Unleash the Power of AI Missions in Chatflows

AI Missions automate complex tasks in your Chatflows, from gathering pre-demo details to handling refund requests. Set a goal and let the AI collect and store vital conversation properties for streamlined customer interactions.

Luca Micheli
Written by Luca MicheliLast update 4 months ago

One of the most impactful ways to streamline your customer interactions and boost satisfaction is through our AI Mission node in Chatflows. This robust feature allows you to handle complex tasks effortlessly, providing you with insights that drive customer satisfaction and business growth.

Why Use AI Missions?

Before diving into the details, let's look at how AI Missions can be applied in real-world scenarios:

  1. Demo Meeting Prep: Automatically gather essential details like the customer's industry, the size of the team, and specific needs to tailor a product demo.

  2. Refund Requests: Collect all required information, such as order ID, reason for refund, and payment method, making the process quicker and more efficient.

  3. Bug Reporting: Obtain critical bug-related information like the device used, steps to reproduce the issue, and screenshots, thereby enabling a faster resolution.

These are just a few examples that illustrate the immense potential and flexibility of AI Missions in enhancing customer interactions and streamlining processes.

What is an AI Mission?

An AI Mission is an advanced feature designed to perform specific tasks within a Chatflow. It is engineered to handle intricate customer cases by gathering information based on a pre-defined goal. Unlike traditional Chatbots, AI Missions uses natural language understanding to interpret customer needs, making the interaction seamless and more human-like.

Setting Up an AI Mission

To maximize the effectiveness of your AI Missions, we recommend using them in collaboration with a specific intent as the entry point in your Chatflow. Here's how to set it up:

  1. Choose 'Intent' as Entry Point: Start by selecting 'Intent' as your entry point, then define the intent by specifying its name, description, and examples.

  2. Attach an AI Mission: After setting the intent, add an AI Mission to your chatflow.

  3. Define the Goal: Specify what you aim to achieve with this mission. The goal should be described in human language to make it relatable and easy to understand.

  4. Select Conversation Properties: Choose the type of data you'd like to collect from the conversation. This could be strings, numbers, enums, or booleans. You can also mark these properties as either required or optional based on your needs.

Why Use Conversation Properties?

Conversation properties serve as variables that can be used later in the chatflow or even passed to external API services for further automation. This flexibility allows you to adapt the chatflow based on real-time data, making your customer interactions more dynamic and responsive.

When to Use AI Missions with Intents

We highly recommend using AI Missions when an intent has been identified by the AI Assistant. This allows you to create a dedicated Chatflow with that intent as the entry point, making the interaction much more targeted and efficient.

By setting up your chatflow in this manner, you can then use AI Missions to collect all the necessary information, ensuring a smoother customer experience.

How to Set Up a Chatflow with Intent as Entry Point

  1. Select Intent as Entry Point: Choose 'Intent' from the entry point options to specialize your chatflow.

  2. Define the Intent: This involves three key steps:

    • Name: Give an internal name for easy identification. E.g., "Refund."

    • Description: Describe what the intent is about. This trains the AI to recognize it. E.g., "The user wants a refund."

    • Examples: Provide up to 5 examples of how a user might ask for this intent. This helps the AI understand variations in phrasing. E.g., "I want to be refunded for the last month's payment," "I want to cancel my subscription and get a refund."

Three Powerful Outcomes of Using AI Missions

  1. Automated Customer Segmentation: AI Missions can automatically segment customers into different categories by gathering specific user information. This allows for more targeted marketing and support.

  2. Streamlined Issue Resolution: When a customer has a complex query, the AI Mission can collect all the necessary details, making it easier for human agents to resolve the issue without going back and forth.

  3. Enhanced Self-Service: AI Missions can guide users through troubleshooting steps or FAQs based on the data gathered, often resolving issues without the need for human intervention.


Implementing AI Missions in your chatflows not only elevates your customer support but also provides invaluable data that can be used to optimize various aspects of your business. From automated customer segmentation to enhanced self-service, the possibilities are endless.

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