Shared Conversation Concepts
Every conversation surface can carry:- An agent or agent version
- Contact context such as
leadId - Variables used inside prompts or tools
- Metadata for CRM or reporting use
- Conversation records you can review later
Conversation Surfaces
Voice
Best for real-time qualification, support, intake, reminders, and transfers.
SMS
Best for short updates, follow-ups, opt-ins, confirmations, and workflow steps.
Best for longer follow-up, summaries, scheduling, and asynchronous outreach.
Web Chat
Best for embedded product or marketing site conversations.
Voice Calls
Voice conversations can begin in two common ways:- A user calls a number assigned to an inbound agent or squad
- You launch an outbound call with direct dispatch or a workflow step
Direct Dispatch Example
SMS Threads
SMS uses persistent threads rather than one-off messages. This is the right model for follow-up, reminders, re-engagement, and workflow-based text outreach.Email Threads
Email threads are outbound-initiated conversations tied to a deployed version. The version should have a verified sending domain configured before you start sending.Web Chat
Web chat threads are created on demand and return a short-lived token for the client. Chat creation is protected by an allowlist of approved domains.allowedChatDomains.
Design Guidance
- Use voice when the conversation needs urgency, nuance, or live transfer.
- Use SMS when a short asynchronous reply is enough.
- Use email when responses are longer or need richer written context.
- Use web chat for product surfaces or public website entry points.
- Reuse variables and metadata consistently across channels so workflows and reporting stay clean.
Related API Reference
Calls API
Review completed call records.
SMS Threads API
Start and manage text threads.
Email API
Create and inspect email threads.
Chat API
Launch web chat sessions.