AI agents, workflows & reply rules

Let an agent answer leads, build workflows, set reply rules and switch it all off in one place.

• Create and publish an AI agentBuild an agent from a template, teach it, test it, and publish it onto one of your WhatsApp numbers.Everyone
• Write agent instructions and choose its actionsBrief an AI agent in plain sections, switch on the things it may do beyond replying, and set its reply limit and quiet hours.Everyone
• Train an agent with files, a website or past chatsGive an AI agent documents, website pages or a write-up of your inbox's past conversations to answer from, and keep them inside what it reads.Everyone
• Test and review an agent before publishingChat with an AI agent's draft as a customer would, watch what it records, and let Review find the gaps in its instructions.Everyone
• Set reply rules for a lead's first replyWrite the branches that answer what a lead writes back, try a message against them, and switch them on for your sheet.Everyone
• Build a workflow from a templatePick one of 38 templates on the Workflows tab, fill in what it leaves open, try it as a pretend contact, then publish it.Everyone
• Remind advisors about leads nobody has answeredSwitch on a WhatsApp reminder that tells an advisor when a lead's reply has sat unanswered, twice at most.District admins
• Every workflow step, and what it doesThe 23 steps you can put on a workflow canvas: what each one sends, what it saves, what stops it, and the limit that catches people out.Everyone