Agents

Agents is your automated team: AI assistants that handle WhatsApp, email, phone and web on the firm’s behalf, supervised by you.

​

The roles

• Qualifying — greets new contacts, understands their case and updates the pipeline stage automatically.
• Sales — follows up on opportunities: proposals and reminders.
• Onboarding — collects documentation when a matter opens.
• Customer Service — questions and requests from clients with open matters; creates and resolves tickets.
• Collections — payment reminders; stops automatically when payment is received.
• Voice — answers the firm’s phone (Voice & calls).

Each number or mailbox lists the agents that may answer on it, in order. With one agent listed, that agent answers and a client’s own case still goes to its agent. Add a second agent to route: the first answers new contacts; a client’s own case, ticket or payment plan says which listed agent takes them, and each agent’s when to take over rule settles the rest. Each card shows the status — Hired (active) or Available — its runs and last activity. Activating new agents is arranged with your Juryo contact.

​

Configure an agent

Open an active agent and go to the Settings tab:

• Name — how the agent introduces itself.
• Require outbound approval — with this on, a team member must approve messages (email, WhatsApp) before they’re sent.
• For voice agents, additionally: the Greeting (the first thing it says when the call connects) and Speech Recognition Keywords (proper names or terms it must get right).

​

Follow its activity

The Activity tab shows Contacts Served, Messages Handled, Avg Response Time and Success Rate, alongside each run’s detail: contact, channel, outcome and time.