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AI Agent helps you automate conversations, follow-up flows, and exception handling.

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AI agent workspace

Start from the AI Agent module.
AI Agent overview in Gratero.

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Select communication channels

Choose where the agent should talk to customers.
AI Agent channel selection.

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Define goals and rules

Set goals first, then add strict response and escalation rules.
AI Agent goal setup.
AI Agent rule configuration.

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Review conversations

Use sample conversations to validate tone and fallback logic.
AI Agent conversation sample.
  • Keep response tone concise and action-oriented.
  • Add clear escalation conditions for angry or high-value customers.
  • Limit unsupported promises in AI replies.
  • Review agent transcripts weekly and refine rules.