This guide will demonstrate how to set up an AI Step in Manychat. You will learn to define its goals, tasks, context, and interactions to enhance your Automation’s capabilities.
What is an AI Step?
Manychat's AI Step is a powerful feature that uses artificial intelligence to manage complex user interactions. It operates based on a script or a set of instructions to achieve specific goals, such as collecting information or providing personalized responses.
Step 1: Creating the AI Step
Navigate to the Automations tab: Access the Flow Builder by selecting the automation where you want to insert the AI Step or create a new automation.
Add the AI Step: Choose the AI Step from the options menu.
💡 Alternatively, double-click anywhere on the Flow Builder screen to open the options menu or select the PLUS blue sign at the top-right corner of the panel.
Generate the AI Step:
Set a goal: Clearly define what the AI Step is intended to achieve. For instance, "Determine user's needs and how we can assist".
Specify context: Equip the AI with essential background information on your business capabilities and limitations to ensure it provides knowledgeable responses. For example, you can add company information, product or service details, answers to FAQs, tone of voice, language, etc.
Once the goal and context are provided, click the Generate button to create the AI Step.
Step 2: Configuring the AI Step
After the AI Step is generated, review and fine-tune it according to your needs.
Select the appropriate channel: Ensure the AI Step is set to operate on the intended communication channel to reach your target audience effectively.
⚠️ Note: AI Step currently supports Facebook Messenger, Instagram, WhatsApp, and Telegram channels.
💡If the AI Step is not the first step of the automation, its channel will be set automatically based on the previous node’s channel.
Edit tasks: The AI will automatically create some tasks based on the information you provided during the step's generation. You can edit these tasks by clicking on them.
If you’d like to add some custom tasks, select the New Task button.
There’s also an option to save the user’s reply. To do so, select the corresponding check box and choose the System or Custom Field where you want to store the reply.
Save and test the AI Step: Once you are happy with the setup, you can save it and check how the AI will interact with contacts by clicking the Save & Start Chat button.
If you’ve made some changes to the AI Step or want to test it again, click the Restart button.
Step 3: Going Live
Create a trigger: Don’t forget to create a trigger within your automation so people can reach it.
Set the automation live: Deploy the entire automation by setting it live, enabling all users to engage with the new AI Step.