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3 min read·4 steps

Train your assistant

The chat is only as good as what it knows about you.

  1. 1

    Open it from Portal

    On the Portal page, click Train your assistant. It answers customers in your portal's chat, using what you tell it here.

  2. 2

    Teach it

    Check "Pages it has read" (what Alfred took from your website) and add what is missing: prices, hours, what to bring, what you do not do. Set the "First message" customers see when they open the chat.

  3. 3

    Fill the gaps it found

    Under "Questions Alfred couldn't answer", Alfred lists what customers asked in the last 7 days that it had no answer for. Click Add an answer and it knows next time, or Dismiss a question that does not need one. Home shows the same nudge when there are new ones.

  4. 4

    Try it

    Use Try your assistant and ask what a new customer would ask. If an answer is wrong, add the right fact and ask again.

    When a customer asks for a person, it shows on Home under "Needs you", and the chat lands in Conversations.