Quick Start
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Step: AI Agent
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Organization Settings: Users
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Help Menu
Conversation Led Growth
Capture Leads
How to Collect Contacts’ Emails and Phone Numbers
How to Route Contacts from CTC Ads to Agents
How to Send Outbound Sales Messages
How to Track Conversation Source from Multiple Websites
How to Enrich Customer Data from a CRM or other Business Software
Convert Leads
How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
How to Automatically Qualify Contacts Based on Budget Using AI Agent
Assignment Strategy: How to Automate Contact Distribution & Load Balancing
How to Maximize Customer Service Potential with AI Agent
How to Automate Contact Information Collection with AI
How to Block Contacts and Manage Spam
How to Create Automated Welcome and Away Messages
How to Create Automated Chat Menus
How to Route Contacts to Preferred AI Agent
How to Route Contacts by their Preferred Language
How to Route Contacts by Team Functions
How to Route Contacts by Shifts
Assignment Strategy: How to Unassign Agents after Conversations Closed
How to Get Contacts’ Consent for Personal Data Collection
How to Promptly Transfer Conversation Between Agents
How to Guide Customers from Exploration to Purchase with Engaging Menus
How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
How to Streamline Meeting Scheduling via CTC Ads
How to Get a Complete View of the Customers
How to Simplify Customer Escalation with Automation
How to Transfer Contacts to the Next Shift Automatically
How to Optimize Agents’ Productivity in the Inbox Module
How to Write an Optimal AI Persona (Best Practices)
How to Write the Best Knowledge Sources for AI Agents
How to Align AI Conversations with Your Brand Voice
How to Draft Customer Replies with AI
How to Convert Image to Text Using AI
How to Automate Calculations Using AI
Retain Customers
How to Route New and Returning Contacts
How to Route VIP Contacts
How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
How to Send Outbound Support Messages
Reporting and Analytics
Broadcasts Use Cases
How to Send a Simple Broadcast
How to Start a Workflow Based on Broadcast Response
How to Import to Broadcast via WhatsApp
How to Troubleshoot a Failed Broadcast
Integrations
Dialogflow
Dialogflow Overview
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
Dialogflow: Managing Intents
Dialogflow: Parameters
Dialogflow: Events
Dialogflow: Response Templates
Dialogflow: Custom Payloads
Dialogflow: Fulfillment Webhook Request
E-Commerce & CRM Integrations
E-Commerce Integration: Shopify
E-Commerce Integration: BigCommerce
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CRM Integration: Pipedrive
CRM Integration: ActiveCampaign
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Make
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Table of Contents
- Home
- Conversation Led Growth
- Convert Leads
- How to Maximize Customer Service Potential with AI Agent
How to Maximize Customer Service Potential with AI Agent
Updated by Sana
The AI Agent enables businesses to engage with customers instantly by providing quick responses to low-effor conversations involving basic product information (e.g., FAQ’s), policies (e.g., return policy), basic troubleshooting steps for common technical issues or errors, etc. By taking over such routine conversations, the AI Agents free up human agents for more complex conversations and tasks.
The AI Agent also serves as a solution to the scalability problems most businesses face during expansion.
Benefits
- AI Agent operates around the clock, providing instantaneous customer support irrespective of time zones or business hours. It also reduces customers’ wait time and helps increase customer satisfaction.
- The AI Agents can manage multiple conversations simultaneously and ensure the business can scale up without additional resources when required.
- AI Agents provide consistent responses based on programmed logic, ensuring that users receive uniform and accurate information regardless of the time or agent.
- AI Agents automate routine and time-consuming tasks so that human agents can focus on more complex tasks
Workflow Setup
To use the Assignment: AI Agent workflow template, select Workflows > click + Add Workflow > select Assignment: AI Agent > click Use Template.
Workflow Steps and their functions:
- Trigger: The Workflow starts whenever a Contact opens a conversation.
- AI Agent: The AI Agent step is triggered so the AI Agent can respond to the Contact’s query.
The following values have been set in the fields:
- Objective: Answer Questions has been set as the AI Agent’s objective for the conversation with the Contact.
- Knowledge Sources: From the Knowledge Source dropdown list, select a Knowledge Source suitable for the AI Agent to respond to the Contact’s query or add a new Knowledge Source using the Add Knowledge Source link.
- Advanced Settings: The Add Contact Idle Branch toggle has been enabled and the default time of 15 min has not been changed. Turning this toggle on adds another branch called Failure: Idle branch, which closes the conversation after 15 minutes of inactivity.
The conversation continues until one of the branch options is met:
- Success: The condition for this branch is met when the AI Agent and Contact have successfully concluded their conversation and the AI Agent has satisfied all the queries.
- Failure: Others: The condition for this branch is met when an unexpected technical issue has occurred, e.g., Channel disconnected, Respond AI credits run out, etc. The Contact is sent a message that they are being re-directed to the human agent for further correspondence.
- Failure: Idle: The condition for this branch is met when the conversation has been idle for more than 15 minutes. The Contact is sent a message that the conversation is closing because it has been idle, but they can open it again by sending a message.
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Assignment Strategy: How to Automate Contact Distribution & Load Balancing
How to Automate Contact Information Collection with AI
Related Articles
How to Draft Customer Replies with AI
Use AI Assist, AI Prompts and AI Assist Persona to draft the best replies to address customers inquiries.
How to Route Contacts to Preferred AI Agent
Learn to automatically ask incoming Contacts if they want to talk to a Sales or a Support AI Agent and divert the Contact to the AI Agent of their choice.
Step: AI Agent
Learn about the configuration, best practices and use cases when implementing the AI Agent.