Chat Agent: Provide instant responses so every inquiry gets answered and leads are qualified

Provide 24/7 responses across web, social media, and messaging so customers feel heard. The Chat Agent answers common questions, gathers information, and hands off complex conversations to your team, logging everything in your CRM.

Listen

Capture inquiries from web, social media, and messaging apps.

Decide

Decide whether to answer, qualify, or route the conversation.

Act

Respond, gather details, update your CRM, and assign tasks.

Learn

Learn from conversations and improve answers and routing.

Listen for Questions

The Chat Agent monitors all your channels to detect new inquiries and gather context.

Detect new inquiry

Detect a new inquiry in Gmail or WhatsApp.

Identify channel & intent

Determine whether the question came through your web chat, Facebook Messenger or email and infer its topic.

Update or create CRM record

Create or update the contact in HubSpot or Salesforce.

Smart Decision Engine

Rules and AI determine whether the inquiry is routine, qualifies a lead, or requires human assistance.

Match question to FAQ or flow

Match the user’s query to a pre‑defined FAQ in Intercom or an internal knowledge base.

Qualify or collect more info

Ask follow‑up questions via Slack or email to qualify the lead.

Assign to human agent if needed

Route complex inquiries to a support rep in Zendesk.

Respond & Route

Send an accurate answer, collect lead information, update your CRM, and assign tasks when needed.

Send response or follow-up question

Respond to the customer through your chat widget or send a message via Twilio SMS.

Capture lead information

Collect name and email address into Airtable or Pipedrive.

Notify team or schedule task

Notify the sales team in Microsoft Teams or create a task in Asana.

Continuous Learning

Analyze conversations and outcomes to refine answers and improve routing.

Measure resolution and satisfaction

Capture satisfaction ratings via SurveyMonkey or Typeform.

Refine FAQs and flows

Update knowledge base articles in Confluence or Notion based on feedback.

Report conversation insights

Generate conversation analytics in Google Data Studio or your CRM dashboards.

Privacy & Control

Runs in your stack with least-privilege access

Full audit trail of messages and updates

Opt-out and quiet hours respected

Use standard models or private model

What you get

Delivered ready to run, documented, and easy to maintain.

Configured Conversation Flows

Pre-built chat flows for common questions and lead qualification.

Channel Setup

Connect your website, social media, and messaging apps so the Chat Agent can talk to your customers wherever they are.

Lead Qualification & Routing

Capture lead details, score them, and route complex conversations to your team.

Training & Playbooks

Guides, sample responses, and a training session so you can customize and maintain your Chat Agent.