Give your team a head start.
The hello, questions, and first lookup happen before your team gets there. Text gathers context, then gets the conversation ready for the right person.
Greet new visitors
The AI Agent welcomes a visitor as soon as they start a chat and asks how it can help.
When to use it
You want every visitor to get an immediate response, even when your team is busy or between conversations.
Look up an order and send tracking
The AI Agent finds the customer's order, checks its status, and sends the tracking information in chat.
When to use it
Customers often ask where their order is and you want them to get an answer without waiting for an agent.
Ask the customer for more detail
When a request is unclear, Text asks the customer for the information your team needs to help.
When to use it
Your agents spend time going back and forth to understand the problem. Get the key details before the conversation reaches them.
Summarize the chat before a transfer
Before handing a conversation to your team, Text creates a summary with the customer's question and what has already happened.
When to use it
Agents need to understand the situation quickly without reading the entire conversation from the beginning.
For SalesforceShow the agent the Salesforce profile
When a conversation reaches an agent, Text shows the customer's Salesforce profile alongside the chat.
When to use it
Your team uses Salesforce to manage customer relationships and needs customer history and details while helping them.
Add a teammate to watch a sales chat
When a conversation shows sales potential, the AI Agent adds the right teammate so they can follow along and step in when needed.
When to use it
When a conversation shows sales potential, the AI Agent adds the right teammate so they can follow and step in when needed.
Need help before your team steps in?
Describe what your agents need to know, find, or do before they take over. Text drafts the skill and asks for anything it's missing.