Dashboard → AI Agents → Text Agents
A Text Agent is an AI chat assistant that lives on your website. It answers visitor questions instantly, any time of day, using knowledge you give it. Use it for support, FAQs, and capturing leads while you are offline.
The Text Agents screen
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The screenshot couldn't load right now, but you can still follow the steps below.
What it can do
Custom knowledge base
Teach it your services, pricing, policies, and FAQs. It answers from your info, not generic guesses, so replies stay on-brand and accurate.
On-site chat widget
Embedded on your site so visitors can ask anything without leaving the page. Ask Buildy to place the widget where you want it (homepage, pricing, support).
Lead capture
Collects visitor details mid-conversation (name, email, phone) and saves them to your Contacts CRM so you can follow up later.
Email notifications
Can email you or your team when something needs attention, for example a new lead or a question it could not answer.
You choose the recipient, when it sends, and what is included in the message.
Conversation history
Every chat is saved in this Dashboard section. Read through conversations to see what customers ask most, spot gaps in your knowledge base, and improve the answers over time.
How it works with chat
Tell Buildy what the chatbot should do. Buildy creates the agent, wires the widget, and loads knowledge. You refine tone, topics, and notifications with follow-ups.
Try asking:
- Set up a support chatbot for my site
- Teach my chatbot our refund policy
- Have my chatbot email me when someone asks about pricing
- Add the chat widget to my homepage and pricing page
Good to know
Knowledge drives quality
Leads land in Contacts
Pro tip: start with your top 10 questions
The more specific the knowledge you give it, the better the answers. Start with the ten questions customers already ask by email or phone. Add more topics after you review a week of conversation history.
Relevant Keywords: text agent, chatbot, chat widget, knowledge base, lead capture, customer support, email notifications.
