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Introduction to AI Agents

AI Agents in SMBcrm help you automate conversations, qualify leads, and provide instant responses to common questions.

Overview​

AI Agents use artificial intelligence to handle conversations on your behalf, providing 24/7 availability and consistent responses while freeing up your time for higher-value activities.

Key Features​

Conversation AI​

  • Automated Responses - AI responds to incoming messages
  • Lead Qualification - Automatically qualify leads with smart questions
  • Appointment Booking - AI can schedule appointments for you
  • FAQ Handling - Answer common questions automatically

Agent Configuration​

  • Custom Training - Train your AI on your business specifics
  • Tone & Style - Set the personality of your AI agent
  • Handoff Rules - Define when to transfer to a human
  • Working Hours - Control when AI is active

Supported Channels​

AI Agents can work across:

  • SMS/Text messages
  • Facebook Messenger
  • Instagram DMs
  • Website chat
  • WhatsApp

Monitoring & Improvement​

  • Conversation Review - See all AI conversations
  • Performance Metrics - Track response quality
  • Training Feedback - Improve AI over time
  • Override Controls - Jump in when needed

Setting Up AI Agents​

  1. Navigate to AI Agents in the left sidebar
  2. Create a new agent or configure the default
  3. Train the AI with your business information
  4. Set triggers for when the AI should respond
  5. Monitor conversations and provide feedback

Best Practices​

  • Start with simple use cases (appointment booking, FAQs)
  • Review AI conversations regularly
  • Provide clear handoff rules for complex situations
  • Keep training data updated

Next Steps​

Explore the full AI Agents documentation to learn advanced configuration and training techniques.