AI Agents
AI Agents
What are Aptly AI Agents?
Overview of using AI Agents in Aptly
Navigating Aptly AI Agents
Navigate the AI Agents section of Aptly.
AI Agent Permissions
Set who has access to AI Agents and configuration abilities.
Setting Up a Maintenance AI Agent
A detailed look at how to set up your maintenance AI agent.
How to Add a Leasing AI Agent
A detailed look at how to set up your leasing AI agent.
Set Up an AI Agent Mini (AI Receptionist)
Set up your AI Agent to answer and transfer calls.
How to Set Up AI Agent Knowledge
A list of potential prompts to get your AI agent up and running
How to Import Knowledge Docs to Use with an AI Agent
Use Aptly Knowledge docs to supply information to your AI Agent.
How to Set Up Transfer Capability with an AI Agent
Set Up your AI agent to transfer phone calls.
Using the Create or Update Card Capability with AI Agents
AI agents can automatically create or update cards based on information collected during a phone call
Using the Card Lookup Capability with your AI Agent
Your AI Agents can lookup card details on any board you select including work orders and applications.
How to Rate Your AI Agent Calls
Rate calls made to your AI Agents to improve their performance and accuracy.
Managing AI Agent Notifications in Aptly
Select how and if you will be notified of different types of AI Activity
Training Your Voice AI Agent
Test and train your AI Agent to refine how it responds.
AI Agent Handoff and Activities
Find and manage every AI-handled conversation from one place in your inbox, live handoffs, resolved chats, and the ones your agent needs you to pick up.
Expanded AI Agent Channels
Set up one AI agent to handle calls, texts, and emails with a consistent identity, and control auto-send, context, and safeguards separately for each channel.