Getting started

What ValueChat can do

A map of the customer workspace, agent actions, workflows and connected business apps.

Before you start

Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.

How it works

  1. 01

    Conversations

    Conversations. Bring supported channels into a shared inbox; identify the channel, filter by status or ownership, reply, add private notes and hand work between people, teams and AI agents.

  2. 02

    Customer records

    Customer records. Use standard and custom contact fields, reusable tags, one lifecycle stage per contact and explicit qualification rules. Contacts and the conversation side panel read the same stored customer information.

  3. 03

    AI agents

    AI agents. Start from scratch or Receptionist, Sales and Support templates. Set instructions, a model connection and model ID, linked knowledge, permitted skills and tools. Test before routing real conversations and review activity after execution.

  4. 04

    Actions

    Actions. Agents can search knowledge, update permitted contact fields and tags, assess qualification, change lifecycle stage, add internal notes, assign work, close a conversation, inspect conversation context, call configured HTTP actions and run published on-demand workflows.

  5. 05

    Workflows

    Workflows. Use a visual graph with supported conversation/contact events, conditions, variables, assignments, messages, internal notes, contact updates, connected app actions and reusable child workflows. Publish a valid version before relying on it.

  6. 06

    Connected business apps

    Connected business apps. The integration catalog includes Google Sheets, Calendar, Drive, Docs, Gmail and Meet; Slack, Notion, Linear, Shopify, Salla and EasyOrders; plus compatible generic MCP servers. Each has a specific action contract and requires its own authorization.

  7. 07

    Team operations

    Team operations. Human teammates also have saved replies, manual macros, event-based automation, reports, campaigns and help-center tools where the workspace configuration and channel support them. These are not all AI skills and do not all run automatically.

  8. 08

    Availability

    Availability. A catalog entry is not evidence that a provider account is connected, app review is approved, a customer owns a record or a real external operation succeeded. Provider permissions, selected resources, enabled actions and deployment configuration remain authoritative. There is no claim of unrestricted n8n compatibility or universal MCP support.

What to verify

✓The expected channel, conversation, contact or execution is visible.

✓The assigned person or agent matches the routing rule.

✓No customer-facing message claims an action that failed.

✓Activity or execution history contains enough context to investigate.

Need help?

Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.