Custom Behavior allows you to finely tailor the Copilot to your brand’s specific needs by creating personalized use cases. While the Copilot efficiently handles general visitor queries, some situations require customized responses, such as managing specific requests or transferring conversations to an agent for more sensitive topics. This feature enables you to configure the Copilot for more precise and context-aware interactions.
1. Tips
1.1. How to create a good custom behavior description
You start by formulating your description in your own words, without worrying too much about its structure. Once entered, the "Improve" feature restructures and optimizes your description to maximize its effectiveness.
This allows the Copilot to better understand your intentions and provide accurate and tailored responses from the start, ensuring optimal performance.
1.2. How automatic improvement works
When you enter your description, the "Improve" feature uses artificial intelligence to analyze its content. It identifies key elements, rephrases unclear parts, and enriches details when necessary. The goal is to create a clearer and better-structured description to guide the Copilot effectively.
After this improvement step, you can view the revised description and, if needed, make manual adjustments to meet specific requirements.
1.3. Questions generation
To simplify the Copilot's behavior configuration, questions are automatically generated based on your description. They serve as a guide to help the Copilot better understand expectations.
These questions cover various scenarios related to your description, providing a clear framework for the Copilot to deliver accurate responses. If needed, you can adjust or add questions to further customize the Copilot's behavior and enhance its performance.
1.4. Define an action for your copilot
Once your custom behavior description is created, you need to define how your Copilot will respond to the specified questions.
To do this, configure custom behavior actions:
- Transfer a conversation to a human agent or to a workflow (example: for order tracking)
- Close a conversation after it has been successfully resolved.
- Send a personalized message to the client to provide relevant updates or additional information.
1.5. Test and preview
Before validating a custom behavior, you can test it directly in the preview. This feature shows how the Copilot will interact in real-life conditions, allowing you to make adjustments if needed.
2. FAQ
What is the purpose of the examples?
Examples help structure the description and guide the Copilot's responses, making them more accurate and relevant.
Are the examples mandatory?
No but they are highly recommended to maximize the effectiveness of the custom behavior.
How can I ensure my custom behavior description is optimal?
Use the "Improve" button to get an enhanced and better-structured version of your initial description.
What does the "Improve" button do?
The "Improve" button automatically refines the description to enhance its quality and relevance, delivering better results with minimal effort.