DocsFeaturesAi Conversations

AI Conversations

Configure, test, and activate 24/7 automated support for your customers.

The AI Conversation module lets you train a smart assistant that handles the bulk of your incoming WhatsApp inquiries. This page details how to upload data, set up instructions, and test your chatbot.


Data Sources: How to Train Your AI

To train your AI agent, go to AI SettingsKnowledge Base. The AI learns from three sources:

1. Business Outline

Write a general overview of your business. Include your business name, address, hours, primary services, and key selling points. Keep this to 200-500 words.

2. FAQ Grids

Use our interactive FAQ builder to add question-and-answer pairs:

  • Question: "Do you deliver on Sundays?"
  • Answer: "No, we only deliver Monday through Saturday, between 9 AM and 6 PM."

3. Document Uploads

Upload brochures, pricing lists, manuals, or terms as files:

  • Supported Formats: .pdf, .txt, .docx, .csv.
  • Size Limit: Max 10MB per file.

Tuning the Personality

Customize your assistant's behavior under the AI Settings tab:

  1. AI Name: Choose a name (e.g., "Amaka" or "AutomateIt Bot").
  2. Tone of Voice: Select Casual, Friendly, or Professional.
  3. Custom Instructions: Provide explicit rules. For example:
    • "Never give discounts unless asked."
    • "Always mention that price is in Nigerian Naira."
    • "Do not answer queries unrelated to our real estate portfolio."

Testing in the Playground

Before deploying the chatbot to your live customers, use the AI Playground simulator:

  1. Type queries in the chat emulator.
  2. Review the AI's response.
  3. Inspect the Sources tab beneath the message to see which exact document or FAQ the AI used to formulate its answer.
  4. If the answer is incorrect, adjust your document files or FAQ entries, click Re-train, and try again.

Activating Live

To push the AI chatbot live to your customers:

  1. Go to the Channels tab.
  2. Find your connected WhatsApp number.
  3. Toggle Enable AI Chatbot to ON.
  4. The bot is now live and will reply to any new incoming messages within 2 seconds.
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