Atļaujiet MI asistentus

Ļaujiet savas darba telpas cilvēkiem savienot savu MI asistentu, piemēram, Claude, ChatGPT vai Grok, un jautāt tam par scenārijiem, kampaņām un plāna izmantojumu. Tas nav tas pats MI asistents, kas atbild jūsu klientiem.

Ieslēdziet

1. Atveriet Settings → Integrations → AI assistants.
2. Sadaļā Workspace access ieslēdziet Allow AI assistants.

Pēc tam ikviens darba telpā var savienot asistentu ar savu kontu. Katra cilvēka savienojums pieder tikai viņam. Nav iekļauts 14 dienu izmēģinājumā: lai to ieslēgtu, izvēlieties plānu sadaļā Settings → Workspace → Plan & billing.

Settings · AI assistants

Back to app Settings

Your account Profile

Workspace MembersPlan & billingEmail designAudit log

AI & conversations Meetings

Channels Phone numbersEmail addressesEmail domains

Integrations Connected sitesProvider credentialsWebhooksAI assistants

AI assistants

Assistants like Claude or ChatGPT that you have connected to this workspace.

Workspace access

Whether people in this workspace may connect Claude or another AI assistant.

Allow AI assistants

Anyone in this workspace can connect an assistant to their own account. It can read flows, runs, campaigns and usage, and changes nothing unless you allow it below.

Allow conversation content

Connections may also read messages and the details a flow collected. These contain your customers' personal information.

What assistants may change

Build and change flows

Connections may create flows, change their cards, rehearse them and switch them on. A live flow is never changed in place, and switching a flow on needs the person's yes.

Reply to customers and manage conversations

Connections may reply to customers, text someone first, assign conversations, take over from the AI, and book, move or cancel meetings. Replies reach your customers straight away.

Create and launch campaigns

Connections may create campaigns, add and tag leads, and launch, pause or cancel a campaign. Before a launch the assistant must show the person a summary and get their yes.

Invite and manage team members

Connections may invite managers and agents, change their role and deactivate them. Admins can never be invited this way.

Palielināt

Izlemiet, ko asistenti drīkst darīt

Kad ieslēgts tikai šis slēdzis, asistents var lasīt scenārijus, izpildes, kampaņas un plāna izmantojumu, bet neko nemaina. Šie slēdži ir atsevišķi, un sākumā tie ir izslēgti:

• Allow conversation content: ziņas un dati, ko savācis scenārijs. Tie satur jūsu klientu personas datus.
• Build and change flows
• Reply to customers and manage conversations: atbildes sasniedz jūsu klientus, tiklīdz tās ir nosūtītas.
• Create and launch campaigns
• Invite and manage team members

Visus rīkus, kas saistīti ar šīm izvēlēm, skatiet rakstā Ko var darīt savienots MI asistents.

Kur nonāk jūsu dati

Tas, ko asistents izlasa, nonāk pie uzņēmuma, kas to nodrošina, šī cilvēka paša kontā. Pirms atļaujat sarunu saturu, pārbaudiet šī uzņēmuma noteikumus.

Izslēdziet

Izslēdziet Allow AI assistants un nospiediet Switch off. Visi darba telpas cilvēki tiek atvienoti tajā pašā brīdī, un neviens nevar savienot, kamēr administrators to atkal neieslēdz.