Chatbot Functions: Live Chat, Leads, Bookings
Functions Overview
Functions turn your chatbot from a question-answering assistant into something that also captures leads, books meetings, hands off to a human, and identifies missing knowledge. Open Dashboard → your assistant → Functions. Each function has its own switch, and most can email selected recipients when they capture something new.
The dashboard notes that enabling more functions can increase response time. Enable only the capabilities the assistant needs and your team will monitor.
Available Functions
| Tool | Description | Plan Required |
|---|---|---|
| Live Chat | Allow human agents to take over conversations. Agents can proactively join or visitors can request support. | Standard or higher |
| Leads | Capture visitor contact information (name, email, phone) during conversations. | All plans |
| Feedback | Collect thumbs up/down feedback and detect visitor interest signals. | All plans |
| Questions | Track questions and identify knowledge gaps with automatic classification. | All plans |
| Appointments | Let visitors book meetings via Google Calendar or the built-in Local Calendar. | All plans |
| URL Search | Real-time website crawling during conversations for dynamic content. | Standard or higher |
MCP servers and API connectors are not part of Functions. Expand Advanced settings below the main assistant tabs to configure them:
| Tool | Description | Plan Required |
|---|---|---|
| API Connectors | Call external REST APIs to fetch real-time data during conversations. | Standard or higher |
| MCP Servers | Connect external tools via the Model Context Protocol. | Basic or higher |
Common Settings
Most functions share these settings:
| Setting | Description |
|---|---|
| Enable/Disable | Toggle the tool on or off for this chatbot. |
| Email Notifications | Receive email alerts when the tool captures new data (leads, feedback, questions, bookings). |
| Notification Recipients | Comma-separated email addresses for notifications. Adding custom recipients requires a paid plan. |
Best Practices
- Enable only what you need — Active tools that you don't monitor create unresponded events
- Set up email notifications — Don't miss important events like live chat requests or new leads
- Add team recipients — Route notifications to the right people (e.g. sales for leads, support for live chat)
- Review tool dashboards regularly — Each tool has a dedicated dashboard page for managing its data