Proactive Conversations

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 Conversations enable your AI agent to engage customers at the right time with the right message. Once a customer responds, the conversation context can trigger a relevant Process.

Before getting started with Proactive Conversations, make sure your AI Agent’s core elements—like Knowledge, Actions, and Processes—are in place. Other core features may also apply depending on your setup.

This section covers how to use Proactive Conversations to engage customers. You’ll learn how Proactive Conversations work, how to create them using static messages or message templates, and how to prevent greetings from appearing in a Proactive Conversation.