Ana Marquez
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Activity overview
Latest activity by Ana Marquez-
Ana Marquez created an article,
Troubleshoot Document Flows
OverviewThis article covers common Document Flow issues and their resolutions.If a customer cannot access a Document Flow, complete a document, or submit a signature, use the troubleshooting steps ...
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Ana Marquez created an article,
Send and Manage Document Flows
OverviewOnce a Document Flow has been configured, it can be sent to customers by email or SMS. Customers receive a single link that allows them to review, complete, and sign documents in one guided...
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Ana Marquez created an article,
Voice Agent Iteration FAQs
Overview Improving your Voice Agent is an ongoing process of reviewing conversations, identifying friction, and refining prompts, workflows, and transfer logic. The goal is to improve both booking...
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Ana Marquez created an article,
How to Connect a Voice Agent to a Phone Number
OverviewOnce your Playbook and Voice Agent are set up, you’ll need to connect the Voice Agent to a call queue.The call queue is what assigns a phone number to the Voice Agent and allows incoming ca...
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Ana Marquez created an article,
How to Set Up Call Transfers
OverviewCall transfers are used during live calls to route customers to the appropriate person or department.Instead of following the full Voice Agent Playbook, the Voice Agent can transfer the cal...
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Ana Marquez created an article,
How to Set Up the Voice Agent
OverviewThe Voice Agent controls how calls are handled, what information is collected, and how the conversation should flow.As you set up your Voice Agent, you’ll configure: The Voice Agent’s name ...
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Ana Marquez created an article,
How to Set Up the Playbook
OverviewThe Playbook is the series of questions your Voice Agent will ask during a call.Think of it as the conversation flow that guides the caller from start to finish.A strong Playbook helps the ...
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Ana Marquez created an article,
How to Set Up the Knowledge Base
OverviewThe Knowledge Base holds company information such as hours, services, location addresses, and any background information you want your Voice Agent to have access to.This information will be...
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Ana Marquez created an article,
How to Iterate on Your Voice Agent
OverviewLaunching your Voice Agent is only the beginning.The highest-performing Voice Agents are not built in a single day. They improve over time through regular review, testing, and refinement.It...
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Ana Marquez created an article,
Vendor Statements
OverviewVendor Statements help track and reconcile vendor-related transactions in Supermove. They consolidate Vendor Bills, Vendor Credits, and Vendor Payments into a single statement that can be r...