Define one role
Describe who the employee helps and what result the customer or team should get. Instead of “help with sales”, state a concrete task: collect the need, answer about services, or prepare a request for a manager.
Add limits and rules
Record what the employee may state on its own and what a person must confirm. Do not ask it to guess a price, deadline, availability, or terms if that data is not in knowledge or tables.
- Which tone of communication to use.
- Which questions to clarify with the customer.
- In which situations to hand the conversation to a manager.
Configure only the sections you need
The editor includes the instruction, advanced settings, voice, knowledge, tables, actions, channels, integrations, and service parameters. Do not turn everything on at once: first confirm that the basic conversation scenario works correctly.
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