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AI agents and automation best practices


Improving autoreply metrics for article recommendations

What's my plan? This functionality is part of AI agents - Essential. Autoreplies metrics are av...

Edited Feb 03, 2025

6 votes  ·  6 comments

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Best practices: Tracking autoreply usage with triggers, views, and workflows

What's my plan? This functionality is part of AI agents - Essential. Figuring out the best way to set up triggers, a...

Edited Feb 03, 2025

9 votes  ·  8 comments

9

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Best Practices: Using labels to optimize your article recommendations

What's my plan? This functionality is part of AI agents - Essential. You can use labels to help with targeting artic...

Edited Feb 03, 2025

9 votes  ·  23 comments

9

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23

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Messaging recipe: Checking agent availability during an AI agent conversation (Legacy)

What's my plan? This article describes functionality available only to customers who had a dra...

Edited Feb 03, 2025

2 votes  ·  3 comments

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Messaging recipe: Getting external data for your AI agent for messaging (Legacy)

This article describes functionality available only to customers who had a drafted or p...

Edited Feb 03, 2025

4 votes  ·  3 comments

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Best practices for advanced AI agent tone of voice

The tone of voice of your AI agent represents your brand identity. And it is something that changes slightly dependin...

Edited Feb 11, 2025

0 votes  ·  0 comments

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About conversation design for advanced AI agents

Structuring your replies is one of the most important tasks that you can undertake and it requires thinking about con...

Edited Feb 11, 2025

0 votes  ·  0 comments

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Best practices for conversation design for advanced AI agents

Building replies can be intimidating at first, but fret not - we have got you covered with our best practices and tri...

Edited Feb 11, 2025

0 votes  ·  0 comments

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Building an advanced AI agent persona and tone of voice

Before creating the dialogues and conversation flows with your AI agent, it’s important to take some time to decide o...

Edited Feb 11, 2025

0 votes  ·  0 comments

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