Set Up AI Strategy #

Click the AI Strategy tab.

AI Strategy is used to guide how the AI should respond in specific customer situations.

Use AI Strategy for:

1. Sales flow
2. Customer qualification
3. Product explanation
4. Objection handling
5. Upsell guidance
6. Human handover rules
7. Follow-up questions
8. Reference images

---

Choose a Template #

You can choose a template to make setup easier.

Common templates include:

1. Knowledge Block
2. Onboarding Guidance
3. Qualification Block
4. Upsell Block
5. Escalation / Sales Handover
6. Objection Handling

Choose the template that best matches your purpose.

---

Strategy Setup #

Fill in the strategy details.

Strategy Type #

Choose the type of strategy.

Example:

Knowledge Block
Qualification Block
Upsell Block
Objection Handling
Escalation / Sales Handover

Title #

Give the strategy a clear name.

Example:

Product Inquiry Handling

Category #

Group the strategy by topic.

Example:

Sales
Support
Product
Pricing
Corporate

Customer Stage #

Choose when this strategy applies.

Example:

New Inquiry
Considering
Ready to Buy
Existing Customer
Support

Priority #

Choose how important this strategy is.

Recommended:

High = important rules
Medium = normal guidance
Low = optional information

Active #

Keep this enabled if you want the AI to use this strategy.

---

Intent & Content #

Intent Keywords #

Enter keywords that customers may use.

These keywords help the AI know when to use this strategy.

Example:

price, quotation, package, accounting, invoice, setup, support, delivery

Use customer-friendly words, not internal technical words.

Strategy Content #

Write what the AI should understand or do.

Example:

When a customer asks about our accounting system, explain that it helps businesses manage quotation, invoice, customer records, products, reports, and daily operations.

If the customer asks about WhatsApp automation, explain that the WhatsApp AI Bot can help answer customer inquiries, qualify leads, and guide customers toward quotation.

Do not promise custom integration without human review.

Follow-up Instruction #

Tell the AI what to ask next.

Example:

Ask whether the customer is looking for accounting only, WhatsApp AI Bot only, or a complete package with both.

---

Set Action Rules #

In the Action Rules section, you can control whether the AI should escalate to a human sales agent.

Escalate to Sales #

Enable this when the AI should hand the conversation to a human.

Use this for:

Custom pricing
Enterprise inquiries
Bulk orders
Special requirements
Technical integration
Customer asks to speak with human

Escalation Condition #

Explain when the AI should escalate.

Example:

Escalate to sales when the customer asks for custom API integration, enterprise pricing, more than 50 u

---

Add References & Media #

This section is optional.

You can add:

Reference Link
Reference Video
Reference Images
Image Caption

Use this when you want the AI to support its answer with images or links.

Reference Link #

Add a related webpage.

Example:

https://yourwebsite.com/product

Reference Video #

Add a video link.

Example:

https://youtube.com/watch?v=example

Reference Images #

Upload helpful images such as:

Product samples
Feature screenshots
Package comparison
Workflow diagram
Service examples

Send Reference Images #

Choose whether the AI should send images in WhatsApp replies.

Recommended:

Only send images when they are useful to the customer.
Avoid sending too many images repeatedly.

Image Caption #

Write a short caption for the image.

Example:

Here is an example of how our system helps manage quotations, invoices, and customer follow-up.