Custom Agent
You give it instructions and when to step in, and it answers in your conversations, asks for details and hands off.
No card to get started
What it does for your store
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An agent for each task
Build the agents you need, each with the intents that activate it, written in your own words.
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It answers with what you give it
It follows your instructions, your documents and the sites you approve. If something isn't there, it says so.
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It gathers the case's details
With the Property Collector, it asks for what your team needs, such as a company's name, and saves it.
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The rest, to your team
It doesn't recommend products or handle orders. Those, and requests for a person, go to your team.
How each task is handled
From the question to your team, it all stays in your Inbox.
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She asks something your agent knows
The supervisor recognizes the intent and passes the conversation to your agent, which answers with its instructions.
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It asks for the case's details
The Property Collector asks for the gym's name, saves it to her profile and hands the conversation back.
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And the rest, your team
A quote isn't in its instructions: it passes the conversation to Sales, with a summary.
Set up in minutes
Write its instructions and when it steps in, upload your documents and choose who it hands off to. Then turn it on.
Works in your conversations
It answers in your Inbox's conversations, in your customer's language. It follows your instructions, your documents and your site, without connecting to other tools.
Available from the Grow plan, with 25 eCommerce Playbooks. See plans
FAQ
Frequently asked questions
What is the Custom Agent?
It's an AI agent your store builds for a task of its own. You describe it in your words, choose when it steps in and it answers in your conversations.
When does it answer?
When the customer's message matches the intents you give it, such as “wants to buy wholesale”. You can build several agents, each with its own.
What can it do?
Answer with your instructions, your documents and the sites you approve, ask for details with the Property Collector, send a link with its button, offer up to three buttons, add the labels you name and hand off to your team.
What doesn't it do?
It doesn't recommend products, check stock or prices, or track or change orders. Nor does it connect to other tools. It passes those to your team or to the right Playbook.
How does it reply?
In your customer's language, in 50 words at most unless your instructions ask for something longer, and with one emoji at most.
When does it pass the conversation to your team?
When the customer asks for a person or for something outside its instructions. It passes it right away to the person or team in Escalation.
Which plan includes it?
It's available from the Grow plan, which includes 25 eCommerce Playbooks.
Learn more
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Help Center
Custom Agent
How to write its instructions and intents, what it can do and how to test it before turning it on.
Build the agent your store needs.
Connect your channels and build your Custom Agent. No card needed to start.