AI Setup

AI auto-replies use your knowledge base content to answer repetitive questions consistently. This section explains the full setup flow—from wallet funding to enabling auto-replies and controlling AI per conversation.

1. Top up your AI wallet

Open AI → Wallet, top up your balance, complete payment, then wait until it’s approved. Once approved, your AI wallet becomes active and ready to use.

2. Select your AI model

When your wallet is healthy, choose the model you want to use from the AI configuration area. This will define the default engine used for AI features.

3. Upload knowledge base content

Go to AI → Knowledge Base and click New Knowledge. You can upload a file (PDF, DOCX, TXT—max 10MB) or paste text content directly.

4. Upload FAQ (optional)

To help AI answer common questions, you can upload FAQs via AI → Knowledge Base → Upload FAQ. Use the provided template, fill the Q and A columns, then upload as XLSX or CSV (max 5MB).

5. Define AI behavior (prompt settings)

Open AI → Overview and scroll to AI Settings. Click Edit Prompt.

You can:

• Use Manual Edit to write your behavior prompt.
• Use Generate from Conversation to paste example chat style, then generate a behavior prompt automatically.

6. Enable AI auto-replies

In AI → Overview → AI Settings, enable the AI Auto-replies toggle. This will allow AI to reply automatically across your channels (depending on your settings).

7. Control AI per conversation

If you don’t want AI to reply in a specific conversation, disable the AI toggle inside that chat room. On desktop, it’s in the chat header. On mobile, it’s inside the three-dot menu.