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36 questions — direct answers, no fluff.
The AI Agent overview shows five stat cards: Messages Handled (claimed by AI Agent), Replied (direct AI answers sent), Handed Off (sent to a human agent), Lookups (product or order lookups), and Unresolved (no safe reply produced). There is also a daily activity chart, a most-used saved answers section, and a recent activity table.
More details arrow_forwardUse the channel switcher on both the AI Agent overview and settings pages. It has two buttons labeled WhatsApp and Instagram. Switching channel on the settings page reloads the settings for that channel.
More details arrow_forwardHanded Off counts conversations the AI Agent sent to a human agent because it could not produce a confident answer. Its subtitle on the overview page is Sent to a human agent.
More details arrow_forwardUnresolved counts messages where the AI produced no safe reply. Its subtitle is No safe reply produced. You can include these entries in the activity table by checking the Show No reply sent runs checkbox on the overview page.
More details arrow_forwardThe AI credit usage bar turns amber when you reach 80% of your monthly token quota and turns red when you reach 100%. The credit counter resets on the 1st of each month and is shared across AI Agent, Bot Flow AI, and other AI features.
More details arrow_forwardGo to AI Agent > Settings, scroll to the Claude API key section, paste your key starting with sk-ant- into the field, and save. This feature is available on the Enterprise plan only and applies to both WhatsApp and Instagram channels.
More details arrow_forwardThe own Claude API key feature is available on the Enterprise plan only. On non-Enterprise plans the section shows: Available on the Enterprise plan. Contact us to upgrade.
More details arrow_forwardIn AI Agent > Settings, find the Claude API key section and click Remove. A confirmation dialog appears: Remove your Claude API key? The AI Agent will go back to using the platform key and quota. Confirm to remove it.
More details arrow_forwardThe minimum wait before the AI Agent replies to a new message is 15 seconds. Saving a value below 15 seconds shows the error: Response delay must be at least 15 seconds.
More details arrow_forwardThe human-active window must be at least 1 minute. Saving a lower value shows the error: Human-active window must be at least 1 minute. The default is 10 minutes.
More details arrow_forwardWhen enabled, the AI Agent only replies to customers with no message in the last 24 hours and no earlier human reply in the conversation. Once a human has ever replied, or the chat is already active, the AI stays out permanently. This option is available on the WhatsApp channel only.
More details arrow_forwardNo. The Only trigger for new chats checkbox is shown in AI Agent settings for the WhatsApp channel only, not for Instagram.
More details arrow_forwardOnce a human agent replies from the Inbox or directly from the WhatsApp Business app or Instagram app, the AI stays quiet for the configured number of minutes. The default quiet window is 10 minutes. The overview page also states AI replies are always blocked once a human agent has replied or taken over the conversation.
More details arrow_forwardIn AI Agent > Settings, find the Fallback answer section and type your message. This text is sent when the AI cannot produce a safe grounded answer and hands off to a human. Leave the field blank to use the default handoff message.
More details arrow_forwardThe Brand voice section in AI Agent > Settings has four fields: Brand name, Preferred greeting, Style instructions, and Optional sign-off style. These shape how the AI composes its replies.
More details arrow_forwardThe Brand name field placeholder is House of Priyanka. The Preferred greeting placeholder is Hi, Hello, or Namaste.
More details arrow_forwardIn AI Agent > Settings, go to the Auto-fill from your website section, enter your URL and click Scan Website. The scanner crawls the homepage and key pages such as about, shipping, returns, FAQ, and contact to suggest saved answers. Scanning can take up to a minute for larger sites.
More details arrow_forwardNo. Each suggestion must be added individually by clicking Add, or all at once via Add all. Nothing is saved until you click Save AI Agent.
More details arrow_forwardThe error message shown is: No usable business facts were found on that website.
More details arrow_forwardYes. If the scanner detects a brand name and the Brand name field is currently empty, it auto-fills that field with the detected name.
More details arrow_forwardSaved answers are reference data, not fixed replies. The AI reads them as business facts such as policies, prices, and timelines, and composes its own answer from whatever is relevant to the customer's actual question. Each group has an Answer text and one or more Question variants.
More details arrow_forwardIn AI Agent > Settings, click the Add answer button in the Saved questions and answers section. Fill in the Answer text and at least one Question variant. Add more variants with Add question, remove one with the trash icon, or delete the whole group with the Remove answer button.
More details arrow_forwardThe page shows: No saved answers yet. Adding questions and answers is recommended so AI can understand your business and provide more accurate replies.
More details arrow_forwardThe activity table shows six outcome badges: Replied, Handed off, Answered locally (no API), Looked up data, Lookup -- no match, and No reply sent.
More details arrow_forwardFor Instagram, the Customer column shows the username prefixed with @. For WhatsApp it shows the phone number.
More details arrow_forwardThe recent activity table is paginated at 20 rows per page with Previous and Next buttons.
More details arrow_forwardYes. The overview page has a date range filter with From and To date fields and an Apply button. A Clear link appears next to the filter whenever a date range is active.
More details arrow_forwardUse the AiAgentActivationToggle on the AI Agent > Overview page to activate or deactivate the agent.
More details arrow_forwardGo to Live Chat Widget, copy the embed snippet from the Embed code section, and paste the script tag before the closing body tag of your website. The snippet includes a data-site-key attribute unique to your account.
More details arrow_forwardThe Appearance section has fields for Widget title, Welcome message, Brand color (with a color picker), Position (Bottom right or Bottom left), and Avatar upload. The avatar accepts PNG, JPEG, and WebP files.
More details arrow_forwardThe Home screen section has fields for Greeting, Heading, Offer text, Discount code, WhatsApp number with country code, Messenger Facebook page username or link, and Instagram username or link. Leaving any field blank hides that element from the widget home screen.
More details arrow_forwardYes. The Live Chat Widget page has an AI Agent section with an activation toggle. The AI answers visitor questions using saved Q&A entries and falls through to a human agent when it cannot answer confidently. Saved answers are configured in AI Agent > Settings.
More details arrow_forwardYes. The Live Chat Widget page has a Bot Flow section with an Open Bot Flows button that navigates to Bot Flows filtered to the webchat channel. Bot flows can handle common questions with quick-reply menus before falling through to the AI Agent or a human, and can include a Raise Ticket step.
More details arrow_forwardOn the Live Chat Widget page, use the Active or Inactive toggle switch at the top of the page.
More details arrow_forwardNavigate to AI Agent > Settings in the main menu. The page is titled AI Agent Settings and lets you configure brand voice, fallback message, saved question and answer data, human takeover timing, and your Claude API key.
More details arrow_forwardThe Live Chat Widget settings page describes the saved answers as a shared knowledge base across channels where applicable, and links to the same AI Agent settings page for configuring them.
More details arrow_forwardOfficial WhatsApp Business API, Meta's own message rates, Shopify and WooCommerce automation.
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