AI Agent Roles for customer conversations
Turn website visits and ad clicks into helpful conversations. Share your dedicated AI Terminal so anyone can ask your Agent about products, sales or support.
What
What your AI Agent can do
Choose the conversation your visitors need: sales, product guidance or support. These are roles for one configurable Agent, not five separate products or subscriptions. Your Agent answers from your business knowledge, asks useful questions and gathers details for your team.
Sales Specialist
Help incoming prospects find suitable products from your catalogue and inventory.
Explore roleProduct Specialist
Help customers understand, compare and choose the right products.
Explore roleCustomer Service
Answer everyday customer questions using your business knowledge.
Explore roleTechnical Support
Resolve technical questions using specifications, manuals and product documentation.
Explore roleAfter-Sales Support
Support customers with warranty, servicing, maintenance, parts and post-purchase enquiries.
Explore roleWhen
When to deploy your Agent
Use your Agent when people arrive from your website, ads or other online channels with questions. Link a campaign directly to your dedicated AI Terminal so an interested visitor can talk to your Agent, explore products and explain what they need.
Your AI Terminal is a dedicated, shareable conversation page. Anyone with its link can talk to your Agent. Share it in ads, social posts, emails or website links to give each visitor a direct way to get answers from your business knowledge.
Explore AI AgentHow
How to deploy your AI Agent
Set up knowledge and conversation rules in AI Agent Console. Your dedicated AI Terminal gives anyone with the link a place to talk to your Agent.
- 01
Add your knowledge
Choose the job you want the Agent to handle. Add the relevant catalogues, manuals, FAQs and policies in AI Agent Console.
- 02
Set the rules
Define what the Agent should answer, what details it should collect and when your team needs to take over.
- 03
Test real enquiries
Use the Playground to test typical customer questions and exceptions. Refine your knowledge and instructions before going live.
- 04
Publish and review
Share your dedicated AI Terminal link on your website, in ads and across marketing channels. Review incoming conversations and keep your answers current.
Ready to deploy
your AI Agent?
Start with one conversation role and your business knowledge. Share your AI Terminal wherever customers discover you.
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