Automations and Elise
Rules that run on their own, and what Elise can do for you.
- What Automations and Elise do for you
One list of every rule that acts on its own across your portal, plus Elise's chat, history and review queues so nothing she does goes unseen.
- How to build an automation rule that acts on its own
Build a rule that acts on its own when a ticket, client, invoice or device event matches, try it in Monitor first, then switch it Live, or describe it to Elise and review her draft.
- How to use the Set up Elise wizard
The Set up Elise wizard gets the assistant working in five short lessons: add an AI provider key, name the assistant, pick its default voice, write down your business context, and read how it runs day to day.
- How to talk to Elise and see what she can do
Ask Elise in plain words to find a ticket, add up time, pull a client report, or make a small change. You can also teach her a preference, rename her, and see what she is allowed to do and what she costs.