Launch an AI agent from Workflow to Channel
Interlinked setup starts with the operating workflow, then adds business context, connected channels, and the dashboard surfaces your team needs after publishing.
Operating model
Workflow to Channel
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01
Choose the workflow
Select the operating model first: retail, appointment scheduling, lead qualification, paid booking, or handoff-focused service.
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02
Add business context
Provide company information, agent identity, product catalog or service details, locations, qualification questions, and business rules.
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03
Connect channels and calendar
Connect WhatsApp, Instagram, or Facebook Messenger. For scheduling workflows, add Google Calendar and availability rules.
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04
Publish and operate
Publish the agent, review conversations in CRM, inspect Orders or Calendar where applicable, and update AI Config as the business changes.
Workflows supported
- Shipping & Pickup Retail orders placed in chat with catalog match, shipping or pickup resolution, and Orders dashboard review.
- Qualify & Schedule Ask qualification questions first, then book the qualifying lead into Google Calendar with your availability rules.
- Free Appointment Book appointments directly in chat — no qualification or payment step — honoring business hours and blocked days.
- Paid Appointment Collect payment proof before confirming the slot. The AI holds the booking until your team validates the proof.
- Qualify & Transfer The AI qualifies and routes the conversation to a human owner in CRM, preserving context and message history.
- Handoff to Human Pause AI for 15 minutes the moment your team takes manual control. The AI resumes automatically after the pause.
Channels and surfaces
One agent. Many operating surfaces.
Configure everything in one workspace and let the AI operate across the messaging channels and dashboard surfaces your team actually uses day to day.
Start automating today
Try the platform and set up your first agent in minutes.
Evaluation paths
Keep evaluating the fit
Use these links to validate implementation details, commercial fit, and proof before moving forward.