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Next steps

Your agent is up and running. Here's how to get more out of it:

Review real conversations​

Read a few conversations in the Chat every week. If the agent said something wrong or was missing information, adjust its instructions or the funnel.

Let AI improve your funnel​

In Pipeline stages, use Look for improvements: the AI reads your conversations and suggests specific changes.

Test before you change​

Before a big change, use Test funnel or Test the agent to see how it responds.

Bring in your team​

Invite your team and turn on notifications so no one misses a conversation that needs a person.

Reach more customers​

  • Create a QR code in Share agent and put it in your store, on your social media or on your packaging.
  • Create WhatsApp templates to pick up conversations after 24 hours.

Checklist​

  • Guided setup completed
  • Agent tested with Test the agent
  • Funnel created and tested
  • WhatsApp or Telegram connected
  • Test message sent from a phone and answered by the agent
  • Plan chosen
  • Team invited and notifications turned on

Need help?​

Open Support from your user menu and write to us. If it's about a specific conversation, use Ask for support from that conversation in the Chat: that way we get its ID.