Meet Claire

Claire is your AI assistant. She works in the background, following up with your leads by text, email and phone so fewer of them go cold. When a lead is ready to talk to a person, she hands them to you.

What Claire does

• Says hello to new leads, usually within minutes, from sources your workspace has switched on for her.
• Keeps conversations going. She replies to leads' texts and emails, answers their questions, and follows up if they go quiet.
• Calls leads who have agreed to phone calls, and can put a lead through to you.
• Books appointments when a lead clearly confirms a time.
• Hands leads to you when they're ready, ask for a person, or send a message she shouldn't answer on her own. See Hand-offs.
• Answers from what you wrote. If a contact's message mentions something you have written up under Scripts & FAQs, she's handed that entry and answers from it.

Turning Claire on

Claire is a separate product with her own plan. In a new workspace she starts off. A workspace owner or admin turns her on:

1. Open Settings, then Billing, choose the Plan tab, and find Claire and Automation.
2. On the Claire card, pick a Claire plan and finish the checkout.

If Claire still says she isn't turned on, contact Yapii (see Getting help).

Once Claire is on, check her autonomy mode. A new workspace starts in Observe, where she sends nothing.

Where to find her

Click Claire in the sidebar. The Claire page has four tabs: Overview, Conversations, Insights and Analytics. It opens on Overview.

• Overview tab: what needs you, and what Claire did.
  • Last Week's Summary and a Last 7 days block: People Claire texted, Replied, Appointments booked and Appointments held, each with how it compares to the 7 days before. The small i beside a number says how it is counted.
  • Small alerts when they apply: Claire paused, N opted out in the last 24 hours, and N numbers marked Bad Number. Click an opt-out or Bad Number alert to see the people.
  • Needs you, with Asked for a person, Needs a reply and Booked, confirm the time. Or Nothing is waiting on you right now. Click a number to see who is behind it.
  • Replied and showing a signal: conversations where the person wrote back and Claire picked up a signal. A signal is a label, not a measure of how positive the reply was.
  • Today so far: the same row as the Claire card on your Dashboard, with the same range button.
  • Waiting longest (with the median time to a first action on a hand-off), Booked, coming up, and What Claire does next with See the whole plan. That opens Claire's plan of who she means to reach next, with a Back to the Overview link.
  • The owner also sees how many credits are left, as a link to billing.
• Conversations tab:
  • Ready for You: leads Claire has handed over. The first two sit above the list on All, with a row that opens the whole Ready for You list;
  • the list of every person Claire has actually reached by text, call or email, with filters for status (Active, Awaiting reply, Stalled, Paused, Completed and more), source and channel. A client who only texts one of your inboxes, or a contact Claire never contacted, is not listed.
• Insights tab: the conversations where a contact pushed back, with Objections worked, Questions before answering and Answered too early. It fills in only after Claire has had real conversations.
• Analytics tab: how Claire is doing over the last 7, 30 or 90 days, including reply rates, hand-offs and call results. Under Claire's work, a Day by day chart shows how each count is spread across the days, so you can tell steady work from one busy afternoon. Turn on Compare to the previous period to see each number's change against the period before. Under the numbers, Results follows the people Claire reached: People Claire reached, Wrote back, Appointment booked and Appointment held (click a step to see the people), then By channel, By lead source, When people write back (a day and hour grid on your workspace's clock) and Hand-off speed.

My leads and Ponds

The Overview, Conversations and Analytics tabs, and the list of people, can show All, My leads or Ponds. My leads is the leads assigned to you. Ponds is leads assigned to nobody, and a menu lets you pick one pond, several, or Default pond. The choice applies to the whole page and stays in the address, so a link you share opens the same view. You only see ponds you may work. If your role has no pond side, the choice is not shown. On Analytics, the detailed panels under Show detailed analytics still count every contact you can see.

The people behind a number

Click a number on the Overview, a funnel step on Analytics, or the Appointments booked or Claire tasks set tile on your Dashboard, and a panel slides in from the right with the people. Buttons at the top switch between related lists (for example Asked for a person, Needs a reply and Handled), a range control appears on the lists that cover a period, and the same All, My leads, Ponds choice applies. Each row names the person and links to their contact page. Showing the most recent only. appears when a list is cut short. If a list cannot load, it says so and that is not a record of what Claire did.

Mark handled

On a person who is waiting on you, Mark handled takes them out of Needs you and its counts, for the case where you dealt with them somewhere else. It is on the Overview, in the conversation, and in the people panel. Claire keeps working the contact as before, and nothing she sends changes. A message at the bottom of the screen has Undo, and the N marked handled this week line has View or undo, which opens the Handled list where each row has Undo. Only the person who marked it, or an owner or admin, can undo it.

If your workspace is in Observe mode, an amber Claire is in Observe mode notice sits at the top of the page. Click Review autonomy mode to change it.

Click a conversation to read the whole thread and the calls, see what Claire knows about the person, and use the controls described in Approving, pausing and taking over.

Recorded calls play right in the conversation. That includes calls a teammate placed from the browser dialer or through the phone bridge, not only Claire's. On Claire's calls the player turns the other person's side up so it is easier to hear, while her side stays as it was. Switch Boost caller off to hear the plain recording.

What each conversation status means

Every conversation on the Claire page carries one status. The first three are all open conversations, split by whether the lead has written back and whether Claire has a next message booked, so a conversation can move between them without Claire stopping.

Status	What puts it here	What to do
Active	The lead has written back at least once, and the conversation is still open. Only text threads where Claire herself sent a text count, so a client texting their agent is not an Active conversation.	Nothing. Open it if you want to read the thread or take over.
Awaiting reply	Claire has written, the lead hasn't replied yet, and her next message is already scheduled.	Nothing. She follows up on her own.
Stalled	The conversation is open, the lead has never replied, and no next message is scheduled. Nothing is going to happen on its own.	This one needs a person. Open it and either write to the lead yourself or click Stop. If it stays this way for about a day, it goes to a person under Needs a reply on the Hand-offs page.
Paused	Claire has stopped for now but still has the lead. Either someone paused her, or she paused herself because the lead's replies turned negative, or her texts and her emails both failed to get through.	Read the last few messages to see which it was, then resume her or take the lead over yourself.
Ready for You	Claire handed the lead to a person: they confirmed they're ready to list, they turned out to be a buyer, or a call was escalated.	Get in touch with the lead. See Hand-offs.
Completed	Claire stopped for good. Someone clicked Stop, or your CRM shows a person is already working the lead: their stage, who they're assigned to, or a task open against them.	Nothing, unless it looks wrong. Starting Claire again is up to you.
DNC	The lead asked you to stop, or Yapii spotted opt-out wording in their reply.	Don't contact them. They're on your suppression list.
Competitor	The lead said they've already signed with another agent. Saying they know or work with a realtor isn't enough on its own.	Nothing.

Workspace owners and admins

Claire's Review page has a Needs review panel that owners and admins can see. Yapii reads finished conversations and tags the ones worth a human look. A tag isn't a fault, it's the reason the conversation was picked out. Open one, read it, and say what you think with Claire did well, Should not have handed off, Should have handed off or It was a bot.

Tag	Why it was picked out
Talking to a bot	The other party looks like an automated system.
Maybe a bot	Yapii couldn't tell whether a person replied.
Hand-off gate stepped in	The hand-off gate blocked a hand-off or sent it for review.
Handed off a bot	A hand-off was filed while the other party was automated.
Hand-off without an ask	The lead never asked for a call, a meeting, or to list or buy.
Escalated too quickly	Handed off within two replies, on a passing mention of price or timing.
Missed a real ask	The lead asked for a call or a meeting and nothing followed.
Claire repeated herself	She sent near-identical messages.
Question asked twice	The lead had to ask the same question again.
Claire replied to a bot	She kept answering automated replies.
Push-back after Claire	The lead pushed back or opted out right after one of her messages.
Left unanswered	A message from the lead waited hours for a reply.
Low call score	The call scored 6 out of 10 or lower.
Low quality rubric	Yapii's quality check scored the conversation 2 out of 5 or lower.

When Claire starts talking to someone

Claire only reaches out to people who fit all of your rules. She starts on a contact when:

• the lead comes from a source your workspace owner has switched on for her, such as your website form or a particular portal;
• a homeowner claims their home value dashboard and agrees to be contacted (see Monthly home value email);
• a contact gives consent to be contacted, for example by replying YES;
• you click Start Claire on a contact;
• a lead in your CRM matches a rule you set under Start Claire from your CRM: the tag, stage or lead source you chose.

Start Claire from your CRM

Owners and admins

This card is on the Claire page, under Settings, on Basics.

A rule has three boxes: CRM tag, CRM stage and Lead source. Fill in at least one, and a lead has to match every box you filled in. Then switch the rule on with Switched on and press Save. From then on, when a lead in your CRM matches, Claire starts on them as if their agent had pressed Start Claire. For example, one rule can be a tag and a stage together, and another can be just a lead source. You can keep more than one rule: Add a rule makes another, and Remove deletes one. Buyers get the buyer track and sellers the seller track, going by a "buyer" or "seller" tag in your CRM or the Lead type on the contact. The card counts how many have started, how many are waiting for buyer or seller, and how many could not start, and lists the ones that need you.

A lead with neither a buyer nor a seller type waits, and Yapii sends you a notification titled Claire is waiting on [name]: buyer or seller? Claire has not contacted that person yet. Open the contact, click Edit, and set Lead type to Buyer or Seller. Claire starts on the right track as soon as you save, instead of at the next hourly check. Adding a buyer or seller tag in your CRM works too.

Even then, every message still has to pass Yapii's safety checks:

• the contact must have agreed to be contacted;
• they must not have opted out or be marked Do Not Contact;
• it must be within the allowed hours.

Her wording is checked too, before it goes out:

• She doesn't state a home value or price that your records don't back up. That covers figures written as $450k, $1.2M or 1.2 million, not only $450,000.
• She doesn't offer to send a document, report or list that doesn't exist, and she doesn't claim a track record (sales numbers, awards, years of experience) that nobody has confirmed. If a draft does, she rewrites it once, and if it still does, it is held for a person.
• If a lead says yes to something she offered, such as "yes, send it", she doesn't answer. It goes to a person under Needs a reply, because only a person can deliver it.

How she behaves

Question	Answer
When does she text and email?	Not during quiet hours: by default 8 PM to 9 AM in the lead's local time. You change the hours on the Claire page, under Settings, in When she reaches out, at Quiet hours. If a lead wrote within the last hour, she can reply right away. Texts and calls must also stay inside the legal 8 AM to 9 PM window in the lead's own time zone (see Calling hours).
When does she call?	Only when all of these are true: automatic calls are turned on for your workspace (they start off, so contact Yapii to have them turned on), your workspace is set to Auto-send, the lead agreed to calls, and it's within your calling hours. For leads you imported or that came from your CRM, such as BoldTrail, an owner or admin also turns on Source-attested phone consent in Settings, under Phone, Texts & Calls. That certifies you already have those leads' consent. She never calls or texts a contact your CRM marks Do Not Contact or tags with a do-not-call or stop tag. A tag that only says unsubscribe from email does not stop her texts or calls. She also never contacts someone who only shows up in Follow Up Boss as a website visitor your site identified, because that person never asked to hear from you. If they later claim their home value dashboard or fill in a form, that is their own consent and she can reach them. She also stands down from calling contacts in a CRM stage on her excluded list (such as Appointment Set, Hot Prospect, Listed or Pending) and contacts whose conversation ended in a sale, the same as her texts. Two kinds of call are the exception to that stand-down: a call back the contact asked for, and a call a person on your team starts by pressing Call. A Do Not Contact mark still stops both.
What is she like on a call?	She ends the call when the person asks her to, with a short goodbye, and never answers that request by offering a real person. She says only what she can do: she doesn't offer to look something up that she has no way to check, and she offers to put the lead through to their agent only when that is possible right then. When it isn't, for example outside the agent's hours, she says plainly that nobody can come to the phone, tells the lead the agent has been alerted, and offers to take a message. She doesn't narrate what she is doing behind the scenes. When she offers a time, she says it on the lead's own clock without naming the time zone, and she offers time with someone from the team, never with the owner by name and never an in-person visit. A caller whose time zone Yapii can't tell hears your workspace's time, with the zone named and a check that it works for them. She asks for the appointment by the third turn of a call. On a list lead who never asked about selling, she opens with a neutral reason rather than saying they were looking into selling. After she is cut off she waits a beat before she speaks again, keeps talking over a quick "yeah" or "mm-hmm", and stops at once for "stop", "wait", "hold on" or "not interested". She leaves a voicemail when she reaches one. For a contact marked English she listens for English only, so names and words come through more reliably. If someone asks to be taken off the list, she confirms it only to a real person, never to a voicemail greeting or a screening service.
How fast does she reply?	Between 45 seconds and 4 minutes after a lead writes, usually nearer the short end. That includes a lead's very first message. Instant replies look robotic, and phone carriers can filter them.
Does she say she's an AI?	If someone asks, always. She doesn't call herself an AI or a bot on her own. On a first message she introduces herself as your workspace's virtual assistant, a short AI notice, where the rules require it. That includes California, Texas and Illinois, and any lead whose state is unknown. On a call, when someone asks if she is a robot, she says she is a virtual assistant working with the lead's agent, by the agent's first name. If the lead has no agent yet, she names your workspace.
What about other languages?	She writes back in the language the lead writes in. Besides English, she texts, emails and calls in Spanish, French, Portuguese, Chinese, Vietnamese, Tagalog, Korean, Russian, Arabic and Hindi. She texts and emails in Haitian Creole too, but a call to a Creole speaker is held in English and ends with a promise to follow up in writing. Her reply follows the lead's newest message, so a lead who answers in Spanish gets Spanish back, and one who goes back to English gets English. Her short AI notice is in the same language, and the STOP line stays in English. The language is kept on the contact, where you can see and change it (see A contact's language). For any other language she replies once politely and passes the lead to a person under Needs a reply.
What if someone on a call speaks Spanish?	By default she says so politely and ends the call, pauses herself on that contact (no English texts or calls), tags them as preferring Spanish, and creates a task for a person to call back in Spanish. An owner or admin can turn that off in Claire's other workspace settings. They can also turn on the setting that hands the same call to Sofia, Claire's Spanish-speaking teammate (it is off until you turn it on). Claire tells the caller in English and Spanish that she is bringing in Sofia, and Sofia takes over the live call. She speaks only Spanish and books appointments the way Claire does. Yapii saves the contact as a Spanish speaker and tags them as preferring Spanish, and nobody is asked to call back. If Sofia can't take a call, the pause and callback task above happen instead. When you start a call to a contact already marked Spanish, or they call you, they talk to Sofia from the first word.
Does she read my personal inbox?	No. She answers replies to her own texts and emails. Replies sent to your personal Gmail or Outlook address stay with you.

Observe, Hold for approval or Auto-send

Your workspace's autonomy mode decides how much Claire does on her own:

• Observe. Claire plans but sends nothing. Nothing goes to your contacts until someone switches to Hold for approval or Auto-send. This is how new workspaces start.
• Hold for approval. Claire writes each message and waits until someone approves it.
• Auto-send. Claire sends on her own, but still inside every safety rule. Messages to leads in a sensitive group (hot leads, by default) still wait for approval.

How to approve messages is covered in Approving, pausing and taking over.

Claire's settings

Press Settings at the top of the Claire page. It opens Set up Claire: one place for everything Claire needs. On a wide screen your conversations stay on the left and Set up Claire takes the wider space on the right.

Who sees what

The workspace owner sees all of it. An admin sees the Checklist, Basics (the Autonomy mode and Start Claire from your CRM), Texting and numbers and My Claire. Everyone else sees only My Claire, which also shows the workspace's autonomy mode, read only.

Set up Claire has tabs: Checklist, Basics, Identity and voice, Texting and numbers, Scripts and My Claire. A tab keeps what you typed when you switch to another one, so nothing is lost until you save or discard it.

The checklist

What Claire needs lists, in the order you would do them, what still stands between Claire and working fully. Each line is Done, Needs you, In progress or Could not check, with a button that opens the right tab or page. A bar counts how many are set up, and the headline never says Claire is set up while anything is waiting or could not be read. The lines are:

1. Claire is switched on and allowed to send. She is off, or still in Observe.
2. Credits to run on. With no credits left Claire cannot send, call or email, and she starts again straight away once you add some.
3. Which leads Claire may start on. No lead source switched on means she starts on nobody new.
4. Your name on calls and messages. The name she uses when she introduces you.
5. For the owner, the matching rows of the account check: Texting approval, Sending domain, Time zone and CRM.

Under it, More Claire settings links to the settings that live on the Settings page: Email sending, Calling limits, Inbound calls, Notifications, Lead sources and AI disclosure and strategy.

Basics

The owner's Basics tab is split into six titled sections, each with a one-line description and a jump menu at the top. A bar at the bottom says You have unsaved changes or All changes are saved, and offers Discard changes. Quiet hours with the same start and end are flagged, because that window would be empty, and a backup number Claire could not dial blocks the save.

• Turn Claire on
  • Claire is on: the main switch. Off means no texts, emails or calls for anyone.
  • Claire on unassigned leads (your pond) and Claire for all agents. These are two separate switches. Turning off the pond switch leaves every agent's Claire running, and turning off the all-agents switch leaves Claire working your pond. Each agent can still stand Claire down on their own contacts with Claire works my leads.
• Starting conversations
  • Reach out to new leads automatically. Every message still passes the consent, do-not-contact and compliance checks. Turn it off to start Claire on new leads yourself.
  • Which leads Claire may start on: the lead sources she works. Leaving everything off means she starts on nobody.
  • Most new leads per day (the daily limit, 50 by default). Extra leads wait until tomorrow.
  • Start a conversation when a homeowner's equity grows: dollar amounts that start a conversation, once per person, when their equity passes them.
• How much she does on her own
  • The autonomy mode: Observe, Hold for approval or Auto-send.
  • Messages that wait for your approval: pick Hot leads, Warm leads and Cold leads. Messages to the kinds you pick wait for you even in Auto-send.
  • Most messages per person per day.
• When she reaches out: quiet hours, calling hours and voicemail.
  • Quiet hours: Claire will not text or email in this window.
  • Call back when she promises to: off unless you switch it on. With it on, when a contact asks Claire to call at a certain time, she places that call herself on the day. It covers only callbacks she booked, never call tasks you made. An unanswered callback stays on your task list.
  • Scheduled calling hours: the hours of the day when she calls the people who are due (10 AM and 4 PM by default), and Most calls per day (10 by default), which she spreads evenly across the hours you picked. Keep them inside your Voice caller calling window, or the calls are held. Three more choices sit with them:
    • Lowest confidence score to call (0 to 100, 50 by default). Claire only calls people whose confidence score is at least this. Lower it to reach more of your list. Everyone she calls still needs phone consent on file and no opt-out.
    • Call back once right away if it goes to voicemail: off by default. If a call goes to voicemail or nobody picks up, she calls once more about a minute later. She never calls a third time, skips it if they called or texted back, and the second call counts toward your calls per day.
    • Text them after a missed call: off by default. After a missed call (and the second call, if that is on), she sends one short text so they can reply. Never more than one per missed call.
  • Leave a voicemail when texts and emails go unanswered: Unanswered messages before a voicemail (0 turns voicemails off) and Most voicemails per person per week. It lands in the person's voicemail box without their phone ringing. A ringless voicemail counts as a call, so Yapii refuses it, both the automatic one and the manual button, for anyone who has opted out of calls.
• Handing a lead to you
  • How should Claire close a call?: offer to put the lead through to you, or push to book an appointment.
  • Backup number to ring: a fallback phone number used only when nobody owns the lead or the agent who does has no phone on file. Leave it blank to turn automatic transfers to a backup off.
• Name and style: Name she uses, Tone and her background.

Start Claire from your CRM is also on this tab, for owners and admins (see Start Claire from your CRM).

Under it, owners and admins have a card named Stages Claire never contacts. It says Claire won't start or continue a conversation with a lead whose stage is checked, and that your team can still reach them. Always on lists stages that are locked and cannot be changed. Below it is a checkbox for each stage in your pipeline (and in your CRM, when one is connected). Check or uncheck stages, type a stage name under Add another stage name and press Add, then press Save. Reset to defaults puts the list back to Yapii's. Each workspace has its own list.

At the bottom of Basics, owners and admins also see a list of Claire's other workspace settings. A badge beside each one says where its value comes from: Your workspace (you changed it), Yapii default or Built-in. A few are Fixed for everyone and can't be changed. A change applies to your workspace only, and a reset button puts a value you changed back to the Yapii default. These include whether she calls a contact who did not pick up again at a different time of day before sending more texts (about 4 PM after a morning miss, about 10 AM after an afternoon miss), how many days she keeps trying and how many separate times of day she dials one contact; whether a full voicemail box skips the instant second call, texts now and calls back at a different time instead; how many days a person's open CRM task keeps her off a contact (a task overdue by more than the setting, 2 days by default, no longer blocks her, and a task due further ahead than its own setting does not block her either); whether the opening line may say the person was looking into selling when the lead came from a bought or scraped list (off by default); whether a contact who says they already have an agent, are under contract or have made an offer ends her follow-up (a later reply from them is still answered); whether a caller who speaks Spanish is handed to Sofia on the same call (off by default, and it needs the Spanish setting beside it to be on); and how old a lead must be before she dials it after fresher leads. She calls warm lead sources, newest first, before old database stock.

Identity and voice

This owner-only tab shapes how Claire sounds and which hours she books. The essentials come first: Test Claire, How Claire introduces you, Your opening line, Her voice on calls and Preview: how Claire opens. The rest is folded under More settings: Who gets unassigned leads, How Claire handles each lead source, Conversation style mix, Hours Claire can book appointments, How fast Claire replies, Call behavior and Alerts for important moments. A folded card keeps what you typed in it.

A bar stays at the bottom of the tab and says whether you have unsaved changes or All changes saved. Press Save changes to keep your edits, or discard them (Yapii asks first). If something stops the save, the bar says what, for example a conversation style mix that does not add up. Who gets unassigned leads and Call behavior have their own Save buttons. Some cards have Reset to default.

Her voice on calls is a list of voices to pick from, so there is no voice code to type.

Test Claire lets you hear her before she calls anyone. Pick Web Call to talk to her through your browser's microphone, or Phone Call to have her ring a phone. Pick Outbound (Claire calls a lead, and you play the lead) or Inbound (a lead calls in). Press Start Web Call. The card shows what she is doing (listening, thinking or speaking), with Mute, a way to end the call, and a written transcript as you talk. A web test call books nothing and records nothing.

Call behavior is for owners and admins who want to tune how Claire sounds and reacts on a phone call. Only what you change is saved, and every other dial keeps its tuned default. A change applies to calls placed from then on. Next to a dial you have changed, Use default puts it back, and Reset all to defaults puts them all back.

• Model: Standard (included) or Advanced, which reasons better on difficult calls. The list shows any extra cost before you pick it.
• Voice engine: Standard, Fast or Quality. This applies to the premium voice only.
• Who speaks first: Claire speaks first, or Wait for the person to speak. Her greeting, recording notice included, is the same either way.
• Interruptions: how readily Claire stops talking when the person speaks over her.
• Speaking speed.
• Advanced tuning opens more dials: Response delay, Wait before speaking, End call after silence, Are you still there? reminders with First reminder after, Creativity (temperature), Voice steadiness, Noise cancellation, Background sound, Pronunciations and Words to listen for. Pronunciations change only what she says aloud. Written messages and transcripts keep your spelling, so a street such as Ellicott can be said "EL-i-cot". Words to listen for are names, places or terms the transcription should expect, separated by commas, on English calls.

Texting and numbers, and Scripts

Texting and numbers puts three cards in one place, so "why is Claire not texting?" is answered where she is set up. Texting registration is the owner's. Business hours are when Claire tells someone you can take a call now, and when she offers a time instead. A pool of numbers for Claire's calls is optional: dedicated numbers that Claire dials from, so her calls do not share a number with yours.

Scripts is the owner's Scripts and training card. Claire's script isn't a fixed call flow: it's a library of lines, such as openers, answers to objections, questions and closes, and she picks from them by what the contact just said and which lines have won appointments. Open script library lets you add your team's own lines. Review what she said reads back real messages and calls, so you can add a line that worked to the library or flag one that was off.

Your own settings: My Claire

Everyone, not only the owner, has My Claire on the same Settings panel. It only affects contacts assigned to you:

• Claire works my leads: turn it off to stand Claire down on your contacts.
• Your name as Claire should say it, My evidence of success and About me.
• My opener: how Claire opens with your leads.
• How she closes calls for you, and the number she rings to put leads through.
• What Claire has learned about working with me: preferences she picked up from drafts you edited. Delete anything that's wrong.

Your writing style

Claire can learn to sound like you from the messages you send and the drafts you edit. She shows you what she noticed, and nothing is used until you confirm with Yes, that's me. It changes how she phrases things, never what she's allowed to say.

Test what Claire would say

Everyone has this card at the bottom of the Settings panel. Pick one of your contacts and a channel, and Claire writes the message she would send, using your settings, your writing style, the script library and that contact's history. It's shown to you only: nothing is sent, and nothing is recorded on the contact. For a call, it shows her plan for the call rather than speech. Use it to check a change to your opener or settings before a real lead sees it.

Next

• Approving, pausing and taking over
• Scripts & FAQs
• Hand-offs