Create an AI assistant
Create an assistant, define its tone and role, and provide the information it needs to know.
Go to AISections in this guide
Define the assistant’s job first
Instead of writing a long description, state exactly what the assistant is for, such as answering pre-purchase questions or explaining your services.
- What should it answer?
- What should it avoid guessing?
- Should the tone be formal or friendly?
- What should it say when it does not know the answer?
Create the assistant
- 1
Open the AI section.
- 2
Choose Create assistant.
- 3
Enter a simple name and description for its purpose.
- 4
Set the tone and main instructions.
- 5
If needed, add product or business information to the assistant’s knowledge section.
- 6
Test it with a real customer question and review the answer.
Give the assistant the information it needs
If prices, availability, or sales policies are not in the assistant’s information, you should not expect a precise answer. Keep important and frequently changing information up to date.
Keep in mind:Before relying on the assistant for replies, review and update prices and other important information yourself.