Which chat platform supports specialist AI agents for lead qualification, bookings and post-sale inquiries?

Specialist AI Agents pass conversations to the right role

Respond.io supports separate AI Agents with different responsibilities. Each has its own instructions, knowledge sources (the business documents and URLs it uses to answer questions) and AI skills, the actions it can take in a conversation. Receptionist, Sales and Support templates provide starting points; a booking specialist can be a custom role.

The Assign to agent or team skill lets an AI Agent transfer a conversation to another AI Agent or a human. For example, a qualification specialist can pass a ready lead to a booking specialist, while a post-purchase question goes to support. This gives each inquiry a defined next owner as the customer's needs change.

A qualification specialist collects details and identifies the next sales step

A Sales AI Agent asks qualification questions, saves answers to contact fields and applies the business's criteria. It can also recommend products based on your documentation, so the conversation progresses from collecting a budget or location to recommending an option or passing a ready buyer to the next specialist.

Qualification follows the criteria your business provides, and your sales team receives the captured details so they can focus on the next sales decision. Respond.io customer Anglo Healthcare, a student recruitment agency, runs a separate AI Agent for each country where its partner universities are located and passes only fully qualified leads to admissions counselors, increasing completed enrollments by 60%.

A booking specialist moves customers from interest to an appointment

A booking specialist can send a calendar link when a customer is ready to book, so interested customers get a route to an appointment at the moment they ask for one.

For bookings completed during chat, the Make HTTP requests skill lets an AI Agent call your scheduling system to retrieve information or trigger an action, such as checking availability or creating an appointment, when that system's API supports it.

A support specialist answers post-sale questions and can look up order status

A Support AI Agent uses your documentation to answer product, troubleshooting, warranty and returns questions. It can resolve documented issues or assign unresolved cases to a person, so routine questions do not all require staff replies.

For “Where is my order?”, an AI Agent can use a configured HTTP request to retrieve current order information from your system and explain the response, when your order system has a compatible API. Customers get answers drawn from the right business source, with a person handling cases outside the AI Agent's scope.

A standalone booking tool is enough when customers only need a time slot

If customers only need to pick an available appointment, a standalone booking tool is enough. Respond.io fits when qualification, booking conversations and post-sale questions need separate AI roles and transfers between them.

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