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1
Define the assistant's purpose
What will the assistant do? Customer support, sales, bookings, Q&A? It's best to start with a single clear purpose; you can expand later.
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2
Create a persona
What tone should your assistant have? Formal/casual, brief/detailed, witty/serious? Pick a ready template from the "Persona" tab or define your own.
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3
Upload the knowledge base
Upload everything the assistant needs to know: product catalog (PDF, Excel, web URL), FAQ, price list, service details. Format variety does not matter — the AI understands all of them.
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4
Define conversation flows
Map out common scenarios: "If a customer wants a reservation...", "If they're complaining..." These steps are optional; the AI already handles most situations on its own.
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5
Connect modules
Pick suitable modules from the marketplace (Reservations, QR Restaurant, E-Commerce, etc.). They are added to your assistant in a single click.
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6
Test in the sandbox
Before going live, run 10–15 different scenarios from the "Test" tab. Teach the AI with the "correct" button on any wrong answers.
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7
Activate channels
WhatsApp, web chat, phone — choose which channels go live. Each has its own setup steps (detailed in their guides).
💡 Tips
- Start with a single channel in the first week (e.g. WhatsApp only); expand from there.
- The more detailed your knowledge base, the more accurate your assistant.