The Message.help AI Assistant: What It Can Do
The AI assistant helps your team and customers:
- Provide guidance based on the knowledge base
- Schedule appointments for necessary procedures
- Summarize conversations
- Edit text in templates, mass mailings, and messenger replies
How to set up the AI assistant
- Go to “My Plan” → “Plan Settings” → “Services.”
- Select the following services: “AI Assistant,” “AI Copywriter,” and “AI Conversation Summaries.”
Onboarding and Basic Settings
After enabling the services, refresh your settings and go to “Settings” → “AI Bot Settings.”
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Who the Assistant Will Communicate With
Define the customer base that the assistant will respond to. Most often, a test audience is created at the start to safely test scenarios.
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Use information from the “Main Menu” template
If necessary, use your project’s “Main Menu” as a knowledge base for the assistant’s responses.
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Operating Hours
Set the time frame during which the assistant will respond. If left blank, responses will be available 24/7.
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Bot Name, Company, and Description
Specify how the assistant introduces itself, the company name, and a brief description of its activities.
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Online Booking
Allow the assistant to create appointments in Altegio as needed.
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Message header and footer
Add short standard phrases to the beginning and end of messages. For example, a note indicating that the AI is responding.
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Tone and style of communication
Select the communication tone and text formatting rules. For example, always use uppercase letters or allow lowercase letters in an informal style.
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Role and tasks of the AI
Define the assistant’s primary role: sales, scheduling, or support. This influences the instructions and scripts.
The AI can sell services, schedule appointments, and provide technical support.
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The Ideal Script
Describe a dialogue scenario in accordance with the selected role. This serves as the foundation for appropriate responses.
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Training the Assistant
Attach a file describing services, prices, and customer processes. Do not include internal instructions for the AI.
Almost done! All that’s left is to click “Final Prompt – View” and follow these steps: "Edit - Generate Prompt - Copy and paste the prompt into the text field - Save"
This will automatically apply your Assistant’s settings to the prompt (IMPORTANT! We do not recommend making manual changes to the prompt; it’s better to generate it automatically and leave it as is).
