Quickchat AI

Add a knowledge-base Article or Paragraph to an AI Agent (Paragraphs ignore the title). The article is embedded automatically in the background; no retrain step is needed. Requires EDITOR-or-above role.

add_knowledge_base_article

Aggregate analytics for an assistant over a date range — the right source for any count, total, average, rate, or trend, such as how many conversations or messages there were or how the chatbot is doing. Returns total conversations and total messages with daily, per-channel, per-language and per-hour breakdowns; total handoffs; and resolution metrics: `total_resolved` (confirmed plus assumed resolutions, returned separately as `total_confirmed_resolutions` and `total_assumed_resolutions`), `resolution_rate` as a percentage of conversations, and a daily `resolution_by_day` breakdown; plus sentiment and topic trends and messages used vs the billing limit. Computed server-side over the whole range; it does not enumerate individual conversations.

get_analytics_overview

Customer Satisfaction (CSAT) ingested from external help-desk platforms (e.g. Zendesk, Intercom) on a 1-5 scale: total ratings, average_rating (1.0-5.0, null when none), the 1-5 distribution, and a daily series. Only present for Agents whose channels push CSAT, so an empty result means none was received, not low scores. Distinct from get_ratings (in-chat thumbs). Defaults to the last 30 days.

get_csat

Compare the analytics overview between two date ranges.

compare_periods

Full transcript plus analysis for a single conversation. Hard-capped at 500 messages per call. If the conversation is longer, the response sets `meta.message_cap_reached: true` and includes `meta.next_from_ord`; pass that as `from_ord` to fetch the next page.

get_conversation_detail

Create a new AI Agent under your account, optionally with initial settings. Provisions a real AI Agent on the free tier (no charge) and returns its scenario_id, so you MUST pass confirm=true to avoid creating one by accident. Configure it with update_assistant_settings, add_knowledge_base_article, or onboard_assistant_from_url; knowledge-base changes are embedded automatically.

create_assistant

Distribution of customer INTENT across conversations in the date range, into seven fixed buckets: purchase, support, inquiry, complaint, feedback, subscription, other. Use for 'what are people contacting us about'. These are intent categories, not free-text topics. For free-text topic labels use the `topics_by_day` field of get_analytics_overview. Defaults to the last 30 days; `meta` flags sampling on very large windows.

get_topics

Export conversations to CSV/XLSX in a date range (max 31 days). Returns an EmbeddedResource pointing at a signed download URL that expires in 5 minutes. NOTE: this tool runs synchronously and can take 30+ seconds for high-volume chatbots — set the user's expectation accordingly before calling.

export_conversations

Conversations the AI flagged for human attention (is_flagged with a flag_reason: abuse, safety, compliance, legal, distress) and market insights (free-text business/product signals like competitor mentions or feature requests). insight_type selects flagged, market_insights, or all. NOTE: this is NOT date-filtered; it returns the most recent matches across all time. Page with the opaque `next_cursor` (max 100 per call) and filter by conversation_timestamp yourself if you need a date window.

get_insights

Read an AI Agent's current persona/configuration and knowledge-base descriptions. Requires EDITOR-or-above role on the scenario (matches the dashboard settings page).

get_assistant_settings