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AI employees

Which AI agents Elooo CRM offers and which one to use

All AI agents live under AI Agents. Use Conversation AI to reply to customer messages, Voice AI to answer phone calls, Agent Studio to automate internal tasks, and Ask AI to get help yourself inside the app.

Updated on

Before you start

  • You need a user with permission to view and manage AI agents. If you don't see the AI Agents menu, ask an admin on your account to review your permissions in Settings › My Staff.
  • For the AI to reply to customers, your channels (WhatsApp, Instagram, Facebook, SMS, website chat, email) must be connected to Elooo CRM.
  • Have your approved business information ready (services, hours, policies, FAQs): that's what you'll use to teach the agents.
Where to find it

AI Agents

Step by step

Pick the right tool

  1. First ask yourself who will talk to the AI: your customer or your team.
  2. If it's a customer by message (WhatsApp, Instagram, Facebook, SMS, website chat, email), use Conversation AI. It answers questions, collects contact details, qualifies leads and books appointments.
  3. If it's a customer by phone, use Voice AI. The voice agent answers calls, answers questions, collects details, books appointments and transfers to a person when needed.
  4. If you want the AI to work on its own when something happens in the CRM (a new contact, a form submission, a tag added), use Agent Studio. You describe in plain words what the agent should do and it carries out the actions.
  5. If it's you or your team asking for help inside the app (writing copy, summarizing a contact, finding data, building something quickly), use Ask AI at the top of the screen.
  6. For email, social and blog copy written inside the editor itself, use the editor's AI button (Content AI).

Set up shared knowledge

  1. Open AI Agents › Knowledge Base.
  2. Create a knowledge base with your website, files and FAQs.
  3. Connect that knowledge base to the agents you create. A knowledge base isn't used by any agent until you connect it.

Turn on your first agent

  1. Start with a single Conversation AI agent in Suggestive mode, so you can see replies before they're sent.
  2. Test it with real questions from your customers.
  3. When the replies are right, switch it to Auto-Pilot.

Tips

  • Create one agent per main job (for example, one for bookings and one for general questions). It's easier to fine-tune and to see what went wrong.
  • Always review what the AI writes or says before letting it talk to all your customers.

Common problems

  • I don't see the AI Agents menu → Your user doesn't have permission. Ask an admin to enable AI permissions on your profile in Settings › My Staff.
  • The AI gives wrong or made-up answers → Connect a knowledge base to the agent and add to its instructions that it must not guess when it doesn't know.
  • I'm not sure whether to use Conversation AI or Agent Studio → If the goal is to chat with customers, use Conversation AI. If it's to run automatic tasks in the CRM when an event happens, use Agent Studio.

Frequently asked questions

Can the AI reply on its own, with no one on the team?

Yes. In Conversation AI, Auto-Pilot mode replies without anyone stepping in. In Suggestive mode, the AI only drafts the reply and someone on the team sends it.

Does Ask AI talk to my customers?

No. Ask AI only chats with people logged in to Elooo CRM. To talk to customers, use Conversation AI or Voice AI.

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