Enable your chatbot to soft-handover conversations to a live agent via phone or email, without requiring a full CRM integration. End users simply tap a button in-chat to launch their device’s dialer or mail app.

Why Use Click-to-Call & Click-to-Email?

Sometimes a question needs a personal touch: a refund, a complex troubleshooting step, or simply reassurance. Rather than building a full live-chat or CRM handoff, you can offer two simple buttons:

• Call Support opens the phone dialer

• Email Support launches the mail app

This “soft handover” keeps users in context and on your site, while giving them the direct help they need.

How It Looks to Your Users

Click To Call

Launches the phone call sheet.

Click to Mail

Opens the mail composer with your address in the “To” field.

Step-by-Step Setup

1. Open or Create Your Use Case

Head to Build → Use cases. If you don’t already have one for this matter, click + New use case.

2. Add an Answer Block

Drag an Answer node onto the canvas and connect it to your trigger intent.

3. Add the Call Button

1. Within the Answer pane, click Add web link → Add call.

2. In the modal:

   • Title: 📞 Call Support

   • URL: tel:+14155552671

3. Click Confirm.

💡 Tip: Use the E.164 format (plus sign, country code, number) so it works globally.

4. Add the Email Button

1. Click Add web link → Add email.

2. Fill in:

   • Title: ✉️ Email Support

   • URL: mailto:help@yourcompany.com

3. Click Confirm.

By following these steps, you’ll create a straightforward, user-friendly way for customers to connect with your team—no CRM, no ticketing system, just direct human support at the tap of a button.