Plugins

Teaching Your Assistant New Skills Extensible

Plugins extend what your assistant can do beyond answering questions. Enable the right plugins and your assistant can schedule meetings, hand off to a human agent, manage your CRM, and even help customers on your WordPress site.

Available Plugins

CRM Toolkit

Core

Gives your assistant full CRM powers: create contacts, qualify leads, create tickets, schedule appointments, detect and escalate to human agents, and take structured notes from conversations.

Appointment Booking

Popular

Part of the CRM Toolkit — your assistant can check availability and book appointments directly with customers. Syncs with Google Calendar and sends branded confirmation emails.

Appointments guide →

Human Handoff

Popular

Transfers a conversation to a live human agent when the customer needs real help. AI monitors conversation sentiment and can trigger handoff automatically.

Live escalation guide →

WordPress Tools

WordPress

Lets your assistant search your WordPress site’s posts, pages, and products to give customers accurate, up-to-date answers from your actual website content.

WordPress Plugin →

Custom Actions

Connect your assistant to your own systems and APIs for custom business workflows.

Choosing Skills

• Only add skills your assistant actually needs – too many can confuse responses
• The CRM Toolkit enables most sales and support workflows in one plugin
• Human Handoff is recommended for any production assistant so customers can always reach a real person

Adding New Skills

1. Browse available plugins

   Look through the list of skills you can give your assistant.

2. Read the description

   Understand what the skill does and what access it needs.

3. Enable the plugin

   Turn it on to make the skill available to your assistant.

4. Set it up

   Provide any needed information like connection details or preferences.

5. Test in Playground

   Make sure your assistant uses the new skill correctly before customers try it.

Setting Up Skills

After enabling a plugin, click settings to configure it. You might need to connect to external services, provide account information, or set rules for when your assistant should use this skill.

Setup Types

Type	What You’ll Need
Connections	Login info for external services
Notifications	Where to send alerts when something happens
Triggers	Rules for when your assistant should use this skill
Permissions	What information the plugin can access

When to Use Skills

Trigger	When Your Assistant Uses the Skill
Auto-Detect	When they recognize a customer wants this
Keywords	When the customer says certain words
Always Available	Your assistant can use it anytime it makes sense
On Request Only	Only when the customer specifically asks

Setup Tips

• Follow the setup instructions step by step
• Test in Playground before letting customers use new skills
• Some skills need accounts with other services (like Calendly for scheduling)

What Plugins Can Access

Check Before Enabling

Some plugins need access to customer information or external services. Review what each plugin needs before turning it on, and make sure you’re comfortable with what it can see and do.

Customer Info

What customer details the plugin can see.

External Services

Which third-party tools the plugin connects to.

Actions

What the plugin can do (send emails, create records, etc.).

Building Custom Skills Advanced

For those who want to build their own plugins:

// Example: Custom skill
{
  "name": "check_inventory",
  "description": "Check how many items are in stock",
  "parameters": {
    "product_id": "string"
  },
  "endpoint": "https://your-api.com/inventory"
}

Developer Resources

See the API Reference for complete documentation on building custom plugins.

Tips for Success

1. Start with what you need

   More plugins = more complexity. Start simple.

2. Test everything

   Make sure skills work correctly in all situations.

3. Set clear rules

   Help your assistant know exactly when to use each skill.

4. Watch the results

   Use Analytics to see which skills are most valuable.

Skill Status Guide

Status	What It Means
Popular	Widely used and reliable
New	Recently added skill
Beta	Still in testing, may change
Advanced	Needs some technical setup

Related Topics

Settings Adjust your assistant's overall behavior

Playground Test new skills before going live

Integrations Connect to messaging platforms

API Overview Build custom skills