Name it, give it a job and describe how it sounds.
Enter a name for the agent.
Shown to customers in the chat widget.
Used for business hours, bookings and follow-ups.
Describe the agent's role.
Who it is and where it works, in a sentence or two.
Describe the voice in your own words.
Set its purpose, what counts as a qualified lead, and the rules it always follows.
What it should aim for in every conversation, and how to open it.
One condition per line. Write “Or” between alternatives.
Hard limits that always apply, whether to do something or never do it. One per line.
Add the documents, websites and FAQs it answers from, and the actions it may take.
Used by both WhatsApp and Voice. Upload once; it is processed in the background.
Public pages only. Read in the background after saving.
Add a question and the exact answer it should give, for example prices or timings.
Write shared instructions once, then switch on the channels.
Applies to both Voice and WhatsApp.
Inbound calls to this number are answered by the agent.
Hear the selected voice before saving.
Sent when the agent cannot answer.
Choose who is notified and when, when your team is available, and whether it follows up. Save keeps everything.
Timezone: India (IST, UTC+5:30). Change it in Step 1.
If left empty, the agent words it itself.
Set your business hours above, otherwise this has no effect.
