NxAi Tutorials · Ep 171:59

Set up the AI agent

Switch AI on, set the agent's tone and limits, teach it your business, and choose when it hands over.

Transcript

0:00Welcome

Welcome to NxAi tutorials! In this episode, you'll set up your AI assistant, so it can answer customers on WhatsApp for you.

0:09What you'll do

We'll look at budget and usage, switch on the features you want, set up the agent, and teach it about your business.

0:17Budget & usage

Under Chatbots and AI, open AI assistant. Budget and usage shows what AI has used this month, and what your plan includes. You can set a monthly budget, a limit per teammate, and what happens when it runs out.

0:33AI features

On Features, switch AI on for the workspace, and choose what to use: AI Assist for drafting, the NxAi Copilot for help, and the WhatsApp AI agent that replies to customers.

0:46Agent setup & hand-over

On Agent, give it a name and a tone, and tell it what it may say, like your hours and policies. It won't invent anything beyond this and your knowledge. Then choose the words that hand a chat to your team, what it says when it does, and whether to hand over rather than guess. Click Save agent setup.

1:12Knowledge

On Knowledge, add what the agent should know. Write an entry, one topic each, or upload a PDF, Word or text file. The agent answers from these, and offers to check with a colleague when it doesn't know.

1:30How the AI agent works

Here's how it works. The agent answers the messages your chatbots and auto replies didn't. It never replies once a teammate is assigned, and hands over when a customer asks for a person. Your team picks the chat up in the inbox, or in the NxAi Assist app.

1:47Next episode

In the next episode, we'll look at your reports and WhatsApp insights. If this video helped, subscribe, and see you in the next one!

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