AI Guidance

To help you get started with AI guidance, we have preliminarily categorized the guidance

Communication style: Make sure each reply is as consistent as possible with your company's tone of voice. Define how AI should communicate so that it can provide high-quality support like your well-trained customer service staff, while maintaining consistency with your brand perception.

Context and clarification: Guide AI to follow up on customer issues, reduce communication misunderstandings, and help customers get the correct answers faster, thereby improving response efficiency.

Handover and escalation: Tell AI in what situations it needs to transfer to a human agent. When a user's problem is complex or sensitive, promptly upgrade the conversation priority to transfer it to a human agent, ensuring that the user receives timely service.

Other: You can add any other guidance that cannot be classified under the above categories in this module, such as your company's service policies and regulations, etc.

You can find the templates we have prepared for you under each category, and fine-tune them or create your own templates that meet your needs by selecting the appropriate ones.

Read our AI Guidance Best Practice before you get started to learn the dos and don’ts of writing good guidance prompts.

Create AI Guidance

Enter the Chatbot-AI-Guidance menu, and in the basic settings, set the language style of AI, the language to use when AI cannot recognize the user's language, and fill in your company's business background.

Add the guidance content you need in the four categories according to your business needs, click the "Save" button, and switch the "Use" button on for the guidance you need to use.

Preview and guiding

After you configure all the guidance content, click the "Use" button to open it (it won't take effect yet). Then you can interact with, in the preview window on the right, with AI. You can ask AI questions from the customer's perspective and optimize and adjust your guidance content according to its responses.

Publish guidance

After completing the configuration and debugging, click the "Publish" button in the upper right corner to publish. The content you have configured will officially take effect online.