Rep.ai University
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Rep.ai University

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Welcome to Rep.ai University, the one-stop shop for agents and admins to start with Rep.ai!

Live Chat

💬Chatting with Visitors📂Canned Responses📷Calling with Voice & Video👥Co-browsing & Embedded Demos🔀Transferring a Chat🚫Blocking Visitors

Visitor Journeys

🤖Creating a Visitor Journey🧩Journey Builder Steps🛣️Build Your First Journey

Agents

🛠️Agent Setup🧭Navigating ServiceBell⚙️Settings Overview

Automations

🤖Automations Overview🎯Setting Up Target Accounts In SB🔄Default/Custom Properties In HS

Chat Widget

🎨Widget Designer💻Widget Visibility

ServiceBell Reporting

➕Metrics & Calculations

Outbound Auto-Dialer

☎️Auto-Dialer Setup⚙️Dialer CRM Integrations📃Dial List Management🤖AI Voicemail Messages

Alerts

Slack AlertsSlack AlertsMicrosoft Teams AlertsMicrosoft Teams AlertsChrome AlertsChrome Alerts

CRM

HubSpotHubSpot

Salesforce

Zendesk

Views & Other Features

👀Viewing Visitors in ServiceBell🛣️Routing to reps🌅Engage View Part 1🌅Engage View Part 2📒Contacts

Integrations

📊Data Enrichment👥CRM📆Scheduling👥Alerts

Zapier

Other Resources

ServiceBell Docs

Visitor Identity API

Listening to Events

Security