What can I do now? · v2.11.0
New accounts can build their AI Employee from ChatGPT or Claude in four pages, and automatic follow-up now always comes from your stage rules.
What can I do now?
- Connect ChatGPT, Claude or another compatible assistant from Setup journey.
- Send one ready message: your assistant asks up to three questions, adds your basics and tests them.
- Watch what was added, then try your AI Employee on the same page.
- Test at any time, even before adding your business details.
- Automatic follow-up now runs only from published stage rules, with one clear place for timing and outcome.
Who is this useful for?
For new account owners, and for anyone who wants to manage their AI Employee from ChatGPT or Claude.
What should I set up?
Open Setup journey and follow the page, or choose Continue without an assistant. If you used general follow-up before, create a stage rule for the stages where you want follow-up.
Access and important limits
Your assistant shows what it will add before applying it. Your AI Employee only replies to customers after you connect a channel and go live.
Where can I learn how to use it?
Use the related guides below for current steps, permissions and examples. You can open the next or previous update without leaving the Help Center.
Questions about this update
What should I set up?
Open Setup journey and follow the page, or choose Continue without an assistant. If you used general follow-up before, create a stage rule for the stages where you want follow-up.
Access and important limits
Your assistant shows what it will add before applying it. Your AI Employee only replies to customers after you connect a channel and go live.