Setting up the AI Agent

What the agent does

The AI agent serves your customers 24 hours a day on connected channels: it answers questions, quotes prices, qualifies leads, books appointments and moves leads through the sales funnel, all based on the information you configure.

Available from the Starter plan.

Setting it up

1. 1In the side menu, go to AI Settings.
2. 2Fill in your business information: what you sell, opening hours, address and payment methods.
3. 3Register products and services with descriptions and prices, this is where the agent gets its answers from.
4. 4Define the persona: agent name, tone of voice (formal, casual...) and behavior instructions.
5. 5Save and test by sending a real message through one of the connected channels.

Qualification and funnel

During the conversation, the agent collects the information you marked as important (name, interest, budget...) and updates the lead record and funnel stage automatically.

Handover to a human

The agent transfers the conversation to your team when the customer requests it or when it hits a question outside its scope. The conversation is flagged in the hub so someone can take over.