Add AI members to team management

I. Function Introduction

This article will explain how to add AI members. You can add AI virtual members to your team just like you would manage human members, allowing them to be assigned to handle customers, thus automating customer service and operational processes.

II. Operating Procedures

1. The team has added an AI member.

Go to the Team module in the menu, click Add Member, select Add AI Member, edit the AI member information, and select the social media account you want the AI member to host. After filling in the information, click Create to enter the AI member editing page of the AI building product helpknow.

⚠️: The number of AI members added will not count towards the project's package member limit.

2. Configure helpknowAI member capabilities

When creating an AI member for the first time, you will be guided through the creation process. Initialization prompts will be automatically generated for the scenario you select. You can also customize the content according to your business needs.

Once the configuration is complete, click "Publish" to return to the Salesmartly team and you can see that the AI member has been successfully created.

3. Assign sessions to AI members

3.1 Automatically allocate session capabilities through the system

When an AI member is online and linked to social media, conversations will be automatically prioritized for allocation to the AI member once automatic conversation allocation is enabled.

3.2 Manually assigning sessions

When a session is assigned to an AI member, the online chat allows users to view the sessions hosted by the AI member. Humans cannot reply to sessions hosted by AI members. After clicking to access the session, messages can be sent once the session is assigned to a member. Sessions successfully hosted by humans can also be reassigned to AI members.