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Choose and Customize AI Skills for Your Bot

Skills are the actions your AI bot can take for a visitor, such as looking up an order, booking an appointment or finding a contact. The Skills tab shows only the integrations your plan includes and that you have connected, so you see the skills you can actually use.

Open the Skills Tab

  1. Open AI Chatbot from the main menu and choose your bot.
  2. Select the Skills tab.

The settings you change here apply to this bot only. To change the standard behavior for every bot on your account, use General Settings.

Choose What Each Skill Does

Each connected integration has its own panel, named after the integration, for example Shopify Skill Controls. For each skill choose one of three settings:

  • Enabled lets the bot use the skill whenever it fits the conversation.
  • Ask first makes the bot ask the visitor to confirm before it runs the skill. Use this for actions that change something, such as a refund.
  • Disabled stops the bot from using the skill.

Select How do skills work? at the top of the tab for a short reminder of these three settings.

If you do not see an integration, connect it first under Integrations, or check that it is part of your plan. Limits and what is included depend on your plan; see your plan under Billing.

Add Your Own Rules

Sites with advanced skills can add special rules for how the bot uses a skill. Leave a box blank to follow the standard instructions.

  • Rules for all skills apply to every skill this bot uses.
  • Rules for a specific skill are grouped under each integration and apply to that skill only.

Write short, plain sentences, for example: "Always confirm the order number before looking up an order." Every box has a character counter and stops at its limit, because these rules are sent with every message the bot answers. A rule that is over the limit cannot be saved; shorten it and save again. Select How to write skill instructions on the tab for examples.

Save Your Changes

Select Save at the top of the page. Nothing is applied until you save.

See When a Rule Was Used

The Activity Log for an integration notes when a skill ran with one of your custom rules, so you can tell whether a result came from the standard behavior or from your rule.

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