Launching your AI Assistant

There are a few settings that determine wether your AI Assistant takes on conversations or not.

To activate your AI Assistant, simply follow the steps below. If you need to deactivate it, just reverse these changes. To do these steps, you need AI Chatbot Admin permissions (step 1 & 2) and Settings permissions (step 3). Read more about user permissions here.

1. Define the Service type

From the Chatbot app choose the correct Assistant and open it's Settings from the cogwheel icon. 

In the Services section, choose what type of services your AI Assistant will provide. Will it chat directly with visitors (Chatbot mode) or will it suggest replies to your chat agents (Copilot mode)? The same AI Assistant can of course also do both. 

2. Give the AI Assistant access to rooms

In the same Settings section as above, choose which room(s) the AI Assistant will work in.

When the Service type (1) has been selected and rooms (2) have been defined, your AI Assistant will start joining new conversations and working in them.

3. Add the AI Assistant to room routers (for Chatbot mode only)

To allow the chat to be available on the website when only the AI Assistant is working (for example outside of human service hours), head over to Settings → Domains and Rooms and choose your room. In room settings, clicks "Edit router" and add the AI Assistant to the first step of the router. 
For more information on routers visit our Routers guide.

Finally, if your human agents have been working in the room by themselves earlier and you are now having an AI Assistant join them, checking the Service hours is a good idea. Disable Service hours completely if you intend on having your AI Assistant serving your visitors in the room 24/7.
Read more about Service hours here.

The steps described here in part 3 are not necessary for AI Assistants working in Copilot mode.