Conversation AI setup

Conversation AI handles inbound messages across SMS, email, WhatsApp, IG, Messenger, and web chat — qualifying, answering FAQ, and booking when ready. Humans step in only when needed.

1. 1
   AI Tools → Conversation AI → New Agent

   Name and pick channels.
2. 2
   Set persona

   Brand voice — professional/warm/casual. Include a one-paragraph description of your business.
3. 3
   Add knowledge

   Upload FAQ docs, paste URLs, or type key facts. The AI grounds answers in this.
4. 4
   Define actions

   Book appointment, add tag, transfer to human, collect lead details.
5. 5
   Set guardrails

   Max turns before handoff, forbidden topics, always-escalate keywords.
6. 6
   Test

   Use the built-in chat tester with 10+ realistic queries before going live.