Need Help With Sortelle AI?
Managing Lead & Client Statuses in Your Pipeline
Learn what each pipeline stage means in Sortelle AI and how to manually move leads through statuses like New Lead, Passed Screening, Booked, and more. ...more
AI Training
July 28, 2025•2 min read
Managing Contacts and Updating Client Status
Learn how to manage contacts in Sortelle AI, update client stages in your pipeline, and stay organized as leads move from new inquiry to booked client.** ...more
AI Training
July 28, 2025•2 min read
Pausing or Resuming Your Sortelle Ai Assistant
Learn how to pause or resume your Sortelle AI assistant across all conversations or specific threads. This guide shows how to toggle AI settings on desktop and mobile for full control. ...more
AI Training
July 28, 2025•0 min read
Accessing Your Dashboard and Managing Leads
Learn how to log into your Sortelle AI dashboard, review lead conversations, pause the AI, and reply manually all from desktop or mobile. ...more
AI Training
July 28, 2025•1 min read
Troubleshooting: SMS Not Sending or Receiving
Having trouble sending or receiving texts with Sortelle AI? This guide walks you through common fixes for SIM issues, RCS conflicts, app setup, MMS errors, and when to contact support. ...more
Troubleshooting
July 28, 2025•2 min read
What to Do If Your AI Sends the Wrong Message
Learn how to pause your Sortelle AI assistant, respond manually, and train it when a message goes off-brand. This quick guide shows you how to fix issues fast, so your assistant gets smarter with ever... ...more
AI Training
July 28, 2025•3 min read
STILL NOT SURE?
Frequently Asked Questions
We understand.
Question 1: What is Sortelle AI and what does it do?
Sortelle AI is your automated assistant that screens leads, replies to messages, and books appointments—saving you time and reducing back-and-forth.
Question 2: Do I need an Android phone to use it?
Yes. You’ll need an Android phone with our Sortelle AI Gateway App installed to send and receive SMS through the system. But you can still view & manage everything through your iPhone via our mobile app
Question 3: Can I still manually reply to messages / leads?
Yes. You can pause the AI anytime and jump in to respond manually—both on desktop and mobile.
Question 4: What happens if my AI replies incorrectly?
You can thumbs-down the reply and send a better one. This helps train the AI to get smarter over time.
How do I pause or resume the AI?
Pause it for a single lead in the chat settings, or go to the AI Agents tab to turn it off or on for all leads.
Is my data secure?
Yes. We use secure, encrypted channels and follow best practices to protect your data.
Can I switch to a new phone later?
Yes. You can swap devices—just reinstall the Sortelle Gateway App on your new Android phone and reconnect your SIM.