Chat agents for business: what they do and how to choose

Answers plus actions

Like a chatbot, a chat agent answers questions. With tools enabled, it can also work with calendars, payment links and connected apps. Read AI agent or chatbot?.

What to check before choosing

• Does it use your own knowledge?
• Can it answer in the visitor’s language?
• Can people take over customer conversations?
• Are the required integrations actually supported?
• Can you control permissions and approvals?
• Are plan limits and prices clear?

A team of specialists

An agent can have enabled subagents with different briefs, such as support, sales and booking. Chattagent routes a message to an appropriate specialist while the visitor continues speaking to one assistant.

Shared or separate connections

An agent can use the workspace’s connections or its own accounts. That is useful when separate brands need different mailboxes or Shopify stores. Ensure the right account is connected before enabling tools.

A shared inbox

Website conversations and configured incoming channels can be reviewed in one inbox. Choose the answering agent for each channel and test how staff will take over.

Start small

Define one goal, add accurate knowledge and test real questions. Then add integrations as needed. Review all features, our team and the setup guide.