Configuring Agent Skills
Empower your AI agent with business knowledge and advanced capabilities
Agent skills configuration is where you provide your AI with the knowledge and tools it needs to effectively serve your customers.
1
Your Business Facts
Upload documents with essential business information. Supports up to 20 files.
Essential Information
- • General company information
- • Services and pricing
- • Business hours
- • Policies and procedures
File Types Supported
- • Text documents (.txt)
- • PDF files (.pdf)
- • Word documents (.docx)
- • Up to 20 files total
2
Advanced Skills
Appointment Scheduling
Enable your agent to book, reschedule, and cancel appointments automatically.
Call Transfer
Configure when and how to transfer calls to human team members.
Follow-up Messages
Set up automated follow-up texts after customer interactions.
Task Creation
Automatically create tasks from customer conversations.