Reach

Grow

Manage

Automate

Reach

Grow

Manage

Automate

A

A

Get started

Introduction to AI employees

A

A

Get started

Introduction to AI employees

Create your first AI employee

Learn how to create and configure your first AI employee in Bird. In this guide, you'll learn how to:

  • Access the AI hub and connect your preferred language model (LLM)

  • Create a new AI employee and set up basic configurations

  • Configure personality traits and behavioral settings

  • Connect knowledge bases for enhanced responses

  • Set up both pre-built and custom actions

  • Fine-tune advanced settings for optimal performance

Set up your AI employee's profile and personality

Learn how to customize your AI employee's identity and behavior in Bird. In this guide, you'll learn how to:

  • Configure visual and display settings with custom avatars

  • Create detailed biographies and purpose descriptions

  • Select and switch between different AI models

  • Define personality traits and communication styles

  • Set specific behavioral guidelines and objectives

  • Customize tone of voice and interaction patterns

Manage AI conversations with abandonment rules and nudges

Learn how to keep AI conversations active and engaging in Bird. In this guide, you'll learn how to:

  • Set up abandonment rules for inactive conversations

  • Configure different timeout settings for chat and email

  • Create nudge messages to re-engage customers

  • Customize timing and messaging for different scenarios

  • Test and monitor your conversation management settings

Set up your AI employee's knowledge base

Learn how to create and manage knowledge bases that help your AI employees answer questions accurately. In this guide, you'll learn how to:

  • Create and organize knowledge base folders

  • Add and format documents with relevant content

  • Connect knowledge bases to your AI employees

  • Write clear descriptions for different types of information

  • Test how your AI uses the knowledge base

  • Monitor AI responses using the Inspector tool

Set up guardrails for your AI employee

Learn how to create boundaries for your AI employees in Bird. In this guide, you'll learn how to:

  • Access guardrail settings in the AI studio

  • Create new guardrails to control AI behavior

  • Test your guardrails in real conversations

  • Clone and edit AI employees safely

  • Monitor and adjust restrictions as needed

Set up actions for your AI employee

Learn how to manage and customize actions for your AI employees in Bird. In this guide, you'll learn how to:

  • Navigate the AI Actions interface and understand basic action types

  • Configure the Main Task and Send Message actions for AI responses

  • Set up conversation resolution rules and closing messages

  • Manage handover actions for human agent transfers

  • Customize action triggers and message settings for different scenarios

Set up tasks for your AI employee

Learn how to set up specialized tasks that enhance your AI employee's capabilities in Bird. In this guide, you'll learn how to:

  • Access and create new tasks in the AI studio interface

  • Configure task flows with specific actions and API integrations

  • Set up data filtering and variable management for tasks

  • Create and manage task arguments for dynamic responses

  • Test and verify task execution with real-world scenarios

Set up advanced settings and deploy your AI employee

Learn how to configure advanced settings and deploy your AI employee for customer interactions in Bird. In this guide, you'll learn how to:

  • Access and adjust model settings for optimal AI performance

  • Configure action limits and security parameters

  • Set up email integration and communication settings

  • Deploy your AI employee across different channels

  • Enable contact recognition for personalized interactions