Agents

The core identity of your agent — who it is, what it does, and what it says when it hits a dead end.

Advanced agents pre-load the contact's opportunities and custom fields into every turn. When to flip it on, what it costs, and when not to.

The free-text block that tells your Advanced agent what your custom fields and opportunities mean in your business.

SMS, WhatsApp, Instagram, Facebook, Google Business, Live Chat, Email. Pick the channels your agent listens on.

Give the agent things it needs to know — pricing, FAQs, policies, a full website crawl.

Decide which conversations this agent picks up. AND, OR, and NOT across tags, stages, keywords.

Drop contact data into fixed-mode triggers, follow-ups, voice openers, fallback lines, and the Advanced business-context glossary.

Rules write a known value to a known field. Listening takes free-text notes. Learn when to use each.

Passive detection rules that run CRM actions — update fields, add tags, enroll in workflows, change opportunities, mark DND — based on what the contact says.

Teach the agent to keep private notes about contacts without asking, and reference them in future chats.

The verbs available to the agent — send messages, book appointments, tag contacts, enroll in workflows, hand off to humans.

Scripted questions the agent asks to fill contact fields, plus conditional actions when specific answers land.

Voice, tone, response length, emoji use, language, typing behaviour. The personality layer.

Define the outcomes that matter so the agent can push toward them — and so you can measure success.

Auto-pause on bookings, keywords, hostile sentiment, message counts. Tag needs-attention and trigger GHL workflows on the way out.

Fire a first message when a contact hits a specific event — new contact, tag added, etc. Edit, test-fire, delay by days/hours/minutes.

Multi-step automated nudges when a contact goes silent, says a keyword, or the agent decides it's time.

Real-time voice agents that answer inbound calls, speak naturally, and book appointments.

Define the time window when the agent can send proactive messages. Inbound replies always send.

One page that surfaces every conversation your agent couldn't handle — paused, errored, fallback-answered, stalled. Act on any row inline without leaving the page.

When your agent flags a conversation, you can take over under your own name or resume the agent with a context note it reads on its next reply.

Configure Slack, Discord, email, and SMS destinations for agent pauses, errors, and transfer_to_human calls.