AI Staff (Legacy Version)

This article covers the AI Staff feature in the legacy version, accessed through the HelpKnow platform. If your account has been upgraded to AI Members (new version), see "Manage AI Members (New Version)".

💡 The legacy version is still fully functional. The new version offers more customization options and a more centralized management interface.

Accessing AI Staff

1. In SaleSmartly, go to Bot → AI Staff.
2. Click the button to open the HelpKnow platform.

Creating an AI Staff Member

1. On HelpKnow, click "Create New AI".
2. Set a name and basic configuration.
3. Link a Knowledge Base to this AI Staff member.

Managing the Knowledge Base

The knowledge base is the information source the AI uses to answer questions.

• Create a new knowledge base → name it → add documents

Supported Import Formats

• Local files: PDF, TXT, DOCX, Markdown
• Direct input: enter content directly in the interface
• Sync from HelpKnow: connect to a HelpKnow document source

Applying AI to Customer Service

After creating the AI Staff member and knowledge base:

1. Create a Helpbot (AI Agent) in HelpKnow.
2. Enable "AI Priority" in channel settings: AI responds first, agents handle complex cases.
3. Configure Automation Flows for handoff from AI to agent when needed.

For more details on HelpKnow, refer to the documentation on the HelpKnow platform.