User Guide
Complete guide to using AutoCrew's features and capabilities. Learn how to maximize the value of your AI crews and streamline your business operations.
Dashboard Overview
Your AutoCrew dashboard provides a comprehensive view of your AI crew performance and activities. The main sections include:
- Overview Cards: Quick stats showing active crews, total conversations, leads generated, and response time
- Recent Activity: Latest conversations and crew actions
- Performance Metrics: Charts displaying trends over time
- Quick Actions: Shortcuts to create crews, view conversations, and manage leads
Managing Crews
The Crews section lets you create, configure, and monitor your AI crews.
Creating Crews
To create a new crew, navigate to the Crews page and click "Create New Crew". You'll need to specify:
- Crew name and description
- Crew type (Support or LeadGen)
- Configuration settings specific to the crew type
- Integration channels and endpoints
Configuring Crews
Each crew can be customized to match your specific business needs:
- Adjust response tone and communication style
- Set business hours and availability windows
- Configure escalation rules and triggers
- Define custom keywords and triggers
- Set up integrations with your existing tools
Monitoring Performance
Track your crew's performance with detailed metrics including response times, conversation volumes, customer satisfaction scores, and more.
Conversations
The Conversations section displays all interactions handled by your crews.
Viewing Conversations
Each conversation entry shows:
- Customer information and contact details
- Full conversation history with timestamps
- Assigned crew and handling status
- Sentiment analysis and satisfaction score
- Any escalations or manual interventions
Filtering and Search
Use the filter options to find specific conversations by date range, crew, status, sentiment, or keyword search.
Analytics
The Analytics page provides in-depth insights into your crew performance and customer interactions.
Key Metrics
- Response Time: Average time for crews to respond to inquiries
- Resolution Rate: Percentage of issues resolved without escalation
- Customer Satisfaction: Overall satisfaction scores from interactions
- Lead Conversion: Percentage of leads that convert to opportunities
- Volume Trends: Conversation and lead volume over time
Reports
Generate custom reports to share with your team or export for further analysis. Reports can be scheduled for automatic delivery.
Settings
Manage your account settings, user permissions, and integrations from the Settings page.
Account Settings
- Update company information and profile
- Manage billing and subscription plans
- Configure notification preferences
- Set up two-factor authentication
User Management
Invite team members, assign roles, and manage user permissions. Different roles have different levels of access to features and data.
Integrations
Connect AutoCrew with your existing tools and platforms:
- Email platforms (Gmail, Outlook, etc.)
- Live chat systems (Intercom, Zendesk, etc.)
- CRM systems (Salesforce, HubSpot, etc.)
- Messaging platforms (Slack, Microsoft Teams, etc.)
- Custom webhooks and API integrations
Best Practices
Crew Optimization
- Regularly review and update crew configurations based on performance
- Monitor conversation sentiment to identify areas for improvement
- Use A/B testing to optimize response templates and triggers
- Keep escalation rules up-to-date with current business processes
Data Quality
- Ensure lead qualification criteria align with your sales process
- Regularly audit conversation data for accuracy
- Keep customer information synchronized across integrations
- Archive old conversations to maintain system performance
Security
- Enable two-factor authentication for all users
- Regularly review user access and permissions
- Use strong, unique passwords
- Monitor audit logs for suspicious activity