Reference material
Choose the information the assistant can use to answer visitor questions.
Personas AI · Custom system
Give website enquiries a clear next step.
Configure an assistant around your business information, supported tasks and hand-off rules. Review its answers before making it available to visitors.
Capabilities
Define the assistant's role
Connect a conversational assistant to your information and supported business tasks.
Supported tasks
Define which questions and requests the assistant should handle.
Business integrations
Scope access to the tools and records needed for each supported action.
Human hand-off
Send requests to your team when the assistant lacks the information or authority to proceed.
Answer review
Test sample conversations and review the assistant’s responses before launch.
Operating controls
Agree access rules, usage limits, and the support process for the deployment.
Workflow
Prepare the assistant for real enquiries
- 01
Choose reference material
Select the information the assistant can use and identify who maintains it.
- 02
Define actions and hand-offs
Scope supported tasks and the points where a person needs to take over.
- 03
Review sample conversations
Test the answers and hand-off behaviour before making the assistant available to visitors.
Your workflow
Discuss an assistant for your website
Share the questions visitors ask, the information available and the actions you want to support.
Keep exploring
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