Documentation

Everything it takes to get your agent answering.

Set up the agent, connect WhatsApp, Instagram, email, phone and your website, then decide how much it is allowed to send on its own.

Quick start Connect a channel How it works

Get started

Getting StartedJoin your workspace, sign in, and find your way around the dashboard.Setting Up Your AgentConfigure tone, rules, and personality so your agent sounds like your team.Playground & ChatTest what your agent would reply, on any channel, before it's live.Knowledge BaseUpload pricing, FAQs, and case studies the agent can cite at reply time.Custom ToolsLet the agent call your own API - lookups, bookings, order status.Help CenterA public self-serve page backed by your knowledge base.ChannelsConnect Gmail, Outlook, WhatsApp, or custom SMTP for inbound and outbound.

Product features

Voice (Calling)Inbound and outbound calling with a realtime AI voice agent.CampaignsSend personalized outbound email with merge tags and click tracking.InboxReal-time conversation queue with draft approval and batch send.Auto-Send PolicyConfidence thresholds and channel toggles that gate automatic sending.Escalation, SLA & CSATWhen the agent hands off to a human, and how response time is tracked.Follow-up AutomationTimed follow-up steps that cancel themselves when they would land badly.TasksManual and auto-created tasks tied to leads and conversations.Team & PermissionsRBAC roles, custom permissions, and per-agent access control.Routing & Auto-TasksAssign conversations, and the work they generate, to the right person automatically.Website WidgetEmbed a chat widget on your site to convert visitors into qualified leads.BillingPlans, usage limits, and subscription management.SettingsPersonal profile, notifications, privacy, and account security.

How it works

Auto-Send & ConfidenceHow a reply earns the right to send itself without you reading it first.Identity ResolutionHow the same person on WhatsApp, email and web ends up as one contact.Follow-up SequencesHow a follow-up is timed, and everything that stops one from sending.