Chat Agents

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Overview

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Navigate Your Agents

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Step 1: Review the Agents Tab

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Edit the Prompt

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What to Include:

1. Agent’s Role – Who should the agent represent? (e.g., “You are a friendly customer service representative for XYZ Company”)
2. Tone & Personality – Formal, casual, enthusiastic, empathetic, etc.
3. Goals – What outcomes matter most? (qualify leads, book appointments, answer FAQs)
4. Tool Usage Instructions – Call out when to use connected tools, e.g.:

When a customer wants to book an appointment, call the book_appointment tool.
When you need to check inventory, use the check_stock tool.

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Manage Tools and Automations

Custom URL

Use this when you need a bespoke workflow. Paste the webhook URL, select the method (GET, POST, etc.), add headers, and define the request/response formats. Test after saving to ensure the agent calls it successfully.

Use Cases:

• Send lead data to your CRM
• Trigger automations in Zapier or Make
• Connect to third-party APIs
• Update external databases

Tool Library

Browse the ready-made automations. Toggle on the ones you need, fill in required configuration fields (API keys, calendar IDs, etc.), and hit Save. Reach out if you need a tool that isn’t listed—we can usually build it quickly.Available Tools:Cal.com Integration:

• Cancel or Reschedule Booking – Cancel or reschedule a booking made in Cal.com
• Fetch Free Slots – Fetch free slots between two dates for a specific event type
• Get User Bookings – Get a list of bookings for a specific user so you can reschedule or cancel it

GoHighLevel Integration:

• Cancel or Reschedule Appointment – Cancel or reschedule a specific appointment to a later date
• Fetch Free Slots – Fetch a list of free slots for a calendar within a specific time range
• Find Or Create Contact – Find or create a contact to use for appointment booking and other functions
• Get Booked Appointments – Retrieve a list of booked appointments for a contact

Popular Tools:

• Book AI Callback – Allow agents to call users back at a later time
• Get Current Time – Get the current time for a given timezone in ISO 8601 format
• Send SendGrid Email – Integrate SendGrid to send emails directly from your agent
• Send Twilio SMS – Integrate Twilio to send text messages directly from your agent
• Solar Savings (US Only) – Calculate estimated savings of switching to solar based on monthly bill and address

The tool library grows constantly. We’ll flag new additions that align with your campaigns.

Calendar Booking

Keep calendar booking connected so the agent can check availability and schedule appointments automatically. Adjust calendar IDs or buffer times if your availability changes.Currently Supported:

• ✅ GoHighLevel calendars
• ✅ Cal.com

Coming Soon:

• 🔜 HubSpot
• 🔜 Salesforce

What the agent can do:

• Check real-time availability
• Book appointments
• Reschedule existing bookings
• Cancel appointments
• Send confirmation messages

MCP Server

Need advanced integrations? You can add an MCP server URL from Zapier to unlock thousands of apps. If you’d like us to host/manage the MCP server, just provide the app list and we’ll take care of it.Our setup process:

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1. Access Zapier MCP

We log into mcp.zapier.com with the integration account you provide or invite us to.

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2. Create New MCP Server

Our team creates the server and selects Other as the MCP client type, tailored to Aidan’s platform.

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3. Add Tools from 8,000+ Apps

We add the tools your workflow needs. Popular options include:

• Google Sheets – Search, create, and update spreadsheets
• Gmail – Send emails and manage inbox
• Slack – Send messages and create channels
• HubSpot – Manage contacts and deals
• Salesforce – Update records and create tasks
• Airtable – Query and update databases

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4. Connect Apps

We authenticate or guide your team through OAuth so the MCP server can access each app securely.

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5. Share Server URL

After configuration we capture the MCP server URL and keep it on file for ongoing management.

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6. Connect Inside Aidan

Paste the server URL into the MCP Server field for the agent and select which tools it can access.

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7. Select Specific Tools

Choose which tools from your MCP server to make available to your chat agent.

Example Use Cases:

Google Sheets Integration

Search customer data during conversations:

• Look up customer information from spreadsheets
• Update appointment bookings in real-time
• Track conversation outcomes and lead quality

CRM Integration

Update customer records:

• Create new contacts during conversations
• Update deal stages based on chat interactions
• Add conversation notes and follow-up tasks

Communication Tools

Send follow-up messages:

• Email appointment confirmations
• Send Slack notifications to team
• Create tasks in project management tools

Advanced Features:

• Real-time Data Access – Query live data during conversations
• Multi-app Workflows – Chain actions across different services
• Custom Authentication – Secure access to your business tools
• Error Handling – Graceful fallbacks when tools fail

Pro Tip: Start with 2-3 essential tools and gradually add more as you become comfortable with MCP integration. Too many tools can slow down response times.

MCP servers provide a standardized way for AI agents to interact with external tools and data sources. Zapier’s MCP integration gives you access to 8,000+ apps without custom development.

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Platform Integrations

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Available Channels:

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Triggers for Campaigns & Keyword Flows

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How Triggers Work:

1. We add a trigger word or phrase (e.g., “start”, “book”, “info”)
2. The agent only wakes up when the incoming message matches the trigger
3. Messages that don’t match the trigger are ignored by the AI

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Example Use Cases:

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Delay Settings

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Configuration:

• Minimum delay – The shortest time before the agent responds
• Maximum delay – The longest time before the agent responds
• We randomize the actual delay between these values

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Recommended Starting Points:

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Knowledge Base

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Agent Settings

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Time Zone

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Model Selection

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Embed Code

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How to Use:

1. Copy the HTML snippet from the Embed Code section (or ask us to send it to your developer)
2. Add it to your website’s HTML just before the closing </body> tag
3. The chat widget will appear automatically once published

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Example Code:

<script
  src="https://app.callaidan.com/widget/chat.js"
  data-agent-id="6531f2d6-7067-458b-a782-2cae809a7dc6"
  data-open="false"
  async
></script>

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Initial Message

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Example Initial Messages:

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Interrupt Mode

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How It Works:

1. ✅ The AI agent handles all conversations automatically
2. 👤 A human team member sends a manual message in GoHighLevel
3. 🛑 The AI agent is immediately interrupted for that contact
4. 🙋 The human takes over the conversation
5. 🤖 The AI stays silent unless manually reactivated

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When to Enable:

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Test & Publish Safely

1. Use Test Agent inside the editor to run through the scenario you just updated.
2. If the change touches external systems, place a live test (or have us do it) to confirm logs, tools, and delays behave as expected.
3. Monitor the first few conversations in Call Logs. If anything feels off, revert the edit or message us immediately.

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Best Practices

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Troubleshooting

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Next Steps