Website chat and channel-driven flows
Define the questions the assistant should handle and the channels it should support. Keep the first release focused on a clear intake or support task with an understandable next step.
Artificial Intelligence · Playbook
Chat and SMS assistants that stay structured, grounded, and useful for intake, support, and internal ops.
On this page
Define the questions the assistant should handle and the channels it should support. Keep the first release focused on a clear intake or support task with an understandable next step.
Carry relevant context through the conversation and into a human handoff. Specify when the assistant should ask for clarification, stop, or route the request to an operator.
Connect approved actions to the existing application layer. Validate inputs and permissions before creating a record or changing a workflow, and return a clear result to the user.
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