Overview
A great agent isn't the one with the cleverest AI — it's the one that knows your business, answers on the channel your customers already use, and gets better the more it talks to them. This path gets you there in three short, focused weeks — each one its own page, so you can work through it a week at a time.
Give it an identity — opening message, tone, and languages — then teach it your business: details, FAQ, catalog, links, and guidelines. Test it in Preview before anyone else sees it.
6 min read2Connect & observeConnect WhatsApp or Instagram muted, watch what customers actually ask, feed that back into training, then flip it on for real.
4 min read3Run it day to dayLive in your inbox — filter conversations, step in when you want (the agent pauses), fix real AI answers, and read the full history behind every chat.
5 min read