Conversation AI lets you build and train AI bots that handle two-way conversations with your contacts across your connected channels. This section brings together the guides you need to set up, train, and control your Conversation AI bots—from configuring bot goals and actions to generating summaries and triggering workflows.

Use the articles in this section to learn how to train your bot, manage primary and non-primary bots, and add actions such as appointment booking, human handover, transfers, auto follow-up, and more.

Frequently Asked Questions #

What is Conversation AI? #

Conversation AI is the tool for creating AI bots that automatically respond to your contacts in two-way conversations, helping you qualify leads, answer questions, and book appointments without manual effort.

Where do I configure Conversation AI? #

You configure Conversation AI under Settings > Conversation AI, where you can create bots, set bot goals, and add actions.

What can a Conversation AI bot do? #

A bot can answer questions, collect contact information, book appointments, transfer or hand off conversations to a human, trigger workflows, and stop responding when conditions are met.

How do I train my Conversation AI bot? #

You can train your bot using sources such as Google Docs and other knowledge content, then refine its behavior through bot goals and actions. See the training guides in this section for step-by-step instructions.

Can I run more than one bot? #

Yes. You can use primary and non-primary bots to handle different scenarios, and control which bot responds in a given conversation.

Where should I start? #

If you are new to Conversation AI, start with the Conversation AI Agents Overview and the training guides, then add the specific actions your workflow requires.