v2026.8.20

Release date: August 26, 2026

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New Features

Create or continue a chat from the AI Agent

The AI Agent now has a ready-made action: Create or continue chat. It collects data in the conversation (name, WhatsApp, email, purchase value, and anything else you allow) and opens a conversation on the configured channel — or reuses the active chat for the same contact on that channel.

In the tool you set what is already configured (channel, team, flow, funnel, fixed tags, default custom fields) and what the AI may ask, marking each item required or optional. The model writes the context message for the new attendance so the next flow knows what it is about. On unofficial WhatsApp (WAHA and similar) you can send an initial message — fixed text or written by the AI. On official WhatsApp, you pick an approved template from the channel.

Full guide: AI Agents — Create or continue chat

What is it for?

• A customer gives you a number to call — the AI opens the WhatsApp conversation (or reuses the active chat) with the referral context
• An email arrives with name, phone, and other details — the AI starts the WhatsApp conversation from that data, without the operator creating the chat by hand
• Qualify on Instagram and continue on WhatsApp, already with tags, funnel, and fields filled in

How to use it?

1. Open the AI Agent on the Tools tab
2. Under Ready-made actions, add Create or continue chat
3. Choose the channel (required) and, optionally, team and funnel stage
4. Set the immediate flow (unofficial WhatsApp only) and/or the flow when the customer replies
5. Configure the context message (fixed or written by the AI) — used by both flows
6. Mark what the AI may ask the customer (required or optional)
7. Set tags (fixed or chosen by the AI) and custom fields (fixed value or set by the AI)
8. If the channel is unofficial WhatsApp, choose whether the initial message is fixed or written by the AI. If it is official, select the channel template
9. Save the agent. In the conversation, the AI calls the tool and confirms the registration to the customer

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Benefits

• One agent qualifies and opens the next conversation on the right channel
• An active chat for the same contact and channel is reused, without a duplicate ticket
• Flow, funnel, and context follow the same create-chat behavior as the API and the app