From sign-up to live AI support in three steps
You do not need a long project to get AI answering customers. Connect a channel, teach your agent with your own content, and let it work, with your team a click away whenever a human is needed.
The three steps
- 1
Connect a channel
Add your website chat widget, connect your WhatsApp Business number or set up a voice line. Each channel feeds the same shared inbox, so you can start with one and add more later.
- 2
Train your AI agent
Upload documents and FAQs, add example replies and set the agent's tone. It learns your business and answers from your content, in your customer's language.
- 3
Let it get to work
The AI answers instantly and hands off to your team exactly when a human is needed, with the whole conversation attached. You review, refine and improve over time.
What to prepare before you start
- The documents and FAQs customers ask about most
- The tone you want the AI to use, formal or friendly
- The situations where a person should always take over
- Your WhatsApp Business details if you want to use WhatsApp
After you go live
Going live is the start of the improvement loop. Read the conversations the AI handled, correct any answer you would have written differently, and add the missing content to your knowledge base. Add workflows when you want specific paths, such as out-of-hours replies or routing by language, and use analytics to see where your team's time is going.
Review
Look at real conversations and see how the AI performed.
Refine
Correct answers and add content so the next reply is better.
Automate
Add workflows for the paths you want to control precisely.
Measure
Use analytics and SLAs to track speed and workload.
Frequently asked questions
How long does setup take?
You can connect a channel and add your first documents in minutes. Refining answers and building workflows is an ongoing, gradual process.
Do I need a developer?
No. Connecting channels, training agents and building workflows are all done in the dashboard.
Can I start with only one channel?
Yes. Start with web chat or WhatsApp and add more channels later; they share the same inbox and agents.