AI suggestions
The AI proposes the reply. Your team reviews it before sending.
In the middle of the conversation, ask for a suggestion: the AI reads the history and proposes the reply, and the person reviews it before sending. No suggestion reaches the customer without a person.
Suggestions require an AI assistant in your account. The expert team helps set it up.
- Nothing to install
- WhatsApp through Meta's official API
- Implementation with a specialist
- The person reviews before sending
- Also in the pipeline card
AI next to the team
What is the AI reply suggestion?
It is asking the AI for a draft of the next message. It reads what has already been said and proposes the text; the person decides what to send.
- 1
Open the conversation
The customer's conversation, in the inbox.
- 2
Ask for the suggestion
From the conversation menu.
- 3
The AI reads the history and proposes
A draft of the next message.
- 4
Review and send
The person replying decides what to send.
In practice
How to ask for and use a suggestion
Step 01 of 04
The suggestion assistant must exist in the account
It is an AI agent dedicated to suggesting replies. The expert team helps set it up.
Step 02 of 04
Ask for the suggestion
From the conversation menu.
Step 03 of 04
Send the suggestion to the message field
The suggestion goes into the field, where you adjust it before sending.
Step 04 of 04
Adjust and send
Change what you need and send it yourself.
Reply starting from a suggestion, not from a blank field.
Examples
Situations where the suggestion helps
WhatsApp · the customer came back
Professional services. A few days later, the customer asks whether the terms still apply. The person replying replaces "Friday" with the right date and sends it.
Where the suggestion comes from
What the AI reads before suggesting
- 01
The conversation history
The AI reads what the customer and the team have already written.
- 02
The pipeline context
In the card, it considers the company, the stage and the contact.
- 03
The assistant's instructions
Written in your company's tone, with help from the expert team.
- 04
The review by whoever replies
No suggestion is sent without a person checking it.
Where it works
Where the team asks for suggestions
Official WhatsApp
In WhatsApp conversations, with several people on the same number.
See the channelWebsite chat
Here the agent replies on its own. The team does not reply through the website chat.
See the channel
Watch out
When to review more carefully
- 01
Price, deadline and terms
Check amounts and dates before sending.
- 02
Sensitive topics
Complaints and collections need the tone of the person replying.
- 03
What only the team knows
The AI reads the conversation; what is not in it, it does not know.
Suggestions for the agent
The AI also points out what to adjust in the agent
XBASE evaluates the agent's conversations against the goals you set and suggests adjustments. Only the adjustments you approve go in. Requires evaluation turned on and goals set. Evaluation uses AI.
- 1
Score per goal
Each agent conversation gets a score per goal, with what went well and what was missing.
- 2
Recurring points
XBASE groups the points that repeat and suggests an adjustment.
- 3
You decide
You approve, edit or discard it.
- 4
Saved version
Before applying it, the previous version is saved.
Questions
What people ask about AI suggestions
No. The suggestion goes into the message field, and the person replying decides whether to send it.
Every suggestion starts from the conversation history.
Give your team a starting point for every reply.
Create an account, and the expert team helps set up the assistant.
Create account- Nothing to install
- WhatsApp through Meta's official API
- Implementation with a specialist