Tag contacts based on chatbot handoffs

When a conversation requires human escalation in Dante AI, apply a priority tag to that contact record in Customers.ai.

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See all Customers.ai + Dante AI 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.

Customers.ai Explore Customers.ai →

Triggers

New lead captured

Fires when a new lead or contact is captured in Customers.ai.

Contact enters a workflow

Fires when a contact enters an automation in Customers.ai.

Contact updated

Fires when a field on a contact changes in Customers.ai.

Contact unsubscribed

Fires when a contact unsubscribes in Customers.ai.

Actions

Create or update a contact

Creates or updates a contact in Customers.ai.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Customers.ai.

Send a message

Sends an email or message to a contact via Customers.ai.

Apply or remove a tag

Changes a contact's tags in Customers.ai.

Dante AI Explore Dante AI →

Triggers

New conversation started

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

Lead captured in chat

Fires when Dante AI captures a lead during a conversation.

Conversation handed off

Fires when Dante AI escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Dante AI.

Generate an answer

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

Summarize a conversation

Uses Dante AI to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Dante AI conversation.

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

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

See all Customers.ai + Dante AI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Tag contacts based on chatbot handoffs” between Customers.ai and Dante AI?

Yes — describe it in the box above and Knit's Integrations Agent researches Customers.ai and Dante AI'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 Dante AI and Customers.ai work together for lead qualification?

Chatbots in Dante AI gather visitor details during real-time chats and push newly qualified contacts straight into email nurturing campaigns in Customers.ai.

Can changes in marketing status update chat interactions?

Yes, when contacts enter specific workflows or update their profiles in Customers.ai, you can send targeted follow-up messages using Dante AI.