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KeyConnectAI: The Revenue Playbook

KeyconnectAI

KeyConnectAI: The Revenue Playbook is your inside look at what’s being built, improved, and rolled out inside the KeyConnectAI CRM—and how it directly impacts your ability to grow.

In each episode, we break down new features, updates, and system enhancements in a way that’s simple, practical, and immediately useful. Whether it’s a new automation, pipeline upgrade, or workflow improvement, you’ll ... more

PublishesDailyEpisodes62Founded15 days ago
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Artwork for KeyConnectAI: The Revenue Playbook

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In this episode of KeyConnectAI: The Revenue Playbook ... we introduce a new conversational appointment booking capability in KeyConnect AI CRM that lets customers schedule services via Conversation AI across SMS, Live Chat, Facebook, Instagram, and ... more

In this episode of KeyConnectAI: The Revenue Playbook we highlight Conversation AI’s new email capabilities inside KeyConnect AI CRM. Conversation AI can now respond to inbound emails with the same contextual intelligence and personalization it appli... more

In this episode of KeyConnectAI: The Revenue Playbook ... we highlight a streamlined pipeline update in KeyConnect AI CRM that makes organizing deals faster and more visual. You can now create and edit pipelines directly from the pipeline dropdown, e... more

In this episode of KeyConnectAI: The Revenue Playbook we introduce the new SLA Performance Dashboard inside the Conversations analytics of KeyConnect AI CRM. The update surfaces SLA results—met or breached—for completed evaluations, provides trend ch... more

In this episode of KeyConnectAI: The Revenue Playbook we walk through an update to custom fields in KeyConnect AI CRM that streamlines how teams capture tailored customer data. The revamped interface adds visual cues to identify unique or searchable ... more

In this episode of KeyConnectAI: The Revenue Playbook ... we introduce the new Fathom integration that brings meeting intelligence directly into KeyConnect AI CRM. Fathom transcribes and summarizes calls, and the native connection pushes transcripts,... more

In this episode of KeyConnectAI: The Revenue Playbook we highlight an update to the Review Request page inside KeyConnect AI CRM that streamlines how teams find and act on customer feedback. The enhancement adds a searchable contact box (name, email,... more

In this episode of KeyConnectAI: The Revenue Playbook, we spotlight an upgrade to the Review Request page inside KeyConnect AI CRM that brings powerful search and filtering to review management. Use the new search bar to find requests by contact name... more

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