Getting Started with the Unibox

Last Updated 13/06/2025

Unibox is more than just a chat dashboard, it’s your AI-powered control room for customer engagement.

If you use it well, Unibox can help you:

• Spot what customers are really asking for
• Improve your AI responses
• Takeover conversations if necessary

Here’s how to make it work for you, not the other way around.

1. Monitor Conversations to Improve Your AI

Every response your AI gives is a learning opportunity, for it and for you.

What to do:

• Open recent chats and skim through replies
• Watch out for awkward, repetitive, or off-target responses
• Note customer questions your AI couldn’t answer well

Why it matters:
These are the moments to retrain your AI. A few small tweaks can make your AI sharper, faster, and more helpful, which means smoother conversations and happier customers.

2. Use Takeover Mode Strategically

Let the AI do the routine work and jump in only when it matters.

Use Takeover when:

• The customer goes asks something out of context for the AI to answer
• There’s emotional tension or urgency
• A customer ready to buy is hesitating and needs a human nudge

Pro tip:
Once you’re done, you can hand the chat back to the AI or keep it manual. Either way, you’re in control.

3. Spot Customer Trends from Chat History

Want to know what your customers really care about? It’s all in the conversations.

What to look for:

• Repeated questions (e.g. “Do you deliver on weekends?”)
• Feature requests or complaints
• Patterns in what people ask before they buy

What to do with it:

• Update your FAQ or help center
• Adjust your marketing or product messaging
• Train your AI to handle these questions better

This is free market research, baked into your daily workflow.

4. Track Follow-Ups and Sales Opportunities

Unibox shows you when the AI has identified a sales opportunity, and where it is in the follow-up journey.

Inside each conversation, you can see:

• If it’s been tagged as a following, pending, won, lost or request human takeover
• What follow-up messages the AI has sent
• When the next follow up is scheduled to take place

How to use this:

• Follow up with leads that are tagged “request human takeover”

6. Build a Daily Habits Checklist

Make Unibox check-ins part of your daily routine.

Here’s a quick 5-minute checklist:

• Scan new conversations
• Review AI replies that need improvement
• Jump into any urgent chats

You’ll stay ahead of problems, close leads faster, and train your AI, all in a few minutes a day.

With a few smart habits, Unibox becomes your assistant, not just your inbox.
Let AI handle the routine, and you focus on the moments that matter.