Skip to main content
Goals define what your AI agent tries to achieve during conversations. You can enable multiple goals—your agent will pursue them naturally based on conversation context.

​
Available Goals

Lead Qualification

Identify high-quality leads with targeted questions

Contact Collection

Capture visitor contact information for follow-up

Booking / Scheduling

Help visitors schedule appointments

Pricing / Quote

Handle pricing inquiries appropriately

Escalation / Emergency

Provide urgent contact options when needed

Customer Support

Help existing customers with questions

​
Lead Qualification

Purpose: Identify high-quality leads by asking targeted questions and assessing fit.
Define the questions your agent asks to qualify visitors.Default questions:
  • What type of service are you looking for?
  • What is your location or service area?
  • What is your budget range?
  • What is your timeline for this project?
Customize questions based on your specific qualification criteria. Add, remove, or edit questions as needed.
How selective should your agent be when assessing leads?
LevelBehavior
LaxAccept most legitimate inquiries. Broad net approach.
ModerateStandard qualification criteria. Balanced approach.
StrictOnly flag leads that meet all criteria. Quality over quantity.
Strictness affects how the AI scores leads, not whether it engages with them. All visitors get helpful responses.
Add specific guidance for qualification:Examples:
  • “Prioritize leads within 50 miles of our location”
  • “Commercial projects are higher priority than residential”
  • “Budget under $1,000 is typically not a fit”

​
Contact Collection

Purpose: Capture visitor contact information so you can follow up.
Select which fields your agent should request:
FieldRecommendedDescription
Full Name✓ YesBasic identification
Email Address✓ YesPrimary follow-up method
Phone NumberOptionalFor urgent follow-up
Company NameB2B onlyBusiness identification
Job TitleB2B onlyDecision-maker identification
AddressService businessesFor location-based services
WebsiteB2B onlyResearch their business
When should contact info be requested?
TimingBehaviorBest For
ImmediatelyAsk right awayHigh-volume, simple inquiries
After QualificationWait until lead is qualifiedMost businesses (recommended)
Only on EscalationOnly when human handoff neededSupport-focused agents
Setting timing to “After Qualification” typically yields better results—visitors are more willing to share info after engaging meaningfully.

​
Booking / Scheduling

Purpose: Help visitors schedule appointments, consultations, or service calls.
Configure how your agent handles booking requests. Set priority for each option:
OptionPriorityDescription
Scheduling Link1st choiceDirect visitors to Calendly, Acuity, or your booking page
Preferred Times2nd choiceAsk when they’d like service
Contact Preference3rd choiceAsk when they’d like to be contacted
Enable/disable each option and set the fallback order.

​
Pricing / Quote

Purpose: Handle pricing inquiries in a way that matches your sales process.
How should your agent discuss pricing?
ApproachBehaviorBest For
General Ranges”Our services typically range from XtoX to Y depending on…”Most service businesses
Specific QuotesProvide detailed estimates based on requirementsFixed-price products/services
Contact Only”For pricing, our team can provide a custom quote”Complex/custom services
Choose “Contact Only” if your pricing is complex, highly variable, or requires consultation to quote accurately.

​
Escalation / Emergency

Purpose: Provide urgent contact options when visitors express urgency or the AI can’t help.
How should visitors reach you for urgent matters?
MethodWhen to Use
PhoneUrgent situations requiring immediate response
EmailImportant but not time-sensitive
BothGive visitors options
Provide the contact information for escalations:
  • Emergency Phone: Your urgent/after-hours line
  • Emergency Email: Your priority inbox
Your agent proactively offers these options when visitors express urgency or frustration.

​
Customer Support

Purpose: Help existing customers with questions, issues, or account inquiries.
How should existing customers get support?
MethodUse Case
PhoneDirect support line
EmailSupport ticket/inbox
BothMultiple support channels
  • Support Phone: Your customer support line
  • Support Email: Your support inbox
Enable this goal if your chat widget will be used by existing customers, not just new leads.
Focus: Capturing new business leads
GoalStatus
Lead Qualification✓ Enabled
Contact Collection✓ Enabled
Booking / Scheduling✓ Enabled
Pricing / QuoteOptional
EscalationOptional
Customer SupportDisabled

​
Tips for Goal Configuration

Don’t enable everything at once. Start with 2-3 core goals and add more as you learn what works.
Configure goals to match how you actually sell:
  • Quick sales? Enable scheduling link.
  • Consultative sales? Focus on qualification.
  • Complex pricing? Use “Contact Only” approach.
Check your Chat History weekly:
  • Are leads being qualified correctly?
  • Is contact collection happening at the right time?
  • Are visitors successfully booking?
Adjust settings based on real data.

​
Next Steps

View Conversations

See how goals perform in real conversations

Deploy Your Agent

Add the chat widget to your website