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AI Settings

Manage Your Organizations​

AI Settings

The AI Settings section enables organizations to configure their AI assistant’s behavior, goals, auto-replies, and response guidelines — helping deliver smarter, more personalized customer interactions.

Define Goals & Upload Resources​

  • Set Organizational Goals:

    • Clearly define business objectives (e.g., increase customer satisfaction, reduce support costs, improve retention).
    • Helps the AI understand priorities and tailor responses accordingly.

  • Upload Supporting Resources:

    • Add relevant PDFs, CSV, TXT, or MD files (up to 20MB) to give the AI more context about your organization.
    • Improves accuracy and relevance in automated responses.

Configure Inbox Auto-Reply​

  • Enable or Disable Auto-Reply:

    • Let the AI automatically respond to incoming customer messages when activated.

  • Channel Selection:

    • Choose where auto-replies should apply, such as Messenger, Instagram Messages, or WhatsApp.

  • Auto Reply Forms:

    • Attach a pre-built form (e.g., IT Consulting Form) to capture structured information during automated conversations.
    • Optionally create new forms or skip form selection.

Set Reply Instructions​

  • Custom AI Behavior:

    • Define exactly how the AI should respond to customer inquiries.
    • Include tone, style, response triggers, and fallback rules.

  • Usage Guidelines & Templates:

    • Access pre-written templates and usage guidelines to shape responses effectively.
    • Example: Define key phrases that trigger specific AI responses or promotional messages.

These AI Settings give organizations full control over how their AI assistant behaves — from understanding company goals and using relevant resources to managing auto-replies across channels and crafting intelligent, on-brand responses.