tasks, routes, and more from answers when shown.
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| − | * '''Manager extras''' – Managers also see Team Management prompts.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Assistant picker ==
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| − |
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| − | === What is Assistant picker? ===
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| − |
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| − | Assistant picker lets you switch between '''CallProof AI''' and other configured assistants from the AI header.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[CallProof AI]]''' → tap assistant name in the top header
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| − |
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| − | === Using Assistant picker ===
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| − |
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| − | # Open CallProof AI.
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| − | # Tap the assistant title (for example CallProof AI).
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| − | # Choose an assistant from the menu.
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| − | # The greeting and available prompt chips update for that assistant.
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| − | # Start chatting with the selected assistant.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''CallProof AI default''' – Built-in sales coach assistant.
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| − | * '''Custom assistants''' – Company-configured assistants when available.
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| − | * '''Default selection''' – Opens the assistant marked as default.
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| − | * '''Prompt visibility''' – Suggested prompt categories show for CallProof AI; other assistants may hide category chips.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Suggested prompts ==
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| − |
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| − | === What are Suggested prompts? ===
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| − |
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| − | Suggested prompts are one-tap starter questions on '''[[CallProof AI]]''', grouped by sales category.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[CallProof AI]]''' → tap a category chip → tap a prompt
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| − |
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| − | === Using Suggested prompts ===
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| − |
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| − | # Open CallProof AI.
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| − | # Tap a category such as Lead Generation, Route Tracking, or Task Tracking.
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| − | # Choose a suggested question.
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| − | # AI sends that prompt and returns an answer.
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| − | # Or type your own question instead.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Lead Generation''' – Find new leads by industry, miles, or zip.
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| − | * '''Route Tracking''' – Ask what’s next on your route.
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| − | * '''Task Tracking''' – Today’s tasks, missed appointments, overdue follow-ups.
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| − | * '''Account Management''' – Accounts needing follow-up or not contacted recently.
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| − | * '''Client Insights''' – Neglected clients needing visits.
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| − | * '''Calls & Messages''' – Recent calls, missed calls, transcripts, CallProof Voice counts.
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| − | * '''Team Management''' – Manager-only prompts for team activity and appointments.
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| − | * '''Role-based lists''' – Managers see Team Management; reps see the standard set.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Text chat ==
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| − |
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| − | === What is Text chat? ===
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| − |
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| − | Text chat lets you type a question into '''[[CallProof AI]]''' and send it for a response.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[CallProof AI]]''' → message box at bottom → type → Send
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| − |
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| − | === Using Text chat ===
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| − |
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| − | # Open CallProof AI.
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| − | # Tap the message input field.
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| − | # Type your question.
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| − | # Tap '''Send''' (paper plane).
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| − | # Wait for the AI reply in the chat list.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Message input''' – Bottom text field for questions.
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| − | * '''Send button''' – Appears when you have text to send.
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| − | * '''Follow-up questions''' – Continue in the same chat thread.
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| − | * '''Works with prompts''' – Use typed questions or suggested prompts.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Speech to text ==
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| − |
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| − | === What is Speech to text? ===
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| − |
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| − | Speech to text uses the mic on '''[[CallProof AI]]''' to dictate your question into the chat input.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[CallProof AI]]''' → mic button next to the message box
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| − |
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| − | === Using Speech to text ===
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| − |
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| − | # Open CallProof AI.
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| − | # Tap the mic button.
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| − | # Allow microphone / speech permission if prompted.
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| − | # Speak your question.
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| − | # Review the transcribed text, edit if needed, then send.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Mic button''' – Dictation shortcut beside the input field.
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| − | * '''Speech recognition''' – Converts spoken words to text.
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| − | * '''Editable draft''' – Fix the transcript before sending.
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| − | * '''Permission required''' – Needs mic access on the device.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == AI Voice ==
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| − |
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| − | === What is AI Voice? ===
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| − |
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| − | AI Voice starts a spoken conversation with CallProof AI from the Sales Coach screen (when AI Voice is enabled).
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[CallProof AI]]''' → Voice button (black mic / AI Voice icon)
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| − |
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| − | Also: '''[[Settings]]''' → AI Voice toggle (when available)
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| − |
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| − | === Using AI Voice ===
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| − |
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| − | # Confirm AI Voice is enabled in Settings (if shown).
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| − | # Open CallProof AI.
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| − | # Tap the '''Voice''' button.
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| − | # Speak with the assistant.
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| − | # Return to text chat when finished.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Voice button''' – Starts voice mode from the chat screen.
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| − | * '''Hands-free help''' – Useful while driving between stops (follow local laws).
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| − | * '''Settings control''' – Can be toggled in Settings when AI is enabled for your company.
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| − | * '''Separate from mic dictation''' – Voice mode is a conversation; mic is for typing by speech.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == New chat ==
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| − | === What is New chat? ===
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| − | New chat clears the current conversation so you can start a fresh AI session.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[CallProof AI]]''' → New chat button (top bar)
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| − | or '''[[Chat history]]''' → New chat icon
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| − |
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| − | === Using New chat ===
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| − |
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| − | # Open CallProof AI.
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| − | # Tap New chat (pencil / new chat icon).
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| − | # The screen resets to the welcome prompts.
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| − | # Ask a new question.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Fresh session''' – Starts a clean conversation.
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| − | * '''Available from header''' – New chat on the AI screen.
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| − | * '''Available from side menu''' – Start new chat from history menu.
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| − | * '''Keeps assistant''' – Stays on the selected assistant unless you change it.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Chat history ==
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| − | === What is Chat history? ===
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| − | Chat history is the side menu for past '''[[CallProof AI]]''' conversations. Search, reopen, pin, or archive chats.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[CallProof AI]]''' → open side menu (back / edge swipe)
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| − | or swipe from the left edge
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| − |
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| − | === Using Chat history ===
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| − |
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| − | # Open CallProof AI.
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| − | # Open the side menu.
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| − | # Search or scroll your chat list.
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| − | # Tap a chat to reopen it.
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| − | # Use New chat to start a fresh session.
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| − | # Pin or archive chats when those options are available.
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| − | # Swipe left or dismiss to close the menu.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Past chats list''' – Previous AI conversations.
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| − | * '''Pinned chats''' – Keep important chats at the top.
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| − | * '''Search''' – Find chats by keyword.
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| − | * '''Archive''' – Move chats out of the main list.
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| − | * '''Profile footer''' – Shows your name/photo in the menu.
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| − | * '''Pagination''' – Loads more history as you scroll.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Resume last chat ==
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| − |
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| − | === What is Resume last chat? ===
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| − |
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| − | Resume last chat asks whether to continue your previous AI conversation when you reopen '''[[CallProof AI]]''' from Home.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Mobile Home]]''' → '''AI''' → “Do you want to resume your last AI chat?”
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| − |
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| − | === Using Resume last chat ===
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| − |
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| − | # Tap '''AI''' on Home.
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| − | # If a previous chat exists, CallProof asks to resume.
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| − | # Tap '''Yes''' to continue the last conversation.
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| − | # Tap '''No''' to start without restoring that session.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Resume prompt''' – Shown when a prior AI chat has content.
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| − | * '''Yes / No choice''' – Continue or start fresh.
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| − | * '''Saves time''' – Pick up where you left off in the field.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Email AI assistance ==
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| − |
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| − | === What is Email AI assistance? ===
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| − |
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| − | Email AI assistance helps you draft or improve email text before sending from accounts, contacts, or related screens.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''Accounts / Contact / People''' → Email → '''CallProof AI''' popup (when AI is enabled)
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| − |
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| − | === Using Email AI assistance ===
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| − |
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| − | # Start an email from an account or contact.
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| − | # If AI is enabled, the CallProof AI popup opens.
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| − | # Enter what you need help with (or edit the draft).
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| − | # Tap '''Submit''' to generate AI text.
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| − | # Review, edit, save as template if available, then send or use the text.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Need AI Assistance?''' – Placeholder when the draft is empty.
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| − | * '''Submit''' – Generate AI email content.
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| − | * '''Edit draft''' – Change the text before sending.
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| − | * '''Save / Use Template''' – Save or reuse AI email text when available.
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| − | * '''Enablement required''' – Needs AI (and chatbot where applicable) turned on.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == SMS AI assistance ==
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| − |
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| − | === What is SMS AI assistance? ===
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| − |
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| − | SMS AI assistance helps you draft or improve text messages before sending from accounts, contacts, people, or '''[[Member Detail]]'''.
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| − |
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| − | === How to navigate ===
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| − |
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| − | Message action on account/contact/people/member → '''CallProof AI''' SMS popup (when AI is enabled)
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| − |
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| − | === Using SMS AI assistance ===
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| − |
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| − | # Tap Message from an account, contact, person, or teammate.
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| − | # If AI is enabled, the CallProof AI popup opens.
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| − | # Describe what to say or edit the draft.
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| − | # Tap '''Submit''' to generate the message.
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| − | # Review, edit, then send via the SMS composer.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''AI SMS popup''' – Draft help before the device message screen.
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| − | * '''Submit / edit flow''' – Generate, then refine the text.
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| − | * '''Works from Teams''' – Available on Member Detail Message when enabled.
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| − | * '''Fallback''' – If AI is off, the normal SMS composer opens instead.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == AI feedback ==
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| − |
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| − | === What is AI feedback? ===
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| − |
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| − | AI feedback lets you rate Sales Coach answers so CallProof can improve response quality.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[CallProof AI]]''' → after an AI reply → feedback controls (for example thumbs up/down)
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| − |
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| − | === Using AI feedback ===
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| − |
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| − | # Ask a question in CallProof AI.
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| − | # Review the AI response.
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| − | # Submit feedback when the rating controls appear.
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| − | # Continue chatting as needed.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Response rating''' – Mark helpful or not helpful answers.
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| − | * '''One feedback per response''' – Avoids duplicate ratings on the same reply.
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| − | * '''Quality improvement''' – Helps refine future AI answers.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == AI settings toggles ==
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| − |
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| − | === What are AI settings toggles? ===
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| − |
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| − | AI settings toggles in '''[[Settings]]''' control whether AI tools, AI Voice, and Prompt AI appear for your user (when your company allows AI).
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Mobile Home]]''' → '''[[Settings]]''' → AI-related switches
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| − |
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| − | === Using AI settings toggles ===
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| − |
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| − | # Open Settings.
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| − | # Find AI-related rows (Enable AI, AI Voice, Prompt AI, Virtual Assistant when shown).
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| − | # Turn switches on or off as needed.
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| − | # Return to Home and open AI to confirm the change.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Enable AI''' – Turns CallProof AI features on/off for your user.
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| − | * '''Enable AI Voice''' – Controls voice conversation access.
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| − | * '''Enable Prompt AI''' – Controls prompt-related AI options.
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| − | * '''Virtual Assistant''' – Opens assistant/prompt management when your role allows.
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| − | * '''Company gate''' – Company must enable AI before these options work.
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| − |
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| − | <div style="clear: both;"></div>
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