This article walks you through the most important onboarding steps, to ensure you’re using Rep’s capabilities to their fullest potential. Those steps are a built-in part of your sign-up process; if you preferred to skip some steps during sign-up, no worries! You can always go back and further customize your AI Concierge. Follow along to be sure you're all set up for maximum results.
1. Setting your AI Concierge's Tone of Voice
The tone of voice is critical to customizing how Rep interacts with your customers and maximize their engagement with it. When setting up your AI Concierge, it's important to define the tone to match your brand's identity. It's recommended to describe your AI’s tone using up to four adjectives (more than that, may result in bulky AI responses):
Example: Friendly, laid-back surfer from California
2. Setting How Concise/Detailed the Responses Will Be
Should the AI responses be short and to the point or more comprehensive and explanatory? Tailoring the level of detail helps ensure the AI provides responses that align with your preferences and customer expectations.
3. General Guidelines
If you have general guidelines the AI should always follow, you can input Further AI Instructions. For instance, if you want the AI to always direct customers to support when they inquire about wholesale options or if you want it to say “glasses” instead of “cups”, you can specify those rules in the instructions.
The tone of voice, conciseness level, and general guidelines, can all be set on the AI Personality screen. To get to it, hover over the left menu in the Rep console, and click on Settings. The AI Personality screen will be opened by default.
2. Language Settings
Setting the right language is essential to ensure your AI communicates efficiently with your shoppers. In the Language section, you can choose from three options for the AI's response language:
- Store’s Language – The AI will respond in the language set for your store. By default, the language will be determined by your domain, but you can always override this selection.
- Customer’s Browser Language – The AI will detect and respond in the language of the customer's browser.
- Customer’s Preferred Language – The AI will initially greet your shoppers in your store's main language; if they respond in a different language at some point, the AI Concierge will adjust itself on the fly and respond in that same language.
You can update this setting by going to Console > Left Menu > Settings > General, scrolling all the way to the bottom of the page, and selecting your preferred language option.
If you do international shipping, using the customer's browser language or preferred language will be the best pick for you!
3. Integrations
Rep offers a range of integrations to enhance your platform’s functionality, including support, marketing, social media, reviews, and more, helping you achieve the best results and customer experience. Ensure that any relevant integrations are set up within the Rep Console.
You can review and connect them from the left menu by clicking Settings > Integrations.
4. Customizing the AI Chat Widget
The chat widget's appearance is crucial to the interaction between your store and potential customers. It’s essential to ensure that it looks good. When you first sign up, your chat widget is already automatically customized for you, to match your website's color scheme and include your logo. However, you can always make changes to it.
Key Customization Options:
- Colors: You can customize the colors of the chat widget, including the Primary color, Secondary color, and Background color.
- Widget Title: This is where you can set the title of the chat icon's title to encourage customer engagement.
- Contact Support Sidebar: This option lets you enable or disable the sidebar for contacting support.
You can edit these settings by clicking on Settings > Chat Widget.