Step 05
Turn on AI support for calls and chat
Activate the client bot so common questions are handled instantly — with clear rules for when a human should take over.
01
Knowledge base
Confirm the answers the bot can use for FAQs and product questions.
02
Escalation
Define when conversations should hand off to your team.
03
Go live
Enable website chat and phone support after a quick test.
How to activate the client bot
Complete these steps before you open the bot to customers.
- 01Open the "Activate the client bot" step.
- 02Review and confirm the knowledge base the bot will use.
- 03Set escalation rules for when the bot should hand off to a human.
- 04Approve the human hand-off path — who receives escalated calls and messages.
- 05Turn on the bot for your website and/or phone line.
- 06Test with a sample question or call before going live.
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