AI Configuration

Last updated: November 29, 2025

AI Configuration

Configure your AI assistant to provide accurate, brand-aligned responses to your customers.

Accessing AI Configuration
  1. Open Bot Studio
  2. Expand AI Configuration section (Premium only)
  3. Configure each setting
Business InformationBusiness Description

Tell the AI about your business:

What to include:

  • What your company does
  • Products or services offered
  • Industry/niche
  • Unique selling points

Example:
"We are TechCorp, a software company specializing in project management tools for remote teams. Our main product is TeamFlow, a collaborative workspace that helps teams organize tasks, communicate, and track progress."

Target Audience

Who are your customers:

Example:
"Small to medium businesses, remote teams, project managers, and freelancers looking for efficient team collaboration tools."

Business Goals

What you want the AI to achieve:

Examples:

  • Answer product questions
  • Guide users to sign up
  • Reduce support tickets
  • Qualify sales leads
Response SettingsTone and Style

How should the AI communicate:

Options:

  • Professional - Formal, business-like
  • Friendly - Warm, approachable
  • Casual - Relaxed, conversational
  • Technical - Detailed, precise

Example instruction:
"Be friendly and helpful. Use simple language. Avoid jargon unless the customer uses it first."

Language Preferences

Configure language handling:

  • Auto-detect - Respond in customer's language
  • Fixed language - Always respond in one language
  • Multilingual - Support specific languages
Response Length

How detailed should responses be:

  • Concise - Brief, to-the-point
  • Balanced - Moderate detail
  • Detailed - Comprehensive explanations
AI InstructionsSystem Prompt

Advanced instructions for the AI:

Example:

You are a helpful customer support assistant for TechCorp.

Guidelines:
- Be friendly and professional
- Answer questions about TeamFlow features
- Guide users to our pricing page for plan questions
- For billing issues, recommend contacting live support
- Never share internal information
- If unsure, say "I'm not sure about that. Would you like to speak with our team?"
Topics to Avoid

What AI should not discuss:

  • Competitor comparisons
  • Internal company information
  • Pricing negotiations
  • Legal advice
  • Personal opinions
Escalation Rules

When to suggest human support:

  • Complex technical issues
  • Billing disputes
  • Complaints
  • Special requests
Testing Your ConfigurationPreview Mode

Test AI responses:

  1. Open Bot Studio preview
  2. Click AI tab in widget
  3. Ask test questions
  4. Verify responses match expectations
Test Questions to Try
  • "What do you do?"
  • "How much does it cost?"
  • "I have a problem with..."
  • "Can you help me with..."
  • Questions in different languages
Best PracticesBe Specific
  • Provide detailed business info
  • Include product names
  • Mention specific features
Set Clear Boundaries
  • Define what AI should/shouldn't discuss
  • Create escalation rules
  • Specify response tone
Update Regularly
  • Add new product info
  • Update pricing details
  • Refine based on feedback
Saving Configuration

Click Go Live to apply your AI configuration.

Next Steps