The Conversation AI Agents in Aesthetix CRM are the next generation of our chat automation tools—replacing the original AI Chat V1 with a smarter, more flexible, and more controllable system. This upgrade offers deeper integration, better user interface controls, and powerful automation features to help you engage customers more effectively.
From your Aesthetix CRM menu:
Go to AI Agents.
Select Conversation AI.
Here you can configure your Aesthetic Sales Bot, manage response settings, connect knowledge bases, and track performance.
Easier Control: A clearer, more intuitive UI for activating, pausing, or disabling the bot.
Direct Inbox Training: Train responses directly in the inbox instead of using a separate playground.
More Channels: Works seamlessly with all supported communication channels (e.g., SMS, Instagram).
In-Inbox AI Indicators: All AI-generated messages are clearly marked with a sparkle icon.
When setting up your bot:
Name Your Bot: Choose a friendly, recognizable name.
Autopilot Mode: Enable for automatic responses.
Channel Selection: Decide which channels the bot will respond to—turn on/off at any time.
Pause/Stop Controls: Easily pause the bot for 2 hours or fully deactivate it for specific contacts.
Business Name: Set how your business is referenced in conversations.
Knowledge Bases: Connect up to 7 knowledge bases for more accurate responses.
Bot Goals: Define conversation objectives with a pre-optimized prompt for sales-oriented dialogue. Adjust only if experienced in prompt engineering.
Actions:
Stop Bot – Pauses bot replies for 24 hours.
Human Handover – Automatically routes requests for a real person (e.g., “Speak to someone”) to your team and pauses bot for 8 hours.
Lack of Information – If the bot can’t resolve an issue, it hands the conversation to a human.
Auto Follow-Up – Sends timed follow-ups at 3 hours, 2 days, and 15 days after no response, during set working hours.
Dynamic Channel Switching: Prevents redundant follow-ups if the contact switches channels (e.g., from live chat to SMS).
Inbox Visibility: Conversations remain in your inbox—no more confusion from messages moving to a separate “red” status.
Response Countdown: See exactly when the bot will reply, with an option to quickly put it to sleep for 2 hours.
Contact-Specific Control: Permanently deactivate bot responses for certain contacts if needed.
Find the AI-generated response in the conversation (marked with the sparkle icon).
If the response isn’t ideal, click to edit and save a better answer directly to your connected knowledge base.
The bot will use this improved response for future similar queries.
Each Conversation AI Agent has its own dashboard showing:
Total messages sent
Actions triggered
Appointments booked
Time saved
Follow-up history
The new Conversation AI combines automation, sales optimization, and human control—giving your team the ability to:
Engage leads instantly.
Maintain consistent brand messaging.
Save hours of manual follow-up.
Hand over seamlessly when a personal touch is needed.
