Dan Rosato
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Activity overview
Latest activity by Dan Rosato-
Dan Rosato created an article,
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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Dan Rosato created an article,
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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Dan Rosato created an article,
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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Dan Rosato created an article,
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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Dan Rosato created an article,
How to Test Call Your Voice Agent
OverviewThis guide shows you how to run test calls with your voice agent to make sure it's working properly and to practice different scenarios. When you start a test call, the voice agent will cal...
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Dan Rosato created an article,
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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Dan Rosato created an article,
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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Dan Rosato created an article,
Export Leads To Supermove
OverviewThis article shows you how to connect your CoPilot and Supermove accounts so customer information can be exported to Core. The simple guide walks you through the setup process, which saves ...
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Dan Rosato created an article,
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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Dan Rosato created an article,
Creating and Optimizing Voice Agents in Copilot: A Complete Guide
OverviewVoice agents in Copilot can handle calls after hours, during overflow periods, or whenever you need automated assistance for your customers. This guide will walk you through setting up effe...