Conversation AI Bot
37 articles
Prompting 101
Conversation AI
- Appointment Booking Conversation AI Workflow ActionUtilize the new "Appointment Booking Conversation AI" workflow action to harness the power of AI and book appointments for you and your clients In This Article - Components of the Workflow Action- Calendar - Personality and Additional Instructions - Maximum Messages Limit before it goes to "APPOINT
- Response Info for your AI messageGuide on How to Enable AI Message Details in Conversations - Introducing AI Message Details in Conversations - Step 1: Click on the Response Info Icon as shown in the Image - Agent Preview (New Feature) - Step 2: Navigate to the Right sidebar as shown in the image, you can see the prompt, knowledge
- Add Contact Info for your BotTABLE OF CONTENTS - Introducing Add Contact Info Feature - Step 1: Once you're in the Bot Goals tab, click on the Add Contact Info button to explore the details - Step 2: Click on Add Contact info button and update the required details i.e. the details that you wish to update- How to Set Up the Fie
- Trigger a Workflow within Conversation AITABLE OF CONTENTS - Introduction - Step 1: Once you're in the Bot Goals tab, click on the Trigger a workflow button to explore the details - Step 2: Click on Trigger a workflow button and update the required details - How to Set Up the Fields Introduction The Trigger a Workflow feature allows users
- Bot Goals Feature (Conversation AI V2) : Complete GuideTABLE OF CONTENTS - Introduction - Key Changes in the New Version - Step-by-Step Guide- Step 1: Accessing the Bot Goals Feature - Step 2: Navigating the Bot Interface - Step 3: Customising Your Bot Goals- Sub-Features within Bot Goals - Step 4: Finalising the Bot Introduction The Bot Goals feature
- Bot Status for Individual ContactsBot 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 Conversations tab, how each status works, and when Conversation AI may automatically bec
- Update Conversation AI Bot and Status - Workflow ActionTABLE OF CONTENTS - Overview - Action Name - Action Description - Action Use Cases - Key Notes - Action Details - Example & Scenarios - Example 1: Dedicated Bot for Each Communication Channel - Example 2: Assigning Bots Based on Tags - Example 3: Bot Activation Based on Payment Status Overview The
- How to Add name, email, and phone in the promptTo collect name, email and phone number from your contact - follow the steps and add these lines directly into your prompt. Lets say you want to collect name , email , phone Add this in the prompt to make sure the bot asks these questions Start the prompt from ### mandatory instruction ###mandat
- Stop Bot ActionTABLE OF CONTENTS - Introduction - Step-by-Step Guide to Configuring the Stop Bot Action:- Step 1: Navigate to the Bot Goals tab. - Step 2: Click on the Stop Bot button to explore the details. - Step 3: Configure the required details as follows: - Important Notes for Stop Bot Conditions Introductio
- Introduction to Multiple Knowledge Bases in Conversation AITABLE OF CONTENTS - Introduction - Why Use Multiple Knowledge Bases? - How to Set Up and Use Multiple Knowledge Bases- Step 1: Access the Knowledge Base Section - Step 2: Create a New Knowledge Base - Step 3: Train the Knowledge Base - Step 4: Attach Knowledge Base(s) to an AI Bot - Step 5: View and
- Transfer Bot ActionTABLE OF CONTENTS - Introduction - Why Use This? - Step-by-Step Guide to Configuring the Transfer Bot Action- Step 1: Navigate to the Bot Goals Tab - Step 2: Click on the "Transfer Bot" Action - Step 3: Configure the Scenario Details- Action Name - Select the Trigger Condition - Add Example Phrases
- Conversation AI V3 - Guided Form Based SetupTABLE OF CONTENTS - Introduction - Why Use This? - Step-by-Step Guide to Using the Guided Form Bot- Step 1: Go to the Create Bot Page - Step 2: Input Brand Information (Optional) - Step 3: Configure Basic Bot Settings - Step 4: Define Objectives and Questions - Step 6: Action Setup - Step 5: Fina
- Conversation AI Auto Follow-upTABLE OF CONTENTS - Introduction - Why Use This? - Step-by-Step Guide to Configuring Auto Follow-Up- Step 1: Navigate to the Bot Goals Tab - Step 2: View and Enable Predefined Scenarios- Example - Step 3: Customize the Follow-Up Message and Trigger Workflows - Step 4: Set Active Working Hours (Opti
- Human Handover ActionTABLE OF CONTENTS - Introduction - Why Use This? - Step-by-Step Guide to Configuring Human Handover- Step 1: Enable Human Handover ToggleNavigate to the Bot Goals interface. Select Human Handover and toggle it ON to configure conditions for handover. - Step 2: Select a Prebuilt ScenarioChoose from p
- Conversation AI Flow BuilderIn 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 CONTENTS - Access The Flow Based Builder - Bot Settings - Bot Goals - Flow Based Builder - AI Actions- AI Action - Capture Infor
- Conversation AI: Multiple Calendars Support for Appointment BookingThis 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 to route book
- Conversation AI Summary and TranscriptIn the Conversation AI Bot settings there is an option to generate a summary and/or transcript of the conversation. Conversation Summary - Navigate to AI Agents > Conversation AI and select an existing bot or create a new one. - On the Bot Goals tab, click the toggle for Enable Conversation Summar
- Conversation AI - Bot Inactive (Sleep) ConditionsIn Conversation AI there are several different events that can put the bot in a conversation "to sleep". TABLE OF CONTENTS - Bot Settings - Bot Goals - Conversation - Workflow Bot Settings - Bot Settings > Max Messages - When the total messages in the conversation reaches this limit. Bot Goals -
- AI Appointment Booking Automation and Workflow ConfigurationAutomate 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, messaging limits, and response tim
- AI Message Details: View & Edit AI ResponsesAI 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 the ability to edit data directly, you can quickly improve response accur
- Bot Actions - Add Contact InfoThe 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 data entry and keep contact records update. TABLE OF CONTEN
- Trigger a Workflow from AI Conversations (Bot Goals Guide)Triggering workflows directly from AI conversations allows you to automate actions based on customer intent. By configuring workflow triggers inside Bot Goals, you can streamline processes like bookings, purchases, and follow-ups without manual intervention. This feature improves efficiency and ensu
- AI Bot Goals Setup and Customization GuideAI 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 match your business needs. This guide walks through how to access,
- Manage Contact-Level AI Bot SettingsManaging when your AI bot interacts with contacts is essential for delivering a personalized experience. This feature allows you to control bot activity on a per-contact basis, ensuring the right balance between automation and human interaction. By adjusting bot status directly within conversations,
- Automating AI Bot Assignment and Status Using WorkflowsManaging 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 bot assignment and status updates, you can deliver more relevant, timely, and
- Collect Contact Details Using AI Prompt SetupCollecting 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 a structured and user-friendly way without overwhelming the customer. TABLE OF CO
- Control Automated Replies with Stop ConditionsManaging 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 triggers, you can prevent unnecessary replies and create smooth
- Guided Form Bot Setup for AI ConversationsThe 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 to collect and what actions it should perform. This setup is ideal f
- Human Handover Setup for AI ConversationsHuman Handover allows your AI bot to automatically transfer conversations to a human when the bot can no longer properly assist the customer. This helps create a smoother customer experience by ensuring complex questions, unresolved issues, or direct requests for human support are escalated quickly.
- New Channel Management ExperienceUnderstanding the New Channel Assignment Experience We've redesigned how Conversation AI bots are assigned to channels. This article explains how the previous setup worked, what's changing, and what you need to do after migrating. How the Previous Experience Worked In the previous experience, ever
- Conversation AI - Transfer Bot ActionThe 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 complex workflows, and route contacts to the right bot for the right service with
- Conversation AI - Auto Follow-Up ActionThe 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 workflows. This smart automation helps you boost engagement a
- Conversation AI - Human Handover ActionDeliver 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 your team—boosting satisfaction and trust. TABLE OF CONTENTS - What is Human H
- Conversation AI- Bot SnapshotsThis 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 multiple accounts while keeping configurations consistent. This reduces ma
- How to Use Conversation AI in the Mobile AppConversation AI on mobile brings AI-powered customer replies into the mobile apps, helping users manage conversations while away from desktop. This article shows how Conversation AI works on mobile, how Autopilot Mode and Suggestive Mode behave in conversations, and how to pause, activate, or schedu
- Guided Form Based Setup for Conversation AIThis 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, define your objectives, and let the system handle the logic. It’s perfect for quickly buil