Key Capabilities
24/7 Lead Capture
Never miss an opportunity. Your AI agent engages visitors at any hour, qualifying leads and collecting contact information even when you’re offline.
Intelligent Conversations
AI-powered responses understand context, answer questions about your business, and guide visitors toward booking or making contact.
Configurable Goals
Set what your agent should achieve—lead qualification, contact collection, appointment scheduling, pricing discussions, or support.
CRM Integration
Every lead automatically syncs to your CRM. Contact info, conversation transcripts, and AI-extracted insights flow directly into contact records.
The Sales Chat Dashboard
Navigate to Chat in the main navigation to access Sales Chat. You’ll see two main tabs:- Chat History
- Your Agents
View all conversations your AI agent has had with visitors. See full transcripts, lead scores, visitor details, and AI-extracted insights.Learn more about viewing conversations →
How It Works
1
Create Your Agent
Choose a template or build custom. Set your agent’s name, personality, and communication style.Configure your agent →
2
Define Goals
Enable the objectives your agent should pursue: qualify leads, collect contact info, handle pricing questions, or book appointments.Set up goals →
3
Add Knowledge
Train your agent with FAQs, business information, and custom instructions so it can answer questions accurately.Build your knowledge base →
4
Deploy to Your Website
Add a simple code snippet to your website. Works with any platform—WordPress, Shopify, Wix, React, and more.Deploy your agent →
5
Review & Improve
Monitor conversations, review insights, and refine your agent based on real interactions.View conversations →
Quick Links
Creating Agents
Create and configure AI chat agents with custom behavior, personality, and FAQ knowledge
Goals & Objectives
Set up lead qualification, contact collection, scheduling, pricing, and more
Conversations & CRM
View chat history, AI insights, lead scores, and CRM integration
Website Deployment
Add the chat widget to your website with platform-specific instructions