Documentation › The agent
Automations
What the agent does on its own, beyond replying. You enable what it's allowed to do without intervention.
The Skills tab brings all the automations together: with every conversation, the agent updates the status, detects the value and closes out anything that's resolved, without your team lifting a finger.
What the agent does on its own
Lead status trackingMoves the lead forward: New → Interested → Qualified → Converted.AI
Deal valueRecords the amount as soon as it's known (budget, or price × quantity).AI
Automatic priorityRaises the priority according to the rules in your prompt.AI
Automatic closingMarks the conversation "Resolved" once the customer's need is met.AI
Closing after inactivityMarks "Resolved" after X hours with no activity, never when a human is expected.AI
Sentiment & alertsTracks the customer's mood and notifies someone when things go wrong.AI
AI takes back overIf a human stepped in but has gone quiet, the AI resumes.AI
Custom tools
Beyond the automations, you can plug in your own tools: a database query, some code, or an API call. Each tool becomes a capability you invoke from the brain instructions.
Turn them on gradually
Start with lead tracking and automatic closing. Add the rest once you're comfortable with how the agent behaves.