The seven things your agent can do mid-conversation, and how it decides when to do them.
Capabilities are the things the agent can surface to a visitor mid-chat: a form, a scheduler, a handoff to a person, a button, a product, a spoken reply. Open Capabilities from the top navigation. The page is a grid grouped by what each ability does — Sell, Support, Experience — and each card opens that capability's own page. Clicking a card opens that capability's own page, with its switch at the top, its settings on the left, and a live preview of what the visitor will see on the right.
The seven capabilities
Sales lead capture
Collect a visitor's details so you can follow up. On by default.
Meetings
Let a visitor schedule without leaving the chat.
Human handoff
Hand the conversation to a person, live or by email.
Quick links
Up to five one-tap links — a lookbook, a page, an email, a call — shared when they help.
Voice Assistant
Let visitors speak to the agent and hear it answer out loud.
Ecommerce
Answer from your live catalog and hand off a cart.
Resolution feedback
Ask whether the conversation actually helped.
A few cards are marked Coming soon — Order support, Web search, Tickets. They are roadmap, not settings: there is nothing to configure on them yet.
Placement is automatic
There is nothing to schedule and no "show after N messages" setting. Those controls existed once and were removed, because they made the agent interrupt at fixed intervals regardless of what the visitor was doing.
Instead the agent makes one decision per reply. It looks at what the visitor just asked, which capabilities are on and configured, and what has already happened in the conversation. A visitor whose details you already captured is never asked again. A card never lands on top of the one before it.
Two consequences worth knowing:
- The reply and the card always agree. The agent is told which card is appearing before it writes, so it never says "fill in the form below" when there is no form. If a card cannot render — because your plan does not include it, or it is not configured — the agent is not told about it and does not mention it.
- When several fit, it asks. If a visitor says something that could mean "leave my details", "book a meeting" or "talk to a human", and all three are available, the agent offers the choice rather than guessing.
Capabilities and AI Actions are different things
Capabilities are what the agent offers to the visitor. AI Actions are what the agent does on its own — looking up an order, checking a CRM, calling your API. Actions run in the background and report back; capabilities put something on screen.