AI Employee
Set up and manage your AI assistant to handle customer conversations, where enabled.
Learn how to configure your AI Employee, train it on your business knowledge, and set up human handoff rules, depending on your selected plan.
Designed for
Administrators configuring the AI Employee.
Key topics covered
- How to train the AI
- How to set business rules
- How to monitor performance
Guides & Documentation
Initial Setup
Business Rules
Knowledge Setup
Human Handoff
Lead Qualification
Appointment Handling
Monitoring and Review
Usage and Billing
Troubleshooting
Knowledge Sources
Knowledge Quality
Conversation Handling
Fallback Responses
Support Escalation
Conversation Routing
Sensitive Topics
Live Monitoring
Escalation Rules
Continuous Improvement
AI Troubleshooting
Response Quality
Conversation Review
AI Performance
AI Optimisation
Error Handling
AI Maintenance
Important Information
Notice
The AI Employee is powerful but requires testing. Do not rely on it for sensitive or critical decisions without human review.
Service Continuity
Turning the AI on without adding any specific knowledge or rules, causing generic or inaccurate answers.
Support Guidance
If the AI answers incorrectly, check the Training section and update the Knowledge Base with the correct information.