How to configure your AI Employee profile

    CategoryAI Employee
    Article typeDocumentation
    Estimated reading time 4 min
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Navigate to Settings > AI Employee to name your AI, define its primary objective, select active channels, and set response wait times.

    Who this article is for

    This article is for administrators who are actively setting up the AI Employee in their GEVADE CRM workspace.

    Overview

    Configuring the AI Employee profile is the first active step in bringing your assistant to life. A well-defined profile sets the context for how the AI will interact with your leads.

    Before you begin

    • Complete account preparation steps
    • Decide on a name for your AI
    • Determine the primary objective (e.g., booking, support)

    Step 1: Step 1: Access the AI Employee Settings

    Navigate to Settings > AI Employee in your GEVADE CRM dashboard.

    Step 2: Step 2: Name Your AI Employee

    Give your AI a name. This could be a human name (e.g., 'Sarah') or a functional name (e.g., 'Support Assistant'). This name may be visible to customers depending on your channel settings.

    Step 3: Step 3: Define the Primary Objective

    Select the main goal for the AI. Common objectives include 'Book Appointments', 'Answer Support Questions', or 'Qualify Leads'. This helps the AI prioritize its actions during a conversation.

    Step 4: Step 4: Select Active Channels

    Choose which communication channels the AI should monitor and respond to. You can select SMS, Web Chat, Facebook Messenger, Instagram, or a combination. Start with one or two channels while you test.

    Step 5: Step 5: Set the Wait Time Before Responding

    Configure how long the AI should wait before sending its first reply. A short delay (e.g., 1-2 minutes) can make the interaction feel more natural than an instant, robotic response.

    Configuration note

    We do not guarantee AI accuracy, lead conversion, bookings, customer satisfaction, response quality, revenue, support resolution, or business outcomes. The AI Employee does not fully replace human staff. AI behaviour depends on knowledge sources, instructions, handoff rules, enabled features, connected channels, permissions, configuration, testing, and ongoing monitoring. AI-generated responses should be reviewed before relying on them for sensitive, urgent, legal, financial, medical, billing, or policy matters. The AI Employee may need human handoff for these situations. Knowledge sources must be reviewed, updated, and tested regularly. Usage charges, feature access, fair use rules, or add-on requirements may apply depending on your account setup. Always test before going live. Contact support if an option is not visible. You can change the AI's name and objective at any time. However, changing the primary objective significantly may require you to update its knowledge base and rules to match the new goal.

    Important clarification

    Activating the AI on all channels simultaneously before testing is a frequent error. It is highly recommended to start with a single channel, like Web Chat, to monitor performance before expanding.

    Resolution guidance

    Why is the AI not responding on a selected channel?

    Verify that the channel integration itself is active and functioning correctly in your main settings.

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    Need account-specific help?

    If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.