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Use Case Guides

Get inspired and learn how to build agents for specific purposes. Each guide walks you through creating an agent tailored to a particular business need.

Available guides​

Customer Support Bot​

Build a 24/7 support agent that answers FAQs, helps with common issues, and frees up your team for complex problems.

Best for:

  • Businesses with repetitive support questions
  • Teams wanting to reduce ticket volume
  • Anyone needing after-hours support coverage

Sales Lead Bot​

Create an agent that engages visitors, qualifies leads, and captures contact information for your sales team.

Best for:

  • B2B companies
  • Service businesses
  • Anyone wanting to convert more website visitors

E-commerce Bot​

Help shoppers find products, answer questions about shipping and returns, and reduce cart abandonment.

Best for:

  • Online stores
  • Retail websites
  • Any business selling products online

Appointment Booking Bot​

Guide visitors to book appointments, explain your services, and reduce scheduling friction.

Best for:

  • Medical and dental practices
  • Salons and spas
  • Consultants and coaches
  • Service-based businesses

Which guide is right for you?​

If you want to...Use this guide
Answer customer questions automaticallyCustomer Support Bot
Capture and qualify leadsSales Lead Bot
Help online shoppersE-commerce Bot
Let customers book appointmentsAppointment Booking

Combining use cases​

Many businesses need agents that do multiple things. Here's how to combine:

Support + Sales: Start with the support bot guide, then add lead capture elements from the sales guide.

E-commerce + Support: Build an e-commerce bot, then expand with more detailed troubleshooting from the support guide.

Booking + Support: Create a booking bot, then add FAQ content for post-appointment questions.

Start with one focus

It's better to nail one use case first, then expand. A focused agent performs better than one trying to do everything.

General tips for all use cases​

Start simple​

Begin with 10-20 FAQs covering your most common questions. You can always add more later.

Test before launching​

Use the Playground to thoroughly test your agent before putting it on your website.

Review and improve​

Check the Customers section regularly to see what questions people are asking. Add new FAQs to fill gaps.

Keep content updated​

Set a reminder to review your agent monthly. Update for:

  • New products or services
  • Policy changes
  • Seasonal information
  • Common questions you've noticed

Need something different?​

These guides cover common use cases, but TAB agents are flexible. You can create agents for:

  • Internal team FAQs
  • Event information
  • Restaurant menus and reservations
  • Real estate property questions
  • Educational course information
  • And much more

The principles are the same: add relevant knowledge, configure your agent's personality, and train it to help your specific audience.

Next steps​

Pick the guide that matches your needs and start building! Each guide includes:

  • Step-by-step setup instructions
  • Example FAQs you can adapt
  • Best practices for that use case
  • Tips for measuring success