> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unecast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Agent: Automate Customer Support and Sales 24/7

> Deploy a no-code AI agent on WhatsApp, Live Chat, and Phone to handle support and sales 24/7 - with smart human handoff rules.

Unecast's AI Agent takes over the repetitive, time-sensitive conversations so your team can focus on the work that actually needs a human. It answers questions, qualifies leads, books appointments, and escalates complex cases - across WhatsApp, Live Chat, and Phone - around the clock. Setup takes hours, not weeks, and no coding is required.

<Info>
  Businesses using Unecast's AI Agent typically see faster response times and lower support costs by automating routine, repetitive conversations.
</Info>

## Five Phases to a Live AI Agent

Configure your AI agent by working through five sequential phases. Each phase builds on the last, taking you from a blank slate to a fully deployed, continuously improving agent.

<Steps>
  <Step title="Knowledge - Train once, answer everything">
    Give your AI agent the information it needs to represent your business accurately. You have three ways to build its knowledge base:

    * **Website import** - Enter your URL and the agent reads your site instantly. Products, services, pricing, opening hours - all included automatically.
    * **File upload** - Upload PDFs, menus, price lists, FAQs, or any document. The agent learns from every file you provide.
    * **Q\&A library** - Write specific question-and-answer pairs for recurring queries. Your agent will always respond exactly as you instruct.
  </Step>

  <Step title="Instructions - Your agent, your rules">
    Define how your agent sounds and behaves. No programming is needed - you write plain-language instructions and the agent follows them.

    * **Set personality** - Choose a tone that fits your brand: friendly, professional, or casual. Configure separately for chat and phone channels.
    * **Give instructions** - Tell the agent what to do, what to avoid, and how to handle edge cases, just as you would brief a new employee.
    * **Use templates** - Start from an industry-specific template, customize it, and go live in minutes.
    * **Define handover rules** - Decide exactly when the agent should escalate: complex questions, frustrated customers, purchase decisions, or any custom trigger you set.
  </Step>

  <Step title="Actions - Connect tools, achieve more">
    Extend your agent beyond conversation. Connect your existing business tools so the agent can take real action on behalf of your customers.

    * **Connect external tools** - Link CRM systems, booking calendars, and third-party APIs through Unecast Automations. Your agent schedules appointments, creates tickets, and updates records without human input.
    * **Internal actions** - The agent can write internal notes, gather customer data, qualify leads, and add contacts to lists - all directly inside Unecast, visible to your team.
  </Step>

  <Step title="Setup - Go live the same day">
    Test your agent before customers interact with it. Send it real messages, review its responses, and fine-tune its knowledge or instructions on the spot. Configure which channels the agent monitors and set the conditions under which it responds versus passes to your team. Most businesses go live within hours of starting setup.
  </Step>

  <Step title="Insights - Analyze, improve, scale">
    Once live, the **Insights** dashboard gives you a real-time view of agent performance. Review every conversation, see where the agent saves the most time, and identify responses that need improvement. Edit any answer immediately - your agent learns and improves with every correction you make.
  </Step>
</Steps>

## Capabilities at a Glance

<CardGroup cols={2}>
  <Card title="Website Import" icon="globe" href="/features/ai-agent">
    Point the agent at your URL and it reads your entire site. Products, services, FAQs - absorbed in seconds.
  </Card>

  <Card title="File Upload" icon="file-arrow-up" href="/features/ai-agent">
    Upload PDFs, menus, price lists, and documents. Your agent learns from every file simultaneously.
  </Card>

  <Card title="Q&A Library" icon="book-open" href="/features/ai-agent">
    Write precise answers to recurring questions. The agent delivers your exact wording every time.
  </Card>

  <Card title="Multi-Channel Support" icon="layer-group" href="/features/ai-agent">
    Deploy across WhatsApp, Live Chat, and Phone from a single configuration.
  </Card>

  <Card title="No-Code Setup" icon="wand-magic-sparkles" href="/features/ai-agent">
    A guided, step-by-step builder walks you through every phase. No developers, no IT resources required.
  </Card>

  <Card title="CRM & Calendar Integrations" icon="calendar-check" href="/features/automations">
    Connect your tools via Automations so the agent books appointments, creates tickets, and updates contacts.
  </Card>

  <Card title="Real-Time Insights Dashboard" icon="chart-line" href="/features/ai-agent">
    See performance metrics live. Identify bottlenecks, measure time saved, and track customer satisfaction.
  </Card>

  <Card title="Human Handoff Rules" icon="hand" href="/features/ai-agent">
    Define precise escalation triggers - the agent hands off to your team exactly when and how you specify.
  </Card>
</CardGroup>

## Pricing

<Note>
  AI agents are available on paid plans. See [Plans & Pricing](/plans-and-pricing) for more details.
</Note>

## Related Features

<CardGroup cols={2}>
  <Card title="Universal Inbox" icon="inbox" href="/features/universal-inbox">
    All AI-agent conversations land in your Universal Inbox, where your team can monitor, take over, or leave notes at any time.
  </Card>

  <Card title="Automations" icon="bolt" href="/features/automations">
    Power your agent's Actions with no-code automation workflows that connect to CRMs, calendars, and 5,000+ external apps.
  </Card>
</CardGroup>