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AI Agent
AI Agent
How does AI work?
Willdesk offers powerful AI features, including AI Assistance and AI Agent. It supports All communication channels, including: Live ChatWhatsAppInstagramFacebook MessengerEmailThese functionalities rely on your knowledge base to work effectively. Maintaining a well-organized and comprehensive knowledge base is crucial to ensure the AI delivers accurate and relevant responses. 1. AI Assitance: Overview:Will AI Agent is a core feature in Willdesk that provides access to various AI functionalities, including AI multi-language reply, AI translation, AI optimize.Key Features:AI OptimizeAutomatically refines reply content for professionalism, clarity, and friendliness.Analyzes context to adjust tone and wording, ensuring high-quality communication. AI-Generated RepliesQuickly creates high-quality responses tailored to customer inquiries.Saves time and improves response speed, especially for FAQs and complex queries.AI Translation & Auto TranslationProvides real-time multi-language translation to bridge language gaps.Automatically translates customer messages and generates replies in the appropriate language, enabling seamless cross-language interactions.2. AI Agent (Message automatic takeover): Overview:The Willdesk AI Agent is designed to handle a wide range of customer interactions, ensuring a seamless and efficient experience across all touchpoints. Here’s how it simplifies and enhances your customer support: A Takeover button will appear in the inbox, allowing manual intervention if needed.Key feature: 1. End-to-End Customer Support AutomationThe AI Agent manages all aspects of customer interactions, including:Product Recommendations: Leverages customer data and browsing behavior to provide personalized product suggestions, enhancing the shopping experience and driving sales. 🛍️General Inquiries: Answers FAQs, explains store policies, and provides instant responses to common questions, ensuring customers get the information they need quickly. ❓Order Tracking: Offers real-time updates on order status and tracking details, reducing the need for manual intervention. 📦Edit Shipping Address: Guides customers through the process of modifying their shipping address and escalates requests to your team if necessary. 🏠Cancel Order: Assists customers in canceling orders efficiently while keeping your team informed for follow-up. ❌Order Return: Provides clear instructions for returns and transfers complex cases to your customer service team. 🔄For more setting-up details please refer to this article: How to Use AI Action Templates to Answer Customer Questions?This comprehensive automation ensures consistent, accurate, and timely responses across all customer touchpoints.g consistent and timely responses wherever your customers reach out. 🌐2. Multi-Channel Support with Language Detection 🌐The AI Agent operates seamlessly across website chats, social media, email, and more, ensuring customers receive support wherever they reach out. It also features automatic language detection and switching, enabling smooth communication with customers from different regions by responding in their preferred language. 🌍3. Customizable and Brand-Aligned Responses ✍️You can review and modify the AI's automatic replies, ensuring they align with your brand's tone and policies.4. Seamless Transition to Human Support 👩‍💼While the AI Agent handles most inquiries, the Takeover button allows your team to step in anytime for personalized assistance. It also generates an AI Note explaining the reason for escalation, saving time and ensuring a smooth handoff. Perfect balance of automation and human touch! 🤝5. Knowledge-Base Integration for Accurate Responses 📚The AI Agent pulls responses directly from your knowledge base, including FAQs, product details. This integration ensures accurate, relevant, and up-to-date answers, enhancing customer satisfaction and reducing response times.How It Works:Once your store is integrated with Willdesk, the AI will automatically pull data from:FAQ articles created and published in Willdesk.Product information from your store.Shopify store’s Terms & Policies under Settings → Policies.With the appropriate plan, you can activate all knowledge base data with one click, enabling the AI to automatically provide accurate responses to customer's questions based on your knowledge base content. 3. What Is a Knowledge Base?Overview:The knowledge base is the foundation of Willdesk AI’s capabilities. The AI relies on the data stored here to generate relevant and accurate responses to customer inquiries.Key Components of the Knowledge Base:Products: Product details about your store’s offerings.FAQs: Published FAQ articles within Willdesk.Terms & Policies: Shopify settings under Settings → Policies.URLs: Public websites synced for additional data.Q&A Pairs: Custom question-and-answer sets you create. Not satisfied with this page? Please contact us for more customizations!
How to subscribe AI?
1. Navigate to the billing page of your account.2. Select AI when you choose the planAI Pricing DetailsCharges Per Conversation: $0.20 per conversation quota after AI activation.Quota Increases: When you increase your conversation quota, the AI quota will automatically increase as well.Notes:Each workspace starts with 10 free one-time AI quotas.Every time an AI function is used (like AI optimize, AI-generated replies, AI Translation), it counts as one quota.If a conversation has already used a quota, you can continue using AI in that conversation even if there are no remaining quotas.Once your free quotas are exhausted, AI features will be disabled unless you purchase additional AI quotas during your subscription.
How to Use AI Action Templates to Answer Customer Questions?
We are excited to announce the launch of our upgraded AI-powered customer service system! 🚀 Our new AI Full-Link Service Solution comes with three core enhancements to help you deliver exceptional customer experiences:1️⃣ 24/7 AI Customer Support: Seamlessly transition from human agents to AI, ensuring real-time responses to customer inquiries and round-the-clock service quality. 🌐 2️⃣ End-to-End Service Coverage: From pre-sales consultations and intelligent product recommendations to order tracking and post-sales support, AI intelligently guides customers through the entire shopping journey. 🛍️3️⃣ Dual-Driven Efficiency Boost:• Reduce labor costs 💰• Improve response efficiency ⚡• Enhance customer satisfaction 😊By enabling Willdesk's AI Action Templates, AI can provide closed-loop responses to order-related questions, making replies more comprehensive, flexible, and time-saving. ⏳Example Use Cases of AI Action Templates 🛠️Here are some scenarios where AI action templates can be utilized:1. Order Tracking 📦When a customer asks about their order status or tracking information, the AI agent provides real-time tracking details and guidance. 2. Edit Shipping Address 🏠If a customer requests to modify their shipping address, the AI agent guides them through the process and transfers the request to the customer service team if needed.3. Cancel Order ❌When a customer wants to cancel an order, the AI agent assists them through the cancellation process and escalates the request to the customer service team.\4. Order Return 🔄For customers requesting a return, the AI agent provides step-by-step instructions and transfers the case to the customer service team for further assistance.In all scenarios, when AI transfers the conversation to a human agent, it generates an AI Note and flags the chat with "Required Human Assistance" in the message list. This ensures you can quickly grasp the conversation overview and never miss a session that needs your attention. 🔔How to Enable This Feature? ⚙️Step 1: Go to Automation → AI Action → Templates.Step 2: Select the conversation scenarios you want AI to handle.You can also customize the conditions under which AI is triggered:a. Set the AI to trigger only during offline business hours. 🕒b. Limit the AI to trigger only on specific pages of your store. 🌐c. If you manage multiple stores, you can choose to activate the AI only in selected stores. 🏪 With these powerful AI action templates, you can streamline customer interactions, save time, and deliver a seamless shopping experience. Start optimizing your customer service today! 🎯Not satisfied with this page? Please contact us for more customizations!
What can Willdesk’s AI do for the email channel?
For the email channel, Willdesk's AI offers a variety of advanced features to enhance your customer support experience. These include:1. Automated Replies ✉️AI can automatically respond to customer inquiries with pre-defined, contextually relevant messages, ensuring fast ⏱️ and consistent ✅ communication.2. Product Recommendations 🛍️AI can analyze customer emails and provide personalized product recommendations based on their previous interactions or purchase history.3. AI Action (Template-Based Responses) 🤖Willdesk's AI supports AI Actions, which allow you to automate replies to frequent customer queries using pre-set templates. Some common scenarios include:Order inquiries 📦Product questions ❓Shipping and delivery status 🚚Refund, return, and edit address requests 🔄These templates help streamline responses, improving efficiency and consistency in customer support.4. Personalized Assistance 🙋‍♂️ AI can provide tailored support for resolving common issues and queries, enhancing customer satisfaction 😊.5. Spam Filtering 🚫AI can automatically filter out spam emails and categorize them into the Spam folder, reducing manual efforts and ensuring that only relevant emails are prioritized.How does Willdesk AI handle spam emails?🚫Willdesk’s AI utilizes advanced algorithms to detect and filter out spam emails effectively. Any email identified as spam will be automatically moved to the Spam List, ensuring that only important messages are visible to your support team.Examples of spam emails include:Emails with "No Reply" in the sender address 📧Promotional and advertisement emails 📢Unsolicited offers or marketing campaigns 🛒Emails containing phishing links or malicious content 🕵️‍♂️This ensures your team spends less time sorting through irrelevant messages and can focus on addressing customer concerns. ✅Not satisfied with this page? Please contact us for more customizations!
How many products can I enable in the AI knowledge base?
Q1: How many products can I enable in the AI knowledge base? 📚The number of products that can be enabled in the AI knowledge base depends on your conversation plan:If your plan includes 1,000 conversations or fewer, the AI knowledge base can enable up to 1,000 products by default.If your plan includes more than 1,000 conversations, the number of enabled products will match the plan’s conversation limit.Example:2,000 conversations → 2,000 products5,000 conversations → 5,000 productsIf you upgrade your plan, the AI product limit will increase accordingly.Q2: What happens if I need to enable more products than my current limit? 🧐If you require a higher product limit, you may contact us to customize your plan! 😊For further assistance, feel free to contact our support team.
How to use AI optimize to polish my sentences?
1. Step 1: Enable Will AI Agent, please go to Automation → Configure → Turn on the button under AI assistance, and choose your store. (Note: The AI switch and data will refresh when switching stores.)2. Step 2: Once AI is enabled, click the “AI Reply” button next to a customer’s message to generate a reply. (The answer will be based on your knowledge base information.)The AI will automatically generate a reply draft in the input box.3. Step 3: You can click the “AI Optimize” button to polish and enhance the draft.Not satisfied with this page? Please contact us for more customizations!
How to Use AI to Translate My Message?
AI Translation For Sending Messages1. Step 1: Ensure the AI Agent is enabled by going to Automation → Configure→ Turn on the button below AI assistance, and select the store you would like this setting to apply.2. Step 2: After typing your message, click the AI translate buttonin the top-right corner.3. Step 3: The AI will translate the message into the default language, or you can choose to translate it into a different language.4. Or you can also hover over the “Send” button and choose "Translate and send" to automatically send the translated message.Not satisfied with this page? Please contact us for more customizations!
How to Use AI to Translate Customer's Message?
AI Translation For Incoming MessageWilldesk offers two AI translation features: Manual and Auto Translation. Manual translation allows users to translate incoming messages by clicking the "AI Translate" button, while auto translation automatically translates messages into the default language. AI translation manually:1. Step 1: Ensure the AI Agent is enabled by going to Automation → Configure → Turn on the button below the AI assistance, and select the store you would like this setting to apply.2. Step 2: After enabled, an "AI Translate" icon will appear next to the customer message.3. Step 3: Click Will AI Auto Translation Setting to set or change the default language.4. Step 4: Click the AI Translate button to translate the message into the default language you set.Auto Transition:1. Step 1: Click Will AI Auto Translation Setting 2. Step 2: Enable Auto Transition to automatically translate incoming messages to the default language.Not satisfied with this page? Please contact us for more customizations!
How to Enable AI Auto-Reply for Customer Messages?
Overview:When enabled Live chat message automatic takeover, this feature allows the AI to automatically respond to customer messages in real-time based on you knowledge base information. It supports multiple communication channels: Live ChatWhatsAppInstagramFacebook MessengerEmailHow It Works:Once your store is integrated with Willdesk, the AI will automatically pull data from:FAQ articles created and published in Willdesk.Product information from your store.Shopify store’s Terms & Policies under Settings → Policies.Public websites synced via URL (available with specific plans).Extracted by AI: The AI analyzes historical conversations to extract potential answers. These extracted answers can be reviewed, edited, and added to your knowledge base under the "In this knowledge" section.With the appropriate plan, you can activate all knowledge base data with one click, enabling the AI to provide accurate responses based on your knowledge base content.Here's a guide to help you set it up:1. Step 1: Enable Live chat message automatic takeover, please go to Automation → Configure → Turn on the button under AI Agent, choose the store, and turn on the takeover switch.2. Once enabled, the AI will automatically respond to customers based on the information in your knowledge base. 3. It will also automatically switch languages based on the customer's language preference or request. 4. Conversations replied by AI will display a chatbot icon in the conversation list. 5. You can also click the chatbot icon "Close chatbot" in the top-right corner to close the chatbot and stop AI from continuing the reply.
How to Enable AI-Based Knowledge for All Products in Bulk?
To set all your products as a foundation for AI-based knowledge, follow these simple steps:1. Subscribe to a Paid PlanTo access AI-powered features, you must be on a paid subscription plan that includes AI conversation capabilities. Ensure you have upgraded your account accordingly.2. Activate the AI Conversation FeatureOnce your subscription is active. You’ll find an option to activate AI conversation for your products.3. Enable AI Knowledge for All ProductsAfter activating the AI feature, on a list of all your products, a small box will appear on a list of all your products. From here, you can enable AI-based knowledge for all of them in bulk, setting them up as the base for AI interactions.With these steps, you’ll easily establish your entire product range as the foundation for AI-powered knowledge.Not completely satisfied with this page?Feel free to reach out to us for personalized customizations and further assistance!
How to Edit AI Answers?
Willdesk allows you to easily modify AI-generated questions and answers for more accurate and personalized responses.Method 1: Add Questions and Answers in the AI Knowledge BaseStep 1: Go to Automation → Knowledge → Answer Snippets, click Add to create a new question and answer pair. Step 2: Modify the quetsion and answer as you need.Tip: For better AI recognition, use complete questions like "Do you offer any discounts?" instead of single keywords like "discounts".Step 3: Make sure the Questions are enable so AI can use the answers to answer customers.Method 2: Edit AI Answers Directly in a ConversationIf the AI response isn’t quite right, you can edit it instantly:Step 1: Under the customer’s question, click Add answers to AI training.Step 2: Modify or improve the answer as needed.Step 3: Your changes will be saved in Knowledge, where you can further edit them anytime.Recover Deleted AI QuestionsAccidentally deleted an AI-generated question? No worries! Head to Dismiss, find the removed answer, and click the + button to restore it.Need help? Our support team is always here to assist you!