Academy
Communication Hub Mastery: Email, Voice, SMS & AI in One Place
This intermediate course teaches professionals how to leverage OUPI's Communication Hub to unify email, voice calls, and SMS into a single workspace. You will connect mailboxes, draft messages with AI assistance, build and deploy AI voice agents with call scripts, run email campaigns, send SMS, and use the hub-wide AI panel to accelerate every task. By the end, you will manage all professional communications efficiently from one interface.
Programa del curso
1
Navigating the Communication Hub
Understand the layout and core modules of the Communication Hub so you can orient yourself across email, voice, SMS, and the AI panel.
2
Connecting and Managing Your Email
Connect a mail account, sync your inbox, and learn to compose and reply to messages with AI-assisted drafting.
3
Running Email Campaigns
Create a targeted email campaign by preparing a message, selecting contacts, and tracking the send from the Campaigns page.
4
Creating and Configuring AI Voice Agents
Build an AI voice agent from a template, tune its behavior in the editor, and attach a phone number so it can handle calls.
5
Writing Call Scripts and Placing Calls
Create call scripts with goals and objection handling, then use the dialer to place immediate or scheduled calls through your voice agent.
6
Reviewing Call Transcripts and AI Summaries
Access call history, read full transcripts, and generate on-demand AI summaries to capture decisions and next steps.
7
Sending SMS and Managing Contacts
Send text messages to contacts via the SMS module and maintain a shared contact directory used across all hub channels.
8
Mastering the Hub-Wide AI Panel
Use the AI panel to summarize threads, draft follow-ups, and prepare call scripts contextually across email, voice, and SMS views.
Seguir este curso en OUPI
Progreso, cuestionario y certificado en tu cuenta — 8 preguntas para validar lo aprendido y obtener un certificado, en tu espacio OUPI.