Once the name, tone, assignment rule, and knowledge are set, you activate the AI Agent to take it live.
Before you activate
The name is what you want guests to see. Once live, this is visible immediately.
The assignment rule is correct. An AI Agent with no rule, or a too-broad rule, can start replying to conversations you did not intend to automate.
The knowledge section has at least one entry. An AI Agent with no knowledge will hand every conversation to a human.
Every box in the Facts and FAQs needs to have an answer. If you leave an answer blank, you won't be able to activate the bot and you'll get an error. You either have to fill in the answer for that question/fact or FAQ, or delete that specific box.
You have tested it. Send a test message from your own phone or email to confirm the AI Agent responds correctly.
After going live
Watch the inbox closely for the first 24 to 48 hours. Look at how the AI Agent is answering, where it is handing off, and whether there are gaps in the knowledge section.
Iterate. Quality compounds with knowledge updates. Most teams see meaningful improvement after the first two or three rounds of refinement.
Need Help?
Please contact us through the 'Talk to Us' option on the left menu in the platform, or through the Bookboost Support email at support@bookboost.io if you have questions or need additional support.