Templates Basic Conversational AgentVERSION 1 · ADAPT TO YOUR BUSINESS

Basic Conversational Agent

Answer questions from your business knowledge in a natural conversation, with no tools or transfers to set up first.

Use this template

Your template, version and language follow you into agent setup.

THE CONVERSATION DESIGN

Useful from the first draft.

  1. 01

    welcome

    Collect the details needed for the next step and handle incomplete answers.

  2. 02

    close

    Set a clear expectation and guide the caller to a useful next step.

CHALLENGE IT BEFORE YOU LAUNCH

Start with these tests.

A useful workflow includes the difficult conversations, too.

  • Caller asks something the business knowledge does not cover
  • Caller interrupts
  • Caller asks to be booked or transferred

Experience the conversation first.

Explore the relevant demonstration, then return to the same workflow and language.

Try this workflow