Customer Support
Handle Specific Customer Queries with CRM Integration
Deploy an AI agent that accesses your FAQs and CRM systems to provide detailed responses to specific customer queries, ensuring accurate and personalized support.
Step 1: Clone the Agent Template
Click on the top right corner to open the info modal. Within it, clone the agent. You can access the agent here.
Step 2: Edit the Agent System Message
Edit the Agent and change the channel id within the system message to your channel id.
Step 3: Add a trigger and Save!
Select the trigger that you need for this agent. “Gmail Mail Received” was used in the demo. Save the changes and the agent is ready to go!
