Create a Clomni AI assistant and connect it to a channel

Last updated: 26 September 2026 · 5 min read

The Clomni AI assistant answers customers from your FAQs and the documents you upload, and hands over to an operator what it doesn't know. An administrator sets it up. This feature isn't in every plan, and its replies count against the “Clomni AI responses” limit of your plan.

Steps

  1. 1

    Create the assistant

    In the sidebar, open “Clomni AI”. If there is no assistant yet, click “Create a new assistant”. Fill in “Name”, “Description” and “Product Name” and click “Create”.

  2. 2

    Add knowledge

    Add questions and answers in Clomni AI › FAQs, and PDFs or website pages in Clomni AI › Documents (see “Add FAQs and approve pending FAQs” and “Teach the AI agent from documents and websites”).

  3. 3

    Connect it to a channel

    In Clomni AI › Inboxes, click “Connect a new inbox”, pick the channel from the “Inbox” list and click “Create”. From then on the assistant replies to new conversations in that channel.

  4. 4

    Test it

    Before customers see it, ask questions in Clomni AI › Playground and check the answers.

  5. 5

    Set up its behavior

    Clomni AI › Settings has the handoff message, working hours and “Automatic features” (“Generate FAQs from conversations”, “Remember customer details”, “Show sources in replies”).