Intelligence, AI Replies, and Knowledge

Guide intro

Intelligence settings shape how the AI replies in WhatsApp. Keep rules clear, current, and business-friendly so the assistant can answer common questions without inventing policies.

Bot name, persona, and business instructions

Set the bot name/persona, business type, reply style, handoff rules, pricing rules, delivery rules, and support boundaries. Put stable business facts in instructions and product/service facts in the catalog or Website Knowledge where possible.

Reply modes

Always Text replies in text. Always Voice favors audio replies. Customer Preference follows the customer's format where practical. Text Preferred understands voice or media where available but keeps text as the safer default.

Text Preferred is usually the easiest mode to review and control during launch.

Training, Website Knowledge, and Gemini options

Client-facing training optimization/compaction can help reduce repeated instructions and keep AI context cleaner. Website Knowledge lets synced WordPress site content help answers when relevant.

If enabled for the account, clients can use a Google AI Studio Gemini API key mode and Gemini Cache Boost for stable reusable context. Keep keys private and follow the Billing page for any active usage rules.

Related docs

Related pages & tools