Articles in this section
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Upsales AI overview
Upsales supplies a range of machine learning (ML) and Artificial Intelligence (AI) functionality ...
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Q: Why isn't the Notetaker joining my meetings?
A: Go to settings in your Upsales account > click Account > AI personalization > click on the Not...
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Så analyserar Upsales dina affärer
Varje möte och varje affär analyseras med beprövade säljramverk kombinerat med realtidsdata. Här ...
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How Upsales assesses your deals
Every meeting and every deal gets analysed using proven sales frameworks combined with real-time ...
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AI news analysis
Upsales integrates multiple data sources to provide real-time news analysis, allowing Upsales AI ...
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AI sales efficiency
For many years, Upsales has helped its customers grow through both smart functionality and deep s...
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Upsales industry intelligence
Upsales advanced industry classification system leverages AI to provide you with actionable insig...
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Business relation signals
Upsales AI automatically analyses all your sales interactions and both summarises and alerts you ...
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How to ask your assistant for something
Your assistant works in plain language, in your own language. There are no commands to learn and ...
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Your assistant, personal agents and org-wide agents
Everyone gets one assistant. You can add more agents when you want work done by something with a ...
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How to create an agent
You create an agent by asking for one in chat, or by hiring a ready-made one. There is no form to...
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What an agent can do on its own
Every agent starts read-only. It can look at your CRM, but it cannot create, change or delete any...
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How an agent earns a permission, and how to grant one
There are two ways an agent stops asking permission for something: it earns the right by getting ...
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How to approve, edit or decline what an agent proposes
When an agent wants to change something in the CRM, it does not write it. It puts a proposal card...
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What routines are and when to use one
A routine is a standing instruction. Instead of asking your assistant the same thing every Monday...
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How to create, edit or turn off a routine
You set up a routine by describing it in chat. There is no form with trigger and action fields — ...
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How to give an agent context: files, links and notes
Context is the reference material an agent draws on: your price list, a qualification framework, ...
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What your assistant remembers about you
Your assistant keeps notes on how you work so you do not have to repeat yourself. Ask for pipelin...
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How to save a procedure as a skill
A skill is a written procedure the assistant loads when it is relevant — your way of qualifying a...
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Company knowledge every agent shares
Knowledge is the short description of your company that every AI agent reads before it does anyth...
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