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Voyager AI - Using the Voyager AI Coach
The Voyager AI Coach is being released as a BETA version and will be enabled by default for all existing… activated Voyager AI Hub Items
Voyager AI - Media Transcription
Voyager AI Media Transcription now brings the ease and efficiency of working with our Call Recording feature to all Activities… Voyager AI Media Transcription now brings the ease and efficiency of working with our Call Recording… Transcription, Calling & Messaging. ⤵ Administrators can enable Media Transcription from the AI Voyager
Voyager AI - Email Categorization
Activating the Voyager AI Assistant in the Automation Hub… How do I get the Voyager AI Assistant?… Voyager AI now includes the ability to automatically categorize emails captured in Coevera to set Tags
Voyager 2: AI Record Assistant
Voyager 2’s AI Record Assistant adds an in-context assistant inside individual CRM records combining guided summaries, actionable suggestions, and record-aware chat in one continuous workflow… Enabling Voyager 2 Features… Voyager 2 is a credit-based chargeable add-on for all Tiers
Voyager 2 - AI Super Agent
The Voyager 2 Super Agent is a single, context-aware AI agent that understands what you are looking at, draws on your CRM data, and can delegate to specialized agents for records, reports, automatizer processes, and online forms… Voyager 2 is a credit-based chargeable add-on for all Tiers… The Voyager 2 AI Super Agent is Coevera’s unified AI assistant, accessible from the top-right corner
Voyager 2 - AI Smart Fields
Voyager 2 is a credit-based chargeable add-on for all Tiers… The “Fill Value with Voyager AI” option is also available for existing fields when editing field properties… After enabling “Fill Value with Voyager AI” and clicking on “Setup”, Administrators can define
Voyager 2 - Relationship charts - Account Hierarchy
Voyager II AI builds & maintains Account Hierarchies. From any Account, Voyager AI can detect missing parent/subsidiary companies, suggest the correct corporate structure & let users apply the changes to the Hierarchary via a guided preview-&-confirm flow… Voyager 2 is a credit-based chargeable add-on for all Tiers… Voyager II AI now builds and maintains Account Hierarchies
Voyager AI - Call Transcription & AI Analysis
Activating the Voyager AI Assistant in the Automation Hub… How do I get the Voyager AI Assistant?… This valuable Voyager AI feature works in concert with our Calling & Messaging feature by recording calls
Voyager 2 - Relationship charts - Org Chart
Voyager 2 AI builds & maintains organizational charts directly on Account records. The new Org Chart view proposes the company's leadership structure, matches it against existing Contacts, suggests new people to add & lets users review and apply changes… Voyager 2 is a credit-based chargeable add-on for all Tiers… Voyager 2 AI now builds and maintains organizational charts directly on the Account record
Voyager 2 - Relationship Charts: Buying Center
This release extends Pipeliner's Voyager AI Relationship Charts to the Buying Center on Opportunity records