This feature is currently only available to users who are part of the beta program.
To join the beta, please contact support.
In this article, you will learn how to use Live Assist to capture call details in real time and easily create new jobs or leads.
Instead of juggling note-taking and data entry during a call, Live Assist automatically captures key details as the conversation happens. This makes it faster and easier to create accurate jobs and leads so your team can stay focused on the conversation instead of taking notes.
Want to see how it works?
Experience this feature in action with a guided walkthrough!
Creating new jobs with Live Assist
Live Assist appears automatically any time you answer a call in the web app. It will appear on whatever page you are on when the call is answered, not the dialer itself.
- From the web app, answer an incoming call
- Select the pop-up that appears to open call details
- Continue the conversation and let job details be captured naturally (e.g., name, service, location, custom fields)
- Select New job or New lead
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(Optional) If additional details are captured, select Update
New details will appear in blue.
- Select Create to save your new job or lead