Dan Rosato
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Articles
Recent activity by Dan Rosato-
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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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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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...