Intelligence Overview

Teach your AI agent about your business, and it helps answer customer questions. It isn't about replacing human connection — it handles the repetitive work so your team can focus on conversations that really need attention.

What the AI agent does

• Answers common questions automatically — "What are your hours?" "How do I return something?" Handled around the clock.
• Gives accurate, relevant answers — Based on what you teach it about your business.
• Works 24/7 — Customers get help even when you're offline.
• Runs specific tasks — With custom skills, it can check order status, book appointments, and more.

The building blocks

Four parts work together:

How the pieces fit

AI Agent

Your AI agent's personality — tone, style, and behavior. Make it professional, friendly, casual, or whatever matches your brand.

When a customer sends a message, the AI Agent is what responds. It pulls from your Knowledge Base and FAQs for accurate, helpful answers.

Knowledge Base

Everything the AI needs to know about your business:

• Return policy
• Product details
• Store hours and locations
• Shipping information
• Anything else customers ask about

The AI searches this to answer questions.

FAQs

Question-and-answer pairs for the things you get asked all the time. "How long does shipping take?" "Can I change my order?" "Do you offer refunds?"

You can also see which questions customers ask that don't have good answers yet — so you know what to add.

Skill Sets

Skills let your AI agent do things, not just answer questions:

• Check order status
• Book an appointment
• Look up account information
• Connect to your other systems

Setup order

A good order to get started:

1. Create your AI Agent — Decide how it should talk and behave
2. Build your Knowledge Base — Teach it about your business
3. Add your FAQs — Cover the questions you hear most often
4. Explore Skill Sets — Add extra abilities

You don't have to do all of this at once. Start with the basics and build from there.

Why it's worth it

• Available 24/7 — Customers get help even at 3am
• Consistent answers — No more "it depends who you talk to"
• Instant responses — No waiting for someone to pick up
• Handles volume — Ten conversations at once, no problem
• Frees up your team — Humans focus on the complex stuff

Next steps

1. Set up your AI Agent — Give it a personality
2. Add to your Knowledge Base — Teach it your business
3. Build out your FAQs — Cover common questions

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The more you teach it, the more helpful it becomes. Start small, watch what customers ask, and keep building.