From automated answers to guided flows
Funnels let you guide the AI in specific scenarios. You define the condition (the scenario) and give clear instructions on how the AI should act. This ensures the AI responds exactly how you want in key situations like complaints, upselling, or onboarding.
Guide the AI in specific scenarios with custom logic and behavior.
Define When to Triggerm DMs Set clear conditions for when a funnel should activate based on the inquiry.
Control the AI’s Behavior Give the AI precise instructions on how to respond in the selected scenario.
Handle Complex Scenarios Manage nuanced cases like complaints, upsells, or onboarding with tailored guidance.
Keep Conversations on Track Ensure consistent handling of sensitive or business-critical inquiries.
Answer once, reuse everywhere
Snippets are general pieces of information the AI can use in any conversation. Unlike funnels, they’re not tied to specific scenarios. Use snippets for general knowledge like shipping info, return policies ot other things the AI should always know.
Provide the AI with general knowledge it can use at any time.
Centralize Company Knowledge Add generel info, policies, and procedures the AI can refer to anytime.
Stay Flexible Use snippets for information that doesn’t require guided behavior or escalation..
Quick to Update Easily maintain up-to-date facts without modifying funnels or routes
Improve AI Accuracy Help the AI deliver more relevant and informative answers across all channels.
When onboarding, the AI automatically reviews past customer conversations and learns how issues were handled. This builds a knowledge base from day one, allowing the AI to handle up to 75% of inquiries right out of the gate.
As your AI answers customer questions, it continuously identifies common patterns and automatically creates FAQs. These can be added to your website to improve customer self-service and reduce future inquiries.
Routes are used when certain scenarios should be handed off to a human. Whether it’s VIP customers, legal issues, or sensitive topics, routes ensure the AI knows when to step back and escalate.
Define when the AI should hand off to a human.
Set Clear Boundaries Choose scenarios where the AI shouldn’t respond and must escalate instead.
Protect Sensitive Topics Route inquiries like legal issues, VIP customers, or complaints to human agents.
Stay in Control Ensure the AI only handles conversations that match your comfort level.
Enhance Customer Trust Let users speak to a person when it matters most.
Tools let you create tags and labels to guide the AI based on customer type or behavior. Actions let the AI perform tasks like issuing refunds or cancelling subscriptions. Together, they give you full control over how the AI responds and what it can do.
Customize how the AI thinks and what it can do.
Tag by Customer Type Use tags like “VIP” or “Frequent Returns” to shape AI behavior.
Control Knowledge Access Apply labels to decide when funnels or snippets should be used.
Automate Key Tasks Let the AI refund, cancel, or update accounts based on your setup.
Set Clear Rules You control when and how the AI is allowed to act.
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