Done-for-you Conversation AI setup

A Conversation AI setup helps get the AI ready to answer your customers' questions accurately and hand conversations to your team when needed. For a dentist, HVAC company or salon, that means the AI learns your services, hours and policies before it talks to anyone. A setup covers:

• Knowledge bases: training content such as website pages, FAQs, documents, tables, rich text and Google Drive files. Website pages can come from one exact URL, a URL path or a whole domain, and you pick which pages to train. You can create up to 15 knowledge bases and attach up to 7 to a bot, so bots can learn from different content.
• Bot goals: the personality, goal and additional instructions that shape how the bot talks, plus actions such as booking appointments, collecting contact details and triggering workflows.
• Guided form setup: no prompt writing needed. You pick a bot type (General Q&A or Appointment Booking), a brand voice, channels, the details to collect and the calendar to book on. You can also be emailed when the bot does not know an answer.
• Human handover: rules that pass the conversation to a person when the customer asks for one, when the bot lacks information or when it cannot resolve the same issue after repeated tries. You choose who receives the conversation, the final message, tags, tasks and how long the bot pauses.

Before launch, test the bot with common questions phrased different ways. Review the trained sources and keep them current so prices and policies stay accurate. New bots start set to Off. You can then choose Suggestive, where the AI drafts replies for your team to send, or Auto Pilot.