We’ve just made it much easier for businesses to build powerful AI Agents that can do more than simply answer questions.
With this new update, your AI Agent can now take actions automatically while responding to customers — quickly, intelligently, and in real time.
For example, the AI can:
- ✅ Save information to custom fields
- ✅ Apply tags
- ✅ Assign conversations to team members
- ✅ Mark conversations for follow-up
- ✅ Transfer customers to a human
- ✅ Trigger conversation flows
- ✅ Perform multiple actions in sequence
Simple, powerful examples
Capture a customer’s budget
When a customer says, “I’m looking for something around £500 per month,” the AI can save £500 to a Budget custom field. It can also apply a Budget shared tag so the team can quickly see that the customer is ready for a more relevant conversation.
Check a live class schedule
When someone asks, “What classes are available this Saturday?”, the AI can start a flow called Schedule Check. The flow makes an API call to retrieve real-time availability, shares the latest schedule with the customer, and saves the selected class and time to custom fields.
Qualify a new lead
When a customer asks about a service, the AI can collect their location, project type, and timescale. It can save those details to custom fields, apply a New lead tag, and assign the conversation to the right team member.
Follow up at the right time
When a customer says, “I’m interested, but I need to decide next month,” the AI can save the preferred follow-up date, apply a Follow up tag, and mark the conversation for follow-up.
Hand over when a human is needed
When a customer asks to speak to someone or the conversation needs personal attention, the AI can transfer the customer to a human team member and include the information already collected.
Complete several actions in one conversation
When a customer is ready to book, the AI can save their preferred date, start a booking flow, apply a Ready to book tag, and assign the conversation to the bookings team — all while continuing to respond naturally.
Our goal is simple: make it incredibly easy for any business to create AI Agents that not only talk to customers, but actually get work done while the conversation is happening.