The first time you open your AI Assistant, a guided setup walks you through every rule it follows: when it works, who it talks to, and who gets alerted when it needs help. It takes about 2 minutes, and your AI always launches in Test Mode, so nothing reaches a
Your AI Assistant’s status changes how your Inbox looks and behaves. This article shows the indications to expect in each mode, so you always know what the AI is doing. The status banner Whenever your AI Assistant is active, a banner at the top of your Inbox shows which mode
The Target audience section of your AI Assistant Settings controls which types of contacts the AI engages with in your Inbox. This lets you start narrow (for example, leads only) and expand as your confidence grows. Where to find it Contact types You can switch each contact type ON or OFF independently:
The Triggers section of your AI Assistant Settings controls what kicks off a conversation – the events that make your AI Assistant step in and engage a customer. This article explains each trigger and how to preview what your customers will receive. Where to find it Available triggers Inbound messages – ALWAYS
Your AI Assistant answers customers using the facts in your AI Knowledge Base – the single place your business information lives: your services, hours, policies, and frequently asked questions. Your knowledge base is built and kept up to date for you – your role is to review it, keep it accurate, and
When customers ask to book, your AI Assistant can share your direct booking link – a simple way to turn booking requests into appointments without a full booking integration. This article shows how to set it up. Who this is for The Booking Link is available for accounts without an active
Your AI Assistant only answers from facts it knows about your business. When a customer asks something it can’t answer confidently, it doesn’t guess – it flags the question for a human. This article shows how to spot those questions, answer them, and turn every answer into permanent knowledge. How
Sometimes you want the AI Assistant to stay out of one specific conversation – a customer who insists on talking to a human, or a sensitive situation you’d rather handle personally. The per-conversation toggle gives you that control without affecting any other conversation. Where to find the toggle The toggle
Every message your AI Assistant sends is clearly marked, so you and your team always know who said what in a conversation. This guide shows what to look for. In the conversation You may also see status stickers on customer messages: When you answer flagged questions, the AI weaves your
You can track several Key Performance Indicators (KPIs) related to functionality within the AI Inbox Assistant. These metrics provide valuable insights into the AI Assistant’s performance and effectiveness. This article will guide you through the KPIs available and explain their benefits in optimizing workflows and enhancing productivity. The following KPIs
The Referrizer Inbox AI Assistant manages your Inbox 24/7, giving your customers instant responses, booking help, and support even outside your regular business hours. Prerequisites Before you begin, ensure your account has the AI Assistant feature enabled. If you do not see the AI Assistant option in your menu, please contact our
