AI Assistant Settings
AI Assistant Settings turns on AI-generated replies in your conversations, and lets you feed it a knowledge base so its answers reflect your own business information..
Last updated September 11, 2026
Overview
AI Assistant Settings turns on AI-generated replies in your conversations, and lets you feed it a knowledge base so its answers reflect your own business information.
Open Settings
Open Settings
From the left navigation, click Settings, then click AI Assistant.
Configure the AI Assistant
Configure the AI Assistant
Turn on Enable AI Assistant and click Update to activate AI-generated responses. Open AI Assistant Setup to configure the keywords that hand a conversation to the assistant. Under Knowledge Base, click Upload Documents to add files the assistant should draw on when answering — each shows its Source, processing Status, and when it was Last Updated.
Knowledge base processing isn't instant
A newly uploaded document needs to finish processing (Status: Complete) before the assistant will use it in replies.
Field reference
| Field | What it does |
|---|---|
| Enable AI Assistant | Turns on AI-generated responses in your conversations (click Update to apply). |
| AI Assistant Setup | Keywords that hand a conversation to the assistant. |
| Knowledge Base | Documents the assistant draws on when answering — each shows its Source, processing Status, and Last Updated date. |
Expected result
Once enabled and its knowledge base documents show status Complete, the assistant generates responses in conversations that match your configured keywords.
Keep the knowledge base current
The assistant only knows what's in its uploaded documents — update or re-upload them when your product or policy information changes.
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