Product

AI Agent

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AI Agent

AI Agent

The AI Agent lets you run intelligent conversations with contacts — qualifying leads, onboarding new clients, helping a prospect choose a service, or collecting feedback — all through a natural chat interface powered by AI.

Key Features

  • Five Conversation Types: Lead Qualification, Onboarding, Decision Helper, Follow-up, and Satisfaction Survey — each with a tailored conversational approach
  • Smart Chat Interface: The AI asks questions one at a time in a natural tone. Press Enter to send; Shift+Enter adds a new line without sending
  • Automatic Analysis: After 4+ exchanges, the AI silently builds a full profile — urgency score (out of 10), budget indicator, decision-maker status, detected motivations, recommended services, pricing tier, and a written summary
  • Auto-Completion: When the AI has gathered enough to determine an outcome, it closes the conversation automatically
  • Shareable Links: Generate a link for any conversation and send it to a contact — they can reply without needing an account
  • Outcome Tracking: Each completed conversation is tagged Qualified, Not Qualified, Needs Nurturing, or Referred
  • At-a-Glance List: The conversation list shows contact name, type, status, message count, urgency score, and outcome — scan priorities without opening each chat
  • Dashboard Stats: See totals at a glance — Conversations, Active, Qualified leads, and Credits Used
  • Search & Filter: Search through conversation summaries, or filter by type, status, or outcome; switch between table and card view
  • Bulk Delete: Select multiple conversations and remove them in one step

How to Use

  1. Click Start Conversation to open the setup dialog
  2. Select a conversation type — for example, Lead Qualification for a new prospect inquiry
  3. Choose a contact from the dropdown (e.g., a contact at ACME Creative Agency) and optionally link a project
  4. Click Start — the AI opens with a personalized greeting and its first question
  5. Type your replies in the chat box and press Enter to send
  6. When the "Analysis updated" badge appears, the AI has generated insights — click the chart icon in the chat header to open the Analysis panel
  7. The Analysis panel shows urgency score, budget indicator, decision-maker status, motivations, recommended services, pricing tier, and a written summary
  8. Click Complete to close the conversation manually — or let the AI close it automatically once an outcome is reached

Sharing a Conversation

Open a conversation, click the share icon in the chat header, and the link is instantly copied to your clipboard. Send it to your contact — they can respond without logging in.

Tips

  • The AI builds its analysis after at least 4 exchanges — the more a contact shares, the richer the insights
  • Use Lead Qualification for new inquiries, Decision Helper when a prospect is comparing options, and Satisfaction after a project wraps up
  • Filter by Qualified outcome to surface your hottest leads quickly
  • The urgency score and outcome are visible directly in the list — no need to open each conversation to prioritize follow-ups
  • Credits are consumed per AI response — keep an eye on the Credits counter in the stats bar
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