Overview

Activating AI requires setting up a replenishable AI token account. Once established, activation occurs at both the module level and across communication channels, including Chat, Facebook Messenger, SMS (texting), and WhatsApp.

AI plays a vital role in our products, enhancing customer interactions and agent efficiency. It uses knowledge base items to provide accurate responses, equips agents with tools to deliver fast and professional service, and enables automation bots to guide customers through their journey without human intervention.

For more details on our AI capabilities, explore the links below:

AI Assistant
AI Say Step
AI Knowledge-base items
AI Intents

General Activation

1. At the CommBox console, navigate to Settings and select Era AI in the Automation section.
2. Contact us at info@commbox.io to establish an account with a replenishing tokens plan.
   Once a subscription plan is implemented, toggle to activate the Era AI capabilities on the settings page.
   
   The status bar records the daily usage, and the remaining balance until the end of the month.
   Note: The package subscription resets at the beginning of the month, regardless of usage.

Channel Settings

1. Navigate to Settings and select the desired Chat, Facebook Messenger, SMS, or WhatsApp modules.

2. Select the relevant channel and expand the AI Assistant section.
   

3. Toggle on the desired AI capabilities:
   • Activate AI-Powered Assist to turn on the AI capabilities, including Ask AI, improve message, and conversation summary.
   • Automatic conversation summary to automatically summarize the conversation when the status changes to “Resolved”.
   • Enable agents to generate AI-powered summaries upon routing conversations. Note that the receiving channel must be AI-enabled for this functionality to work.
   • Enable auto-generated summary upon bot transfer to an agent.

4. Save the settings at the bottom corner of the screen.

5. Repeat this process for any other desired communication channel.

Flow Builder

AI activities in the Flow builder include the AI Say step and AI intents, which enable the AI to greet users, reply to customers inquiries, and help navigate the flow.

To activate these activities:

1. At the CommBox platform, select the Automation Hub in the sidebar > Flows tab, and click on the relevant Flow.

2. At the top of the flow, click the Settings icon (gear).
   

3. At the dialog box, select the AI Settings tab.
   

4. Activate the AI automation and click Save.