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Jump To in AI Agents

Jonathan Goodfellow Updated by Jonathan Goodfellow

What are is a Jump To in AI Agents

You can use the Jump To feature to connect an AI Agent with another Rule-based bot πŸ”—

AI Agents continue operate in a conversational loop, meaning that the chat will continue until a Jump To is triggered ↔️

Some examples of scenarios where Jump Tos could be useful:

  • If we want to store data collected by the Agent in a CRM, Google Sheet or Airtable πŸ“
  • If potential Leads are not qualified and we do not want to proceed with the conversation ❌
  • If the user requires to speak with a customer support representative and we want to redirect to a Human Takeover block πŸ‘©πŸ½β€πŸ’»
The AI Agent does not include an β€œinactive” detection feature. It is not possible to trigger a Jump To based on inactivity.

Set up a Jump To

Just follow these simple steps to create your Jump To! 🏁

  • Click the Add Exit Button and create a name for the Jump To:

  • Clearly define when the Jump To should trigger:

  • Choose the Bot that will be triggered when the conditions are fulfilled:

You can also select a specific point in the bot that you want to "Jump To". You can find a full guide on how to this here.
  • Finally reinforce the Jump To conditions in the Instructions section:

Jump To Practical Examples:

Jump To: FAQs no more questions

Condition description: "If the user has no more questions"

Jump To: Unqualified leads

Condition description: "If the lead is unqualified according to the qualification criteria"

Jump To: Human assistance required

Condition description: "Whenever the customer requires to talk/chat with a support agent/representative"

Jump To: Testing keywords

Condition description: "Whenever the end user says the keyword 'EXIT'"

Integration with Existing Systems after a Jump To

Once the AI agent completes its task and hands control back to your rule-based chatbot flow, all the collected information becomes available for integration with external systems. Here are five common use cases for leveraging the gathered data:

CRM Lead Creation πŸ“

Automatically create new leads in your CRM with all collected information (name, email, course interest, budget) and assign them to the appropriate sales agent based on qualification criteria.

Email Marketing Automation πŸ“§

Trigger personalized email sequences based on collected preferences β€” send business course information to users who expressed interest in business English, with content tailored to their budget range.

Calendar Integration πŸ“†

For qualified leads meeting specific criteria (e.g., premium budget range), automatically send calendar booking links or schedule follow-up calls with sales representatives.

Customer Database Updates πŸ“‹

Update existing customer profiles with new information or create new entries, ensuring all collected data is stored for future reference and segmentation.

Real-Time Notifications πŸ’¬

Send instant alerts to sales teams when high-value leads are identified, enabling immediate follow-up while the prospect's interest is highest.

And that's it! Let's create some Jump Tos specific to your use case! πŸ”₯

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