Tag contacts based on chatbot handoffs

When a conversation requires human escalation in AI Number, apply a priority tag to that contact record in Act-On.

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See all Act-On + AI Number integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Act-On Explore Act-On →

Triggers

New lead captured

Fires when a new lead or contact is captured in Act-On.

Contact enters a workflow

Fires when a contact enters an automation in Act-On.

Contact updated

Fires when a field on a contact changes in Act-On.

Contact unsubscribed

Fires when a contact unsubscribes in Act-On.

Actions

Create or update a contact

Creates or updates a contact in Act-On.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Act-On.

Send a message

Sends an email or message to a contact via Act-On.

Apply or remove a tag

Changes a contact's tags in Act-On.

AI Number Explore AI Number →

Triggers

New conversation started

Fires when a new chat or conversation begins in AI Number.

Lead captured in chat

Fires when AI Number captures a lead during a conversation.

Conversation handed off

Fires when AI Number escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through AI Number.

Generate an answer

Asks AI Number a question against its knowledge base and returns the answer.

Summarize a conversation

Uses AI Number to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an AI Number conversation.

Add chat leads directly to email campaigns When a chatbot captures a new lead in AI Number, automatically create the contact and add them to a nurture drip in Act-On. See details

Send follow-up chat messages for updated contacts When a contact reaches a key milestone in Act-On, send a personalized follow-up message through AI Number. See details

See all Act-On + AI Number integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Tag contacts based on chatbot handoffs” between Act-On and AI Number?

Yes — describe it in the box above and Knit's Integrations Agent researches Act-On and AI Number's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do AI Number and Act-On work together for lead qualification?

Chatbots in AI Number gather visitor details during real-time chats and push newly qualified contacts straight into email nurturing campaigns in Act-On.

Can changes in marketing status update chat interactions?

Yes, when contacts enter specific workflows or update their profiles in Act-On, you can send targeted follow-up messages using AI Number.