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EliseAI
AI Portal

AI Portal

How to manage and work in the AI Portal and Elise Sidekick

Knowledge

Essential Knowledge - 100 Prompts to Optimize Your Automation

AI Portal User Settings

Creating and Editing User Groups
User Profile and Email Signature
AI Portal User Permissions
Creating and Editing Users

AI Portal Features & Settings

Elise Sidekick
Agent-Level Calendar Setup
Dedupe Logic and Event Creation
Delinquency Advanced Settings Introduction
EliseChat Website Widget - Troubleshooting
Email Read Receipts

See all 20 articles

Reporting

Understanding Your Reporting Dashboard - Lost Leads
Marketing Attribution And Multi-Touch Report
Understanding Your Reporting Dashboard - Campaigns
Understanding Your Reporting Dashboard – Maintenance
Understanding Your Reporting Dashboard - Delinquency
Understanding Your Reporting Dashboard - Leasing