AI Agent
Help Centre articles for the Bookboost AI Agent, organised into six collections. Open a collection to see the articles inside it.
18 articles
Setting Up Your First AI Agent
Setup guide
Creating a new AI AgentThe end-to-end flow for creating a new AI Agent, from Messaging settings to the Knowledge tab.
Choosing a starting templateThe four AI Agent templates, what each includes, and how to choose the right one.
Naming your AI Agent and setting toneHow to name your AI Agent and pick its tone (Neutral, Casual, or Formal).
Setting assignment rules and channel filtersWhat assignment rules do and how to create one to control which conversations the AI Agent handles.
Activating an AI AgentWhat to check before activating an AI Agent, and what to watch after it goes live.
Building the Knowledge Base
The AI Agent answers from a knowledge base of Facts and FAQs that you provide. These articles cover what each knowledge type is for, how to write good entries, and how to activate them for a specific AI Agent.
Facts and FAQs: how the AI Agent learnsThe two knowledge types the AI Agent reads — Facts and FAQs — and how they work together.
Writing effective FAQ entriesFive rules for FAQ entries the AI Agent can match and answer well, plus what to avoid.
Adding Facts about your propertyWhat to include in the Facts section and how Facts differ from FAQs.
Testing Your AI Agent with the Preview PanelHow to use the Preview panel to simulate guest conversations and test the AI Agent before going live.
Building out your AI Agent's knowledgeHow per-agent knowledge works and how to add Facts and FAQs in the Knowledge tab.
Handover and Escalation
What happens when the AI Agent hands a conversation to a human
How handover worksThe AI Agent's three actions — Reply, Solve, Leave — and when it hands a conversation to a human.
Monitoring and Managing
Reviewing how the AI Agent is performing, running multiple AI Agents for different scenarios, and controlling when the AI Agent is active.
Reviewing AI Agent conversationsWhere to find AI Agent conversations in the Unified Inbox and what to review in the first weeks.
Running multiple AI Agents for different scenariosWhen one AI Agent is enough, when to add a second, and how most teams structure multiple agents.
Limitations and Support
What the AI Agent does not do today, common issues and how to resolve them, and how to get help from the Bookboost team.
What the AI Agent does not do todayAn honest list of what the AI Agent cannot do yet: channels, inputs, actions, and guest data.
Common issues and how to resolve themThe most common AI Agent issues — escalations, stale answers, over-triggering — and how to fix each.
Getting support for the AI AgentThe two AI Agent support channels, which to use when, and what to include in a bug report.