Connectly Documentation
  • 👋Welcome to Connectly.ai
  • 🚀Quick Start
    • Prerequisites
    • Authentication
    • Send WhatsApp template message
    • Send WhatsApp session message
  • 📣Campaigns
    • Campaign Sendout
      • Send Campaigns
  • 🤖Sofia AI
    • How to use Sofia AI?
    • Sofia AI API
      • Reference
        • Core Concepts
        • sales_assistant_v2/invoke/v1
  • 📱Message API
    • Message Service API
      • MessageService
        • Send template message
        • Send session message
      • Error codes
    • Webhook API
      • WebhookService
        • Create a webhook registration by event topic
        • Update an existing webhook registration by event topic
        • Get webhook registrations for business
        • Delete a webhook registration for business
      • Webhook Payload
        • Delivery Status Error Codes
        • Payload Media Types
  • 🤖Business Management
    • Business Management API
      • Template Management
        • Create a template
        • Get templates
      • Quality Signals
  • 📱Integrations
    • Integrations
      • WebEngage Integration
      • Message your customers on Zendesk through Connectly
      • Message your customer on Intercom through Connectly
    • [Alpha] Moengage
      • MessageService
        • Send Campaign via API
  • 📊Analytics
    • Analytics
      • [Alpha] Campaign report
      • Reports API
        • Webhooks configuration
  • 👀FAQ
  • Migrating WhatsApp Accounts
  • How to use time delay?
Powered by GitBook
On this page
  1. Sofia AI

How to use Sofia AI?

PreviousSend CampaignsNextSofia AI API

Last updated 10 months ago

Sofia AI is designed to instantly answer common questions about products and services when your customers inquire via WhatsApp.

1.Setup Sofia AI

1-1 Initial Configuration:

Visit and follow the instructions to input your business information. You have several options for providing this information: entering text manually, uploading documents, or scanning your website (which takes about 3 business days). The more comprehensive the information you provide, the more effectively Sofia AI can respond to your customers' questions. We recommend including Q&A sections, blogs, store policies, user manuals, or any other materials relevant to your business.

1-2 Activation and Testing:

The setup process typically takes no more than 5 minutes for the text or document upload options. Once completed, the [test on WhatsApp] button will become available. Click on this to open WhatsApp, where you can interact with Sofia AI and evaluate its responses. Continually adding information will enhance Sofia AI's effectiveness.

2.Integrating Sofia AI into Your Campaign Builder

2-1 Integration:

After activating Sofia AI, a new feature called “Sofia AI Takeover” will appear on the left side of the campaign builder interface. Simply drag and drop this card onto your canvas.

2-2 Customization:

A default “Simple message” card, linked to the “Sofia AI Takeover” card, is created automatically. This serves as the AI's welcome message, greeting customers and informing them they are interacting with a virtual assistant. It's important to customize and optimize this message to suit your business's tone and customer engagement strategy.

🤖
Sofia AI's homepage