You configure identity, knowledge and rules for your AI AGENT. Everything can be reviewed before any channel goes live.
Step 1 of 6
This information creates the initial context for your AI.
Enter the company name to continue.
Step 2 of 6
The name and tone appear in every conversation. You can edit them later.
Choose a name for your AI.
Step 3 of 6
Give an initial direction for what your AI should do and when to ask for human help.
These instructions are a starting point for review, not an automatic publication.
Step 4 of 6
Choose reference sources. No file is uploaded at this stage.
Step 5 of 6
A simulated conversation for you to feel the tone and review the AI’s direction.
Replies use simulated data. No contact or channel is activated here.
Step 6 of 6
This only activates the intent to configure. Real activation requires your confirmation and the applicable authorizations.
Your environment has been prepared. Complete the reviews before any real activation.
Real setup only happens after review, consent and an authorized integration.