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AI Expert User Guide

This guide is for the people who design, build, and manage AI on Conversive. That might be an automation specialist, a CX or operations lead, or anyone responsible for making AI conversations accurate, on-brand, and useful.

If you’re setting up AI agents for your team or deciding where AI fits in your customer conversations, start here.

What you can do

Conversive Intelligence:  Surfaces insights from your conversations, such as intent, sentiment, and trends.

Chat Agent: An AI agent that holds text conversations with your customers on your messaging channels. It answers questions, qualifies leads, and hands off to your team when needed.

Voice Agent: An AI agent that handles phone conversations, understanding natural speech and responding in a natural voice. 

Before you begin

Make sure you have:

  • Admin access, or AI feature permission. An admin can grant this under Feature Permission in Account Settings.
  • At least one connected channel. See Integrations > Channels in the Admin User Guide.
  • Approved compliance registrations for your region, such as A2P 10DLC in the US or DLT in India. See Compliance Setup in Setup Guides.

How this guide is organized

SectionWhat you’ll learn
Conversive IntelligenceWhat it does and how to use its insights
AI Agents OverviewHow chat and voice agents work, and which to choose
Chat AgentCreate and configure a chat agent
Voice AgentCreate, configure, activate, and test a voice agent