An AI employee answers your customers on behalf of your business. To create one, you only need to choose a task: you can change the name and other settings later.
Where to find it
- In the top menu, open “AI employees” and click “New AI employee”. The “Create assistant” page opens.
- If the business has no employees yet, the “AI employees” page immediately shows the “Create your first AI assistant” block with the same tasks.
- In a new business, the Owner first sees the question “What task will we assign to the AI employee?”. This option is described below.
How to create an AI employee
- Open “AI employees” and click “New AI employee”.
- Choose the card with the task that fits:
- “Customer questions assistant” — uses your business information and passes difficult questions to your team;
- “Online receptionist” — helps the customer choose a service and a time and books the appointment. Booking needs the calendar set up: services, specialists and working hours;
- “Assistant with a custom task” — starts by answering from your business information. You set other tasks after it is created.
- Click the button on the card you chose.
If the task needs a module that is not yet enabled for the business, the card warns you about it, for example: “Creating this employee will enable Support requests for the business”. In that case, the button is called “Create and connect”. If everything is already enabled, the button is called “Create assistant”.
None of the tasks fit? Click “Choose a different task or configure it with the assistant”. The setup assistant “Setup assistant” opens, where you can describe the task in your own words.
What opens after creation
Right after creation, the test chat “Test replies” opens. Customers do not see it. Ask a few questions the way a customer would, and check the answers.
The employee gets a name based on its task, for example “Online receptionist”. If that name is already taken, a number is added to it. You can change the name on the “Communication” tab.
How to choose a task for the first employee of a new business
After the business is created, the Owner sees the question “What task will we assign to the AI employee?”.
- Look at the recommendation: the platform suggests a task based on the business description. You can also choose on your own.
- Choose one of the options:
- “Answer questions” — tell customers about the business, services and prices based on your information;
- “Handle requests” — help customers and pass questions to your team;
- “Book services” — help choose a service and a suitable time.
- Click “Create an AI employee”.
The “Let's add information for replies” page opens. Here you can click “Add text”, “Upload document” or “Import website information”. When there is enough information, click “Try as a client”.
To choose a different task, click “Edit task” on the same page, choose an option and click “Save task”. The employee, business information and conversations are kept. After you change the task, check the answers again.
Good to know
- The Owner and Administrator roles can create AI employees. The Operator and Viewer roles can see employees but cannot create them.
- Only the Owner creates the first employee through the question “What task will we assign to the AI employee?”.
- The “Edit task” link is available only to the Owner, and only while the employee's settings have never been applied and the employee is not connected to customers. Later, you change the task on the “Communication” tab in the “Task template” block.
- The “Create and connect” button enables the module for the whole business, not only for the new employee.
- A new employee does not answer customers yet. Connecting it to customers is a separate step on the “Channels” tab.