Category
27 published articles
Automate appointment scheduling using AI with the Appointment Booking workflow action. This feature enables intelligent conversations that guide contacts toward booking available time slots without manual effort. By configuring key settings like calendar selection,…
AI Bot Goals allow you to control how your bot behaves, responds, and automates actions during conversations. By customizing prompts and enabling features like appointment booking and workflow triggers, you can tailor interactions to…
AI Message Details provide full visibility into how AI-generated responses are created within conversations. This feature allows you to view prompts, knowledge sources, intent, and actions executed by the AI in real time. With…
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. A simple prompt can make your bot…
Managing conversations at scale requires the right automation in place. This guide explains how to use workflow actions to assign and control AI bots for contacts based on triggers, conditions, and behaviors. By automating…
The Add Contact Info feature allows users to easily add contact information directly from the AI conversation. By capturing information like business details, addresses, and dates directly from the contact’s responses, you can reduce manual…
Bot Status for Individual Contacts gives your team more control over when the AI assistant should respond, pause, or remain inactive for a specific contact.This article explains how to manage bot status from the…
Collecting customer details like name, email, and phone number is essential for bookings, follow-ups, and conversions. By adding clear instructions to your AI prompt, you can ensure the bot asks for this information in…
Managing when automated responses should stop is essential for a natural and respectful customer experience. This guide explains how to configure conditions that pause responses when specific phrases or scenarios occur. By setting clear…
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 follow-up, or stopped responding—eliminating manual follow-up tasks and complex…
In Conversation AI there are several different events that can put the bot in a conversation "to sleep".TABLE OF CONTENTSBot SettingsBot GoalsConversationWorkflowBot SettingsBot Settings > Max Messages - When the total messages in the conversation…
Deliver exceptional customer experiences by ensuring your AI bot knows when to step aside for a real person. The new Human Handover feature in conversation AI enables smooth, intelligent transitions from automated chat to…
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. This helps businesses create modular bot experiences, reduce…
TABLE OF CONTENTSIntroductionWhy Use This?Step-by-Step Guide to Configuring Auto Follow-UpStep 1: Navigate to the Bot Goals TabStep 2: View and Enable Predefined ScenariosExample:Step 3: Customize the Follow-Up Message and Trigger WorkflowsStep 4: Set Active…
In Conversation AI, an important option for building the bot is the Flow Based Builder. It provides a rich visual interface for laying out the conversation logic.TABLE OF CONTENTSAccess The Flow Based BuilderBot SettingsBot…
Conversation summaries and transcripts help you quickly understand interactions without reviewing full message threads. By enabling this feature, you can automatically generate summaries, store them, and trigger follow-up actions. This improves efficiency, enhances visibility,…
This article explains how to create a snapshot of fully configured Conversation AI bots, including bot prompts, actions, settings, and training data. Bot snapshots help you quickly deploy the same Conversation AI setup across…
This capability enables AI bots to intelligently detect and book appointments across multiple calendars, simplifying multi-specialty or multi-department scheduling for your business.What is Multiple Calendars Support?Multiple Calendars Support allows your AI Appointment Booking Bot…
This article provides a step-by-step guide to setting up Conversation AI V3 using the Guided Form approach. With the Guided Form method, you can create bots without writing prompts—just fill out a simple form,…
The Guided Form Bot makes it easy to create AI-powered conversations without writing complex prompts or advanced instructions. Instead of manually building detailed prompt logic, you simply define what information you want the bot…
