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Tutorial

Getting started with multi-channel deployment

Create a customer agent, attach a channel, and keep operator work separate.

TB
Talha Bera · 1 min read

Create a customer agent

Give it a persona, instructions and knowledge. Knowledge belongs to the agent, so what you add here is what it answers from.

Attach a channel

Embed the website widget, or connect WhatsApp, Instagram or Shopify. One customer agent can answer on several channels.

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Lead engine

How one agency runs a lead engine for every client

Acme GmbH set a target of 10 qualified leads a week. Lead Gatherer found 146, Lead Qualifier kept 44, Mail Marketer contacted 31 and 9 replied. Here is how the agency runs it, and where it stops for approval.

Product

Why two kinds of agent

Customer agents answer your clients’ customers. Operator agents work for your team. The kind is set at create and never changes.

Give every client a lead engine.

Relay is invite-only while we onboard agencies. Tell us about your clients and we set up the first workflow with you.

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