Proactive Outreach

Not sure where to begin? Explore our Getting started guidelines to set up your first AI Agent, review Key concepts to understand the essentials, or check out Improvement tactics to resolve issues and keep things running smoothly.

Proactive Outreach lets your AI Agent start a conversation with end users before they ask, at the right time and with the right message. When an end user replies, the conversation context can trigger a relevant Process.

Before you set up Proactive Outreach, make sure the core elements of your AI Agent are in place: Knowledge, Actions, and Processes. Other core features can also apply, depending on your setup.

This section covers how to use Proactive Outreach to reach end users. You learn how Messaging Proactive Outreach works, how to create a message with static text or a message template, and how to disable Greetings.