How to Use Conversation AI in the Mobile App (Chat To Clients CRM & Chat To Clients CRM)
Conversation AI on mobile brings AI-powered customer replies into the Chat To Clients CRM and Chat To Clients CRM mobile apps, helping users manage conversations while away from desktop. This article shows how Conversation AI works on mobile, how Autopilot Mode and Suggestive Mode behave in conversations, and how to pause, activate, or schedule bot reactivation from the mobile app.
TABLE OF CONTENTS
- What is Using Conversation AI on Mobile App?
- Key Benefits of Conversation AI on Mobile App
- Prerequisites for Using Conversation AI on Mobile App
- How To Use Conversation AI on Mobile App
- Frequently Asked Questions
- Related Articles
What is Using Conversation AI on Mobile App?
Conversation AI on mobile brings your configured Conversation AI assistant into the Chat To Clients CRM and Chat To Clients CRM mobile apps. This allows users to manage customer conversations from their phone while keeping the same AI behavior configured in the desktop app. Mobile users can view AI replies, use suggested responses, and manage bot activity for individual conversations without needing to return to desktop for basic control.
Conversation AI on mobile works inside supported conversation channels, including WhatsApp, Facebook, Instagram, and other connected messaging channels available in the Conversations area.
Key Benefits of Conversation AI on Mobile App
- Faster replies: Respond to customers from the mobile app using automatic AI replies or AI-generated suggestions.
- More control: Pause, activate, or schedule bot reactivation from an individual conversation.
- Consistent communication: Use the same trained AI behavior configured on desktop while messaging from mobile.
- Flexible response handling: Use Autopilot Mode for automatic replies or Suggestive Mode when a team member should review replies before sending.
- Usage management: Pause or reactivate the bot from mobile when you need to control AI activity for a conversation.
Prerequisites for Using Conversation AI on Mobile App
Conversation AI must be configured on desktop before it can be used from the mobile app. Desktop setup controls the bot’s core behavior, including mode selection, training, subscription, and advanced settings. The mobile app is used to interact with the bot during conversations and manage bot activity for a specific conversation.
Before using Conversation AI on mobile, confirm that:
- Conversation AI is enabled for the location.
- The bot has been configured on desktop.
- The correct mode has been selected on desktop: Autopilot Mode or Suggestive Mode.
- The relevant messaging channels are connected.
- The Chat To Clients CRM or Chat To Clients CRM mobile app is updated to a supported version.
How To Use Conversation AI on Mobile App
Proper setup ensures the mobile app uses the correct Conversation AI behavior during customer conversations. Core bot setup is completed on desktop first, then mobile users can open conversations, use AI replies, and manage bot activity from the conversation screen.
Step 1: Configure Conversation AI on desktop
- Open your Chat To Clients CRM account on desktop.
- Go to AI Agents > Conversation AI.
- Create a New Bot or use an existing one.
- Set up the Conversation AI bot.
- Choose either Autopilot Mode or Suggestive Mode.
Step 2: Open a conversation on Mobile App
Open the Chat To Clients CRM or Chat To Clients CRM mobile app.
Go to Conversations.
Select a conversation from a supported messaging channel.
Step 3: Use Conversation AI in the conversation
In Autopilot Mode, the AI replies automatically after the configured delay.
In Suggestive Mode, tap into the message field to view suggested replies, then choose, edit, and send the response manually.
Step 4: Manage the bot from mobile when needed
Tap the top-right ellipsis menu.
Select Edit AI Settings.
Activate, pause, or schedule reactivation for the bot.
Tap Save.
Frequently Asked Questions
Q: Can I fully configure Conversation AI from the mobile app?
No. Core setup, bot training, mode selection, subscriptions, and advanced configuration are managed from desktop. The mobile app lets users interact with Conversation AI in conversations and manage bot activity for individual conversations.
Q: What is the difference between Autopilot Mode and Suggestive Mode on mobile?
Autopilot Mode sends AI replies automatically after the configured delay. Suggestive Mode creates AI-generated reply options that a user can review, edit, and send manually.
Q: Can I pause the bot for only one conversation?
Yes. Open the conversation, tap the top-right ellipsis menu, select Edit AI Settings, and turn off Activate Bot. This manages bot activity for that conversation.
Q: Can the bot turn back on automatically after being paused?
Yes. When pausing the bot, enable Reactivate After, enter the timeframe, and tap Save. The bot will reactivate after the selected time.
Q: Will mobile Conversation AI work for WhatsApp, Facebook, and Instagram messages?
Yes, Conversation AI can be used in supported connected messaging channels available in the mobile Conversations area, including WhatsApp, Facebook, and Instagram.
Q: Does pausing the bot from mobile affect AI usage?
Pausing the bot stops it from responding in that conversation while paused. This can help manage AI activity and usage for conversations where automated replies are not needed.
Q: Why do I not see AI suggestions in the mobile conversation?
Confirm that Conversation AI is configured on desktop, Suggestive Mode is selected, the conversation is on a supported channel, and the mobile app is updated.
Q: Why is the AI bot not responding automatically?
Confirm that Conversation AI is active, Autopilot Mode is selected, the bot is not paused for the conversation, and the configured response delay has passed.