Your AI business knowledge and booking agent. Turn product questions into the right appointment.

It is a client-facing agent that uses your knowledge to answer, then complete a calendar booking or create the appropriate support request. It combines the visitor's question, relevant business documents, booking purpose, and availability to produce a supported answer with a booking or case summary. You supply the service rules and records, and the client supplies their own relevant details. The agent has its own page and URL, where the conversation and the current result stay together.

The client explains their situation and supplies the relevant details or documents they are authorized to share. The service as a whole uses the visitor's question, relevant business documents, booking purpose, and availability. Your business supplies its own policies, source connections, and decision rules. The customer is not asked to configure those. A client can answer follow-up questions without understanding your internal systems. If a required source or permission is missing, the agent should explain the resulting limit rather than fabricate the missing fact.

For example, the client can change from a general question to a specific appointment and preserve the context. The agent keeps the relevant prior context and revises the affected result. In the illustrative preview, the source-file question stays attached to the request. The client can inspect the changed information and continue with the same task.

Calendar and support actions need real connections. The agent's web page is the service rather than an added chat sidebar. Configure this boundary as part of the service, not as a hidden note after a successful-looking result. A pending request, a confirmed external action, and a completed professional outcome must not be presented as the same thing.

Choose the tools that hold the real records or perform the promised action. A diagram shows useful connection roles, not an assertion that those connections are active in a newly created agent. Start with representative sample materials, then connect the live sources required for the actual client task. Verify access permissions and result states before allowing the agent to act on a real account.

Include the agent in your client experience or sell a defined assisted service where the result itself has value. Customers can complete the configured action or continue with your team without restarting the conversation. Define what the client receives, which follow-up is included, and what requires a separate engagement. The page should make that distinction before payment or booking rather than hiding it behind a generic next-step button.

Test a complete request, a missing source, an incorrect input, and a client revision. In particular, test what happens when the client asks to change from a general question to a specific appointment and preserve the context. Check that the visible result matches the supporting record and that the service respects this boundary. Calendar and support actions need real connections. The agent's web page is the service rather than an added chat sidebar.

No. Robin's preview is a fictional illustration of business knowledge and booking. The displayed values, people, records, and statuses are examples. It demonstrates the kind of result your configured service can deliver, without implying that a live account, booking, payment, or other external action has been executed.

It runs on Agentplace. Agentplace is an AI agent platform where the agent gets its own page, talks to your visitors there, and carries the request through to the end instead of handing it to a form. You can open this template and change any step before you publish it.