Documentation

    Browse all documentation and knowledge base articles

    Knowledge Base Articles

    3 Tips for Creating a Mobile-Friendly Email – Regie.ai

    Adding New Users to Regie.ai – Regie.ai

    Add Personal Calendar Link to Messages – Regie.ai

    Add Your Company Info – Regie.ai

    Agent Analytics – Regie.ai

    Agent Logic and Operations – Regie.ai

    AI Agent Analytics – Regie.ai

    AI Agent and Co-Pilot Prompts – Regie.ai

    AI Agents – Regie.ai

    AI Agents – Regie.ai

    AI Agent Types – Regie.ai

    AI Call Scores – Regie.ai

    AI Dialer FAQs – Regie.ai

    AI Dialer – Regie.ai

    AI Emails – Regie.ai

    AI Socializer – Regie.ai

    Apollo Integration FAQs – Regie.ai

    Audience Expansion and Discovery – Regie.ai

    Auto-Open Links Settings – Regie.ai

    Auto-Pilot Resources – Regie.ai

    Call Recording Settings – Regie.ai

    Campaign Member Sync - FAQs – Regie.ai

    Campaign Member Sync – Regie.ai

    Chrome Extension: Ideas for Personalization using the Custom Field – Regie.ai

    Coaching and Performance Features – Regie.ai

    Collateral Engagement and Analytics – Regie.ai

    Contact Dialer Support – Regie.ai

    Content and Collateral Overview – Regie.ai

    Content Library – Regie.ai

    Co-Pilot Prompts and Settings – Regie.ai

    Co-Pilot – Regie.ai

    Co-Pilot Workflows Overview – Regie.ai

    Deleting Tasks in Regie and Salesforce

    Dialer Analytics – Regie.ai

    Dialer Call Queues – Regie.ai

    Dialing Methods Overview: Individual vs Power vs Parallel Dialing – Regie.ai

    Dynamic Email Templates – Regie.ai

    Dynamic Sequence Settings – Regie.ai

    Enrich – Regie.ai

    FAQ – Regie.ai

    For Managers – Regie.ai

    For Reps – Regie.ai

    GDPR Compliance with Regie.ai – Regie.ai

    General Dialer Troubleshooting – Regie.ai

    General – Regie.ai

    Getting Started – Regie.ai

    Getting Started – Regie.ai

    Getting Started with Personas – Regie.ai

    Home Page - Admin View – Regie.ai

    Home Page - Rep View – Regie.ai

    How does Regie.ai use Intent and Signals Data – Regie.ai

    How Regie.ai does Phone Number Enrichment: An Overview – Regie.ai

    How Regie.ai handles prospects with wrong/bad numbers – Regie.ai

    How to Activate an Agent in Outreach – Regie.ai

    How to archive an Agent in Regie – Regie.ai

    How to Change or Reset Your Password – Regie.ai

    How to complete Agent assigned manual email tasks using the Chrome Extension ( No-SEP Users) – Regie.ai

    How to complete Agent assigned manual email tasks using the Chrome Extension (Salesloft Users) – Regie.ai

    How to complete manual AI Emails in RegieOne – Regie.ai

    How to Configure Email Deliverability Schedules for AI Agents – Regie.ai

    How to connect your inbox to Regie.ai and add your email signature – Regie.ai

    How to Create Your Regie.ai Account – Regie.ai

    How to Deactivate an Agent in Outreach – Regie.ai

    How to dial Outreach Call Tasks using the AI Dialer – Regie.ai

    How to dial Salesloft Call Tasks using the AI Dialer – Regie.ai

    How to Download the Regie.ai Chrome Extension – Regie.ai

    How to enable Apollo Integration – Regie.ai

    How to Enable SSO Connection – Regie.ai

    How to enable ZoomInfo Integration – Regie.ai

    How to Establish Preferred Contact Ownership in Salesforce for Newly Discovered Prospects in an Account – Regie.ai

    How to execute LinkedIn tasks the Power Socializer – Regie.ai

    How to Fix Ownership Misalignment in Outreach – Regie.ai

    How to integrate Regie.ai and your Outreach platform – Regie.ai

    How to integrate Regie.ai and your Sales Engagement Platform – Regie.ai

    How to integrate Regie.ai and your Salesloft platform – Regie.ai

    How to log out of and log back into Regie.ai using the Chrome Extension – Regie.ai

    How to manage numbers on a reps behalf – Regie.ai

    How to manually add a prospect to an AI Agent in RegieOne – Regie.ai

    How to manually add a prospect to an AI Agent using the Chrome Extension – Regie.ai

    How to manually place an individual dial to a prospect via the Chrome Extension – Regie.ai

    How to navigate between workspaces in Regie – Regie.ai

    How to pause Agent task creation when a rep is Out of Office – Regie.ai

    How to Reassign Tasks – Regie.ai

    How to refine your writing with the Context Menu – Regie.ai

    How to remove a User from Regie.ai – Regie.ai

    How to Remove or Finish Prospects from an AI Sequence in Outreach – Regie.ai

    How to send call recordings – Regie.ai

    How to source/lookup phone numbers of specific prospects using Regie Data – Regie.ai

    How to Transfer Sequence Ownership in Outreach – Regie.ai

    How to update editable Salesforce fields in Regie – Regie.ai

    How to Update Governance Profiles in Outreach – Regie.ai

    How to update Salesforce Permissions to enable users to build dialable Salesforce Reports – Regie.ai

    How to use Salesforce Reports for Prospect Targeting in Regie.ai – Regie.ai

    How to use the parallel dialer via the Chrome Extension – Regie.ai

    How to use the Power Dialer via the Chrome Extension – Regie.ai

    How to use the Rapid Writer in Salesloft – Regie.ai

    Ideas for structuring your Regie CMS – Regie.ai

    In Platform Task Execution – Regie.ai

    In Platform Task Management for Reps – Regie.ai

    Integrate your Salesforce CRM with Regie.ai – Regie.ai

    LinkedIn compliance and best practices for staying out of LinkedIn jail – Regie.ai

    Log in | Zendesk

    Manage Numbers – Regie.ai

    Managing Salesforce Field Visibility for Sales Reps in Regie – Regie.ai

    Measure – Regie.ai

    Multi-Data Source Selection for Prompts – Regie.ai

    Outreach – Regie.ai

    Pain Points and Value Propositions – Regie.ai

    Phone Number Provider – Regie.ai

    Platform Overview – Regie.ai

    Power Dialer Voicemail Settings – Regie.ai

    Prompt Creation Best Practices – Regie.ai

    Prospect Status & Activity – Regie.ai

    Recommended Screen Configuration for using the AI Dialer via the Extension – Regie.ai

    Regie.ai Chrome Extension – Regie.ai

    Regie.ai Data Retention and Privacy Policies – Regie.ai

    Regie.ai + Gong Integration – Regie.ai

    Regie.ai Integrations – Regie.ai

    Regie Dialer Cancelled Queue Best Practices – Regie.ai

    Regie Managed Domains: Overview + FAQs – Regie.ai

    RegieOne - For Managers – Regie.ai

    RegieOne - For Reps – Regie.ai

    RegieOne Overview – Regie.ai

    Regie Provided Phone Number Enrichment FAQs – Regie.ai

    Regie Provided Phone Number Enrichment – Regie.ai

    Rep AI Dialer Call Settings – Regie.ai

    Requests – Regie.ai

    Research Prospects via the Chrome Extension – Regie.ai

    Salesloft and Outreach Sales Engagement Platform (SEP) – Regie.ai

    Salesloft and Outreach SEP Help Articles – Regie.ai

    Salesloft – Regie.ai

    Salesloft Users + AI Dialer – Regie.ai

    Salesloft Users and Completing Agent Assigned Tasks – Regie.ai

    SEP Task Audit – Regie.ai

    Set the Default Rapid Writer Message Type for your Workspace – Regie.ai

    Six Key Steps for Successful Regie.ai Adoption – Regie.ai

    SMS Call Back Notifications – Regie.ai

    Standard Call Dispositions – Regie.ai

    Static Email Templates – Regie.ai

    Targeting – Regie.ai

    Task Automator Mass Actions – Regie.ai

    Task Execution for Reps – Regie.ai

    Task Management – Regie.ai

    Tasks - Admin View – Regie.ai

    Troubleshooting and Support – Regie.ai

    Troubleshooting – Regie.ai

    Troubleshooting the Chrome Extension – Regie.ai

    Understanding Prompts in Regie – Regie.ai

    User Management – Regie.ai

    User profile for Jennifer Rice – Regie.ai

    User profile for Mike Petrenko – Regie.ai

    User (Rep) AI Call Note Settings – Regie.ai

    User Roles and Permissions – Regie.ai

    Using the Rapid Writer on LinkedIn – Regie.ai

    What are the language translation options in Regie.ai? – Regie.ai

    Workspace AI Call Note Settings – Regie.ai

    ZoomInfo Integration FAQ – Regie.ai