> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/user-guides/ai-expert-user-guide/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# AI Expert User Guide

## Docs

- [Conversive Intelligence](https://docs.conversive.ai/user-guides/ai-expert-user-guide/conversive-intelligence/overview.md): Discover how Conversive Intelligence powers smarter, context-aware customer conversations across every channel and stage of the relationship.
- [AI Agents Overview](https://docs.conversive.ai/user-guides/ai-expert-user-guide/ai-agents-overview.md): Learn how Conversive AI Agents automate customer conversations across chat and voice channels.
- [Chat Agent](https://docs.conversive.ai/user-guides/ai-expert-user-guide/chat-agent/overview.md): Use the Conversive Chat Agent to automate conversations on SMS, WhatsApp, webchat, and other messaging channels.
- [Create a Chat Agent](https://docs.conversive.ai/user-guides/ai-expert-user-guide/chat-agent/create-a-chat-agent.md): Create a Conversive Chat Agent from a template to automate conversations on SMS, WhatsApp, webchat, and other messaging channels.
- [Configure Your Chat Agent](https://docs.conversive.ai/user-guides/ai-expert-user-guide/chat-agent/configure-your-chat-agent.md): Configure how your Conversive Chat Agent talks with customers, what information it collects, and when it hands off to a human agent.
- [Voice Agent](https://docs.conversive.ai/user-guides/ai-expert-user-guide/voice-agent/overview.md): Use the Conversive Voice Agent to engage customers by phone with AI-powered calls, transcripts, and summaries.
- [Create a Voice Agent](https://docs.conversive.ai/user-guides/ai-expert-user-guide/voice-agent/create-a-voice-agent.md): Create a Conversive Voice Agent to handle customer phone calls with AI-powered conversations, transcripts, and summaries.
- [Configure Your Voice Agent](https://docs.conversive.ai/user-guides/ai-expert-user-guide/voice-agent/configure-your-voice-agent.md): Configure how your Conversive Voice Agent speaks with callers, what information it collects, and when it hands off to a human agent.
- [Activate & Test Your Voice Agent](https://docs.conversive.ai/user-guides/ai-expert-user-guide/voice-agent/activate-test-your-voice-agent.md): Activate your Conversive Voice Agent on a phone number and test it with a live call before it talks with customers.


> **Note:** This page contains both a page directory (above) and the landing page content (below). The page directory is generated for agent use and does not appear on the landing page.

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/user-guides/ai-expert-user-guide/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# 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

| Section                                                                                            | What you’ll learn                                   |
| -------------------------------------------------------------------------------------------------- | --------------------------------------------------- |
| [Conversive Intelligence](https://docs.conversive.ai/user-guides/conversive-intelligence/overview) | What it does and how to use its insights            |
| [AI Agents Overview](https://docs.conversive.ai/user-guides/ai-agents/overview)                    | How chat and voice agents work, and which to choose |
| [Chat Agent](https://docs.conversive.ai/user-guides/ai-agents/chat-agent/overview)                 | Create and configure a chat agent                   |
| [Voice Agent](https://docs.conversive.ai/user-guides/ai-agents/voice-agent/overview)               | Create, configure, activate, and test a voice agent |

###