How to set up your first Smart Funnel in Nuvia

A Smart Funnel is an AI agent that runs conversations on WhatsApp on its own. It qualifies leads, answers questions, books meetings and transfers to human agents when needed.

Available on: all plans.
Who can do it: administrators.

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What you need before you start

• A defined goal for the agent (lead qualification, customer service, scheduling, etc.)

• Content for the Knowledge Center (information about your product, service and company – the agent uses it to answer)

Step 1 – Create a new Smart Funnel

1. Click + Create funnel

2. Fill in the agent's basic information:

   • Funnel name – choose a descriptive name (e.g. “Inbound Qualification”, “After-Sales Support”)

   • Enable stage update with agent – sets whether the AI should keep updating the funnel's current stage after a human takes over the conversation.

   • Set after how much inactivity time Attention Mode is triggered automatically.

3. Configure the agent's behavior:

   • Write the instructions for how the agent should run the conversation (tone, goal, qualification questions, transfer criteria)

Step 2 – Fill in the Knowledge Center

The Knowledge Center is the information base the AI agent checks to answer questions. Without it, the agent has no context about your product or service.

1. In the profile menu, select Knowledge Center

2. Add the relevant content:

   • Information about products and services

   • Frequently asked questions from customers

   • Sales policies (prices, timelines, terms)

   • Qualification instructions (which questions to ask, which criteria to use)

3. Save the content

Step 3 – Link the Smart Funnel to a channel

1. Click your profile icon and select Channels

2. Click the WhatsApp or LinkedIn channel you want to link to the funnel

3. In the Default funnel field, select the Smart Funnel you just created

4. Click Save

Now every new conversation that comes in through this channel is automatically routed to the Smart Funnel.

Step 4 – Activate the Smart Funnel

1. Go back to Smart Funnels in the sidebar

2. Find the funnel you just created (its status will be Draft)

3. Activate the funnel with the status toggle

4. The status changes to Active

Frequently asked questions