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What AI Agents Do in Kordless

AI agents help you capture leads, qualify them, and book appointments without your team being online 24/7.
  • Capture: Engage visitors and collect contact details
  • Qualify: Ask the right questions to filter good leads
  • Book: Offer available times and confirm appointments
  • Answer FAQs: Provide instant responses based on your business knowledge
  • Stay on brand: Follow your tone and communication style settings

What You Need Before You Begin

  • Business hours and time zone
  • Services, durations, and pricing
  • Location details and service areas
  • FAQs you answer often (pricing, availability, policies)
  • A phone number for notifications (optional)

10-Minute Setup Checklist

1

Open Agents

Go to Agents in the main navigation.
2

Create your agent

Pick a template or start from scratch, then name your agent. See Build Your Agent.
3

Define the goal

Decide whether the agent should capture leads, book appointments, customer support, etc. See Use Cases.
4

Make sure business info is complete

Enter services, hours, locations, FAQs, etc. so the agent answers accurately. See Booking and Scheduling and Build Your Agent.
5

Deploy to a channel

Go to the Deployed Agents tab and deploy your agent to Web Chat or Voice. See Channels & Deploy.
6

Test the experience

Run a test conversation and confirm booking and notifications. See Conversations and Handoffs and Notifications.

Pick a Channel

Next Steps