Quickstart

You can create an Outbound, Inbound, or a Widget agent.

Types of agents

There are three types of agents: outbound, inbound and widget.

Outbound agents

Outbound agents reach out to customers first. You can use them to:

• Contact potential clients, cold calling, lead generation
• Remind clients about appointments, confirming meetings, following up on their feedback
• Conduct surveys, collect feedback, check in with your customers after they place an order

Inbound agents

Inbound agents respond to incoming calls or messages, handling questions in real time. You can use them to:

• Provide customer support and troubleshooting help
• Help customers track their orders and update them on order statuses
• Route calls automatically

Widget agents

Widget agents help users on your website. You can use them to:

• Provide live chat support, answering frequently asked questions
• Qualify leads, collecting information from potential clients
• Guide users through troubleshooting steps

Create an agent

To create a new agent, go to the Agents tab. You have two options:

1. Start from scratch. This option allows the most customization, and works best if you want to configure your agent yourself.
2. Browse our templates. This option allows you to browse from a selection of templates, and works best if you want a specific configuration that already exists.

Start from scratch

Use a template