faq
We’ve got you covered, 24/7.
Getting Started
How do I set up my account?
Setting up your account is simple. After signing up, follow the guided onboarding process to complete your workspace, set up your communication channels, and configure basic settings to start handling customer inquiries.
How do I add AI agents to the system?
You can add AI agents by navigating to the AI Agents >> My Agents. From there, you can choose to create from scratch or pick from our pre-defined templates, Then you can customize, add knowledge base & actions also define your agent capability
How do I add human agents to the system?
You can add agents by navigating to the Account settings >> Team Management. From there, invite agents via email, assign them specific roles, and give them access to the sections they’ll be handling.
Channels
How do I connect my WhatsApp account?
To connect WhatsApp, navigate to the Channels page, select WhatsApp, and follow the step-by-step process to connect your business account. You’ll need to verify your WhatsApp Business API credentials for the connection to be successful.
What other channels can I integrate (e.g., SMS, email)?
In addition to WhatsApp and phone calls, you can integrate other channels such as SMS, Email, and Webchat. This allows you to handle all customer interactions from a single dashboard, improving your efficiency.
How do I manage multiple channels from a single dashboard?
Our platform offers a unified inbox where you can manage conversations from multiple channels. Filter messages by source, manually take over from AI (if you wish to) and respond to inquiries, all from one centralized location.
Call Management
How do i get a phone number from you?
You can purchase a phone number directly from our platform. Simply go to the AI Agents >> Phone Number Management, choose the country and region, and pick an available number that best suits your business needs.
What happens when the AI cannot handle a customer query?
When the AI is unable to resolve an issue, it automatically escalates the query to a human agent. You can set predefined rules to ensure the right agents receive escalations based on expertise.
Integration
How does the platform integrate with my CRM system?
Our platform integrates seamlessly with popular CRM systems like Salesforce and HubSpot. Once connected, all customer interactions across phone are automatically synced with your CRM for easy tracking and management.
How do I use APIs to connect my systems with the platform?
Our platform offers a robust API that allows you to integrate it with your internal systems. Detailed API documentation is available, making it easy for your developers to connect external tools, create agents, make calls and customize the platform to your needs.
Privacy & Security
How secure is the platform for handling customer data?
We use industry-standard encryption and comply with global data protection regulations like GDPR to ensure that your customer data is always secure. Additionally, you can configure user access controls to protect sensitive information.
Communicate Across All Channels With Elemente AI
Don’t stop at Sandra —unlock the full potential of your business by adding more channels. Reach your customers where they are with personalized, real-time communication across multiple platforms.
Phone call
Manage Inbound or Outbound calls seamlessly.
Manage Inbound or Outbound calls seamlessly.
Email & SMS
Instantly engage customers with tailored messages on the platforms they prefer.
Instantly engage customers with tailored messages on the platforms they prefer.
Whatsapp
Seamlessly connect with customers through instant messaging.
Seamlessly connect with customers through instant messaging.
Focus on what matters,
and let Elemente AI handle the rest.
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