Ana Marquez
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Articles
Recent activity by Ana Marquez-
How to Adjust the Number of Movers
OverviewAccurately tracking the number of movers (crew members) on a job is critical for proper billing, payroll, and reporting. Supermove allows you to increase or decrease the number of movers as...
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Managing and Using Call Tags
OverviewCall tags are AI-powered labels that automatically categorize your calls based on specific criteria, making it easy to organize, filter, and follow up on important conversations. The system...
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Creating and Using Custom Playbook Tasks for Post-Call Information
OverviewCustom playbook tasks allow you to automatically extract and generate valuable information directly from your call transcripts. These tasks can create anything from follow-up emails and inv...
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How to Add New Team Members
OverviewThis guide shows you how to add additional users to your CoPilot account so your team can access the system.Video WalkthroughImportant Information Before You StartLicense Limitations You ca...
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Copilot Live Call Page View
OverviewThis guide explains what you'll see on your screen during active calls and how to use the features to capture customer information effectively, and best leverage AI Copilot features during ...
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Testing Your Voice Agent
OverviewTesting your Voice Agent is one of the most important steps before making it available to customers.A test call allows you to experience the conversation exactly as a customer would. During...
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How to Edit Your Post-Call Summary
OverviewThis guide shows you how to customize what information appears in your call summary, which is the recap you see after each call. The call summary is the overview section that appears in you...
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Copilot Post-Call Page View
OverviewThis article explains how to use the post-call view in CoPilot to review your completed calls and access important information. The screen automatically shows customer details like names, p...
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Setting Up Live Call Transfers for Voice Agents in Copilot
OverviewThis guide will walk you through the process of setting up live call transfers for your AI Voice Agents in Copilot, allowing callers to be connected with specific team members or representa...
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Using the Camera on Tablets (Android & iOS)
OverviewWhen completing surveys or uploading attachments in Supermove, users can typically upload files from their photo library or take photos directly using their device’s camera. Here’s what to ...