AI Pilot Settings Follow

Salesmate makes it easy to set up AI Pilots in your chat workspace, letting you automate conversations and provide instant support to customers.

Topics Covered:

• Steps to Configure AI Pilot Settings
• Configure AI Pilot Settings

Steps to Configure AI Pilot Settings

• Navigate to the Chats from the left sidebar.

• Click Chat Settings, then select AI Pilot Settings.

• Choose the workspace from the header where you want to add your AI Pilot.
• If no AI Pilots exist, click Build Your AI Pilot Today to open the quick creation form.

Configure AI Pilot Settings

Here’s what you can set up for your AI Pilot:

• AI Pilot: Select an AI Pilot to handle customer chats. Only one AI Pilot can be active per workspace
• Include AI Pilot Messages: Turn on to show AI Pilot messages in the inbox. By default, it is turned off.
• AI Pilot Narrator: You can turn on to have the system read AI Pilot or Agent messages aloud to recipients.
• AI Disclaimer:
  • Turn on to add a disclaimer to AI-generated responses. By default, it will show the text: “This response is generated by AI."
  • You can customize the disclaimer (max 50 characters).

• Save: Click Save to store your settings without activating them. All required fields must be valid.
• Apply: Click Apply to activate the settings for the selected workspace. If the AI Pilot has no published flows, it won’t work.
• Auto-Save: Changes auto-save every 60 seconds. You’ll see “Auto-saving content changes.”

Make the most of AI in your chat workflows with AI Pilots, automate conversations, deliver instant answers, and elevate your customer experience with ease.