AI Assistant

The Message.help AI Assistant: What It Can Do

The AI assistant helps your team and customers:

• Provide guidance based on the knowledge base
• Schedule appointments for necessary procedures
• Summarize conversations
• Edit text in templates, mass mailings, and messenger replies

How to set up the AI assistant

1. Go to “My Plan” → “Plan Settings” → “Services.”
2. Select the following services: “AI Assistant,” “AI Copywriter,” and “AI Conversation Summaries.”

Onboarding and Basic Settings

After enabling the services, refresh your settings and go to “Settings” → “AI Bot Settings.”

• Who the Assistant Will Communicate With

  Define the customer base that the assistant will respond to. Most often, a test audience is created at the start to safely test scenarios.

• Use information from the “Main Menu” template

  If necessary, use your project’s “Main Menu” as a knowledge base for the assistant’s responses.

• Operating Hours

  Set the time frame during which the assistant will respond. If left blank, responses will be available 24/7.

• Bot Name, Company, and Description

  Specify how the assistant introduces itself, the company name, and a brief description of its activities.
  
  

• Online Booking

  Allow the assistant to create appointments in Altegio as needed.

• Message header and footer

  Add short standard phrases to the beginning and end of messages. For example, a note indicating that the AI is responding.

• Tone and style of communication

  Select the communication tone and text formatting rules. For example, always use uppercase letters or allow lowercase letters in an informal style.

• Role and tasks of the AI

  Define the assistant’s primary role: sales, scheduling, or support. This influences the instructions and scripts.

The AI can sell services, schedule appointments, and provide technical support.

• The Ideal Script

  Describe a dialogue scenario in accordance with the selected role. This serves as the foundation for appropriate responses.

• Training the Assistant

  Attach a file describing services, prices, and customer processes. Do not include internal instructions for the AI.
  
  
  
  Almost done! All that’s left is to click “Final Prompt – View” and follow these steps: "Edit - Generate Prompt - Copy and paste the prompt into the text field - Save"
  This will automatically apply your Assistant’s settings to the prompt (IMPORTANT! We do not recommend making manual changes to the prompt; it’s better to generate it automatically and leave it as is).