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Artificial Intelligence · 1 min read

Workflow Actions: Conversation AI

The Conversation AI workflow action lets a workflow start an AI conversation with a contact. The agent writes the message based on your prompt and can continue the conversation when the contact replies.
It currently supports SMS, Facebook, Instagram, WhatsApp, and Live Chat.

Set it up

  1. Go to Automation > Workflows and open a workflow.
  2. Add the Conversation AI action.
  3. Choose the channel.
  4. Write the prompt, such as "Ask the contact if they'd like to book a free consultation."
  5. Choose how to handle replies, such as waiting for a response before moving to the next step.
  6. Save and publish.

Tips

  • Keep the prompt focused on one goal.
  • Use contact details in the prompt to personalize the message.
  • Add a branch for contacts who don't reply.

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