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How Can I Provide the AI Assistant Agent Keywords to Contact Leads and Clients?
General

How Can I Provide the AI Assistant Agent Keywords to Contact Leads and Clients?

FORGE's AI assistant can be configured with specific keywords and phrases so it recognizes when a conversation is a genuine lead or client inquiry and responds or escalates appropriately.

Where keyword configuration lives

Inside FORGE's automation settings, you can define a list of keywords and phrases relevant to your business — terms prospects commonly use when asking about your services, signals, or referral program.

How the agent uses them

When a tracked conversation (across supported channels, including WhatsApp and Telegram integrations) contains one of your configured keywords, the agent can flag it as a qualified lead, trigger an automated first response, or escalate it directly to you, depending on how you've set the rule up.

Refining over time

Start with a small, focused keyword list built around your actual client conversations, and expand it as you notice real inquiries the agent missed — an over-broad list early on tends to create noise rather than useful qualification.