Qualify intent while the customer is still engaged.
Answer product questions, search approved knowledge, capture interest, update the lead stage and assign high-intent conversations to sales.
Build around the job behind the message.
A good conversation agent does more than reply. It captures the right data, moves the customer to the next stage and hands off with the context intact.
Open your workspace ↗Resolve routine questions and keep exceptions visible.
Use policy knowledge, ask for missing details, label the issue and move sensitive or uncertain cases to a human team.
Turn parent questions into complete enquiries.
Explain admissions from school knowledge, collect grade and branch preferences, then route the conversation to the right admissions owner.
Keep order questions connected to action.
Understand the request, check the allowed policy or connected tool, update customer data and hand off when an operational decision is needed.
ONE BUILDING BLOCK
The same product pieces adapt to every job.
Use the inbox for visibility, workflows for deterministic routing and AI agents for reasoning within approved knowledge and skills.
Conversation and customer context
Keep the channel, page, owner and customer record together.
Trigger and route
Decide which inbox and customer conditions lead to each owner.
Answer and act
Use knowledge, fields, assignment and selected connected tools.