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Responder de
EquipesMicrosoft Teams SlackSlack Bate-papo do GoogleBate-papo do Google ZoomZoom WebexWebex
Canais do cliente
Bate-papo no site WhatsAppWhatsApp SMS MensageiroMensageiro
Chatbots com IA
ChatGPTChatGPT ClaudeClaude GêmeosGêmeos Ações de IA
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Visão geral
Welcome to Social Intents What Makes Social Intents Different Set Up Your First Chat Widget Choosing Your Agent Integration Previewing and Testing Your Chat Best Practices for Getting Started Getting Started Checklist
Adding and Managing Team Members Profile Settings: Display Name, Photo & Status Online Schedule vs Manual Status Notifications and Mobile Alerts Visitor Channels: Website Chat, WhatsApp & SMS Onboarding Your Team Managing Settings: Web Dashboard vs Platform App What Happens When Everyone Is Offline Canned Responses and Quick Replies Visitor Information: What You See During a Chat Blocking and Banning Visitors
Build Your First AI Chatbot Choosing Your AI Engine: ChatGPT vs Claude vs Gemini Writing Effective System Instructions Training Your Chatbot on Your Content Improving Response Quality Setting Up Escalation to Human Agents
What Are AI Actions? Choosing the Right Action Type Escalation Routing: Route Chats to Specific Teams Booking Meetings with Calendly Capturing Leads to HubSpot, Salesforce & Dynamics 365 Custom API Actions Showing Buttons, Links & Embedded Content
Connect Social Intents to Microsoft Teams Assigning Agents and Channels in Teams Escalation Routing in Teams Using AI Chatbots with Teams Troubleshooting Teams Integration
Connect Social Intents to Slack Assigning Agents and Channels in Slack Escalation Routing in Slack Using AI Chatbots with Slack Troubleshooting Slack Integration
Connect Social Intents to Google Chat Assigning Agents and Spaces in Google Chat Escalation Routing in Google Chat Troubleshooting Google Chat Integration
Connect Social Intents to Zoom Connect Social Intents to Webex Video Escalation with Zoom and Webex
Setting Up WhatsApp Business WhatsApp with Microsoft Teams WhatsApp with Slack WhatsApp with Google Chat WhatsApp in the Web Inbox Multiple WhatsApp Numbers WhatsApp Coexistence Mode WhatsApp Templates, Media & Sessions SMS via Twilio
Understanding Your Reports Dashboard Agent Performance Report Chat Transcripts and History Feedback and Satisfaction Scores Exporting Reports and Lead Data Actions Report
Shopify WordPress BigCommerce Webflow Wix Squarespace Framer Bubble Vercel Ghost Google Tag Manager Zapier Webhooks REST API WhatsApp and SMS Channels Google Analytics Event Tracking
What Is a Chat Widget When to Use Multiple Chat Widgets Installing the Chat Widget on Your Website Widget Settings and Configuration Customizing Chat Widget Appearance Pre-Chat Forms and Custom Fields JavaScript SDK: Variables, Popups & Pre-Population Widget Language and Localization Chat Inactivity and Timeout Settings
Security and Data Protection Overview GDPR Compliance Data Retention and Deletion Visitor Privacy and Consent
Understanding Roles: Agent vs Manager vs Admin Plans, Billing & Upgrades What Counts as a Chat Conversation Chat Limits, Agent Limits & Usage Troubleshooting Missed Chats and Notifications Using Multiple Widgets and Websites
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Home / Documentation / AI Actions & Automations

AI Actions & Automations

Automate workflows with AI Actions. Route chats to specific teams, book meetings, capture leads to your CRM, and call custom APIs.

O que são ações de IA?

AI Actions are automated workflows triggered by your chatbot. Book meetings, capture leads, call APIs, and route conversations — all without code.

13 min read

Choosing the Right Action Type

Compare all 9 action types — API calls, escalation routing, buttons, auto-triggers, and more. Find the right type for your use case.

12 min read

Escalation Routing: Route Chats to Specific Teams

Set up AI-powered escalation routing to automatically send chats to specific Teams channels, Slack channels, or Google Chat spaces based on conversation context.

15 min read

Booking Meetings with Calendly

Let your chatbot book Calendly meetings automatically. Visitors schedule demos or consultations without leaving the chat.

11 min read

Capturing Leads to HubSpot, Salesforce & Dynamics 365

Automatically create leads in HubSpot, Salesforce, or Dynamics 365 when your chatbot captures visitor contact information.

11 min read

Ações de API personalizadas

Call any REST API from your chatbot. Send data to external tools, query databases, trigger webhooks, and display results in chat.

11 min read

Showing Buttons, Links & Embedded Content

Display clickable buttons, links, and embedded iframes (like Calendly or forms) inside chat conversations.

11 min read
Social Intents

Chat ao vivo e chatbots com IA para Microsoft Teams, Slack, Google Chat, Zoom e Webex. Sua equipe responde a partir das ferramentas que já utiliza.

Plataforma

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Chatbots com IA

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Recursos

  • Live Chat Comparison
  • AI Chatbot Comparison
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  • Botão do WhatsApp
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