Conversation Safety
Test conversation rules and choose regular automation or AI Agent mode.
Steps
- 1
Review the mode
If Conversation Safety is available in your workspace, open Settings → Conversation Safety. Regular automation uses your existing Auto Reply and Flow Builder. AI Agent mode uses approved business knowledge and enabled confirmed outcomes. This workspace may depend on your plan and feature availability.
Open Conversation Safety ↗Choose the mode for new customer conversations. - 2
Test in safe setup mode
Use Rules, Reviews, Enquiries, and Simulation Lab to inspect behavior before changing live settings. Simulations do not call an AI provider, send messages, or create enquiries or leads.
Set up business knowledge ↗ - 3
Save conversation settings
If you choose AI Agent mode, review Answer confidence, Review confidence, Maximum clarifications, and Languages, then select Save settings. Existing conversations already in a flow may finish; flows and auto replies remain available as fallbacks.