Mr. AIMr. AI Help Center

Manage current offers

Publish promotions with clear dates, eligibility, and conditions.

For account admins
Last updated: Last verified: Markdown version

Offers should contain everything the AI needs to explain who qualifies and when the promotion ends.

What to do

  1. 1

    Name the offer and describe the customer benefit.

  2. 2

    Add validity dates, conditions, exclusions, and the related product or service.

  3. 3

    Disable or update the offer immediately when it expires.

Open Manage current offers

Sales teamSet up and manage the sales team

Create sales users, assign customers, and maintain appropriate access.

Knowledge and AI behaviorDesign the conversation journey

Create a clear route from the customer request to the desired outcome.

Knowledge and AI behaviorWrite clear AI reply instructions

Control tone, response boundaries, data collection, and human handoff behavior.

Knowledge and AI behaviorAdd detailed knowledge and files

Upload policies, FAQs, menus, and guides, then review what the AI will index.

Was this article helpful?

Your feedback helps us review and improve these guides.