Why use AI agents in your conversations?
Treble’s AI agents transform the way you interact with your potential customers, offering immediate benefits: 🚀 Improve customer experience:- Instant 24/7 responses, no waiting
- More fluid and natural conversations
- Reduce abandonment with immediate attention
- Automatically qualify your best prospects
- Guide users toward specific actions
- Automate repetitive qualification tasks
- Free up your team for higher-value conversations
- Capture key information without manual intervention
AI agents need specific context about your company, products, and processes to work correctly. The more quality information you provide, the better results you’ll get.
Types of agents available
Treble offers three types of specialized AI agents for different use cases:Take your customers to a goal
Specialized in answering questions and guiding conversations until the user decides to take a specific action. It doesn’t execute actions automatically, but educates and informs to facilitate the user’s decision.View complete guide →
Lead Qualification
Specialized in collecting and evaluating information from potential customers through strategic questions, automatically saving data in HubSpot, Salesforce, or Treble variables.View complete guide →
Automate complex tasks
Specialized in automating complex processes with multiple possibilities. Can call custom tools, apply conditional rules, and escalate conversations according to your specific business needs.View complete guide →
When to use each type of agent?
- Take your customers to a goal
- Lead Qualification
- Automate complex tasks
Ideal for answering questions until the user decides to act:Main use cases:
- 🏥 Medical information: Answer about services, hours, and procedures until the user decides to schedule
- 🎓 Events and education: Provide details about courses, dates, and requirements to facilitate enrollment
- 🛒 Pre-sales support: Resolve questions about products until the user is ready to buy
- 🏢 Business information: Explain services and processes to direct toward quotes or consultations
- 📞 Basic qualification: Answer general questions before connecting with a specialized human
General configuration
You can assign a name and description to all AI agents. Each type is specialized for specific use cases, but you can fully customize them according to your needs through:- Knowledge base: Information about your company, products, and processes
- Custom instructions: Specific tone, style, and behavior
- Advanced configuration: Integrations, variables, and exit rules
Using AI agents in conversations
Once your agent is created and saved, you can integrate it into your conversational flows:1
Go to the Conversation Builder
Access the flow builder from your main dashboard.
2
Find the AI agent block
Look for the block corresponding to your agent type in the toolbar.
3
Select your agent
Choose the agent you created from the dropdown list.
4
Connect with other blocks
Drag and connect the block with the rest of your conversational flow.
5
Configure exit rules
Define what happens according to the different agent results.
- You can use more than one AI agent in the same conversation and combine them with conditional blocks to create more sophisticated experiences.
Next steps
1
Choose your agent type
Decide if you need a Take your customers to a goal, Lead Qualification, or Automate complex tasks agent according to your use case.
2
Prepare your knowledge base
Review the knowledge base best practices before configuring your agent.
3
Configure your agent
Follow the specific guide to create and configure your selected agent.