Teach your brand assistant what it needs to know and connect it to your customers. Add documents, links and notes to its knowledge base, review its auto-reply rules, and connect messaging channels like WhatsApp and Slack.
Video coming soonFollow along in the app. Tick each step off as you go.
Open a brand from Brands to land on its Overview tab. It shows Total conversations, AI resolved, the AI resolved rate and Avg. first reply. Top customer questions and Channel breakdown appear below.
The tabs hold every brand tool, from Knowledge Base and Channels to Inbox, Catalogues, Website and Automation. At the top, click Edit or Delete to manage the brand, View inboxes to see conversations, or Add knowledge to teach it.
12In the Knowledge Base tab, click Click to upload files to add PDF, DOC, DOCX, TXT or CSV files up to 20MB each. To add a web page, paste its link and click Import.
Under Write knowledge directly, type facts the AI should know, like your return policy or opening hours. Click Save to knowledge base.
Every source appears under Knowledge sources. It's marked Indexed once the AI can answer from it.
In the Channels tab, Auto-reply rules are the guardrails for replies. They set how confident the AI must be to reply on its own, when to escalate a conversation to your team, and your working hours.
Click Connect on each channel your customers use: WhatsApp, Telegram, Slack, Messenger or Discord. Conversations land in the brand's Inbox tab, where you can review and reply.
The AI answers from indexed sources, so add your key knowledge before customers start writing in.
Check performance on Overview, add files, links or notes to the knowledge base, set auto-reply guardrails, and connect WhatsApp, Telegram, Slack, Messenger or Discord.
PDF, DOC, DOCX, TXT and CSV files, up to 20MB each. You can also import a web page by pasting its link.
Each source in Knowledge sources shows an Indexed badge once it's ready. The AI answers from indexed sources.
WhatsApp Business, Telegram, Slack, Facebook Messenger and Discord.
In the brand's Inbox tab, where you can review them and reply. Use View inboxes at the top of the brand page to get there.
No. Auto-reply rules set how confident the AI must be to reply alone, when to escalate to your team, and your working hours.
0:00A brand assistant is only as good as what it knows. In this video, you'll teach your brand with documents and notes, set auto-reply guardrails, and connect messaging channels like WhatsApp and Slack.
0:12Open a brand to see its overview: total conversations, how many the AI resolved, the resolution rate, and the average first reply time. Top questions and channel activity appear below.
0:26Tabs give you every brand tool. At the top, edit or delete the brand, view its inboxes, or jump straight to adding knowledge.
0:34In the Knowledge Base tab, upload documents like PDFs, Word files or CSVs up to twenty megabytes, or paste a link to a help article and click Import.
0:45Or write knowledge directly, such as your return policy or opening hours, and save it to the knowledge base.
0:52Each source appears in the list, and is marked indexed once the AI can answer from it.
0:58In Channels, auto-reply rules control how confident the AI must be to reply on its own, when to escalate a conversation to your team, and during which working hours.
1:09Then connect the messaging channels your customers use: WhatsApp Business, Telegram, Slack, Facebook Messenger, or Discord. Conversations land in the brand's inbox, where you can review and reply.
1:23Recap: check performance on Overview, upload files, links or notes to the knowledge base, set auto-reply guardrails, and connect WhatsApp, Telegram, Slack, Messenger or Discord.
1:37Your brand assistant is trained and ready to answer. Next, let's explore its AI website builder, catalogues and automation.
