Collection

Astra

70 articles

• A guide to your Astra onboarding experienceAstra is designed to help new users get value quickly. Instead of a static landing page or a complex setup process, Astra guides users through an interactive and focused onboarding flow. The goal is simple: reduce friction, remove guesswork, and help you create your first AI agen…
• About Astra APIsAstra APIs allow you to connect external systems with Astra to automate workflows, manage resources, and build custom integrations. This article explains what Astra APIs are, who should use them, and where to find the full developer documentation. Instructions What are Astra APIs…
• Authentication setup for REST API actionsThis article explains how to configure authentication for REST API actions in Astra. It covers the supported authentication methods, when to use each one, and how to set them up correctly so your API requests are accepted. Instructions Authentication tells an external system that…
• Available event types: A detailed guideThis article explains the different event types available for REST API actions in Wati. You will learn when each event is triggered, what data it can send, and how to use them correctly - especially when collecting feedback, form data, or lead information. Instructions Event-base…
• Best practices for improving Astra AI Agent response qualityWhy this matters An Astra AI Agent is only as effective as the knowledge and instructions it uses. Incomplete knowledge, unclear instructions, or insufficient testing can lead to responses that are inaccurate, incomplete, or outside the intended scope. A well-configured agent sho…
• How can Astra help your business?Astra helps businesses grow faster by turning website visitors into qualified leads—automatically. This article explains how Astra works, what it can do for your sales team, and how it improves lead capture, qualification, and conversion using intelligent AI agents. Introduction…
• How does credits rollover and credit consumption work in AstraThe Credits Rollover feature in Astra allows unused subscription credits to automatically carry forward to the next billing cycle. This gives you more flexibility in how you use your monthly credits while preventing excessive credit accumulation. Astra also uses a credit consumpt…
• How does lead qualification work in AstraAstra allows you to automatically qualify leads during conversations using a customizable qualification framework. By default, Astra provides the BANT model (Budget, Authority, Need, Timeline) to help businesses evaluate leads based on their readiness to buy. You can also customi…
• How to add a row to Google SheetsThis guide explains how to configure the Google Sheets — Add row action in Astra. This action allows your agent to automatically append a new row to a selected Google Sheets worksheet (tab). When a row is added, Astra aligns the values with the column headers defined in the first…
• How to add or update payment details in AstraThis article explains how Astra admins can access or update billing details. Follow the step-by-step instructions below to manage your Astra subscription and keep your billing information up to date. Instructions Who can access the billing portal? Only admins can access the Billi…
• How to assign a conversation to agents in HubSpotThis guide explains how to configure the HubSpot Assign to user action in Astra. This action hands over a live conversation from the AI agent to the user in HubSpot, allowing the human agent to take over and continue the conversation seamlessly. How the action works When this act…
• How to assign a conversation to agents in WatiThis guide explains how to configure the Assign to team/user/bot action in Astra. This action allows your Astra AI agent to hand over an active WhatsApp conversation to a specific team, user, or bot in Wati. Once assigned, Astra stops responding, and the selected assignee takes o…
• How to compare AI performance across channelsThe Channels Report helps you compare how your AI agent performs across different communication channels, such as text and voice. By viewing channel-specific metrics side by side, you can identify which channels drive the most engagement, deliver the best customer experience, and…
• How to configure attributes & REST Action API payloadThis guide explains how REST API action attributes work in Astra and how they are used within Astra agents. Attributes act as placeholders that store and pass data between instructions and actions. You’ll learn the different types of attributes, how they behave, and how to use th…
• How to connect Google Sheets to AstraThis guide explains how to connect your Google Sheets account to Astra. Once connected, Astra can interact with your spreadsheets to perform actions such as adding rows, updating records, or retrieving data as part of automated workflows. Instructions Follow these steps to connec…
• How to connect your HubSpot account to AstraThis guide explains how to connect your HubSpot account to Astra. Once connected, you can use HubSpot actions (like creating or updating contacts) directly within Astra workflows. How the connection works When you connect your HubSpot account to Astra: - You authorize Astra to ac…
• How to connect your Pipedrive account to AstraThis guide explains how to connect your Pipedrive account to Astra. Once connected, you can use Pipedrive actions (like creating or updating contacts) directly within Astra agents. How the connection works When you connect your Pipedrive account to Astra: - You authorize Astra. -…
• How to connect your Salesforce account to AstraThis guide explains how to connect your Salesforce account to Astra. Once connected, you can use Salesforce actions - such as creating or updating contacts - directly within your Astra workflows. How the connection works When connecting your Salesforce account to Astra: - You sig…
• How to connect your Slack to AstraThis guide explains how to connect your Slack workspace to Astra. Once connected, you can use Slack actions (such as sending messages to channels) directly within Astra workflows. How the connection works When you connect your Slack workspace to Astra: - You authorize Astra to ac…
• How to connect your Wati account to AstraThis guide explains how to connect your Wati account to Astra so you can use Wati actions in your automation workflows. Once connected, Astra can perform actions such as creating or updating contacts using your Wati account. You only need to connect your Wati account once, and th…
• How to connect your Zoho account to AstraThis guide walks you through how to connect your Zoho CRM account to Astra. Once connected, you can use Zoho actions (like creating or updating a contact) directly within Astra workflows. How the connection works When you connect your Zoho account to Astra: - You authorize Astra.…
• How to contact Astra's customer support teamNeed assistance with your Astra account? This quick guide walks you through how to contact Astra’s customer support team directly from your dashboard. Whether you’re facing a technical issue or just have a question, reaching out is simple and fast. Instructions If you’re stuck or…
• How to create an AI agent using Astra VibeThis guide shows you how to build an AI agent in Astra Vibe without writing any code. You’ll learn how the unified agent builder works, how to choose a template, customize instructions, and deploy your agent on the channel of your choice. Instructions Introducing Astra Vibe (unif…
• How to create and configure a voice agent using Astra VibeAstra’s voice agent allows your website visitors to speak directly with your AI agent in real time. It uses the same training data as your text-based agent, so your responses stay consistent across chat and voice. This guide explains how to create an AI agent, enable the voice fe…
• How to create and manage API KeysAPI Keys allow your applications, scripts, and backend services to securely access Astra APIs without requiring a user to sign in through the web interface each time. This article explains what API Keys are, how to create and use them, and how to manage or revoke existing keys. I…
• How to create and manage OAuth AppsOAuth Apps allow external applications to securely connect to Astra on behalf of users. Instead of sharing credentials, users sign in to Astra and explicitly grant permission to the application. This guide explains how OAuth Apps work, how to create and manage them, and when to u…
• How to create and manage actions for your agents in AstraThe Create action flow helps you turn pre-built templates into fully configured actions that your agents can use. You can select a template, define its purpose, connect required accounts, and configure settings - all in a guided flow. Once created, the action appears in My action…
• How to create and use custom formsThis guide explains how to configure Custom forms for your web widget. Unlike other actions, Custom forms do not run during a conversation. Instead, they let you define the structure and behavior of forms that appear in your widget to collect customer information such as leads, c…
• How to create or update contact in WatiThis guide explains how to configure the Create or update contact - Wati action. This action lets your agent automatically create new contacts or update existing ones in Wati using a customer’s WhatsApp phone number. You’ll learn how to set up the action, map fields correctly, an…
• How to create or update contacts in HubspotThis guide explains how to configure the HubSpot Create or update contact action in Astra. Once set up, this action automatically creates or updates contact records in HubSpot based on customer conversations, helping you keep your CRM data accurate and up to date. How the action…
• How to create or update contacts in PipedriveThis guide explains how to configure the Pipedrive - create or update contact action in Astra. This action keeps your Pipedrive data in sync by automatically creating or updating leads based on customer conversations. It ensures every lead is linked to a person, identified using…
• How to create or update contacts in SalesforceThis guide explains how to configure the Salesforce - create or update contact action in Astra. This action keeps your Salesforce data up to date by automatically creating or updating contact records based on customer conversations. How this action works When this action runs: -…
• How to create or update contacts in ZohoThis guide explains how to configure the Zoho Create or update contact action in Astra. Once set up, this action automatically creates or updates contact records in Zoho CRM based on customer conversations, helping you keep your data accurate and up to date. How the action works…
• How to customize your AI agent’s branding in AstraWhen you create an AI agent in Astra, it automatically sets up the initial branding and context based on your website. However, you can further customize the agent’s branding to better match your business identity and customer experience. This includes updating the agent name, we…
• How to install AI agent on ShopifyYou can install Astra on any website in just a few steps by copying a code snippet from your Astra Dashboard and then setting it up on Shopify. Instructions Follow these steps to install Astra AI agent on your website: Step 1: Get your installation code - Log in to your Astra acc…
• How to install AI agent on your Lovable websiteYou can install Astra AI agent on your website created with the Lovable platform in just a few minutes using a simple setup prompt. Once installed, you can choose how Astra AI agent is displayed; either as a chat widget or in a spotlight view. ​ Instructions Follow these steps to…
• How to install AI agent on your WebsiteYou can install Astra on any website in just a few steps by copying a code snippet from your Astra Dashboard and pasting it into your site’s HTML. Once installed, you can choose how Astra appears - either as a chat widget, a spotlight view, or with the optional magic highlighter…
• How to install AI agent on your WordPress websiteYou can install Astra AI agent on any website created with WordPress in just a few steps by copying a code snippet from your Astra Dashboard and pasting it into your site’s HTML. Once installed, you can choose how Astra appears - either as a chat widget, a spotlight view, or with…
• How to install AI agent on your website using Google Tag ManagerYou can install Astra on your website without touching code directly by using Google Tag Manager (GTM). This method allows you to manage the Astra installation from a single dashboard, making updates and changes easier in the future. Instructions Follow these steps to set up Astr…
• How to invite team members to your Astra accountWant to collaborate with your team in Astra? You can easily invite new members to your account so they can start working with you. This guide walks you through the simple steps to add team members by sending them an invitation via email. Instructions Follow these steps to invite…
• How to search and find rows in Google SheetsThis guide explains how to configure the Google Sheets — Search and find row action in Astra. This action allows your agent to read and retrieve rows from a selected Google Sheets worksheet (tab) and return the results as a structured list. To ensure the action works correctly, y…
• How to send a booking message on WhatsAppThis guide explains how to configure the Send booking message action in Astra. This action allows your voice agent to send a simple follow-up message on WhatsApp with a greeting and a booking or demo link. It is useful for guiding customers to schedule a meeting or continue the c…
• How to send a follow up message on WhatsAppThis guide explains how to configure the Send message after call action in Astra. This action allows your voice agent to automatically send a follow-up WhatsApp message after a call using predefined or templated content. It helps ensure consistent and timely communication with cu…
• How to send a interactive message on WhatsAppThis guide explains how to configure the Send interactive message action in Astra. This action allows your agent to send WhatsApp interactive messages - such as buttons or lists - with fully predefined content. It helps you create structured, easy-to-use responses that guide cust…
• How to send a message in a Slack channelThis guide explains how to configure the Slack — Send message to channel action in Astra. This action allows your agent to automatically send messages to a selected Slack channel on your behalf. The message content is generated dynamically based on the agent’s context and instruc…
• How to send a session message on WhatsAppThis guide explains how to configure the Send session messages action in Astra. This action allows your Astra AI agent to send one or more predefined messages (text or media) directly within an active WhatsApp session in Wati. Messages are fully defined during setup, ensuring con…
• How to send a template message on WhatsAppThis guide explains how to configure the Send template message action in Astra. This action allows your agent to send approved WhatsApp template messages with dynamic parameters. It ensures compliance with WhatsApp policies while enabling personalized and scalable communication.…
• How to send sales summary on WhatsAppThis guide explains how to configure the Send sales summary action in Astra. This action allows your voice agent to generate a sales summary, convert it into a PDF, and send it to the customer on WhatsApp. You can also include an optional intro message to provide context before s…
• How to set up a REST API actionThis article walks you through how to set up a REST API action in Wati. You will learn how to choose the right trigger, select an event type if needed, and correctly add the action to your AI agent’s instructions so it works as expected. Note: REST API action is available for Ast…
• How to set up and configure lead qualification criteriaThis guide explains how to configure Lead qualification criteria action in Astra. This is a configuration-only template used to define how leads are evaluated and scored. You can set rules, assign weights, and control how leads are classified before they move into downstream work…
• How to sync leads data to Google Sheets using offline syncThis guide explains how to automatically sync lead information and conversation summaries from Astra to a Google Sheet after a conversation ends. By enabling the Offline Sync feature, Astra updates the Google Sheet only after the conversation has finished and a lead is captured.…
• How to track AI-generated leads and conversionsThe Leads Report helps you measure how effectively your AI agent converts conversations into sales opportunities. Use this report to track lead generation performance, monitor qualification rates, understand where your leads are coming from, and identify opportunities to improve…
• How to track your AI agent's language and off-hours coverageThe Availability and Language reports help you understand when customers are engaging with your AI agent and which languages they prefer to use. These insights can help you evaluate support coverage across different regions, time zones, and languages, while identifying opportunit…
• How to train your AI agentWant your AI agent to give smarter, more accurate answers based on your business information? This guide explains how to train your agent in Astra using your own content. You can add website links, upload documents, or create Question-and-Answer (Q&A) pairs - no technical setup o…
• How to troubleshoot REST API actionsThis article helps you troubleshoot common issues when using REST API actions in Astra. It covers frequent problems such as missing form parameters, limitations with lead data, authentication errors, and important security considerations to keep your integrations working reliably…
• How to update a row in Google SheetsThis guide explains how to configure the Google Sheets — Update row action in Astra. This action allows your agent to update an existing row in a selected Google Sheets worksheet (tab). To ensure the action works correctly, the sheet must contain one non-empty header row at the t…
• How to update lead qualification criteria and scoringWant your AI agent to qualify better leads? It all starts with the right lead qualification setup. This guide explains how to use and customize Astra’s built-in framework to match your sales process. Whether you're using the standard BANT framework or your own custom approach, yo…
• How to use Astra Dashboard to measure AI performance and ROIThe Astra Dashboard gives you a complete view of how your AI agents are performing across your account. Use it to track key performance metrics, measure business impact, compare Text and Voice AI performance, identify trends, and uncover opportunities to improve your AI agents. I…
• How to use Astra’s automated agent evaluation to deploy reliable AI agentsWhen you create an AI agent in Astra, the system doesn’t just generate it and leave you to figure out the rest. It generates test cases automatically to help you evaluate and improve your agent from the start. This article explains how automated testing, prompt optimization, and…
• How to use the Web search actionThis guide explains how to configure the Web search action. This action allows your agent to perform real-time web searches using Perplexity AI and return answers based on up-to-date information from the internet. It is useful when the agent needs information that is not availabl…
• How to use voice cloning and new features in Astra voice agentsThe AI Voice Agent now includes new capabilities designed to make automated voice interactions more natural and engaging. These updates introduce voice cloning, natural and more expressive responses, and guided conversations, helping businesses deliver voice interactions that sou…
• How to view collected leads (contacts)Your AI agent automatically captures and stores leads from conversations. These leads are available under Contacts in Astra. This guide shows you how to access these leads and export them if needed - for follow-ups, analysis, or sharing with your sales team. Instructions Follow t…
• How to view your AI agent's core performanceAstra provides detailed analytics for each AI agent, helping you understand how well an individual agent is performing across your website and messaging channels. Use these reports to track conversation outcomes, measure business impact, identify knowledge gaps, and find opportun…
• Introducing the actions library in AstraThis guide explains how actions work in Astra and provides a clear overview of the available actions you can use when building your AI agent. Actions allow your agent to perform tasks like updating contacts, sending messages, posting to Slack, or fetching information from the web…
• Test your web AI agent in the playgroundThe Playground lets you test your web AI agent before deploying it to your website. You can preview how the agent responds, test its instructions and behavior, try voice interactions, and review the web widget experience. The Playground does not use a real WhatsApp number or conv…
• Understanding credit usage and billing in AstraCredits power everything you do in Astra. Whether you’re sending a simple reply, sharing rich content like images or documents, or handling a voice agent call, each action uses a specific number of credits. Knowing how credits are calculated makes it easier to plan your usage, ma…
• Understanding online and offline sync for CRM actionsThis article explains the difference between online sync and offline sync when using CRM actions in Wati. These sync options determine when data is sent to your CRM or external systems during or after a conversation. Instructions Supported integrations for offline sync The follow…
• What are available pricing plans and add-ons for Astra?Astra offers flexible plans designed for businesses at different stages of growth. Whether you're exploring AI agents for the first time or managing high volumes of customer conversations, Astra provides plans that scale with your needs. This article provides an overview of the f…
• What is Astra?Astra is an AI-powered agent platform designed to help revenue teams qualify leads, engage customers, and build pipelines—faster and smarter. This article gives you a quick overview of what Astra does, who it's for, how it works, and why it’s built for modern sales teams looking…
• What is a REST API action?A REST API action allows your AI agent in Astra to automatically send data to another system when something specific happens in a conversation. This article explains what a REST API action is, how it works in simple terms, and when you might want to use it. Instructions A REST AP…