Skills

A skill is a ready-made ability you add to your agent, such as opening support tickets, booking appointments, qualifying leads, or handing a conversation to your team. Install skills from the skill gallery, fill in their settings, and update them when a new version is available.

• Understand skillsWhat a skill is, which skills your agent starts with, and which ones you can add.
• Install a skill from the galleryAdd a ready-made skill to your agent in a few clicks and fill in its settings.
• Manage, update, or remove a skillTurn a skill on or off, change its settings, install a newer version, or uninstall it.
• Lead QualificationYour agent checks every new lead against your criteria, tags their stage, and alerts your sales team about hot leads.
• Cross-sellAfter a customer settles on a service or product, your agent suggests one matching add-on from your inventory, without being pushy.
• Up-sellAfter a customer picks an item, your agent mentions once a bigger or better version of the same thing from your inventory.
• EscalationYour agent hands a conversation to your team when a customer needs a person, and emails your team right away.
• Support ticketsYour agent turns requests that need your team into tickets, gives the customer a request number, and alerts your team.
• Customer managementYour agent keeps each customer's name, email, phone, and address up to date from the conversation.
• Customer follow-upYour agent follows up on a past conversation or service with one specific question, and opens a ticket if anything is still unresolved.
• Book appointmentsYour agent books, reschedules, and cancels appointments in the chat against your real services and availability.
• Request appointmentsYour agent collects the customer's preferred appointment time so your team can confirm it, without reserving the calendar.