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Wilson Tan
Business Problem:
Respond AI Agents are currently limited to conversation replies, without the ability to take
internal actions
within the platform. This means they can’t change Lifecycle stages, assign conversations, post internal comments, or close conversations — all of which are essential for driving workflows, keeping pipelines clean, and collaborating across teams. As a result, automation breaks down and human agents are left picking up the slack.
Desired Outcome:
Enable AI Agents to perform
internal actions
such as:
  • Changing Lifecycle stages
  • Closing conversations
  • Generating conversation summaries
  • Assigning to other teams or agents
  • Posting internal comments
  • Sending customer replies
With these powers, the AI becomes a true operator — not just a talker, but a doer — capable of following through based on conversation logic and customer intent.
Use Case (All Lifecycle Phases):
  • Capture
    : Tag new leads and set Lifecycle to
    New
    .
  • Convert
    : Assign to sales, log a summary, and mark as
    Engaged
    .
  • Retain
    : Close resolved tickets, comment for escalation, or auto-assign to Tier 2.
This closes the loop between AI-driven conversations and internal workflows — helping teams move faster, stay organized, and scale without chaos 🧩🤖📈