How to chat with an AI employee

How to chat with an AI employee

How to chat with an AI employee

Way 1: left nav AI Employee (direct chat)

  1. Click AI Employee on the left.
  2. Click the target employee. If it is not in the list, click Enter market, find it, and click Use.
  3. Confirm the current employee is correct. If not, switch.
  4. To start a new piece of work, click ⋯ → New session in the top right. Fill in Session name and Session prompt, then click Confirm.
  5. After Use from the market, Session name defaults to the AI you just picked. Rename it to your own name.
  6. Type in the input box and send. You can assign a task, not only ask a question.
  7. Use the paperclip or similar entry when you need an attachment.
  8. If the work changes, click edit next to the current session and change the name or prompt. You do not need to recreate the employee.

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Way 2: host first for other chats

  1. Open the matching hosting page: WhatsApp hosting, LINE hosting, aichat hosting, or 企业微信客服.
  2. Choose AI Employee and Agent session. Set language and the inbound message template according to the requirement.
  3. WhatsApp / LINE: click Create account and start pairing, then scan the QR code on the phone as prompted.
  4. AIchat: fill in the main project Connect account username and password, then click Create and sign in (no QR scan).
  5. Enterprise WeChat Customer Service: fill in Corp ID / Secret, click Sync customer service from WeCom and choose a customer-service account, bind the AI Employee and session, then click Create customer service.
  6. After hosting is done, talk in that chat.

Note

  • You can chat with an AI Employee directly only in the left AI Employee. You cannot chat from My employees.
  • To talk through WhatsApp, LINE, AIchat, WeCom, or other channels, you must host first. The product includes these four; other chat apps can be added.
  • One employee can have more than one session. Keep using the same session for ongoing work. Create a new one when the customer, project, or goal changes, or when you need different rules.
  • If you cannot chat, check that the employee has a node and a usable status.
  • If an admin just changed the setup, run Update service in My employees before it takes effect.