Configuring your Copilot is essential to aligning its appearance, tone, and behavior with your brand while ensuring a smooth and efficient user experience. This comprehensive guide walks you through the process step by step, helping you customize your Copilot using the Copilot Builder.
To access this interface, go to AI Copilot > Copilot for Shoppers > Create
1. Customize your Copilot's identity
Your Copilot's identity plays a key role in its effectiveness. By defining a clear and consistent identity, you strengthen visitor trust while showcasing your brand's principles and image. This article provides a step-by-step guide to configure and customize your Copilot's identity in the iAdvize interface.
2. Définissez la Knowledge de votre Copilot
Once your Knowledges are configured, select the information sources your Copilot will use to respond to visitors.
To learn more about configuring Knowledges, check out this article.
AI Knowledge is an essential component for optimizing your Copilot's performance by providing it with accurate and useful information. To effectively configure these information sources, iAdvize offers various ingestion methods tailored to your specific needs.
3. Introduction and Follow-up
The Introduction and Follow-up section allows you to define your Copilot’s initial messages to engage in conversation with your visitors. The welcome message introduces your Copilot’s role and establishes a positive first contact. The follow-up message encourages visitors to ask questions or express their needs, fostering a proactive and seamless interaction.
4. Custom Behaviors
Custom Behaviors allow you to finely adjust your Copilot to your brand’s specific needs by designing tailor-made use cases. While the Copilot efficiently handles general visitor inquiries, certain situations require personalized responses, such as processing specific requests or transferring to a human agent for sensitive topics. This feature gives you the flexibility to configure your Copilot for more precise and adapted interactions.
Discover the best practices here
5. End of conversation
The End of Conversation section allows you to configure the closing messages used by your Copilot. These messages are essential for informing visitors that the exchange has ended, especially if a transfer to an agent was unsuccessful. You can also customize the satisfaction survey to collect feedback on the interaction.