1. The Essential 4 Capabilities
Every business should enable these 4 capabilities as their foundation:
Send SMS
Automatic appointment confirmations and reminders via text
Send Email
Detailed confirmations with calendar invites
Lead Capture
Save every caller's contact info automatically
End Call
Gracefully conclude conversations when complete
These 4 capabilities cover 80% of customer interaction needs!
2. Capabilities by Industry
Salon / Spa:
Essential 4 + Schedule Appointment + Business Hours
Medical / Dental:
Essential 4 + Schedule Appointment + Insurance Lookup
Restaurant:
Essential 4 + Schedule Appointment (reservations) + Menu Info
E-commerce:
Essential 4 + Product Info + Order Status
Frequently Asked Questions
How many capabilities should I select?
4-6 capabilities is optimal for most businesses. More capabilities can slow response time and confuse the AI. Start minimal, add more only if needed.
Can I add capabilities after my agent is built?
Yes! Go to Agent Settings, enable new capabilities, click "Rebuild My Agent" (30 seconds). No additional cost within your plan limits.