VXT, Karbon Practice Intelligence workbooks, My Week, Karbon AI

Synchronize your Karbon contacts with the VXT integration

Synchronize your Karbon contacts with your phone using VXT—a cloud-based VoIP phone system. Automatically generating work items and contact notes from your calls—making it effortless to review specific parts of your conversation at a later date.  Save time and effort, but most importantly, minimize risk by keeping accurate and detailed records against the relevant timeline (work, contact, or, an organization) in Karbon.

With just one click, you can initiate calls directly from Karbon. Launch the VXT app and instantly match your Karbon contacts with caller IDs, which provides real-time caller identification when answering the phone. Now that contacts are available in VXT, you can search by name in the app when you need to make a call.

The integration lets you stay connected, handle calls, and manage your communication from anywhere, whether you're using a mobile device or desktop.

Unlock the power of VXT and Karbon integration to consolidate your communication, improve productivity, and maintain accurate records. 

Setting up the integration is simple. Visit this support article, for step-by-step instructions.

Karbon Practice Intelligence Tab

Karbon Practice Intelligence Workbooks can now be accessed from the Intelligence tab to give you greater convenience. Whether it's a new addition or an updated version, you'll have the most up-to-date workbooks right at your fingertips.

If you need your locator/region to set up the workbooks, refer to the following support article for step-by-step instructions.

My Week

Previously, it was difficult to find a note that wasn't linked to a specific work item or contact. Now when you add a note and assign it to yourself, it will automatically appear in My Week, removing the need for manual searching. And if you assign a note to a colleague, it will continue to be visible in Triage, enabling them to action it.

Mobile fixes for Android

Performance enhancements have been made to the Android app. This update specifically focuses on resolving crashing issues that some users experienced. Update your app to benefit from these improvements and enjoy a smoother and more reliable mobile experience.

Karbon AI beta update

Karbon AI is currently being beta tested and will be released to all customers later this year.

If you would like to be part of the beta testing group, please sign up now. 

Gives you the revolutionary power of generative artificial intelligence and GPT technology right in Karbon. By embedding the technology into your Karbon workflow, it provides you with new ways to automate your tasks and work faster.

There is no switching back and forth between apps, and you maintain security and privacy over your data.

Summarize email conversations and internal discussions: Instead of sifting through a lengthy email chain, get a concise summary that highlights the important and actionable points. Simply click on an email and press "summarize" to obtain a bulleted list of its contents.

Compose emails: Easily create a first draft of a new email or reply by using prompts or keywords. Within any email, click "compose email from draft," and Karbon AI will automatically generate the email or reply for you. You can review and make adjustments before sending.

Provide personalized client updates: Keep your clients informed about job progress by setting a task within your Karbon work item. This task will draft an email reflecting the progress and other prompts you provide. To add an email task, go to the work item, click Add task > Add email

Improve writing tone: Enhance your outgoing client emails by making them more conversational, direct, apologetic, or neutral. With a single click, you can adjust the tone to suit the situation. In an email, click on the "change tone" option in the email toolbar.