Set up Hadir AI

A Hadir AI assistant replies to your customers in the inboxes you connect it to, and answers from the knowledge you give it: FAQs, documents and links. Anything it cannot answer goes to your team, with a message you choose.

Before you start

• You need to be an Administrator. Agents can see the Hadir AI pages, but only administrators create and change things.
• Your plan needs to include Hadir AI. If it does not, you see "Upgrade to use Hadir AI".

Create the assistant

1. In the sidebar, open Hadir AI.
2. If you have no assistant yet, select Create a new assistant. To add another one later, open the assistant list at the top of the page and select Create Assistant.
3. In Create an assistant, fill in the Name (1), the Description and the Product Name, such as your store's name.
4. Under Features (2), tick what suits you: "Generate FAQs from resolved conversations", "Capture key details as memories from customer interactions." and "Include source citations in responses".
5. Select Create (3). The new assistant's FAQs page opens, ready for its knowledge.

An assistant with no knowledge has nothing to answer from, so add its knowledge first, as described in Knowledge sources.

Connect the assistant to your inboxes

1. Under Hadir AI, open Inboxes.
2. Select Connect a new inbox (1).
3. In Connect an Inbox, choose the Inbox (2), such as your WhatsApp number or website chat, and select Create.
4. You see "The inbox was successfully connected." From now on the assistant replies to new conversations in that inbox.

To stop the assistant in an inbox, open that inbox's menu on the same page and choose Disconnect.

Decide how the assistant behaves

Open Settings under Hadir AI. The page has tabs down the side (1), and each tab has an Update button that saves your changes:

• Basic settings: name, description, product name and features, including "Allow access to contact information".
• System settings: under When customers stop replying, choose Wait for the customer, Let Hadir AI review it (recommended) or Always resolve, and how long to wait; you can also turn on Send a message when resolving. Here too is the Handoff message (2) the assistant sends when it passes a conversation to your team.
• Audience: Everyone, or a Specific audience set by conditions such as the first message language or contact attributes.
• Schedule: Anytime, During business hours or Outside business hours. Outside the window you pick, conversations go to your team. Inboxes without business hours configured are always covered.

Guardrails and Response guidelines are covered in Scenarios and tools.

Try it before your customers do

Before you connect a live inbox, ask the assistant your customers' usual questions in the Playground, and fill any gaps in its knowledge.

Keep an eye on it

The Overview page shows Conversations handled, Auto-resolution rate, Handoff rate and Reopen rate for the period you pick.

Note: every reply the assistant writes counts towards the Hadir AI replies in your plan. When the month's replies run out, the assistant hands conversations to your team instead of answering. See Usage, credit and model keys.