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?
You can access all Support Agent configuration options directly from your Inbox settings. To locate these controls, navigate to Inbox → Settings → AI Customization. This section houses all of the tools you’ll need to adjust how the Support Agent responds, personalize its tone, and fine-tune its behavior to match your studio’s needs.
Sections of the Support Agent and their Definitions:
Brand Voice and Tone – Define how the AI communicates by setting the style, professionalism level, and tone you want it to use with customers.
Assistance Name – Give your Support Agent a custom, recognizable name to create a more personalized experience in every interaction.
Response Style – Fine-tune how the AI phrases its messages, including preferences for positivity, pronoun usage, and whether emojis should be included or avoided.
Response Criteria / Tag-Based Responses – Set rules for when the AI should respond, ignore, or escalate messages based on specific tags or message types.
Memberships – Configure which membership-related tasks the AI can assist with, such as cancellations, upgrades, or general questions.
Classes – Identify what class-related actions the AI is allowed to handle, from bookings and cancellations to waitlist communication.
Appointments – Control the appointment-specific actions the AI can manage, ensuring it aligns with your studio’s scheduling practices.
Frequently Asked Questions (FAQs) – Create structured, consistent responses to common questions so the AI can quickly deliver accurate information.
Leads / Lead Conversion – Enable automated workflows for capturing leads, collecting emails, and helping customers register or convert.
Inbox / Message Subscription – Set up automatic handling of subscription requests, including opting customers in or out of email and SMS communications.