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How Hawil AI Works

1. Set Up Your Business Profile

A clear and concise business description is crucial. It's how your AI agent learns about your services, ensuring effective and accurate customer interactions.

  • Business Profile Creation: After signing in, you'll be guided to create your business profile.
  • Detailed Description: Provide a detailed description of your business: what you offer, your target audience, and your unique selling propositions. This forms the knowledge base for your AI.
  • AI Performance: The better your description, the smarter your AI agent becomes at answering specific customer queries.

2. Your General Q&A Agent is Live!

Immediately upon creating your business, a General Q&A agent is automatically configured and ready to assist customers using your business description.

  • Automatic Setup: No manual setup is required. Your agent is live and prepared to engage with customers instantly.
  • Agent Testing: Test your agent's responses directly from your dashboard to ensure it meets your expectations.
  • Continuous Improvement: Refine your business description anytime to enhance your agent's knowledge and improve its conversational abilities.
  • Text Chatbot Add-on: An AI text chatbot is also created automatically — embed it on your website or share a direct chat link for 24/7 customer support.
  • Lead Capture: Optionally enable a lead capture form — visitors can share their name and email before chatting, or skip to remain anonymous.
  • Session Tracking: Each chatbot session allows up to 50 messages and is scored by AI for sentiment, inquiry category, and purchase intent.
  • Chatbot + Zapier: Chatbot sessions trigger `chatbot_session_completed` events in Zapier, letting you route chat leads to your CRM, Slack, or spreadsheets.
  • Sana Pulse microCRM: All contacts from voice calls and chats are automatically captured in your built-in microCRM dashboard — no manual entry needed.

3. Test Your Agent Before Sharing

Before sharing with customers, test your AI agent to ensure it represents your business accurately. Test voice calls and text chatbot interactions right from your dashboard.

  • Voice Call Testing: Click the 'Test Call' button from your dashboard to have a live conversation with your AI agent and verify its responses.
  • Chatbot Testing: Test the text chatbot by clicking 'Preview Chat' to see how it handles customer questions.
  • Review & Refine: Based on test results, update your business description or campaign details to improve AI accuracy.
  • Multi-Language Testing: Test voice calls in different languages to verify automatic language detection and switching works correctly.

4. Share & Engage with Web Calls

Hawil AI uses browser-based web calls — no phone lines or PSTN setup required. Share your unique web call link to connect with customers instantly via their browser.

  • How Web Calls Work: Customers simply click a link or scan a QR code to initiate a direct voice call with your AI agent, all within their web browser — no app downloads needed.
  • Direct Shareable Link: Distribute your unique call link across social media, email campaigns, or business listings.
  • QR Code for Physical Locations: Generate a custom QR code for storefronts, flyers, or business cards, allowing customers to easily scan and connect.
  • Website Agent (Widget): Embed a small, non-intrusive widget on your website, enabling visitors to start a web call with your AI agent without navigating away.
  • Text Chat Links: Share your chatbot link for customers who prefer text conversations — perfect for website embeds, social media bios, or email signatures.

5. Enhance AI & Review Conversations

Every interaction provides valuable insights. Access detailed summaries and full transcripts of all customer conversations to continually refine your AI agent.

  • Conversation Summaries: View comprehensive call summaries and complete transcripts directly from your Hawil AI dashboard.
  • Business Insights Dashboard: Access AI-powered executive summaries, industry benchmarks, and data-driven improvement recommendations from your analytics dashboard.
  • Customer Insights: Analyze common customer questions and identify patterns to better understand their needs.
  • AI Refinement: Use these insights to further enrich your business description, making your AI agent even more accurate and helpful over time.

6. Create Target-Specific Campaigns

Design and customize AI campaigns to precisely address specific marketing goals, products, or promotions directly from your dashboard.

  • Campaign Setup: Easily create new campaigns tailored to specific products, services, or events.
  • Template Customization: Utilize various templates to set the context for your AI agent, ensuring it provides relevant information for each campaign.
  • Targeted Information: Guide your AI to focus on specific aspects of your business, providing answers directly related to the campaign's objective.

7. Share Campaign Links

Maximize reach by distributing unique campaign links across various platforms, directing customers to highly focused AI conversations and increasing engagement.

  • Generate Unique Links: Each campaign generates a unique, shareable link.
  • Strategic Distribution: Share these links on relevant platforms—social media for product launches, email for promotions, or even via QR codes on physical materials.
  • Boost Engagement: Direct customers to focused conversations with your AI agent, enhancing their experience and driving conversion.
  • Analyze Performance: Track which campaigns are driving the most engagement and refine your strategies based on real-time data.

8. Connect Your Workflow with Integrations

Automate your business processes by connecting Hawil AI to over 6,000 apps through Zapier. Send call data to your CRM, trigger follow-up emails, and more.

  • Zapier Integration: Connect to thousands of apps including Salesforce, HubSpot, Google Sheets, Slack, and more.
  • Automatic Data Flow: When a call completes, automatically send contact details, transcripts, summaries, and scores to your other tools.
  • Custom Triggers: Set up triggers based on call outcomes, high scores, or specific campaign types to route data exactly where you need it.
  • No Code Required: Configure your integrations through a simple dashboard—no technical expertise needed.
  • Chatbot Sessions Too: Chatbot sessions also flow through Zapier — use the `channel` field to build chatbot-specific automations alongside your voice call workflows.

Premium Features for Paid Plans

Unlock powerful tools to manage contacts, automate workflows, and let your AI agent take action.

Sana Pulse microCRM

Your built-in microCRM. All contacts from voice calls, text chats, and campaigns are automatically unified in one dashboard. AI-generated tasks, score-based priority (hot/warm/cold), activity feed, and full interaction history — no manual data entry needed.

Pulse Context: Sana remembers returning callers and personalizes conversations

Smart Sana: Enable CRM write tools during live conversations

Smart Agent

Enable your AI agent to take real actions during conversations — check inventory, update CRM records, schedule meetings, and more. Connect to Shopify, HubSpot, and Calendly.

Zapier Integration

Connect Hawil AI to 6,000+ apps with Zapier. Automatically send call data, transcripts, and insights to your CRM, email marketing tools, spreadsheets, Slack, and more.

Learn More from Our Blog

Discover best practices, use cases, and tips for getting the most out of your AI agents. Our blog covers everything from industry-specific strategies to advanced automation techniques.