Thank you to everyone who joined us for our Halloween-inspired webinar, All Treats, No Tricks: The Launch of the Most Powerfully Human AI Agents Yet. It was great to connect with so many of you and showcase how Conversica’s next-generation AI agents are redefining what’s possible in conversational AI. We hope you enjoyed the deep dive into our latest releases and took away valuable insights on making the most of these powerful new tools.

💡Missed the session? No worries—you can catch the full recording here and watch it at your convenience!

Q&A Highlights:

Our experts answered some great questions during the Q&A, and we’ve included some of the most popular questions here. Don’t see your question? Feel free to ask in the comments below!

Q: You said this was an “out-of-the-box” solution what does that really mean?  What is the expected implementation investment and time to value?

A: Conversica’s AI Agents are available to our clients today, no coding or development required.  You do not need to build your AI Agents, hire prompt engineers, or have a deep understanding of AI models.  Customers simply identify where in their lead management flow they want AI Agents to engage, identify target contacts, and customize the conversation.  For a customer to take advantage of chat or AnswersIQ they need to provide the materials used to build a fact set (website, PDFs, Knowledgebase, etc) and Conversica will do all the heavy lifting, clients just need to test the responses and make minor tweaks as needed.  Customers can be up and running in as little as a week or for complex deployments and integrations about 45 days. 

Q: What are the most popular use cases, and where should a new customer start? 

A: We support use cases across the entire lifecycle from generating interest, cultivating pre-MQLs, qualifying leads on behalf of sales, assisting sales with follow-up as well as motions post sales that focus on driving adoption and uncovering growth.  Our most popular use cases are Middle of the funnel, leads that have shown some interest but clients don’t have the resources to do personalized outreach.  It has proven to “unstick” leads, improve the velocity of leads through the funnel, and been a huge time saver for sales with our AI Assistants doing the prequalification. 

Q: My leadership is interested in using AI, but wants to invest in a workforce productivity or co-pilot solution.  I am having a hard time making a case for external use cases, they feel there is too much risk.  Any suggestions on how I make a case for a solution like Conversica?

A: Conversica AI Agents are designed to have two-way conversations directly with leads, prospects, and customers.  These AI-powered assistants can be asked to drive a wide variety of actions, autonomously and on behalf of their human counterparts.  So unlike a workforce productivity or co-pilot solution that helps create efficiency, Conversica AI Agents take on many of the repetitive or tedious tasks at scale.  Using AI Agents to follow up on pre-MQLs, qualify inbound leads, or even schedule customer quarterly business reviews brings a level of human-like engagement to activities that your teams often can not resource in a timely and consistent manner but they are not.  Yet these are the exact activities that drive revenue.

Q: What is AnswersIQ and why is it unique?

A: AnswersIQ goes beyond simple email generation by dynamically addressing lead questions with the most accurate responses, regardless of complexity. This unique focus on high-context, two-way conversations makes Conversica a valuable addition to your existing marketing toolkit. Learn more here!

Q: I’m interested in AnswersIQ. Is it available now? 

A: If you are an existing customer and already have our Chat solution deployed chances are we just have to flip a switch to make it available in email and SMS.  For others, we are in limited release, so please work with your Sales Rep or CSM to secure your spot in our roll out.

Q: What is Conversation Editor with AI Assist?

A: The Conversation Editor with AI Assist is a key feature of the Conversica solution, empowering users to craft engaging conversations effortlessly. With an unparalleled combination of adaptability and precision, creating compelling dialogues that boost conversion rates has never been easier. Whether leveraging our battle-tested, purpose-built conversations—refined over a decade and 1.5 billion interactions—or personalizing messages with AI assistance, Conversica stands as the ultimate solution, uniquely designed to meet your specific preferences and needs.

Q: How flexible are the data sources that the AI can ingest? For example, we have a lot of data in Snowflake related to our products

A: We have native integrations to all the major CRMs and Marketing Automation platforms.  We also have a Conversica API, which allows customers to connect any data source.

Q: Can these responses be customized in this type of “plug and play” UI, or is this backend to your team rn?

A: We give our clients full control to edit and customize all aspects of the conversation. I hope the demo helped illustrate the flexibility we give our clients.

Q: Which CRMs will have direct integration?

A: We have native integrations with Salesforce, Hubspot, Dynamics and many more CRMs.

Q: Long time Conversica client.  We helped Conversica develop source-specific responses (referencing the source name). Can we use the source to direct AI Agent behavior and conversations?

A: The AI agent functionality demoed works in tandem with the messaging you already have set-up referencing source names, any lead routing you have implemented, and any other functionality you already have in place. Please reach out to your CSM to talk through the specific use case and ensure it works as expected.

Q: So Conversica does inbound chat and outbound email. Does it also do outbound calling, and is there plans for that?

A: Today, Conversica supports Chat, Email, and SMS channels. We have explored voice channel and are looking to add the voice channel in the future. We will continue to focus on written communication channels and applying the most cutting-edge technology to achieve revenue outcomes. 

Q: Does AnswersIQ allow for inventory-specific questions as a dealership?

A: We can definitely support inventory by using our crawler to get inventory information from the web. The accuracy of the inventory would depend on how recently the site was crawled. 

Q: I second the question about your current strategy regarding Outbound.  Also, what percent of the interaction that the prospect receives are from one of the Foundation models you guys use and how much is the technology that you have built?

A: We use a combination of in-house, Open Source, and foundational models to guide our Conversations with prospects. Many interactions will involve the use of all of these at one point or another. The platform we have built around these systems which allows them to work together in an out-of-the-box solution is something we have spent over ten years building and perfecting. 

Q: Do you have a tool that can help us tell what type of questions are coming in from prospect/customer so that we can prepare the proper content?

A: Conversica can automatically create an initial set of facts from your website and any FAQ documents you have available. We supply tools to review and report on customer questions that are incoming to update your assistant to most accurately and effectively answer them. 

Q: Can customer responses be set up as trigger events for outbound email/MMS campaigns?

A: Conversica works with your existing CRM and MAS systems so customers can be added to a Conversica conversation at any point using the existing orchestration your systems already support. Information and updates for all activity and interactions your assistant has with your customers will be synced back into your CRM or MAS system in real-time allowing for further orchestration to be implemented to meet your use cases.

Q: Are there plans to integrate the Chat conversation with the email communication. I am not talking about storing the data at the customer level, but the AI being able to digest the conversation and have that fed into the communication.

A: This is on our roadmap for 2025, we are working towards a fully omnichannel GenAI engine. This will allow the AI Agent to maintain the context of previous interactions held with a contact/person across all channels automatically. Even context captured from interaction outside of Converisca that is provided by third-party system via integration. 

Q: is there a specific reason that Conversica focuses on chat & email and does not offer text messages

A: We do work with text as well. Everything you saw today is available via text, I just didn’t use it as an example.

Q: Is the campaign content automatically filtered through to subsequent message attempts?

A: When leveraging variables to apply campaign content to a conversation the system does leverage that content in subsequent attempts. If you are customizing the content outside of the variables, that change would be relevant to the specific attempt. We are looking to advance the AI Agents' ability to adapt the campaign altogether based on the content provided outside of variables.

Q: What if we have custom prompts and agents in Open AI, can we plug that into this?

A: Currently Conversica supports both OpenAI and internally hosted open source LLMs, such as Llama 3.2, as options. The ability to customize the prompts used for your RDAs, including adding guardrails, specifying brand tone, and other customizations is possible within Conversica. We can not yet use third-party agent configurations but are happy to discuss your use case and figure out how to best implement it.

Q: I'm assuming we still need to operate with the conversation templates available...is this correct?

A: The recent updates to the Conversation Editor allow you to have more customization over the messaging the AI Agent is using to engage. Every conversation has been designed for a specific target audience and by using the conversations designed for the correct audience we ensure you receive the best performance. Using the available messaging as a baseline, you can apply addition context to the preset messaging without the heavy burden of writing every message from scratch. Adjust the messages that are important to you and let the AI Agent cover the rest. 

Q: When is GA for AnswersIQ for Customers?

A: If you are an existing customer and already have our Chat solution deployed chances are we just have to flip a switch to make it available in email and SMS.  For others, we are in limited release, so please work with your Sales Rep or CSM to secure your spot in our rollout.   

Q: Will we get email responses from Conversica AI after asking these questions? :D

A: You will be contacted by one of our AI Agents!

Q: Is the website chat feature standard or is it an add-on package?

A: Chat is an add-on service to our standard platform and carries a nominal fee.  I would encourage you to set up a time with the team, as we often have promotions going.  

Q: I saw a mention early on toward google ai, and i saw reference to chat gpt 4- for the account, is there a specific ai engine used, is it multiple, is it selectable, and is there a lockdown feature or ability to api to internal locked down ai solutions?

A: Conversica supports both OpenAI (GPT4o) and internally hosted open-source LLMs, such as Llama 3.1, as options. This is configurable per client and open-source models, like our Llama offering, are hosted on Conversica infrastructure so no data is sent to LLMs externally. 

We’d Love to Hear from You!

Have additional questions or feedback? Or curious about specific features? Share your thoughts below! We’re excited to support you as you explore these updates and see the transformative impact of our Powerfully Human® AI agents.