Talk to Team
Hand conversations to your team with Talk to Team
Talk to Team is the Rapidflare feature that lets a user move from the AI agent to a person on your team. A button appears in the conversation, and clicking it reaches your team through a channel you already use, such as an email form, a support ticket, a HubSpot form or a live chat.
Rapidflare sets Talk to Team up for you. Contact us at support@rapidflare.ai to turn it on or change it. See Set up Talk to Team.
Choose how users reach your team
Pick the option that matches the tools your team already works in.
| Option | What the user gets |
|---|---|
| Email form | A form that is emailed to your team. |
| External link | A button that opens a page of your choice. |
| Support ticket | A ticket in Salesforce or HubSpot, with an AI-written summary. |
| HubSpot | HubSpot forms and HubSpot live chat. |
| Zoho SalesIQ | A live chat with your team in Zoho SalesIQ. |
| text.com LiveChat | A live chat with your team in text.com LiveChat. |
| Zendesk | A live agent chat on Rapidflare-hosted pages. |
HubSpot, Zoho SalesIQ and text.com LiveChat can offer several buttons, such as Submit an enquiry and Talk to team. We can also show the button only after a set number of messages, so that people try the agent first.
What your team receives
- Email form: the user's answers, by email.
- Support ticket: a Salesforce case or HubSpot ticket with an AI-written summary and a link to the full conversation.
- HubSpot form: the form arrives with an AI-written summary already filled in.
- HubSpot live chat: an internal comment on the chat with a link to the full conversation.
- Zoho SalesIQ and text.com LiveChat: an AI-written summary and a link to the full conversation, sent to the chat.
- External link and Zendesk: nothing beyond the user arriving on your page or chat.
The link opens the conversation in the Rapidflare dashboard, so opening it needs access to your dashboard.
Set up Talk to Team
Talk to Team is set up by Rapidflare, not from the dashboard. Contact us at support@rapidflare.ai with:
- The option you want.
- The details for that option. Each option page lists what we need.
- The wording for each button, for example Talk to team.
We set it up and confirm when it is ready.
Websites with a Content-Security-Policy
If you embed the agent on a site that sets a Content-Security-Policy, your policy must allow Rapidflare frames. See Content Security Policy.