Best Practices
- Use clear and concise AI instructions.
- Keep the bot Active only when it is fully configured and tested.
- Enable Auto Context for knowledge-based assistants.
- Attach Auditor Workflows when conversation quality or compliance monitoring is required.
- Configure Lead Capture for customer-facing bots to automatically collect visitor information.
- Review and test your bot after making configuration changes.
What's Next?
After configuring your bot, the next step is to connect it to one or more Channels (Website, WhatsApp, Slack, Teams, Telegram, etc.) so users can begin interacting with your AI Assistant.