How CustomIQ AI agents answer your leads by email

1:36 · Published 2026-10-12

In CustomIQ channel agents attend a segment over WhatsApp or email and workflows chain automatic steps. Create an agent from Segments with "Create agent" and manage it in Agents; for a workflow type "I want to create an automated workflow." in the IQ chat, choose the segment, describe the funnel and confirm. It is charged when activated.

Step-by-step guide: Channel agents and automatic workflows Try CustomIQ

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0:00Introduction

In this tutorial you'll see channel agents, the AI that talks to the leads of a segment by email, and how to adjust what it says. In Agents you see each agent with its channel, its segment, its landings and its status. New agents are created from a segment.

0:22Open an agent

Open one to see how it works. At the top, its name, its channel and whether it's active.

0:29Harness and layers

The harness is what the agent follows. Sector rules always apply, and your segment adds to them. Each landing adds its own layer for the leads who came from it. Back on the segment layer.

0:41Tone, goal and rules

Here you set its tone and persona. What a successful conversation achieves, for example getting the lead to ask for a call. What it should try to find out, like interest, timeframe or objections. What it must never do or say. And offer facts it can use, like a promotion or a deadline.

1:05Test and outcomes

Try it runs the real path with a made up conversation, so you can check a reply before leads see it. Each test turn is billed like a real one. Outcomes so far counts how conversations ended. And you can pause the agent at any time. To chain automatic steps, like a welcome email and a reminder, ask the IQ chat to create an automated workflow for your segment.

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