Help Centre
AI agents, chat and automation.
Chat and SMS agents, meeting booking, CRM tasks with approval rules, connections, data, optimization and custom deployments.
What can the AI chat agent do on my website and by text?The AI chat agent answers from your approved knowledge, qualifies visitors, books meetings, collects intake details and hands off to a person.Can the AI book meetings into my calendar?Yes. AI agents on voice, chat and SMS check availability in a connected calendar, book, confirm and reschedule, and hand off when no slot fits.What tasks can the AI perform in my CRM after a call or message?Once your CRM is connected, the AI can create or update contacts, log calls, open tickets, schedule callbacks and draft follow-ups under approval rules.How do we connect our CRM or other systems to 3CTel?Connections are delivered via API and webhooks, an automation platform or a custom connector, scoped during planning and confirmed before activation.What data does the AI use, and what does it keep?The AI answers only from knowledge you approve. Transcripts and recordings are kept for a retention period set with you, seen by role, deleted on request.What is AI communication optimization?The AI reviews how calls and messages move through your system and recommends routing, staffing, callback, number and script changes you approve first.What is a custom deployment, and when do I need one?For requirements a standard plan does not cover: hybrid PBX via SIP trunking, bespoke call flows and agent behaviours, multi-region numbers, connectors.How does the AI hand a conversation to a person?AI agents on voice, chat and text hand off when the customer asks, when a topic is on your escalation list, or when unsure. The person gets the transcript.
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