How to configure the AI configuration

Table of Contents

Configure AI settings

Our AI integration can be a powerful tool to enhance efficiency and productivity within your team. However, the AI can only provide valuable suggestions when configured correctly. In this article, we will explain how to configure it.

To configure the AI, follow these steps:

  1. Click on the following link: AI Configuration.

  2. Alternatively, click on your initials in the upper-left corner of your inbox, then navigate to ‘Settings‘, ‘Organization‘ and finally ‘AI Setting.’

Once you access the AI settings page, you’ll find various options to adjust:

  • Company Context: This setting helps provide additional context about your organization, enhancing the relevance and accuracy of AI responses. We recommend writing a brief description of your business, the products you offer, and your unique selling points (USPs), along with other relevant information.

  • Instructions: Provide general instructions applicable to most questions and scenarios.

  • Default Agent Context: Use this setting to define the point of view (POV) from which the AI responds. For instance, if you’re a customer service representative assisting clients, consider setting the default agent context as follows: ‘I am a customer service rep. My name is {{agentName}}. I’m having a conversation with a customer.’ Changing the agent context significantly affects how the AI handles situations and responds.

  • Default Channel Context: This setting allows you to provide context specific to certain scenarios or channels. For example, you can instruct the AI to ask customers with technical issues to report a bug by clicking the ‘bug report’ link along with a short description. The AI will prioritize these instructions over its natural responses.

If you have any further questions regarding AI configuration, please don’t hesitate to contact our support team. We’re here to assist you.”