Directly inside Mr. AI
Prepare knowledge, behavior, and settings directly in the Mr. AI product.
Start here
Set up, test, and launch your AI employee safely.
Prepare and launch your AI Employee
Follow the steps in order, or open the step you need now. You do not have to choose one build method forever.
Two complementary ways to build and manage
Read the guide
With a compatible AI assistant
Connect a compatible assistant to propose changes you review and test in Mr. AI.
Use both together
Start or edit directly, bring in an assistant when useful, and move between both at any time.
1. Understand Mr. AI quickly
Learn what the AI Employee does and what you need before the first launch.
2. Choose how to build and manage
Configure directly in Mr. AI, use a compatible AI assistant, or move between both approaches.
3. Prepare company information
Add the business, services, hours, and facts your AI Employee needs.
4. Configure knowledge and behavior
Organize knowledge and reply rules. Build & Manage can also help on supported editing surfaces.
5. Configure the conversation journey
Shape the conversation stages and desired outcome when the feature is available for your workspace.
6. Connect a channel
Start with one live channel: WhatsApp, Facebook Messenger, or Website/Webchat, then verify message delivery.
7. Test before launch
Use realistic scenarios and review any AI-proposed changes before you apply them.
8. Start serving customers
Launch the channel, watch early conversations, and take over when human attention is needed.
9. Enable follow-up, operations, and sales workflows
Use follow-up, customer actions, and Sales Team workflows where they fit your operation.
10. Monitor and improve
Review performance and weak answers, then improve directly in Mr. AI or with a compatible AI assistant.
Start Here guides
If you already know the task you need, open its guide directly.
Your first steps with Mr. AI
A practical path from account creation to your first successful customer conversation.
How to use setup missions
Understand the mission order and how to know when your account is ready.
Set up your AI employee
Provide business information that helps your AI answer accurately.
Test your AI Employee inside Mr. AI
Use Test Assistant as a safe space inside your account to try replies, context, images, and audio before relying on a change with customers.
Understand the dashboard overview and alerts
Read system, customer, points, and response indicators and decide what to do next.