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DocumentationThe agent
Automations
What the agent does on its own, beyond replying. You enable what it’s allowed to do without intervention.
On this page
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
Save contact detailsWrites the email, phone or company the customer gives onto their record, without overwriting what is already there.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
Open a ticketOpens a ticket of the right type when a request can’t be settled in the conversation, and gives the customer its number.AI
Visitor cartWeb agent: every product card gets “Add to cart”, and the selection lands in the conversation.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.