AI Agents
Everything you need to set up, configure, and manage your AI Agents.
By VipeCloud Support1 author11 articles
- How to Use Vipe AI Watch AgentWatch Agent monitors contacts and opportunities on your watchlist, surfaces signals from inbound activity and rotting deals, and recommends next steps.
- How to Use AI Review InboxAI Review Inbox runs a triage pass over your inbox queue, surfaces emails from CRM contacts that need a reply, and uses signature extraction to enrich and suggest contacts.
- How to Use Draft AgentDraft Agent generates drafts for email and text messages, invoked manually, surfaced automatically during a Review Inbox pass, or generated inside Watch Agent's reply flow.
- How to Create and Manage MCP Server API KeysHow to generate, manage, and securely store API keys for the VipeCloud MCP Server.
- How to Create and Edit AI Booking Agent Conversation Templates
- AI Booking Agent: Sales Ops Guide for Multi-Member Franchise Development Teams
- How to Go Live with an AI Booking AgentHow to connect the AI Booking Agent to a parsing rule, sign up form, or text keyword, and how to stop or cancel it for a contact.
- VipeCloud MCP Server - What It Can DoHow to find out which plans include the VipeCloud MCP Server, and what AI assistants like Claude and ChatGPT can do with contacts, email, texting, pipelines, opportunities, reports, automations, and…
- Connect VipeCloud to Claude or ChatGPT via MCPHow to create a VipeCloud MCP API key and connect VipeCloud to Claude or ChatGPT, including the plan each tool needs.
- AI Brand Matching: Setup and Use
- How to Use the AI Contact Research Agent