Conversation AI
Configure AI chatbots and automated text conversations for lead qualification, support, and engagement.
Overview
Conversation AI handles automated text-based interactions across SMS, web chat, and social messaging. This module covers bot configuration, training, and integration with your automation workflows.
When to Use
- Automating initial lead qualification via chat
- Building support chatbots for common questions
- Creating conversational booking flows
- Setting up AI-driven engagement sequences
Dependencies
- Core Setup — Account configuration
- CRM — Contact data for AI context
- Workflows — Post-conversation actions
Common Mistakes
- No training data — Bot gives generic or wrong answers
- Missing escalation paths — No way to reach a human
- Too aggressive — Bot feels pushy or unnatural
- No context limits — Bot hallucinates information