An AI employee answers your customers on behalf of your business. You create it and connect it to customers on one screen.
Where to find it
- In the top menu, open “AI employees” and click “New AI employee”. The “Create assistant” page opens.
- If the business has no employees yet, the “AI employees” page immediately shows the “Create your first AI assistant” block with the same form.
- The first employee of a new business is created together with the business. The steps on “Home” help you launch it.
How to create an AI employee
- Open “AI employees” and click “New AI employee”.
- Under “What it does”, choose a task:
- “Customer questions assistant” — uses your business information and passes difficult questions to your team;
- “Online receptionist” — helps the customer choose a service and a time and books the appointment. Booking needs the calendar set up: services, specialists and working hours;
- “Assistant with a custom task” — starts by answering from your business information. You set other tasks after it is created.
- Check the “Name”. It is filled in from the task, and you can change it.
- Under “Where it answers”, tick the channels:
- “Website chat” — enter the “Website address”;
- “Email” — the employee answers the business support address;
- “Telegram” — you paste the bot token on the next step.
- Click “Connect to clients”. If no channel is ticked, the button is called “Continue”.
If the task needs a module that is not yet enabled for the business, the task warns you about it, for example: “Creating this employee will enable Support requests for the business”.
None of the tasks fit? Click “Choose a different task or configure it with the assistant”. The setup assistant “Setup assistant” opens, where you can describe the task in your own words.
What opens after creation
- After “Connect to clients”, the “Channels” tab opens. At the top it says where the employee already answers customers. If you ticked Telegram, paste the bot token in the “Telegram” block.
- If a channel could not be connected, the “Channels” tab shows “Could not connect”. Connect the channel there.
- After “Continue”, the employee page opens. For now the employee answers only in the test chat.
- Want to check the answers first? Click “Test first”. The test chat “Test replies” opens. Customers do not see it. When you are happy with the answers, click “Connect to clients” at the top of the chat.
If the task's name is already taken, a number is added to it. You can change the name on the “Communication” tab.
Good to know
- The Owner and Administrator roles can create AI employees. The Operator and Viewer roles can see employees but cannot create them.
- Channels open after the business gets its first test answer. Until then, you can only create the employee.
- A business has one support address. If another employee already answers it, “Email” is unavailable.
- Instagram, WhatsApp and Messenger are connected after creation on the “Channels” tab: they need a Meta sign-in.
- If a task enables a module, it is enabled for the whole business, not only for the new employee.