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The AI agent answers customers inside your WhatsApp inbox, day and night. It can tell a customer where their order is, confirm a COD order, answer product questions, take a COD order in chat, send a payment link and give a discount. Anything it is not sure about goes to your team. Open it from AI agent at the top of the WhatsApp inbox. The page has five tabs: Setup, Knowledge, Test, Credits and Activity. This page covers Setup. The others are in Knowledge, test, credits and activity.
The AI agent sends real WhatsApp messages and can confirm or cancel real orders. Set it up and try it in the Test tab before you switch it to Live.

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The header: Off, Test and Live

AI agent page header showing a Live badge, 71 credits, an Off, Test and Live switch and the five tabs, followed by the How the AI replies and Name and tone settings

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How the AI replies

Start with Draft only for a week. Read the drafts, fix the Knowledge text, then switch to Send replies automatically.

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Name and tone

  • Assistant name. The name the AI uses for itself, for example “NotifikTech Assistant”. It shows as AI assistant in the conversation.
  • Tone. Choose how the AI sounds. The test store uses Friendly.
  • Most AI replies per customer per day. The test store uses 100. This protects your credits from spam and endless chats. After the limit, that customer’s messages wait for your team until the next day.
The AI replies in the customer’s own language, including Hinglish.

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What the AI handles

Each item is a tick box. Turn off anything you would rather answer yourself. Those chats go to your team.
The What the AI handles list with Order status, COD confirmation with an Also cancel orders option, Product questions and carts, and Take COD orders in chat
The rest of the What the AI handles list with Store questions, Pay online and Discount codes, and the discount, minimum cart value and code validity fields
When Discount codes is ticked, set the limit:
Set a discount you are happy to give to anyone who asks. The AI offers it to customers who ask or hesitate, so a high number can cost you margin on every COD order.

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Handing over to your team

The AI always passes these to your team: returns, refunds, exchanges, address changes, complaints, photos and voice notes, requests to speak to a person, and anything the AI is not sure about.
The Handing over to your team section with the handover message and the 30 minutes setting for when the AI steps back in
  • Message the customer gets when the AI hands over. The text the customer sees, up to 500 characters. The test store uses “Thanks! I’ve passed this to our team. They’ll reply here shortly.”
  • If your team doesn’t reply, the AI steps back in after. The test store uses 30 minutes. The time counts from the customer’s message. It applies after a handover or after a team reply. Chats you pause yourself stay with your team.
Handed-over chats are labelled in the inbox so your team can find them.

Knowledge, test, credits and activity

Teach the AI about your store, try it, buy credits and review what it did.

WhatsApp inbox

Where the AI’s replies appear.