🤖
Help Center / AI Chatbot Tutorial
AI Chatbot Tutorial
💡 Combine WhatsApp with AI Chatbot to boost your messaging efficiency. Train your AI Chatbot for smarter, faster replies.
Note: The AI Chatbot feature in Pro plan includes 5,000 uses per month, and Growth plan includes 10,000 uses per month.
Step 1: Open the AI Settings Page
Navigate to the AI Settings page to begin configuring your AI Chatbot.
Open AI Settings
Step 2: Configure Data Sources
Click to open the Data Source Configuration page. You can add website URLs or upload PDF files as knowledge sources for your chatbot.
Data Source Configuration
Step 3: Add and Preview Data Sources
You can add two types of data sources to train your AI Chatbot:
  • Website URL: Suitable for capturing dynamic or frequently updated content, such as product pages, help center articles, or company websites. The system will automatically crawl and extract the webpage content to build the knowledge base.
  • PDF File: Ideal for structured and static documents, such as product manuals, FAQ collections, or user guides. Uploading PDFs allows the AI to extract and reference detailed information directly from the document.
How to add data sources:
  1. Click Add Data Source and select either URL or PDF as the type.
  2. For URL, enter the website address and confirm. For PDF, upload your file and wait for the system to process it.
  3. After adding, you can preview the content to ensure it is correct and relevant.
  4. All data sources can be enabled, disabled, rescanned, or deleted as needed. The system will merge all enabled sources into a unified knowledge base for the AI to use.
Add URL Data Source
Add a website URL as a data source
Upload PDF Data Source
Upload a PDF file as a data source
Preview Data Source
Preview the content of your data source
Manage Data Sources
Enable, disable, rescan, or delete data sources
Step 4: Save and Explain Basic Configuration
Set up the following basic configurations:
  • Data Source: Enable or disable as needed. AI will reply based on enabled sources.
  • Language: Choose a fixed language or "Auto select language" for automatic detection.
  • Chat Role: Customize the AI's role for more contextual answers.
  • Default Answer: Set a fallback response for questions outside the knowledge base.
  • Manual Input: Add temporary content directly if needed.
Save Basic Configuration
Advanced settings include exclusion lists, active chat invalidation, and send interval configuration.
Save Basic Configuration
Step 5: Live Preview and Debugging
After saving settings and enabling data sources, use the live preview to simulate real-time conversations. Test and debug to ensure the AI provides accurate answers.
Live Preview
Step 6: Enable AI Chatbot
Once debugging is successful, turn on the AI Chatbot. It will monitor incoming messages and reply intelligently in real time.
Enable AI Chatbot
Step 7: AI Response in Action
Once your AI Chatbot is enabled and configured, it will automatically respond to customer messages in real-time based on your trained data sources. The AI will analyze incoming questions and provide intelligent, contextual answers drawn from your knowledge base. Here's an example of how the AI Chatbot responds to customer inquiries:
AI Chatbot Response Demo
AI Chatbot automatically responding to customer messages
FAQ
  1. What is the function of AI Auto-Responder?

    The AI Auto-Responder can replace human agents, automatically recognizing customer questions and generating intelligent answers based on your provided data sources (e.g., website content or PDFs). This reduces support workload and improves response efficiency.


  2. What preparation is needed to use the AI Auto-Responder?

    • Configure data sources (website URL or PDF)
    • Set up basic AI settings (answer language, role, default response)
    • Debug conversation effects to ensure accuracy
    • Enable the feature to start automatic replies


  3. How does AI know how to answer customer questions?

    The AI analyzes your uploaded content, extracts knowledge points, and matches relevant answers to customer queries using advanced language models.


  4. What types of data sources are supported?

    • Website link (URL): The system captures webpage content to build the knowledge base.
    • PDF file uploads: For formatted content like product manuals, FAQs, user guides, etc.


  5. Will uploading multiple data sources cause conflicts?

    No. The system merges all sources into a unified knowledge graph and prioritizes the most relevant, clearly structured content for replies.


  6. Can I manually modify AI responses?

    Yes. In preview simulation, you can optimize responses, adjust knowledge entries, or add supplementary Q&A as needed.


  7. Can I make changes after configuration?

    Yes. You can re-upload or edit data sources, modify welcome messages, and update templates at any time. Changes take effect immediately.


  8. Will AI reply to all customer messages?

    The AI prioritizes questions it is confident in answering. For complex or out-of-scope queries, you can set prompts like "Follow up by customer service later."


  9. Will the AI make mistakes? How to avoid it?

    AI replies are based on your provided information. Ensure content is accurate and structured, regularly check answer quality, and use simulated conversations for debugging.


  10. How do I turn off or pause AI customer service?

    You can disable the AI Auto-Responder anytime in settings. Human agents will take over, and your configuration/data will be retained.