Product

Everything you need to look after customers without being there all day

An agent that knows your business, one inbox for all three channels, and the tools to see what is happening and step in when it matters.

The agent

Set it up the way you would train a new hire

Tell it what your business does, how you speak to customers and what to do in each situation. No code and no canned phrases.

Tone and personality: Friendly, professional, formal, casual or enthusiastic. You decide how it sounds.
Opening hours: Say when you are open, by day and time slot, or leave it available around the clock.
Sales and support instructions: What to offer, what not to promise, when to ask for contact details and when to hand over to a person.
Versions: Every change saves a version. If something gets worse, restore the previous one.

Casa Lumbre assistant

Active

Tone

Friendly
Professional
Formal
Casual
Enthusiastic

Opening hours

Tue – Sat: 13:00 – 16:00 · 20:00 – 23:30
Sunday: 13:00 – 16:00
Monday: Closed

When to hand over to a person

Bookings for more than eight people, private events and any complaint about a service.

Version 7 · saved today at 10:14

Sample data.

Knowledge base

Your information, with its origin in plain sight

The agent answers from the sources you add. Each source shows its status and when it was last indexed.

Website: A single page or the whole site, with a page limit you set.
Files: PDF, Word, plain text, Markdown and CSV up to 10 MB.
FAQs and text: Question-and-answer pairs, or notes written straight into the dashboard.
Test search: Type a query and see which passages it finds. It uses no credits.

Sources

SourceStatusLast indexed

URLcasalumbre.example6 pagesReadyToday, 09:02
PDFAutumn-menu.pdf12 pagesReadyYesterday, 18:40
FAQFrequently asked questions9 questionsProcessingNow
DOCGroup-menu.docxDamaged fileFailedYesterday, 18:41

Sample data.

Channels

Web, WhatsApp and Instagram, each in its own way

The website chat is installed with one line of code. WhatsApp and Instagram are connected with your Meta account from the dashboard.

A web chat made to fit: Title, colour, position, welcome message, suggested questions and what happens outside opening hours.
Authorised domains: The chat only works on the websites you list.
WhatsApp Business: Your number, connected through Meta’s official platform.
Instagram Direct: The direct messages of your professional account.

Install on your website

Paste this line before </body>

<script src="https://backendiagentify.yarqat.com/widget.js"
        data-agent="pk_…" async></script>

Authorised domains

casalumbre.example
bookings.casalumbre.example

Sample data.

Conversations inbox

Every conversation, with its status

Filter by agent, channel, status or tag. Conversations update in real time while you look at them.

Four clear statuses: AI active, a person is replying, paused and resolved. A resolved conversation reopens by itself if the customer writes again.
Take over and hand back: One click to reply yourself on the same channel, another to give it back to the agent.
Assignment and tags: Assign the conversation to someone on the team and sort it with your own tags.

All
AI active
A person is replying
Resolved

Lucía MartínTable for six, Saturday 21:30bookingAI active
Website visitorCompany event, 40 peopleeventPau is replying
marcos.rvTasting menumenuPaused
Jordi PuigHorari de diumengehoursResolved

Sample data.

Leads

The contacts a conversation leaves behind, in order

Decide which details the agent should ask for. Every lead is stored with the conversation it came from.

Your own fields: Text, email, phone or long text, required or optional.
Follow-up: New, contacted, qualified, won or lost, with internal notes.
Export: Download your leads as CSV to take them to your spreadsheet or CRM.

Lead · Lucía Martín

Export CSV

Status

New
Contacted
Qualified
Won
Lost

Channel: WhatsApp
People: 6
Date: Saturday, 21:30
Note: Confirm covered terrace

Sample data.

Playground

Ask it yourself before your customers do

Chat with the agent inside the dashboard. As well as the answer, you see how it got there.

Sources used: Which passages of your knowledge it used in each reply.
Confidence level: High, medium or low, and whether any information was missing.
Kept apart from real traffic: Test conversations are marked as such, separate from your customers’ conversations.

Playground

Do you have anything gluten-free?

Yes. The grilled meats and the vegetable sides are gluten-free, and there is gluten-free bread if you ask when you book.

AI agent

Source: Autumn-menu.pdf
Confidence: High
Missing information: None
Credits: 1

Sample data.

Analytics

What people ask, where, and what goes unanswered

Compare each period with the one before and drill down by channel and by agent.

Activity: Conversations, replies from the AI and from your team, leads and credits used.
Handoffs and resolution: How many conversations go to a person and how many are marked as resolved.
Unanswered questions: The list of what the agent could not answer, so you can fill the gaps in your knowledge base.

By channel · last 30 days

WhatsApp221 conversations · 54 %
Web chat132 conversations · 32 %
Instagram59 conversations · 14 %

Unanswered questions

Do you have a New Year’s Eve menu?
Do you accept meal vouchers?

Sample data.

Team and control

Each person, with the access they need

Invite your team by email and decide what each of them can do.

Four roles: Owner, admin, member and viewer. Only the owner manages billing.
Notifications: A new lead, a handoff, a low balance or a failed payment: by email and in the dashboard, as you prefer.
Activity log: Who changed what and when, for admins.

Team

Elena SotoEverything, including billingOwner
Pau FerrerTeam, channels and settingsAdmin
Marta VidalConversations, leads and knowledgeMember
AccountantRead onlyViewer

Sample data.

See it working with your own information

Create an agent, add your website and ask it the questions your customers ask you.

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