Knowledge Base

Understand how Heyloha fits together: one agent per brand that works on all your channels. That way you know where to set what.

On the Channels screen you switch channels on, connect accounts and see per channel whether your agent is live.

Capture who your business is and who your agent is. The identity colours every conversation, on every channel.

Decide how your agent sounds: tone, form of address, answer length and emoji. As a default for all channels, or per channel.

Capture what sets your business apart, so your agent can explain why customers choose you.

Give your agent concrete guidance for specific situations, so it always responds the way you want.

Decide when your agent hands a conversation over to your team, who gets a notification and what happens if no one responds.

Secure your account with an extra code from an authenticator app when you log in.

Create your agent in three fields. It is then ready on your website, and you choose which channels to add.

Add your AI Agent to your website via Google Tag Manager or WordPress with an embed code.

Is your agent no longer receiving WhatsApp messages? Here is how to reconnect your WhatsApp account.

Discover how an AI WhatsApp Agent automatically answers messages in your tone of voice, 24/7.

Your agent already exists. Switch the WhatsApp channel on, connect your account, and it answers there too.

Connect the WhatsApp account your agent uses to receive and send messages.

Discover how an AI LinkedIn Agent automatically answers messages in your LinkedIn inbox, 24/7.

Your agent already exists. Switch the LinkedIn channel on, connect your account, and it answers there too.

Connect the LinkedIn account your agent uses to receive and send messages.

Discover how an AI Instagram Agent automatically answers DMs in your tone of voice, 24/7.

Your agent already exists. Switch the Instagram channel on, connect your account, and it answers there too.

Connect the Instagram account your agent uses to receive and send messages.

When you activate the phone channel, Heyloha automatically requests a phone number for you.

Discover how an AI Phone Agent automatically answers incoming phone calls and handles them.

Your agent already exists. Switch the phone channel on, request a number and pick a voice. Your agent then takes the calls.

Learn how to write good instructions for your AI Phone Agent so that calls sound natural and professional.

Determine when and to whom your Phone Agent may transfer calls.

Configure how your Phone Agent starts a conversation, tailored to the day and time.

Let your AI Agent automatically schedule appointments based on your calendar availability.

Connect your calendar so your AI Agent can automatically check availability.

Set up appointment types so your AI Agent can automatically schedule the right appointments.

View and manage all appointments your AI Agent has automatically scheduled.

Use workflows to decide what your AI Agent does for a given topic or event: when X, do Y, then Z.

Display clickable buttons in the chat window to guide visitors directly to the right topics.

Let your AI Agent show choice buttons during a conversation, so visitors reply with a tap instead of typing.

Let your AI Agent render a compact form inside the conversation when several fields are needed at once.

During every action your AI agent shows exactly what it is looking up or doing, so the visitor never stares at an empty chat window.

Feed your AI Agent with knowledge through a website crawl and uploaded documents, and decide what is available per channel.

Connect your AI Agent to HubSpot, ActiveCampaign, or any other system via webhooks so contact details are automatically forwarded.

Connect your AI Agent to HubSpot so leads are automatically created as contacts in your CRM.

Connect your AI Agent to ActiveCampaign so leads are automatically added as contacts in your email marketing platform.

Step by step: create a webhook in KeyVue and connect it to your Heyloha AI Agent, so leads automatically end up in your CRM.

Connect your Shopify store to Heyloha so your AI agent can answer questions about orders, inventory, products, and returns on its own.