Actions

Actions let the AI agent do more than answer: it can carry out specific tasks during a conversation. Select the agent, then open the Actions tab.

Turning an action on — always in this order

1. Turn on the action's switch 1. Its status changes to Active.
2. Click the pencil 2 to open its settings, fill them in and click Done.
3. Click Save Changes 3 at the top right.

Leads Generation

When a customer wants to know more or asks to be contacted, the agent asks for and records their details during the conversation.

• Client's Name and Services Required are always required and cannot be turned off.
• Contact Email, Contact Number and Company Name can be turned on or off as needed.

Collected leads appear on the Leads tab of Activities (see chapter 11).

Product List

When a customer asks about products, the agent shows the products you set up as cards.

• Products per List: how many products are shown at a time (1 to 10).
• Click Add New Product and fill in the product name, description, image URL and product page URL. All four fields are required.
• The image URL and product page URL must be publicly reachable; they are checked when you save.

Voice Chat

Customers can speak to the agent in the web chat window and hear its replies.

• Voice Model and Voice ID: choose the speech model and the voice.
• Voice Preview: type some text to hear the voice, then click Done.