• Update Conversation AI Bot and Status – Workflow Action

    Overview The “Update Conversation AI Bot and Status” action enables users to assign a specific Conversation AI bot to a contact and automatically update its status (Active or Inactive). This action streamlines the management of Conversation AI bots for individual contacts, ensuring efficient interactions based on their journey, specific triggers, or customized…

  • Bot Status for Individual Contacts

    Introduction The Bot Status for Individual Contacts feature gives users enhanced control over when the AI bot interacts with specific contacts. From the message composer, users can easily monitor and set the bot active or inactive for each contact. This feature allows users to turn the bot on or off for individual…

  • Bot Goals Feature (Conversation AI V2) : Complete Guide

    TABLE 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 is a comprehensive update to…

  • Trigger a Workflow within Conversation AI

    Introduction The Trigger a Workflow feature allows users to automate specific actions by linking workflows within the AI conversation. When a defined condition is met during a customer interaction, the AI bot automatically triggers the selected workflow. This helps streamline operations, improve user experience, and achieve desired outcomes without requiring users to…

  • Add Contact Info for your Bot

    Introducing Add Contact Info Feature  The Add Contact Info feature allows users to easily add or update contact information, such as name, phone number, email, and more, directly through the AI. This feature is designed to streamline the process, making it more efficient to maintain accurate and up-to-date information about your leads….

  • Response Info for your AI message

    Guide 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…

  • Appointment Booking Conversation AI Workflow Action

    Utilize the new “Appointment Booking Conversation AI” workflow action to harness the power of AI and book appointments for you and your clients Understand the components of the Workflow Action to configure the AI bot as per your needs Components of the Workflow Action Calendar This Calendar will be used…

  • AI Prompting 101

    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 act as a bot, but a bot with a good prompt can vastly increase your human…

  • How to Retry a Failed Payment for Subscription Products

    If your payment for a product has failed, don’t worry! You can easily retry your payment by following these simple steps. TABLE OF CONTENTS Why Payments Fail Payment transactions may fail for a variety of reasons, including: When this happens, you’ll see a notification prompting you to retry the payment….

  • Prospecting Tool: Create Prospecting Widgets For Your Websites

    We have created a new Prospecting Tool Widget that helps you generate leads easily. Visitors to your website can fill in their business information and receive insights about their listings, reviews, website performance, SEO, and more. The details of these leads will be visible in the prospect dashboard. This guide…