Understand playbooks, signals, routes, campaigns, captures, and AI agents.
Understand the customer and business activity Hellotext uses to decide what should happen next.
Pick the first Hellotext outcome to launch based on your data, channel, audience, and business goal.
Configure, test, enable, and monitor a Hellotext playbook before customers enter it.
Change prompts, intents, knowledge, channels, offers, and handoff rules without breaking the playbook's expected behavior.
Understand why an active playbook may wait, skip, or hand off instead of sending a message.
Diagnose why a playbook did not start, did not send, waited, used another channel, or handed off.
Explore common Hellotext playbooks by business goal, from captures and cart recovery to support, retention, campaigns, and custom flows.
Add a webchat to your site so visitors can start conversations, get help, and continue through the right channel.
Recover abandoned carts with a predictable route, fixed reminders, checkout links, and clear stop conditions.
Recover abandoned carts with AI-personalized follow-up, product context, timing, offers, and handoff.
Decide when to recover carts with a predictable route and when to use an AI cart saver playbook.
Re-engage customers who viewed products but did not add to cart or buy, using browsing signals, timing, and send checks.
Help customers choose products with an AI playbook that uses catalog context, product signals, knowledge, and handoff.
Help customers check order and shipment status with an AI support playbook grounded in order data and handoff.
Collect product reviews after delivery, route low ratings, and export review data for follow-up.
Ask for satisfaction feedback after a conversation is resolved and route negative responses to the right team.
Measure loyalty after delivery with a 0-10 recommendation question and follow up on detractors.
Answer frequent support questions with an AI support playbook grounded in approved knowledge and clear handoff rules.
Help customers with returns and exchanges using approved policies, order context, and clear handoff rules.
Help customers request order cancellations, understand next steps, and route exceptions to the right team.
Build an AI agent for a specific business job with custom intents, instructions, knowledge, channels, tone, and handoff.
Use journeys to build step-by-step customer flows.
Create a custom journey when a template is not enough.
Define your AI agent’s voice, purpose, and boundaries so it speaks like your brand.
