01
Common questions
Explain services and next steps
Use information approved for the channel and offer a relevant page, form or booking link.
SolutionsAI customer chat
Answer customer questions with your AI agent.
Open a web conversation with approved business information, a shared inbox and a clear path to a person when the question needs judgment.
A conversation with boundaries
Helpful answers do not need access to your whole account.
A dedicated support credential reaches its assigned conversation. Approved knowledge stays separate from private workspace administration.
02
Human path
Take over the same conversation
Pause the agent, reply from the inbox and keep internal notes outside the public chat.
03
Dedicated role
Keep public input away from private context
Run support without personal memory, private files or unrelated tools and credentials.
04
Verification
Test the actual delivery before opening
Send a labeled synthetic question and confirm the reply that reaches the visitor.
Resolve the simple question. Preserve judgment for a person.
The best use cases have approved answers, a clear next action and an explicit point where the agent should stop.
01 · Explain
Answer service, process and availability questions
Use channel knowledge to explain what happens next and link to the relevant page or form.
Explore →02 · QualifyCollect missing context before a human reply
Move the visitor to a structured form when the answer depends on their case.
Explore →03 · EscalateHand judgment calls to the shared inbox
Pause automated replies, preserve the conversation and keep internal notes outside the public thread.
Explore →A useful reply should move the customer forward safely.
A generic chatbot can produce text. instanceof.ai combines approved knowledge, a dedicated runtime, human takeover and connected next steps.
Generic chatbotinstanceof.ai
KnowledgeGeneric chatbotBroad prompt or mixed company contextinstanceof.aiInformation approved for the channel
EscalationGeneric chatbotA new conversation starts elsewhereinstanceof.aiA person takes over the same inbox thread
ActionGeneric chatbotThe answer ends as textinstanceof.aiRelevant page, form or booking path
What you should know before you connect.
Where do answers come from?
From the knowledge approved for the channel and public actions you explicitly connect.
What happens when my external agent is offline?
Messages stay in the inbox. A new automated reply depends on an active support execution.
Can the support agent read private meetings?
The channel credential does not grant that access. The external host must also be configured without unrelated memory, files or tools.