Overview
An Agent is your AI-powered team member that handles lead conversations across all channels.
Core Capabilities
Contextual Memory
Maintains real-time context per lead — conversation history, extracted data, and funnel position
Persistent Nurturing
Follows up automatically until the lead converts, opts out, or hits your defined limits
Tool Execution
Books appointments, updates CRMs, triggers webhooks, and calls any API mid-conversation
Agent Configuration
General Prompt
Define your agent’s personality, tone, knowledge base, and conversation guidelines
Agent Objective
Set the goal your agent works toward — booking, qualification, support resolution
Extract Values
Capture structured data from conversations — names, emails, preferences, intent
Send Events
Trigger webhooks and external actions based on conversation milestones
