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Lead Generation

Configure your chatbot to collect valuable lead information during conversations.

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Customizable Fields

  • Name and Contact Information
  • Email
  • Phone Number
  • Query Subject

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Appointment Scheduling

Allow users to schedule appointments directly through your chatbot.

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Main Features

  • Schedule availability
  • Confirmation emails
  • Confirmation messages
  • Timezone handling

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Support Tickets

Optimize customer support by automatically creating and managing support tickets.

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Main Features

  • Automatic ticket creation
  • Priority assignment
  • Category classification
  • Status tracking
  • Team assignment
  • Resolution tracking

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Live Chat

Take control of conversations when needed with the live chat feature.

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Main Features

  • Seamless AI to human handoff
  • Real-time conversation monitoring
  • Chat history access
  • User information display

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Process Orders

Let your chatbot take orders for you, quantity, customer data, type of payment, etc.

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Main Features

  • Order quantity management
  • Customer data collection
  • Payment type selection
  • Order confirmation notifications

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Custom Form

With this tool, you can customize the information you want to get from your client.

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Configure Your Questionnaire

1

Set the Questionnaire Title

Provide the relevant information for the questionnaire so the chatbot knows when to activate.

2

Set the Questionnaire Fields

These are the data points the chatbot should collect from the user.

To make this tool work, you must add fields

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Custom Tool (API)

With this tool you can enable your bot to use any API endpoint as you want.

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Set your tool

1

Create New Tool

Click the “Create Tool” button to start configuring your custom tool.

2

Configure Basic Information

Complete the main fields of your tool:

  • Name: Give your tool a descriptive name
  • Method: Select the HTTP method (GET, POST, PUT, DELETE)
  • Description: Explain what this tool does so the chatbot knows when to use it
  • URL: Enter the URL of your API endpoint
3

Configure Body (for POST, PUT, DELETE)

If you selected POST, PUT, or DELETE, you can configure the fields of the request body:

For each body field, you can configure:

  • Name: The name of the field (e.g., userData, user_data, items)
  • Type: The data type (String, Number, Boolean, etc.)
  • Is an Array: Check this option if the field should be an array
  • Description: Explain what information this field contains

Configuration examples:

  • Simple field: name (String) - To send a username
  • Array field: products (String, Is an array ✓) - To send a list of products
  • Numeric field: quantity (Number) - To send quantities
  • Boolean field: active (Boolean) - To indicate if a user is active
  • Object field: address (Object) - To send a user’s full address
The body is only necessary for POST, PUT, and DELETE methods. GET does not use a body.
4

Add Parameters (Optional)

If your API requires query parameters, click “Add Parameter” and configure:

  • Parameter name
  • Data type
  • Whether it is required or optional
    Parameters are sent as query strings in the URL
5

Configure Headers (Optional)

For APIs that require authentication or specific headers, click “Add Header”:

  • Header name (e.g., Authorization, Content-Type)
  • Header value (e.g., Bearer token, application/json)
    Keep your tokens and API keys secure. Do not share this information.
6

Save Tool

Once the configuration is complete, click “Create Tool” to save and activate your custom tool.

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Usage Examples

Your chatbot will automatically know when to use this tool based on the description you provide. Be specific about when and how it should be used.