AI tools and agents
AI Assistant
Setting Up AI in the Inbox
Enable AI in the inbox
Using AI Email Summaries
Use AI Assistant to summarize conversations, identify follow-up actions, and review task proposals.
Draft and Revise Email Responses with AI
AI can generate draft responses directly inside your Inbox
AI Card Creation from Emails
Create a card from an email with AI, review the fields before saving, and find the linked conversation.
AI Card Creation with Inbox Rules
Automatically create cards from emails (premium subscription)
Create Text and HTML Templates with AI
Generate a new template using AI from the Template Library
AI Agents
What are Aptly AI Agents?
Overview of using AI Agents in Aptly
AI Agent Permissions
Set who has access to AI Agents and configuration abilities.
Navigating Aptly AI Agents
Navigate the AI Agents section of Aptly.
Expanded AI Agent Channels
Configure voice, SMS, and email triggers, knowledge sources, email draft or auto-send behavior, and human handoffs from one agent profile.
How to Set Up AI Agent Knowledge
Prepare organization-specific AI Agent Knowledge with safe examples, approved policies, and a clear separation from configured actions.
How to Import Knowledge Docs to Use with an AI Agent
Use Aptly Knowledge docs to supply information to your AI Agent.
How to Add a Leasing AI Agent
A detailed look at how to set up your leasing AI agent.
Setting Up a Maintenance AI Agent
A detailed look at how to set up your maintenance AI agent.
Set Up a Custom AI Agent
Build a Custom AI Agent for your workflow using the action builder or manual prompt, then configure knowledge, channels, actions, and testing.
AI Agent Capabilities: Functions and Settings
Reference for native AI Agent capabilities, their functions, important settings, and channel-specific boundaries.
How to Set Up Transfer Capability with an AI Agent
Set Up your AI agent to transfer phone calls.
Create or update cards with an AI agent
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.
Test and Improve 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.
Managing AI Agent Notifications in Aptly
Select how and if you will be notified of different types of AI Activity