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Checklist
Display Checklists in Conversation
Whether it’s onboarding steps, troubleshooting procedures, or daily to‑dos, your AI agent can show the right checklist at the right moment.
Keep your users on track by letting your AI chatbot automatically present checklists whenever they need guidance. Simply enter your checklist items, define the triggers, and let your AI agent handle the rest.
Context-Aware Checklists in Chat
Enable your AI agent to show custom checklists in the chat window based on conversation context. Enhance clarity, reduce friction, and guide users through multi‑step processes effortlessly.
Enter Checklist Items and Define Triggers
In your dashboard, create as many checklists as you need and list out each step or item. Specify the situations, keywords, or intents that should prompt your AI agent to display a particular checklist—e.g., “new hire onboarding,” “maintenance to-dos,” or “project kickoff.”
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