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 bot assignment and status updates, you can deliver more relevant, timely, and efficient interactions without manual…
Managing 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, you can improve engagement, avoid unwanted responses,…
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 match your business needs. This guide walks through how to access, configure, and launch AI bot…
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 ensures timely, relevant actions during conversations. TABLE OF CONTENTS What is…
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 the ability to edit data directly, you can quickly improve response accuracy and optimize performance. This…
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, messaging limits, and response timing, you can create a seamless booking experience that improves conversion rates…
Selling online becomes simple when your products, funnel, and checkout are properly connected. This guide walks through creating a product, making it available inside a funnel, and setting up an order form for seamless purchases. Following these steps ensures customers can easily view, select, and complete their orders without friction….
Easily create more precise promotions by applying coupons to entire products, specific prices, or individual variants. This gives you more control over how discounts are used across Funnels, Forms, Ecommerce (Store), Payment Links, and Calendars. It also reduces manual workarounds by letting you target the exact item or pricing option…
Accepting payments should be simple, fast, and frictionless. Payment links allow you to send a direct checkout experience to customers so they can complete purchases quickly without needing a full website or manual invoicing. This improves conversion rates, reduces delays, and creates a smoother buying experience. TABLE OF CONTENTS What…
Accepting payments online should be simple, secure, and reliable. Connecting a payment provider allows you to process transactions, manage subscriptions, and streamline customer payments without friction. This guide walks through how to connect Stripe so you can start accepting payments quickly and efficiently. What is Stripe Integration? Stripe integration enables…
