AI Agent
Answers, knowledge, handing over to a person
12 articles
- AI help while replying: suggest, improve, tone, summary In a conversation, the “AI assist” button above the reply box opens a menu: “Suggest a reply”, “Improve reply”, “Change tone”, “Fix grammar & spelling”, “Summarize the conversation” and “Ask Clomni AI”. Last updated: 26 September 2026
- Add FAQs and approve pending FAQs In the sidebar, open Clomni AI › FAQs and use “Create new FAQ” to enter a “Question” and an “Answer”. When Clomni AI suggests FAQs from conversations, they go to the “Pending FAQs” list: “Approve” or “Delete”. Last updated: 26 September 2026
- Clomni AI settings: models and features In the sidebar, on Clomni AI › AI configuration, “Model Configuration” sets the AI model for each job, and “Features” turns background AI jobs on and off. These settings apply to the whole account. Last updated: 26 September 2026
- Create a Clomni AI assistant and connect it to a channel In the sidebar, open “Clomni AI” and use “Create a new assistant” to enter the name, description and product name. Then add FAQs and documents, and connect the assistant to a channel in Clomni AI › Inboxes › “Connect a new inbox”. Last updated: 26 September 2026
- Measure the quality of the assistant's answers Clomni AI › Quality rates the assistant's answers as “Grounded” and “Addressed” and shows the questions left unanswered. “Measure now” starts a new measurement, and an answer you write to an unanswered question goes into the knowledge base right away. Last updated: 26 September 2026
- Response guidelines and guardrails In Clomni AI, “Response Guidelines” set the assistant's style (short, formal, friendly), and “Guardrails” set which topics it won't answer. In both, you can take an example with “Add this” or write your own text. Last updated: 26 September 2026
- Scenarios: what the assistant should do in special cases In Clomni AI › Scenarios, use “Add a scenario” to write a “Title”, “Description” and “How to handle”. For example, which questions the assistant asks and what it does when a refund request comes in. Last updated: 26 September 2026
- Teach the AI agent from documents and websites In Clomni AI › Documents, add a PDF file (up to 10 MB) or a web page address. When the status is “Ready”, the assistant uses it. Last updated: 27 September 2026
- Test the assistant in the playground In the sidebar, open Clomni AI › Playground, write to the assistant as a customer and see its replies. Messages sent here don't go to any customer. Last updated: 26 September 2026
- The AI agent gives wrong answers The AI agent only answers from FAQs, documents and guidelines. Find the source of the wrong answer, fix or add the FAQ, then check in the Playground. Last updated: 27 September 2026
- Tools: connect the assistant to your own system (API) Clomni AI › Tools › “Create a new tool”. Enter the “Tool Name”, “Description”, “Method”, “Endpoint URL”, “Authentication Type” and “Parameters”. The assistant can then, for example, ask your system for an order's status. Last updated: 26 September 2026
- When the AI agent hands a conversation to an operator When the customer asks for an operator, the answer isn't in the knowledge base, the assistant's working hours are over or the AI reply limit is reached, the conversation becomes “Open” and goes to your operators. Last updated: 27 September 2026