"Is Monday a holiday?", "how much is it in 10 installments?", "what's the dollar at today?". These are simple questions, and they are exactly where an AI agent tends to get it wrong when it answers off the top of its head. The October edition of Simplafy Hub fixes that with three new tools: instead of guessing, the agent looks it up.
Three new tools for the agent
All three live in Integrations › Tools and arrive turned off. You turn them on for the organization and choose, in each agent's editor, which functions it can use.
- National Holidays. The agent lists the year's national holidays, tells you whether a date is a holiday and counts the business days between two dates.
- Calculators. There are 17 calculations in four groups:
- Money: simple and compound interest, Price or SAC installments, discount and surcharge, markup and margin, commission.
- Dates: due date, age, difference between dates.
- Measurements: unit conversion.
- Health: BMI, ideal weight, body surface area, gestational age and estimated due date, daily water and calories, heart rate zones.
- Currencies. The Central Bank's official exchange rate: today's rate, the rate on a given date, the rate over a period, and conversion of amounts between the real and other currencies.
How it shows up day to day
- Store: the customer asks how much the purchase comes to in 10 installments, and the agent calculates the installment.
- Clinic: the patient asks whether the clinic is open on the holiday, and the agent checks the date before answering.
- Imports and tourism: the agent gives the official dollar rate of the day, with the date.
Evaluations: the result e-mail your way
In the Evaluations app, each collection now lets you edit:
- the subject and text of the e-mail with the result;
- the score phrase, which goes in the e-mail.
The "When a Journey asks for it" delivery left Coming soon, and the collection shows which Journeys ask for the result.
Journeys wait until a date and time
The Wait step gained the "Until a date and time" option: the journey stops and resumes at the time you choose. If the date has already passed, it carries on and records the reason. In Executions you can see when it resumed.
Other news
- Make primary in the pipeline: on the pipeline board, a button makes that pipeline the organization's primary one.
- Edit contacts right in the list: in CRM › Contacts, double-clicking a cell edits name, company, phone, e-mail, city and tags.
- Receive messages by channel: in the Privacy tab of the contact record, see and change, channel by channel, whether the contact accepts receiving messages.
- Data Table on mobile: the list of tables becomes cards on small screens.
- Agent address freed: when you delete an agent, its e-mail address is free to be used again.
- Pipefy:
- a phase created in the pipe after connecting now appears in the Hub pipeline;
- a field deleted in Pipefy shows as missing;
- mirrored deletion also works on older connections.
Hub evolves every day. To get the news, keep an eye on the product newsletter.