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Customer conversations

Give customers another way to reach you

Set up an AI employee for customer calls, email, SMS, WhatsApp and website chat, with a shared message inbox for your team.

Product Guide explains what you can do with Workforce AI. Docs show you how, and the Help Center has quick account help.

Your customer-facing employee answers questions from the business information you give it. Your internal employee keeps working with your team and connected apps.

Give it the customer-facing job

Create your customer-facing employee in the dashboard. Explain what the business does, the questions it should help with and how it should speak with customers. Add the business documents you want it to use.

Choose where customers can reach it

Enable email, SMS, business WhatsApp, website chat or phone answering for the employee. Each channel has its own connection steps and account access.

  • Email: give customers the employee’s email address.
  • SMS and phone: connect the business number customers will use.
  • WhatsApp: connect your business WhatsApp number.
  • Website chat: add the chat to your approved website and let visitors verify their email.

Stay close to the conversation

Your team can read customer conversations in the customer inbox. Take over a message thread when you want to answer yourself. The AI pauses its replies until you hand the thread back.

Try the questions customers ask every day

Ask about your services, hours and the information in the documents you added. Adjust the employee’s role when an answer needs more detail.

The Docs have the channel setup steps and a separate guide to the customer inbox.