What Are the Current Functions of the Support Agent?
The Support Agent can perform a wide range of actions, including:
Session booking
Waitlist booking
Appointment reserving
Payment processing
Freeze scheduling
Refund issuing
Membership cancellation
Waitlist booking removal
Session cancellation
Appointment cancellation
Membership transfs
Renewal date changes
Escalate to operator
Lead conversion
Lead profile update
Customer journey management
These capabilities allow the Support Agent to handle most operational tasks, provide timely updates to clients, and escalate complex issues when necessary.
Where Can I Find This Setting?
The Support Agent settings are located at:
Inbox → Settings → AI Customization
Within this section, you’ll find the following configuration areas:
General Instructions: Define rules or policies the AI should always follow.
Brand Voice and Tone: Set the communication style and tone for the AI.
Assistance Name: Personalize the AI with a recognizable name for interactions.
Response Style: Determine how messages are phrased, including positivity, pronoun use, and emoji handling.
Response Criteria / Tag-Based Responses: Control when the AI should respond or ignore messages based on tags.
Memberships: Specify which membership-related actions the AI can manage.
Classes: Specify which class-related actions the AI can manage.
Appointments: Specify which appointment-related actions the AI can manage.
Frequently Asked Questions (FAQs): Provide consistent responses to common customer questions.
Leads / Lead Conversion: Automate lead handling, including email collection and customer registration.
Inbox / Message Subscription: Automatically handle subscription or unsubscription requests for email and SMS messaging.