Help Centre / Smart Bot
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Smart Bot basics

How Smart Bot creates contacts, leads, orders, and connects back to AI Inbox.

Smart Bot5 min read

What Smart Bot is for

Smart Bot is used to take structured actions from a chat-like screen, such as creating contacts, updating customer details, and creating orders.

After Smart Bot creates an order

The real customer conversation should be linked back to AI Inbox. The customer should enter order support mode, and future replies should appear in the correct AI Inbox conversation.

Mobile behaviour

Like AI Inbox, mobile Smart Bot should first show a compact contact list. When a customer is opened, the chat screen should show with a back button.

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