How to connect existing AI members

I. Function Introduction

This article will explain how to add AI agents, allowing you to manage virtual AI agents within your team just like human members. These agents can then be assigned to handle customer service, automating customer service and operational processes.

II. Adding existing AI members

1. When adding a new AI member to the team, select "Add an existing member".

Go to the Team module in the menu, click Add Member - select Add AI Member, choose to add an existing AI member, and select the social media accounts and other member information that the AI member wants to host.

2. Configure AI member capabilities

(1) Set the message receiving address

Enter your webhook receiving address here. After the session is assigned to an AI member, Salesmartly will push messages to this address.

(2) Message reply address

You can reply to messages via this address; see the specific message format for details.https://s.apifox.cn/b31cba49-e817-449d-8e82-7d957541a761

3. Assign sessions to AI members

3.1 Automatically allocate session capabilities through the system

When an AI member is online and has linked their social media account, you must enable "Auto-Assign Conversation" to automatically prioritize assigning conversations to AI members.

Additionally, you need to turn off the "Priority Robot Reception" setting. This will cause new sessions to be automatically placed in the "Pending Assignment" list and the system's automatic assignment rules will be executed, thus prioritizing the assignment of sessions to AI members.

Note that if the above configuration is not set, new sessions will not be automatically assigned to AI members by default.

Once a conversation is assigned to an AI member, you can view the conversation handled by the AI member in the [Chat Console - AI Members]. Note that AI members cannot directly reply to conversations handled by humans; you must click to access the conversation before you can take over the conversation and send messages.

3.2 Manually assigning sessions

Conversations with live customer service representatives can also be reassigned to AI members for handling.