← All courses
Intermediate · about 25 min

Make your AI agent succeed

Who it is for: Your agent already replies, and you want it to sell, book appointments and hand over at the right moment.

By the end: By the end, your agent quotes your real prices, sends your documents, books appointments within your hours and hands over when it should.

0 of 4 lesson(s) done
  1. 1 · 6 min

    Write instructions and examples

    Give the agent your way of speaking and your rules.

    To do
    • In Agents → Training, write your instructions: tone, rules to follow, how to present your products.
    • Add three or four “question / answer” examples: the agent picks up your style.
    • After each change, ask the same question again in “Test my agent” to see the difference.
    Read next
  2. 2 · 6 min

    Catalogue and files to send

    Make it quote the right prices and send a flyer or PDF at the right time.

    To do
    • In Products, pick the right type: Product (what you sell), Service (what you do) or Offer / Pack (bundle, menu, promotion). A deactivated product is no longer offered.
    • In Agents → Resources, import your images (JPEG or PNG) and PDFs, with an instruction on “when to send it”.
    • The agent sends the file by itself when the question calls for it, only within the 24 hours after the customer's message.
    Read next
  3. 3 · 7 min

    Opening hours and appointment booking

    Book appointments that are really free, and handle the night.

    To do
    • In Agents → Missions, set the “Active hours” card: days, time range and what the agent does outside them (closing message or handover to a human).
    • Turn on the “Appointment booking” mission (Pro and Agency plans). The agent offers 30-minute slots within your hours, never on a slot already taken.
    • Appointments appear in Calendar. You can also link Google Calendar so your events block slots.
  4. 4 · 6 min

    Hand over to a human, and take over

    Know when the agent steps aside and how you reply yourself.

    To do
    • The agent hands over when the customer asks, on a complaint, when it does not have the exact answer, or when the customer sends a photo, a voice note or a document.
    • In Conversations, open the conversation: the reason is shown. You reply from WhatzAI, then click “Hand back to AI”.
    • In Training, set the message the customer sees and the automatic resume after a delay with no human reply.
    Read next
Ready to try?

Free trial, no credit card.

Get started →
Other courses