Automations

Your chat agent, connected to the rest of your business

Messages, bookings, orders and leads go on to your CRM, spreadsheets and team chat by themselves - and during the chat the agent can look things up in your own systems. For any kind of business, built for you by our team.

Request an automation See the chat agent
What it does

No more copying chats into other apps

Your chat agent already collects the name, phone, e-mail, date and reason of every request. An automation passes these details on the moment they arrive, exactly where your team needs them.

  • Contacts and deals in your CRMEvery booking creates or updates the customer in HubSpot, Pipedrive, Zoho, Salesforce or the CRM you use.
  • A live list in Google Sheets or ExcelBookings, changes and messages as rows, for reports, planning or your accountant.
  • Alerts for the right personA message in Slack, Microsoft Teams or Telegram when a customer asks for a call back or leaves a message.
  • Follow-ups that send themselvesReminders, review requests or a welcome series in Mailchimp, Brevo or your SMS tool.
What can start an automation

Moments that can start an automation

Each automation listens to one or more of them, for one chat agent or for all of them - whatever your business does.

Every messageEvery visitor message with the agent's answer - to log conversations, score leads or alert a colleague.
New conversationA new visitor started chatting, with their first message.
New message for the teamA question or request the agent took down for your team.
Visitor asked for a personThe visitor wants to talk to a person - with what they need.
New appointment bookedName, phone, e-mail, date, time and notes of the new appointment.
Appointment cancelledWhich appointment was cancelled, and by whom.
Order changedOrders cancelled, changed or returned by the agent on your connected online store.
Appointment movedThe new date and time - moved by the customer in the chat or by your team.

Automations are available for chat agents (website chat, WhatsApp and Telegram).

Actions during the chat

The agent asks your own systems

When the answer is in your software, not in a document, we give the agent an action: it asks your system during the conversation and replies with the real information. A few examples:

Stock and pricesShops and distributors: is it available, in which size or color, at what price.
Instant quotesServices, events, transport: a price from your own price list and rules.
Order and repair statusWorkshops, service centers, labs: where the customer's order or device is now.
Leads straight into your CRMB2B, agencies, education: the agent qualifies the visitor and creates the lead with the details.
Policies and claimsInsurance and finance: the status of a claim or an application, after checking who is asking.
AvailabilityReal estate, rentals, hotels: which properties, rooms or vehicles are free, with the details.
How it works

You describe it, we build it

Automations are custom work done by our team - you do not need an account with Make.com or n8n, and nothing to set up yourself.

01

Tell us what should happen

For example: "every new booking goes to HubSpot and to our Bookings sheet". Send it from the app (Requests) or the contact form.

02

Get a clear quote

A one-time setup fee and, only if the automation needs upkeep, a monthly fee. Nothing is charged before you accept.

03

It runs on its own

We test it with you and switch it on. In the app you see when it last ran, and you can pause it at any time.

Make.comn8nZapierHubSpotPipedriveSalesforceGoogle SheetsSlackMicrosoft TeamsMailchimpYour own system (API)

Examples of tools an automation can reach through Make.com, n8n or Zapier. The names belong to their owners; AI Build is not affiliated with them.

Questions

Automations, explained

Do I need to know Make.com or n8n?
No. Our team builds, tests and looks after the automation. You only describe what should happen and approve the quote.
Does it work with voice agents too?
For now automations are available for chat agents: the website chat, WhatsApp and Telegram. Voice agents keep their own e-mail and SMS confirmations.
How much does an automation cost?
Every automation is different, so each one gets its own quote: a one-time setup fee and, when upkeep is needed, a monthly fee. You see the price before anything is built.
Is the customer data safe?
Only the details of the event are sent, over an encrypted https connection, and every message carries a signature so the receiving scenario can check that it really comes from AI Build. Nothing is sent to a tool you did not ask for.
What if the other app is down?
The chat is never slowed down: messages are sent in the background. If the other side does not answer, the message is tried again automatically several times, and our team can see and resend every delivery.
Can I stop an automation?
Yes. In the app, under Automations, you can pause and resume each one whenever you want.

Tell us what your chat agent should pass on

Describe the automation in a few sentences - we reply with a quote.

Request an automation Create your agent free