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SleekFlow: messaging features and setup
A conversation and AI platform for sales and service throughout the customer journey. It connects business context to agents so they can use system data instead of relying only on fixed text.
Tool by the Otomatzia editorial team · source content checked on
Overview
AgentFlow can be useful when an answer depends on current business information, but you need to define exactly which information is available to the agent. A CRM or ecommerce integration does not guarantee that every question will be answered correctly: check customer matching, data availability, and what happens when the integration returns no result. Start with read-only access and compare conversation analysis with several manual examples before expanding the agent’s scope of action.
Features
- AgentFlow agents based on business knowledge
- Integrations with CRM and commerce systems
- Conversation and activity outcome analysis
Business uses
- Recommending products to a lead using store information
- Passing a request to Sales after gathering needs in a conversation
Getting started
- Choose one data integration and limit the agent to the information and actions it needs.
- Connect a test customer record and ask a question that requires a detail in the record, then try again with that detail missing.
- Compare the conversation result with the source data and activity report. Confirm that the agent does not fill in information the system did not return.
What to check
- Check the agent’s permissions for customer and order data, and how actions are logged.
- Review how AI usage and conversation channel costs are calculated before expanding.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.