What it does
- Answer customer questions in conversation from the knowledge base and instructions you provide.
- Qualify an enquiry by asking the questions you define, then hand the details to your team.
- Reply on WhatsApp through an attached agent, and on email with ERA and its quotation drafts.
- Limit what the agent can do to the tools and destinations you allow.
- Review every conversation in the execution history.
How it works
- Create an agent in Agent Studio from a template such as Customer Support Agent Assist or Sales Account Intelligence, and edit its instructions.
- Upload your product, service and policy documents to the agent's knowledge base.
- Attach the agent to your WhatsApp number in the WhatsApp Routing Agent, and keep a fallback route for unusual messages.
- Test with real questions, then enable it and watch the history.
Who it is for
Teams that want conversations answered instantly at any hour but do not want an unsupervised bot: you choose the knowledge, the tools and when a human takes over.
Control and safety
You decide what is automated. Each route can reply, forward the enquiry to a person, or do both, the agent can only use the destinations you saved, and every message and action is kept in the execution history so your team can review it.
Frequently asked questions
Will the agent make up answers?
It answers from the instructions and knowledge you provide, and you can tell it to forward anything it cannot answer. Test with real customer questions before enabling, and review the history regularly.
Can I use my own agent for WhatsApp replies?
Yes. In the WhatsApp Routing Agent you can attach one of your AI agents so every message is answered by that agent, with your fallback settings as the safety net.
Does the agent replace my team?
No. It handles the repetitive first response and sends real enquiries to the right person with the details attached. Anything that needs judgement, such as a custom price or a complaint, is forwarded to your team.
Also known as
Customer-Facing Sales Agent also covers what people search for as:
- AI Sales Agent
- Customer Facing Chatbot
- Sales Enquiry Assistant
- AI Sales Representative
- Conversational Sales Agent