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Set up your first AI agent from your FAQs.
Give an agent the questions your team answers every day, and decide when it hands off to a person.
Steps
What to do
- 01
Collect your FAQs
List the questions your team answers most often, with the answers you want customers to get.
- 02
Add them to the knowledge base
Enter the questions and answers, and add policies or documents the agent should use.
- 03
Choose what the agent may do
Decide which conversations it answers and which go straight to a person.
- 04
Set the handoff
Choose who receives a conversation when the agent is unsure.
- 05
Test, then switch on
Ask the agent your own questions, read its answers, then enable it on one channel.
Good to know
Before and after
- The agent answers from your own knowledge. Clear answers in, clear answers out.
- Agent work uses AI credits, one of the four plan meters.
- Read the first conversations it handles and adjust the knowledge base.
