Claire AI can automatically write enquiry information directly into AgentBox — but this feature needs to be activated first.
Each enquiry handled by Claire is summarised and added as an internal note on the contact profile. This allows agents to see all the relevant information Claire has collected when they’re doing their buyer call-backs – without needing to leave AgentBox.
This feature ensures a smoother handover, giving your team clear insight into the lead’s intent, questions, and level of engagement.
Need help enabling this feature?
Email us at support@propic.ai and we’ll be happy to assist.
Comments
0 comments
Article is closed for comments.