How do I set up the AI assistant and turn it on for WhatsApp?

Each workspace has one AI assistant, created automatically with your company name and starter instructions in your language. Your job is to teach it your business and switch it on.

1. Write the instructions

1. In the menu open Automation → AI → AI assistant (/panel/v2/ai/assistants).
2. Click Edit.
3. In Instructions write what the assistant needs to know: what you sell, prices, opening hours, branches and links, reply style and language, and when to hand the customer to a person.
4. Click Save changes.

To add a catalogue, a price list or a live spreadsheet, see Knowledge files and Google Sheets.

2. Turn the replies on

1. Open Settings → System settings, then the AI tab (/panel/v2/settings/system/ai). Only the account owner sees this page.
2. Turn on AI replies to incoming messages and save.
3. Make sure the bot itself is not off: the Bot tab on the same page, option "Disable bot". If the bot is off, the assistant stays silent too.

3. Test it

Message your number from another WhatsApp number and ask something your customers usually ask.

AI credit

Each plan has a monthly AI reply allowance: Starter 1,000, Basic 3,000, Flex 6,000, Professional 10,000, Unlimited 25,000, and the free trial 300 for the whole trial. When the credit runs out the assistant stops and new messages wait for your team until the credit renews.

What happens next?

The assistant answers every message that your keyword replies did not handle. Read its chats during the first days and improve the instructions whenever an answer needs fixing.