Conversation AI Bot

You can achieve a lot with simple prompts, but the quality of results depends on how much information you provide it and how well-crafted the prompt is.

AI Message Details provide full visibility into how AI-generated responses are created within conversations.

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

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

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

Managing when your AI bot interacts with contacts is essential for delivering a personalized experience.

Managing conversations at scale requires the right automation in place.

Collecting customer details like name, email, and phone number is essential for bookings, follow-ups, and conversions.

Managing when automated responses should stop is essential for a natural and respectful customer experience.

IntroductionWith the new Multiple Knowledge Base feature, you now have the flexibility to create and manage separate knowledge bases for each AI bot, a...

IntroductionThe Transfer Bot Action allows you to automatically transfer a conversation from one AI bot to another when specific trigger conditions are met...

The Guided Form Bot makes it easy to create AI-powered conversations without writing complex prompts or advanced instructions.

IntroductionWhy Use This?Step-by-Step Guide to Configuring Auto Follow-UpStep 1: Navigate to the Bot Goals TabStep 2: View and Enable Predefined...

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

In Conversation AI, an important option for building the bot is the Flow Based Builder.

This capability enables AI bots to intelligently detect and book appointments across multiple calendars, simplifying multi-specialty or multi-department...

Conversation summaries and transcripts help you quickly understand interactions without reviewing full message threads.

Conversation AI can become inactive, or go to "sleep," when specific bot settings, goals, conversation activity, or workflow events are triggered.

Understanding the New Channel Assignment ExperienceWe've redesigned how Conversation AI bots are assigned to channels.

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

The Auto Follow-Up feature in conversation AI empowers your bot to automatically send timely outbound messages to contacts who have gone inactive, asked for a...

Human Handover lets Conversation AI transfer a conversation to a team member when a contact asks for human assistance, the bot cannot find the information...

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

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

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

This article provides a step-by-step guide to setting up Conversation AI V3 using the Guided Form approach.

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

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

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

Conversation AIWorking Hours for Conversation AIConfigure business hours to control when your AI agents respond to contacts and automatically route...

Bot Goals help define how your Conversation AI agent communicates, what it should accomplish, and which actions it can perform.

Conversation AI • Workflows • AutomationConversation AI Workflow ActionThe Conversation AI Workflow Action lets you start an AI-powered conversation inside a...

AI Employee Suggestive Mode gives your team a ready-to-send AI reply for eligible incoming messages directly in the mobile app.

Conversation AI can help contacts manage existing appointments directly within a conversation.

Conversation AI Activity in Audit Logs helps you track when AI agents are activated, deactivated, paused, or reassigned.

In Suggestive Mode, Conversation AI proposes replies and CRM actions, such as contact updates and appointment bookings, for your review.

API Call actions allow Conversation AI agents to retrieve information from external systems during customer conversations.

The Trial Chat Prompt Optimizer helps you improve your Conversations AI agent using a test conversation.

Conversation AI supports Anthropic Claude and Google Gemini alongside existing OpenAI models.

Conversation AI instructions help shape how your agent responds during customer conversations.