Set up
Getting the agent ready and giving it what it needs to answer: you do this once, then fine-tune it.
- AI-assisted setup
Your website or a description in, an agent profile to review out, an instant trial in chat.
- Knowledge base
Websites, PDFs and notes as sources, the status of each source, smart search and shared knowledge.
Answer
The channels your customers use to reach you: the phone, your website chat, messaging apps, and the calendar where appointments land.
- Voice agent
Voice, transfer number, maximum call length and pause: the settings of the agent that answers.
- Chat for your website
Your agent’s widget: code to paste, name, colours, logo, font, position and allowed domains.
- WhatsApp and Messenger
Your WhatsApp Business number and Facebook Page linked to the agent. Prerequisites in detail, Instagram “Soon”.
- Appointment booking
Google Calendar or Cal.com connected: free slots, appointment creation, and the limits to know about.
Follow and take over
What arrives in your workspace once the agent is live: requests, calls to listen back to, and the moment you need to take over.
- Leads and human takeover
The exportable leads list, the alert email and the “to take over” signal when the agent doesn’t know.
- Calls: playback and contact record
Recording, transcript, summary and outcome of each call, plus the caller’s record.
What isn’t there yet
Worth knowing before you rely on it, stated plainly.
- Instagram: receiving messages is under development. The agent does not answer there today.
- The agent does not take payments or orders, and it does not send text messages (SMS): it provides information, collects requests and books appointments.