AI Employee Configuration Page Function Introduction

I. Function Introduction

The AI employee configuration page is used to centrally manage the various configurations of AI employees.

On the configuration page, you can set basic functions such as output language, persona, and speech recognition. You can also add knowledge bases, skills, plugins, and tools to your AI employee. During the configuration process, you can use "Guide AI" on the right to get configuration suggestions, and check the response effect through the "Q&A Test" after completing the configuration. If you need to view or restore previously published configurations, you can also use the historical version function.

This article focuses on features such as output language, quick mode, speech recognition, obtaining the current time, question-and-answer testing, and publishing. For features that already have separate tutorials, this article only introduces their function; for detailed configuration methods, please refer to the corresponding tutorials.

Once you have the AI employee you want to configure, click "Configuration" in the left-hand menu to access the AI employee configuration page.

This article's link: "Introduction to the AI Employee Configuration Page Feature"

II. Basic Configuration

1. Output Language

"Output Language" is used to set the language used by AI employees when replying to users.

After selecting "Auto Match," the AI employee will determine the customer's primary language based on previous messages and will continue to use that language in its replies. You can also select a specific language to have the AI employee consistently use that language in its replies.

If your business targets users in multiple countries or regions, we recommend selecting "Auto Match"; if you need to unify the language of customer service, you can select the corresponding designated language.

2. Quick Mode

Enabling "Fast Mode" can improve the response speed of AI employees.

It should be noted that when the quick mode is enabled, the quality of the answers will decrease, and the success rate of transferring to human assistants or using tools will also decrease.

The quick mode is more suitable for simpler issues and scenarios requiring fast response times. If the AI employee needs to handle complex problems, or frequently needs to be transferred to human agents, or if plugins and tools are called, it is recommended to turn off the quick mode.

3. Character Design

"Personalization" is used to set the identity, responsibilities, communication tone, service goals, and answering rules of AI employees.

By creating a persona, you can tell AI employees "what role to play when receiving users," "how to express themselves," and "what questions they can or cannot answer."

You can fill in the character profile directly, or click "AI Generate/Optimize" or "Use Template" to assist with the settings.

For detailed setup instructions, please refer to "How to Set Up AI Employee Personas?" .

III. Other Configurations

1. AI Reply Settings

"AI Response Settings" are used to configure the response methods of AI employees, including human-like responses, AI delayed response time, message splitting responses, and fallback responses.

Setting appropriate response methods can make the AI employee's response rhythm more in line with actual reception scenarios.

For detailed setup instructions, please refer to "How to Make AI Respond More Like a Real Person?"

2. Automatically stop replying

"Automatically stop replying" allows AI employees to stop replying after specified conditions are met or after a specified time period.

For example, you can set AI employees to stop responding after reaching a specified number of replies, or to stop responding during human customer service hours.

For detailed setup instructions, please refer to "How to set up AI employees to automatically stop replying?"

3. Speech recognition

After enabling "voice recognition", the AI employee can recognize the voice messages sent by users and reply based on the recognized content.

AI employees can only recognize voice content and will not respond to users in voice form.

If users frequently use voice consultation, it is recommended to enable this feature.

4. Get the current time

After enabling "Get Current Time", the AI employee can obtain the current date and time and answer time-related questions.

To set it up, click "Get Current Time", turn on the function switch, select the time zone you want to use, and then click "OK".

Once set up, the AI employee will retrieve the current time according to the selected time zone.

For example, after selecting "Asia/Shanghai (GMT+08:00)," the AI employee will answer questions related to the current date and time based on the Shanghai time zone.

IV. Knowledge, Skills, and Plugins

In addition to the above configurations, you can also add knowledge, skills, plugins, and tools to your AI employees on the configuration page.

1. Knowledge

"Knowledge" is used to provide AI employees with the information they need to answer questions.

You can add documents, Q&A, and resources. The AI staff will retrieve relevant knowledge based on the user's question and respond with the search results.

For detailed setup instructions, please refer to "How to Add a Knowledge Base to AI Employees?"

2. Skills

"Skills" enable AI employees to perform specific operations based on customer needs and preset rules, such as collecting customer information, updating customer tags, proactively following up, and learning advertising information.

You can also use "Custom AI Skills" to set trigger conditions and execution instructions for specific business scenarios, so that AI employees can complete the corresponding operations as required.

Different skills have different configuration methods. For details, please refer to "What are AI Employee Skills? How to Configure and Use Skills?"

3. Plugins and Tools

Plugins and tools can extend the external capabilities of AI employees, such as querying order, product, inventory, price, and logistics information, or calling APIs in business systems.

A plugin is a collection of related tools, which are the specific capabilities that AI employees can utilize.

For detailed explanations, please refer to "What are plugins? What are tools?"

V. Guiding AI and Question-Answer Testing

The AI employee configuration page offers "Guide AI" and "Q&A Test" functions on the right side, which can help you improve your AI employee configuration and verify the actual response effect.

1. Guiding your AI

If you are unsure how to configure AI employees, or wish to optimize your existing persona, you can click "Guide AI" on the right, directly describe your business needs or problems, and get configuration suggestions for AI.

You can also ask follow-up questions and add information based on the AI's response to gradually improve the configuration.

2. Single-question test

Enter your question in the "Question and Answer Test" area to see how the AI employee responds to it.

During testing, users can also configure SaleSmartly contact information, basic user information, and other user parameters to simulate different customer information for testing. For example, when the persona uses user information such as customer name, language, country/region, etc., corresponding information can be set to check whether the AI employee is used as expected.

If the AI employee is configured with skills, plugins, or tools, you can send questions that meet the trigger conditions in the "Question and Answer Test" to see if the relevant capabilities are triggered or invoked as expected.

"Transfer to human operator" and "Proactively follow up with customers" cannot be tested in the Q&A test. To verify the actual effect, it is recommended to conduct the test by initiating a real conversation through the website chat plugin or social media channels.

If an answer does not meet your expectations, you can click "Not a good answer? Check the reasons" below the answer to use the troubleshooting assistant to see possible reasons.

If you need to simulate a new user to retest, hover your mouse over the cleanup icon in the lower left corner of the "Q&A Test" input box, select "Reset User (including memory)" to clear the current test user's information and long-term memory, and then retest.

3. Batch testing

If you need to test multiple questions at the same time, you can use the "Batch Test" function to view the AI employee's responses to multiple questions at once.

In the "Q&A Test" area, click "Batch Test", enter the list of questions to be tested, and then execute the test to view the AI response results for each question.

Executing batch tests will consume message quota based on the number of issues tested.

VI. Saving, Publishing and Version Management

1. Save configuration

After modifying the AI employee configuration, the system will automatically save the current content, and the last saved time will be displayed at the top of the page.

Saving only means that the configuration content has been recorded, not that the latest configuration has been applied to the actual reception.

2. Release AI employees

After completing the configuration and Q&A test, click "Publish" in the upper right corner of the page. Only after successful publication will the latest configuration be applied to the actual reception of AI employees.

If the configuration is modified but not republished, AI staff on the website or social media channels will continue to use the previously published configuration.

The current status of the AI employee will be displayed in the upper right corner of the page:

"Draft": The current configuration has not yet been released.
"Published": The current configuration has been published and is in effect.

3. View and restore historical versions

Each time an AI employee is released, the system retains the corresponding historical version.

Click the history version icon in the upper right corner of the page to view the version number, release date, and publisher of each version, and then perform the following operations:

"Preview": View the configuration details of this historical version.
"Restore": Restore the current configuration to the content of the previous version.

If there are issues with the current configuration, or if you need to reuse a previous configuration, you can choose the corresponding version to restore. After restoring, it is recommended to first check the response effect through the "Q&A Test" to confirm that there are no errors before republishing. Only then will the restored configuration be applied to actual reception.

VII. Frequently Asked Questions

1. Why does the AI's response language still not meet expectations even after selecting "Auto Match"?

After selecting "Auto Match," the AI will determine the customer's primary language based on previous messages. Once the language is determined, it will continue to use that language when communicating with the same customer in subsequent conversations.

If a customer sends only one or two short messages, or mainly sends pictures, videos, links, etc., the lack of sufficient language information may affect the judgment.

If you need to test the reception effect in different languages, you can click "Reset User (including memory)" in "Q&A Test" and then re-initiate the test in the corresponding language.

If you want the AI to always reply in a specified language, you can also select the corresponding language directly in "Output Language".

2. Why are the responses in the "Q&A Test" normal, but the responses from real channels do not meet expectations?

The "question and answer test" is mainly used to check the configuration effectiveness of AI employees' persona, knowledge base, skills, and tools.

The reception process on real websites or social media channels is also affected by factors such as session allocation, the online status of AI employees, customer information and historical communication content, and transfer to human agents. Therefore, the test results may differ from the actual reception results.

It is recommended to first check the AI's response effect through a "Q&A test", and then verify the complete reception process through the actual website or social media channels.

If the AI's response does not meet expectations, you can use the "Troubleshooting Assistant" to analyze the specific reasons. For details, please refer to "How to Troubleshoot When AI Employee Responses Do Not Meet Expectations?"