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 except Pass on automatically and Connect other systems has its own switch, and most can email selected recipients when they capture something new.
A note below the list says that the more functions you enable, the longer the chatbot may take to answer. Enable only the capabilities the assistant needs and your team will monitor.
Available Functions
The list in the tab shows all functions, sorted into four groups by what you want to achieve:
| Group | Function | Description | Plan Required |
|---|---|---|---|
| Win customers | Collect contact details | Capture visitor contact information (name, email, phone) during conversations. | All plans |
| Win customers | Book appointments | Visitors book appointments right in the chat, through a card with free times or in conversation. Bookings go to Google Calendar or straight into the dashboard. | All plans |
| Win customers | Pass on automatically | Pass new contact requests and bookings on to HubSpot or a webhook, for example for Zapier, Make, n8n or your own CRM. | Standard or higher |
| Help in person | Live chat & takeover | Hand the chat to your team when a visitor wants to talk to a person, optionally only at certain times. | Standard or higher |
| Get better | Analyse questions | Track questions and identify knowledge gaps with automatic classification. | All plans |
| Get better | Collect feedback | Collect thumbs up/down feedback and detect visitor interest signals. | All plans |
| Know more | Search websites | Fetch live web pages for matching questions, for example price lists or timetables that change often. | Standard or higher |
| Know more | Connect other systems | Call external REST APIs to fetch real-time data during conversations. | Standard or higher |
See the pricing page for what each plan includes.
What every card shows
The list of all functions is on the left, the card of the function you chose is on the right. Next to each function with a switch, the list shows a green On or a grey Off. For Connect other systems, each connection has its own switch, and the list shows On as soon as at least one connection is active. A lock means your plan does not include the function. On a phone you see the list first. Tap an entry to open its card. All functions at the top takes you back to the list.
Each function is a card with the same layout:
- An icon, the title and a one-sentence description
- An example of what a visitor might write, for example "Can I talk to someone from your team, please?" on the Live chat & takeover card
- The on/off switch next to the title. If your plan does not include the function, the card shows a note such as From Standard and an upgrade button instead
- The settings, shown only while the switch is on
- A save status: changes are saved right away, and the card shows Saving…, Saved or Could not save – try again
- Where the function collects something, a link to its list page, for example View live chats
MCP servers are not part of Functions. Expand Advanced settings below the main assistant tabs to configure them:
| Tool | Description | Plan Required |
|---|---|---|
| MCP Servers | Connect external tools via the Model Context Protocol. | Basic or higher |
Connect other systems
Open the Functions tab and choose Connect other systems in the list under Know more. With a connection, the chatbot looks up data in another system during a conversation or adds entries there, for example the order status from your shop. Click Add connection and describe your goal: the AI assistant asks step by step and fills in the settings itself. Below the Standard plan and outside a trial, the list shows a lock next to the entry, and the card shows an upgrade hint instead of the button. See API Connectors for details.
Common Settings
Most functions share these settings:
| Setting | Description |
|---|---|
| Switch | Turns the function on or off for this chatbot. |
| Email notifications | Receive an email when the function captures something new (leads, feedback, questions, bookings, live chat requests). |
| Recipients | Type an address and press Enter. Leave empty to notify your account email. Adding recipients requires a paid plan. |
What the chatbot promises
The chatbot only offers what an enabled function can actually do. When it doesn't know an answer, its offer depends on your settings:
- Live chat on: it asks whether the visitor wants to talk to a team member. If you set hours under Only at certain times, it does this only within those hours.
- Leads on: it offers to pass the question on to your team and asks for the contact details. The request shows up under Leads.
- Both off: it says plainly that it doesn't know and offers no forwarding. It won't ask for contact details for that, even if your role description tells it to.
Lines like "your request has been passed on" or "your appointment is booked" only appear when the function really did it.
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 the list pages regularly: Each function that collects something has its own dashboard page for managing its data