Conversation AI Bot

AI Bot Goals allow you to control how your bot behaves, responds, and automates actions during conversations. By customizing prompts and ena

AI Message Details provide full visibility into how AIgenerated responses are created within conversations. This feature allows you to view

Managing conversations at scale requires the right automation in place. This guide explains how to use workflow actions to assign and contro

The Add Contact Info feature allows users to easily add contact information directly from the AI conversation. By capturing information like

Bot Goals help define how your Conversation AI agent communicates, what it should accomplish, which actions it can take, and how you can tes

Bot Status for Individual Contacts gives your team more control over when the AI assistant should respond, pause, or remain inactive for a s

Ask AI can build a Conversation AI bot that reflects how your business communicates across calls, emails, SMS, social messages, and Live Cha

Collecting customer details like name, email, and phone number is essential for bookings, followups, and conversions. By adding clear instru

Managing when automated responses should stop is essential for a natural and respectful customer experience. This guide explains how to conf

The Auto FollowUp feature in conversation AI empowers your bot to automatically send timely outbound messages to contacts who have gone inac

In Conversation AI there are several different events that can put the bot in a conversation "to sleep". TABLE OF CONTENTS Bot Settings Bot

Deliver exceptional customer experiences by ensuring your AI bot knows when to step aside for a real person. The new Human Handover feature

Conversation AI bots can be used in different ways depending on whether they are set as the primary bot or added to workflows as nonprimary

The Transfer Bot Action in Conversation AI allows one AI bot to seamlessly transfer a conversation to another bot based on user intent or tr

TABLE OF CONTENTS Introduction Why Use This? StepbyStep Guide to Configuring Auto FollowUp Step 1: Navigate to the Bot Goals Tab Step 2: Vi

In Conversation AI, an important option for building the bot is the Flow Based Builder. It provides a rich visual interface for laying out t

Conversation summaries and transcripts help you quickly understand interactions without reviewing full message threads. By enabling this fea

This article explains how to create a snapshot of fully configured Conversation AI bots, including bot prompts, actions, settings, and train

This capability enables AI bots to intelligently detect and book appointments across multiple calendars, simplifying multispecialty or multi

This article provides a stepbystep guide to setting up Conversation AI V3 using the Guided Form approach. With the Guided Form method, you c

The Guided Form Bot makes it easy to create AIpowered conversations without writing complex prompts or advanced instructions. Instead of man

AI Employee Suggestive Mode gives your team a readytosend AI reply for eligible incoming messages directly in the mobile app. Instead of cho

Conversation AI on mobile brings AIpowered customer replies into the mobile apps, helping users manage conversations while away from desktop

The Appointment Booking Conversation AI workflow action uses an AIpowered conversation to help contacts choose an available time and book di

Human Handover allows your AI bot to automatically transfer conversations to a human when the bot can no longer properly assist the customer

TABLE OF CONTENTS Introduction Why Use Multiple Knowledge Bases? How to Set Up and Use Multiple Knowledge Bases Step 1: Access the Knowledge

Managing when your AI bot interacts with contacts is essential for delivering a personalized experience. This feature allows you to control

Understanding the New Channel Assignment Experience We've redesigned how Conversation AI bots are assigned to channels. This article explain

Conversation AI answers customer questions more reliably when it can retrieve clear, current business information. The platform library can

TABLE OF CONTENTS Introduction Why Use This? StepbyStep Guide to Configuring the Transfer Bot Action Step 1: Navigate to the Bot Goals Tab S

Triggering workflows directly from AI conversations allows you to automate actions based on customer intent. By configuring workflow trigger

Conversation AI • Workflows • AutomationConversation AI Workflow ActionThe Conversation AI Workflow Action lets you start an AIpowered conve

Conversation AI Working Hours for Conversation AIConfigure business hours to control when your AI agents respond to contacts and automatical

You can achieve a lot with simple prompts, but the quality of results depends on how much information you provide it and how wellcrafted the