AI assistant
Every article that touches ai assistant, wherever it lives.
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AI agent
How do I set up the AI agent?Enable the agent, connect it to the platform, then switch on the channels it may answer.Can the assistant answer my customers?On the Answered plan an AI assistant answers enquiries from your own site and WhatsApp, from your prices and your facts.What does the AI agent do, and what does it know?The agent answers your customers on your channels, from your data — and hands over when it shouldn't answer.How do I control how the agent sounds?Pick how customers are addressed and one of four tones — style only, never what the agent may promise.How do I approve replies before they're sent?Suggest mode holds every agent reply as a draft in your inbox — you send, edit, or take the thread over. It is set per channel.How do I stop the agent saying certain things?The Never say list is a hard limit the agent refuses to cross, on every channel, in every conversation.What documents should I give the agent?Upload price sheets, FAQs and policies the agent may cite — short, structured files with a heading per topic.Where do my WhatsApp conversations appear?Communication → WhatsApp is the inbox for your business number; the number itself is connected on the Assistant page.How do I connect WhatsApp?Start on the shared platform number in minutes, or onboard your own number — the inbox works the same.What can the agent promise on my behalf?Facts are the claims the agent may make actively — turnaround, payment terms, warranty. Company details come from your existing settings.What may the agent say about prices?One default policy for money talk, per-channel overrides where it should differ, and rules that always hold.How does the agent learn from my team's replies?Replies your colleagues write become candidates; approve one and the agent may reuse it for the next customer who asks.Why is the agent using an old answer?Retrieval preview shows the score behind every answer; four settings decide how much recency counts against similarity.
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