FlexInbox
Home  ›  Blog  ›  Setting Up an AI Customer Agent
AI

How to Set Up an AI Customer Agent?

Connect an AI agent trained on your own information to WhatsApp and Telegram; answer common questions automatically and hand off to a human in complex cases.

What is a trainable AI agent?

A trainable AI customer agent is different from a generic chatbot: it is fed with the information you upload (product catalog, FAQs, policies, your website) and gives only accurate answers specific to your business. This method is called RAG (retrieval-augmented generation).

The result: consistent answers grounded in your real knowledge base, instead of "made-up" responses. Repetitive questions close automatically, and your agents focus on higher-value work.

Setup steps

1

Build the knowledge base

Upload text, URLs, FAQs or files. The agent responds based only on this information.

2

Choose the operating mode

Pick one of three modes: suggest (a draft for the agent), semi-automatic (approve and send) or fully automatic (direct reply).

3

Assign the lines

Choose which WhatsApp/Telegram lines the agent will answer. Licensed lines appear in the list.

4

Set hand-off rules

Let the agent disable itself in ambiguous cases or when an agent replies manually; transfer the conversation to a human.

5

Measure and improve

Track response rate, hand-off rate and AI package usage in the reports; keep updating the knowledge base.

Three modes: you stay in control

You don't have to give the AI full authority all at once. Most businesses start with suggest mode: the agent prepares a draft reply, and a human approves and sends it. As trust builds, you move to semi-automatic and then fully automatic mode.

We also covered how to position AI in customer service in our article Customer Service with WhatsApp.

Frequently asked questions

Will the AI give wrong answers?

The agent is set up to answer only from the knowledge base you upload. When it is not sure, it hands the conversation off to a real agent.

Which languages does it support?

The agent can respond in the language the customer writes in. No extra setup is needed for multilingual support.

How does cost work?

AI usage is package-based; you only pay for what you use. Details on the pricing page.

What happens when an agent replies manually?

When an agent replies to a conversation manually, the AI automatically disables itself in that conversation; the human stays in control.

Set up your AI agent today

Upload your knowledge base, choose a mode, connect to WhatsApp.