Interaction Creation & Channel Switching Tools

These tools give your AI assistant greater flexibility to interact with clients across channels and follow up automatically when needed. Here’s what each does—and when to use (or avoid) them.

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Self Schedule

• What it Does:
  Lets your AI assistant “self-schedule” follow-ups.
  If a client says, “Call me tomorrow morning,” the AI can set a reminder or task to reach out at that time.
  
  

• Channels:
  Works for both chat and voice, but is most reliable in chat or text.
  
  

• Best Practice:
  Don’t fully rely on this for outbound calling—use it primarily for text-based follow-ups where timing is less critical.
  
  

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Channel Switching: Call User

• What it Does:
  Enables the AI to switch from a chat/text conversation to an outbound call.
  Example: A user types, “Can you call me?”—the AI triggers a call to their number.
  
  

• Best Use:
  Great for seamless escalation when a chat needs a personal touch.
  
  

• Caution:
  Make sure your phone number integration is correctly configured and tested.
  
  

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Channel Switching: Send Email

• What it Does:
  Lets your AI send an email directly to the contact’s address—either triggered by the conversation or by specific instructions in your prompt.
  
  

• Limitations:
  
  

  • The emails are simple, not branded or customizable.
    
    

  • You don’t have full control over the formatting or content.
    
    

• Best Practice:
  Use for basic notifications or follow-ups, not for critical business communications.
  
  

⚡ Tip: While these tools expand your assistant’s capabilities, always test them thoroughly. For important or branded communication, handle emails through your CRM’s email campaigns or workflows.