
Key capabilities
| Feature | Description |
|---|---|
| Multi-channel support | Deploy across SMS, web chat, Instagram, Facebook, WhatsApp |
| Knowledge base | Train your bot with business-specific information |
| Lead qualification | Automatically qualify leads based on conversation data |
| Appointment booking | Book meetings directly through chat conversations |
| Human handoff | Seamlessly transfer to a team member when needed |
| Custom actions | Trigger workflows and update contact records |
How it works
Each Conversation AI bot is powered by a system prompt and an optional knowledge base. When a message arrives on an assigned channel, the bot:- Reads the incoming message and conversation history
- Processes it through the AI model with your system prompt and knowledge base
- Generates a contextual response
- Takes actions (booking, tagging, escalating) as configured



Bot overview
Once a bot is created, the bot overview screen gives you a summary of its configuration, status, and recent activity.



Auto-pilot mode
Auto-pilot mode lets your Conversation AI bot operate fully autonomously — handling conversations end-to-end without human intervention. In this mode, the bot responds to every message, executes actions (booking, tagging, workflow triggers), and manages follow-ups independently.Enabling auto-pilot
- Open your bot’s settings in AI Agents > Conversation AI
- Set the bot’s operating mode to Auto-Pilot
- Configure the channels the bot should operate on
- Save
When to use auto-pilot vs. suggestive mode
| Mode | Best for |
|---|---|
| Auto-pilot | After-hours support, lead qualification, appointment booking, FAQ handling |
| Suggestive | Complex sales conversations, sensitive topics, new bot deployments being tested |
Getting started
Bot settings
Configure your bot behavior and channel assignments
Knowledge base
Train your bot with business-specific information
Multi-channel deployment
Deploy your bot across all supported channels
Train your bot
Fine-tune responses with training data