Engagement Tools
Turn chatbot conversations into outcomes with lead capture, actions, cards and playbooks.
Engagement tools turn passive conversations into outcomes. Capture visitor details, let the agent take actions in chat, show the results as cards, and guide whole conversations with playbooks.
These tools work on both setups, but Leads and Actions shine on public website chatbots, where anonymous visitors arrive with intent. Knowledge base chatbots are often private, so capturing leads or routing tickets matters less there.
Leads
Capture visitor details mid-conversation and deliver them to your tools.
Actions
Let the agent do things in chat: hand off to a person, call your API, book meetings, look up billing, post to Slack and run your Shopify store.
Cards
Design the layouts your agent shows in the chat, such as an order summary or a product list.
Playbooks
Tell the agent how to handle a situation step by step, running actions along the way.