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How to Implement Conversation AI in Live Chat

Learn how to automate, qualify, and route live chat conversations using Conversation AI.

Updated over 2 months ago

Who This Is For / When to Use

Use Conversation AI for Live Chat if you:

  • Want 24/7 live chat coverage

  • Need automated lead qualification

  • Route chats based on customer intent

  • Reduce manual chat handling for common requests

Key Features and Benefits

  • Automated Responses: Instantly respond to inbound chats using AI

  • 24/7 Availability: Capture leads outside business hours

  • Keyword-Based Routing: Route conversations using intent detection

  • Lead Qualification: Ask structured questions automatically

  • Typing / Thinking Indicator: Shows AI response activity to users

  • Workflow-Based Control: Fully configurable inside workflows

Step 1: Access the Workflow Builder

  1. Open your Kyrios dashboard.

  2. Select the account where you want to enable Conversation AI.

  3. Navigate to Automations.

  4. Open an existing workflow or click Create Workflow.

Step 2: Configure the Workflow Trigger

  1. Add a workflow trigger.

  2. Select Customer replied.

  3. Set Reply channel to Live Chat.

  4. Save the trigger.

This ensures Conversation AI runs when a live chat message is received.

Step 3: Add the Conversation AI Action

  1. Click + Add Action.

  2. Search for and select Conversation AI Bot (Question Answer and General Q/A).

  3. Name the action.

  4. Enable Advanced Bot Configurations if needed.

Step 4: Configure the AI Conversation

Configure the AI behavior:

  • Personality: Define how the AI speaks and behaves

  • Objectives: Set what information the AI should collect

  • Conversation Rules: Control persistence and flow

  • Initial Question: The first message shown to the user

  • Timeout: How long the AI waits for a response

  • Channel: Ensure Live Chat is selected

Step 5: Create Branches for Customer Intent

Use branches to route conversations based on keywords:

  • No Condition Met: Default fallback

  • Time Out: Triggered when the user stops responding

  • Repair: Keyword-based routing

  • New Installation: Service-specific routing

Each branch can:

  • Send a follow-up message

  • Assign the conversation to a user

  • End the workflow

Step 6: Assign Conversations to Team Members

Inside each branch, add actions such as:

  • Send Live Chat Message

  • Assign to User

This ensures qualified chats are handed off correctly.

Step 7: Test the Live Chat Experience

  1. Save and publish the workflow.

  2. Open your website live chat widget.

  3. Start a conversation.

  4. Confirm the AI:

    • Sends the initial message

    • Responds correctly

    • Routes based on keywords

Managing Conversation AI Agents

Conversation AI agents are managed separately from workflows.

To manage agents:

  1. Go to AI Agents from the dashboard.

  2. Open Conversation AI.

  3. Use the three-dot menu to manage agents.

Available actions:

  • Edit

  • Duplicate

  • Set as Primary

  • Open in new tab

  • Delete

Only the Primary Agent responds to inbound messages.

Bot Management with Quick Actions

Quick Actions allow fast agent control:

  • Edit Bot: Modify configuration

  • Duplicate Bot: Creates a copy in "Off" state

  • Set as Primary: Assigns inbound responsibility

  • Delete Bot: Permanently removes the agent

Pro Tips

  • Keep initial questions short and specific

  • Use service-based keywords for routing

  • Always include a fallback branch

  • Review execution logs to improve performance

FAQ

Can I use Conversation AI on channels other than live chat?

Yes. Conversation AI supports live chat, SMS, Facebook, and Instagram.

What happens if the AI cannot identify intent?

The workflow follows the No Condition Met or Time Out branch.

Can I customize all AI messages?

Yes. Every AI message and rule is configurable.

How do I track Conversation AI performance?

Use workflow execution logs and reports in the dashboard.

Does the typing indicator work on all channels?

No. The typing / thinking indicator is available for live chat only.

What happens when I duplicate a bot?

The duplicated bot copies all settings and is set to Off by default.

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