When to use
- Simple conversational workflows — one channel, one AI agent, straightforward flow
- Quick prototyping — get a conversational agent running with minimal setup
- Structured data collection — use a skillset to gather specific fields through natural conversation
- Single-purpose agents — one agent handles the entire conversation from start to finish
For more complex scenarios — routing between multiple agents, chaining actors, or separating channel logic from AI logic — use Channel Dispatcher with Communication Actor or LLM Actor instead.
How it works
The Ask a Person creates a conversation flow with event and action handles:Event handles
Event handles trigger when the person does something:- Sends a message
- Provides requested information
- Clicks a button or makes a selection
Timeout handles
Timeout handles trigger when the person doesn’t respond within a configured time. Use them for reminders, escalation, or cleanup.Execution modes
Initiator mode
The workflow starts the conversation proactively — for example, sending the first email to a contact.Responder mode
The workflow waits for someone to reach out. When a new message arrives, a conversation is created and the skillset begins processing.Example: lead qualification
Qualify leads through conversational data collection:Add a Ask a Person
Drag a Ask a Person onto the canvas. Select your channel (e.g., Web Widget) and skillset (e.g., Lead Qualification).
Configure the skillset
Set up the skillset to collect:
- Company name
- Company size
- Budget range
- Project timeline
Handle completion
Connect the
conversationEnded handle to downstream actions:- App Action to create a CRM contact
- Ask AI to score the lead
- Send Message to confirm next steps
Example: support ticket handler
Handle support conversations via email:Example: email outreach campaign
Send proactive emails and handle replies:Set up the communicator
Use Gmail channel in Initiator mode. Configure the recipient from a variable (e.g.,
{{lead.email}}).Define the skillset
Use a skillset that introduces your product and collects interest level, meeting availability, and contact preferences.
Skillsets
Skillsets define the AI conversation behavior. Each skillset specifies what data to collect, how to greet the user, and how to handle the conversation flow.For complete skillset documentation, see the Skillset Engine guide.
- Natural conversation — AI guides users through questions conversationally
- Structured data collection — collect specific fields with validation
- Knowledge base integration — AI can search your docs to answer questions
- Automatic escalation — transfer to humans when the AI can’t help
- Continue conversation — keep talking after data collection (requires a knowledge base)
- Guardrails — content safety and behavior boundaries
Conversation states
| State | Meaning |
|---|---|
greeting | Sending the first message |
collecting | Gathering information through conversation |
confirming | Asking the person to confirm collected data |
completed | Conversation finished successfully |
timeout | No response within the configured time |
escalated | Transferred to a human agent |
Settings
The communication channel to use (e.g.,
gmail, slack, widget).How conversations start:
- initiator — workflow sends the first message
- responder — workflow waits for incoming messages
The skillset that defines conversation behavior and data collection.
Skillset-specific settings such as greeting message, form fields, knowledge base ID, and continue conversation toggle. Supports variable interpolation.
Channel-specific settings (e.g., recipient for initiator mode, polling interval). Supports variable interpolation.
Enable Magic Window for visual content alongside the conversation (widget channel only).
Outputs
Outputs are available through event handles:The unique ID of the conversation.
Structured data collected by the skillset during the conversation.
Conversation status:
active, completed, timeout, escalated.Related nodes
Channel Dispatcher
Modular alternative — separate channel from AI logic.
Communication Actor
Skillset-powered actor for the modular pattern.
Send Message
Send messages within a conversation.
Skillset Engine
Deep dive into skillset configuration.
