Your Conversation AI helps you interact with customers, providing a fast and branded response to their inquiries and aiding you in communicating effectively. Managing chats inside the app is no exception. So, let’s check how it works!

Prerequisites #

To use this feature, first you will need to create an Agent in your account’s Conversation AI through the web browser version of the CRM. If you have multiple agents, only the primary Bot can be used in the app.

How To Use AI in Your Conversations #

Navigate to one of your conversations inside the mobile app. The AI will help you depending on the bot’s type.

Suggestive #

After opening the conversation, it will start crafting responses. Simply select the one you see fit.

Auto-pilot #

This will respond to the customers automatically after the wait time passes. Click the thumbs icon to value the response, helping your AI Assistant learn which responses suit your brand better.

Disabling/Enabling This Feature #

To change the AI’s status in a conversation, click the three-dot icon at the top right corner.

• Click Edit AI Settings.
• Pause, resume, or schedule reactivation.
• Once you’ve made your changes, click Save to apply them.

These changes will be applied to the AI Bot’s behavior inside the conversation where you edit them, helping you manage other customer interactions as normal.

Frequently Asked Questions #

Do I need to set up the AI agent on mobile? #

No. You must first create an Agent in your account’s Conversation AI through the web browser version of the CRM. Once created, it becomes available in the mobile app.

Can I use multiple AI bots in the mobile app? #

No. If you have multiple agents configured, only the primary Bot can be used inside the mobile app.

What is the difference between Suggestive and Auto-pilot modes? #

Suggestive mode crafts responses for you to review and select, while Auto-pilot mode responds to customers automatically after the wait time passes.

How do I pause the AI in a single conversation? #

Open the conversation, tap the three-dot icon in the top right corner, choose Edit AI Settings, then pause, resume, or schedule reactivation and save.

Does pausing the AI in one conversation affect other conversations? #

No. Changes apply only to the AI Bot’s behavior inside the conversation where you edit them, so your other customer interactions continue as normal.

How do I help the AI improve its responses? #

In Auto-pilot mode, click the thumbs icon to rate a response. This helps your AI Assistant learn which responses best suit your brand.