Set up your AI agent
Five short steps to an assistant that answers like someone who knows your business.
Sign in to open the AI AgentOpen AI Agent in the menu. The setup has five steps, and you can come back to any of them later.
- Choose a job: answer questions, help customers choose and buy, guide them to a booking, or a mix of everyday help.
- Your business: describe what you offer in a few sentences, and add files or saved answers if you have them. Teach your agent about your business
- Reply style: choose a tone, such as friendly or professional, and the language it replies in.
- Team handoff: tell the agent when to stop and pass the conversation to your team, for example when someone asks for a person. When your team takes over
- Test & turn on: chat with your agent as if you were a customer, then choose how it should reply.
Saving your setup doesn't switch the agent on. You do that in the last step, by choosing Review before sending or Send automatically. Which one to choose
Ready to answer every customer from one place?
Connect your channels, let the AI help with the questions you get every day, and keep track of every sale.