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AI Assistant

AI chatbot setup

Configure your AI assistant to handle common questions automatically.

AI chatbot setup

The Winora AI assistant can handle incoming conversations automatically, suggest replies for agents, and summarise long threads - all powered by your knowledge base.

Plan requirement: AI features are available on the Gold plan and above.

Enabling AI

  1. Go to Settings → AI Assistant.
  2. Toggle Enable AI assistant on.
  3. Choose a mode:
    • Suggest only - AI drafts replies for agents to review and send.
    • Auto-reply - AI sends responses automatically and escalates to an agent when confidence is low.

Configuring the bot

Setting Description
Bot name Name shown to customers when the AI is responding
Fallback message Sent when the AI cannot find a confident answer
Escalation threshold Confidence score below which conversations are routed to a human
Business hours AI only auto-replies during specified hours

Testing

Use the Test conversation button in Settings → AI Assistant to simulate an incoming message and see how the AI responds before going live.