14 Articles

Assistant User Operations Manual

customer sales and service

Created! Jul 24, 2026

Chapter 1: AIUNIFY Assistant Overview, Navigation, and Getting Started

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Created! Jul 24, 2026

Chapter 2: Registration, Login, Google Sign-In, Logout, and Account Status

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Created! Jul 24, 2026

Chapter 3: Dashboard Metrics, Account Activity, and Operational Readiness

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Created! Jul 24, 2026

Chapter 4: Leads, Tags, Contact Management, CSV Imports, and Google Sheets

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Created! Jul 25, 2026

Chapter 5: Phone Numbers, Twilio, Caller ID, and Inbound Call Routing

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Created! Jul 25, 2026

Chapter 6: SIP Trunks, Asterisk, and Advanced Telephony Connections

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Created! Jul 25, 2026

Chapter 7: Creating and Managing AI Voice Agents

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Created! Jul 25, 2026

Chapter 8: Knowledge Bases and Business Information

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Created! Jul 25, 2026

Chapter 9: Creating, Scheduling, and Launching Campaigns

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Created! Jul 25, 2026

Chapter 10: Campaign Details, Lead Progress, Results, and Campaign Management

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Created! Jul 25, 2026

Chapter 11: Call Logs, Recordings, Transcripts, Summaries, and Lead Qualification

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Created! Jul 25, 2026

Chapter 12: Appointments, Availability, Time Zones, and Agent Booking Tools

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Created! Jul 25, 2026

Chapter 13: Team Users, Roles, Resource Ownership, and Shared Access

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Created! Jul 25, 2026

Chapter 14: Account Settings, Profile, Time Zone, and Notifications

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