Google account for optional Calendar/Sheets integration
Skill level
Some setup — keys, settings, or a connected account
Setup time
about 10 minutes
Worth knowing: Automatic follow-up email response is off by default in the CRM and must be manually enabled per site.
Summarized from 1 community tutorial · July 2026
Highlights
Live chat takeoverAgent can jump into an in-progress bot conversation from the web dashboard or mobile app; the visitor sees the switch from bot to human mid-chat.
Built-in CRM with contact profilesCaptures visitor name, email, phone, location and IP into a contact record automatically as the bot chats.
Automated deal-stage pipelineContacts auto-advance through configurable funnel stages (new, in process, won) if no activity occurs within a set time window.
Button or AI-driven bot flowsConversation nodes can branch on click-menu buttons, hand off to an AI agent, or run 100% AI from the first message.
AI trained on your own docsUpload PDFs, Word files, or a website URL to build the chatbot's knowledge base; can also trigger Google Calendar bookings or pull data from Google Sheets mid-c
Summarized from 1 community tutorial · July 2026
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