As we begin migrating all accounts from AI Chat V1 to the new Conversation AI over the next three months, this guide walks you through the key differences, upgraded features, and what to expect with your enhanced AI assistant.
The transition to Conversation AI within AI Employee is designed to give your practice:
A smarter, more responsive AI assistant
Easier configuration and user control
Unified inbox handling
Multi-channel support
All included within your existing subscription (with usage-based pricing)
Feature | AI Chat V1 | Conversation AI in AI Employee |
Navigation Path | Left menu → AI Chat | Left menu → AI Agents → Chat AI |
Bot Access & Testing | Playground + static agent settings | Unified agent dashboard + inbox-based training |
Inbox | Separate | Integrated with all conversations and live updates |
AI Chat V1: SMS and website chat widget.
Conversation AI: SMS, Chat Widget, Facebook Messenger, Instagram DMs.
You can select which channels your bot covers from the UI.
Support for up to 7 knowledge bases per bot
Richer data sources including:
Auto-refreshing website crawler
Manually added FAQs
CSV-uploaded tables
Copy/paste rich text
File uploads (PDF, Word, Excel)
Train the bot directly from the inbox using actual conversations
Feature | AI Chat V1 | Conversation AI |
Sleep mode on manual reply | No | Yes (2-hour auto sleep) |
Manual stop AI tagging | Required | Optional with toggle inside inbox |
Handoff to human (task assignment) | Basic | Automated with fallback logic |
Re-activation after inactivity | Manual | Configurable (e.g., reactivate in 8 or 24 hrs) |
AI messages remain unread in the inbox for visibility
Bot automatically pauses when:
Manual messages are sent
Lead nurture emails are delivered
Inbox clearly marks AI-generated responses
Message insights panel shows:
Prompt used
Intent
Knowledge source
Chat history used to generate the reply
You can now configure your AI bot to:
Trigger workflows
Use stop actions when conversations are complete
Execute handoffs when assistance is needed
(Coming soon) Book appointments through integrated calendars
In the inbox, you can:
View AI responses and mark them as “Great job” or “Needs improvement”
Add any helpful AI message + response pair directly to your knowledge base
Eliminate the need for a separate "playground" tool
Track key metrics by AI agent or by channel:
Number of conversations handled
Contacts engaged
Actions triggered (like handoffs)
Estimated time saved
Available formats for AI training:
Web crawler: Automatically refreshes monthly
FAQs: Add one by one or bulk via CSV
Tables: Upload CSVs directly
Rich text: Paste formatted documents
File upload: PDFs, Excel, Word Docs
The more accurate and robust your knowledge base, the better your bot will perform. This is the same investment you'd make in training a human employee—only now, your AI doesn’t forget.
Voice AI is available but not included in this upgrade by default. If you'd like to activate Voice AI or calendar booking capabilities, contact your account manager.
Benefit | Details |
Unified inbox | See and train AI conversations in one place |
Multi-channel automation | SMS, website, Instagram, Facebook |
Inbox-based training | No separate playground needed |
Handoff and failover logic | Built-in task creation, reassignment, and smart pause |
Time-saving insights | Dashboard shows usage, savings, and actions |
We’ll be upgrading all AI Chat V1 accounts within the next 90 days. You do not need to take action unless you’d like to customize your setup early or upgrade to Voice AI or AI Employee Unlimited.
