> ## Documentation Index > Fetch the complete documentation index at: https://codking.tech/documentation/llms.txt > Use this file to discover all available pages before exploring further. # Set Up the WhatsApp AI Agent > Switch the AI agent on, choose what it answers, set its name and tone, add a discount limit and decide when it hands a chat to your team. 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](https://codking.tech/documentation/whatsapp-inbox/overview.md). The page has five tabs: **Setup**, **Knowledge**, **Test**, **Credits** and **Activity**. This page covers **Setup**. The others are in [Knowledge, test, credits and activity](https://codking.tech/documentation/whatsapp-inbox/ai-agent-knowledge-credits.md). > [!WARNING] > > 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**. ## 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](https://mintcdn.com/codking/YMcHEa0zR91M3ULO/images/wi-12-ai-header-how.png?fit=max\&auto=format\&n=YMcHEa0zR91M3ULO\&q=85\&s=5563c235920a4e83a9cbb3e913c9f061) | Part | What it does | | - | - | | **Status badge** | Shows **Live** while the agent is answering customers. The line below says it answers every customer inside WhatsApp's 24-hour window. | | **Credits** | Your remaining AI credits. Each message the AI writes uses one. See [Credits](https://codking.tech/documentation/whatsapp-inbox/ai-agent-knowledge-credits.md#credits). | | **Off, Test and Live** | **Live** answers customers. **Off** stops the AI from replying. **Test** is for trying the agent while you set it up. | ## How the AI replies | Option | What happens | | - | - | | **Send replies automatically** | Customers get an answer in seconds, day and night. | | **Draft only** | The AI writes a draft in the inbox and your team sends it. Orders are not changed in this mode. | > [!TIP] > > Start with **Draft only** for a week. Read the drafts, fix the [Knowledge](https://codking.tech/documentation/whatsapp-inbox/ai-agent-knowledge-credits.md#store-knowledge) text, then switch to **Send replies automatically**. ## 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. ## 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](https://mintcdn.com/codking/YMcHEa0zR91M3ULO/images/wi-13-ai-handles-1.png?fit=max\&auto=format\&n=YMcHEa0zR91M3ULO\&q=85\&s=f9ec522d4da87a98a23957e87285077b) | Item | What the AI does | | - | - | | **Order status** | Answers "where is my order" with the real status and tracking link. | | **COD confirmation** | When a customer types "yes", "haan" or "confirm" instead of tapping the button, the AI confirms their pending COD order. | | **Also cancel orders when the customer clearly asks** | A choice under COD confirmation. If you turn it off, cancellation requests go to your team with a **Cancel request** label. | | **Product questions and carts** | Explains products from your Shopify catalogue and the customer's abandoned cart, and shares the checkout link. | | **Take COD orders in chat** | When a customer says "order kar do", the AI collects the product, size, quantity, name and address, confirms the summary and places a COD order in Shopify. | ![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](https://mintcdn.com/codking/YMcHEa0zR91M3ULO/images/wi-14-ai-handles-2.png?fit=max\&auto=format\&n=YMcHEa0zR91M3ULO\&q=85\&s=d889867ec3a7cafcffce1a18b2362941) | Item | What the AI does | | - | - | | **Store questions** | Answers shipping, COD charges, returns and contact questions only from your [Knowledge](https://codking.tech/documentation/whatsapp-inbox/ai-agent-knowledge-credits.md#store-knowledge) tab. | | **Pay online** | Sends the prepaid payment link when a customer wants to pay online for a COD order. | | **Discount codes** | Gives one discount code when a customer asks for a discount or hesitates on price, including abandoned carts. It never goes above your limit and gives a customer a code once. | When **Discount codes** is ticked, set the limit: | Field | What it means | | - | - | | **Discount** | The percentage the AI may offer. The page allows up to 50%. The test store uses 10%. | | **Minimum cart value** | The smallest cart that can get a code. 0 means any cart. | | **Code valid for** | How long the code works. The test store uses 24 hours. | > [!WARNING] > > 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. ## 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](https://mintcdn.com/codking/YMcHEa0zR91M3ULO/images/wi-15-ai-handover.png?fit=max\&auto=format\&n=YMcHEa0zR91M3ULO\&q=85\&s=17fb3d8110b69901e4805b26163be616) * **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. > [card] [Knowledge, test, credits and activity](https://codking.tech/documentation/whatsapp-inbox/ai-agent-knowledge-credits.md) > > Teach the AI about your store, try it, buy credits and review what it did. > [card] [WhatsApp inbox](https://codking.tech/documentation/whatsapp-inbox/overview.md) > > Where the AI's replies appear. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.