typework⌘ K
Day-to-day work
Teach your assistants how you work
Give assistants clear information, responsibilities and limits before they speak to customers.
Give each assistant a clear job
Open Settings → AI Agent Behaviour and select the assistant you want to review. Check its name, instructions, linked knowledge and channels using the controls available in your account. Keep its job specific, such as answering service enquiries or helping with bookings.
Write down the rules you already use
TRY ASKING
Reply in the customer’s language. Use our current service list and booking rules. Do not invent prices or confirm an unavailable time. If information is missing, ask us. Refer complaints and refund requests to a team member.
Use concrete rules: opening hours, cancellation notice, what needs a person’s decision, and which information must be checked before confirming a booking. Save the changes.
Test normal and difficult questions
- “What time do you close on Saturday?”
- “Can I book a time that is already full?”
- “I want a refund” or “I want to speak to a person.”
- A question whose answer is not in your documents.
Use the available test chat or a controlled channel conversation. Check that it uses the right information and handles the limits as intended. Re-test after changing a price list or important rule.