Settings, Tags & AI

Key Features

• Bulk Upload: Drag and drop multiple files at once to upload them quickly.
• Folders: Organize your assets into folders (e.g., "Logos", "Campaign Images") to keep things tidy.
• Public Links: Get a public URL for any file to share or embed externally.

Tags are a powerful way to segment your contacts based on behavior, interests, or source.

How to use Tags:

1. Navigate to Settings > Tags.
2. Click "Create New Tag" to add a custom label (e.g., "VIP Customer", "Webinar Attendee").
3. You can manually apply tags to contacts in the CRM, or set up automated workflows to add them when specific actions occur (like a form submission).
4. Use these tags later to filter lists or trigger specific email campaigns.

Velocity360's AI Agent can handle initial conversations, book appointments, and answer FAQs automatically.

Configuration Steps:

• Enable AI: Toggle the AI Agent "On" in the Settings > AI Agent menu.
• Conversation Flow: Define the goal of the agent (e.g., "Book an Appointment" or "General Support").
• Knowledge Base: Upload documents or paste website URLs that the AI should use to learn about your business and answer questions accurately.
• Testing: Use the built-in "Test Chat" window to verify how the AI responds before unleashing it on your live leads.