AI Agent
Proactive roles
Conversations the AI Agent starts: on a page, when a visitor returns, on an event.
AI AgentRead it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.
A proactive role is a Flow with a first message and then the assistant in a role you describe (“help them pick a size”). It starts on a page you name, when a visitor comes back, or when your site sends an event. It counts against Flows, not against AI conversations, until the visitor replies.