AI Center overview

What the agent knows — business mode, store details, promotions, delivery and return policies, and your own uploaded documents.

The AI Center is your agent's brain. It has two ways in: Manual, with detailed forms, and Copilot, which configures the agent from a sentence you write in plain language.

The manual mode has two tabs. General Information is what the agent knows. Agent Behavior is how it says it.

AI Center, General Information. The Active switch and the configuration percentage are at the top right; the Live Test panel is on the right.

What goes in General Information

SectionWhat you put there
Business modeE-commerce: the agent recommends products and creates orders. Services: the agent qualifies and books appointments — see Services mode overview.
Store DetailsThe information the agent quotes most often — store name, contacts, opening hours.
Active promotionsCurrent offers, which the agent brings up on its own — an announcement, a buy-more-save or a bundle. See Promotions.
PoliciesYour delivery and return rules.
Custom KnowledgeYour own documents, which the agent can refer to when answering.

Delivery and return policies

These answers come up in nearly every conversation, so fill them in first.

The Policies section: delivery policy and return policy.

Delivery offers two models. Standard delivery charges a fixed fee on every order. Free over a minimum is free above a basket threshold. Add your lead times and the zones you serve in Additional info.

Returns offers three. 2-day returns covers unused items in original packaging, refunded. Exchange only means no refund and no credit note. Final sale accepts a return only if the product is damaged or defective. You can also write your own terms.

Custom Knowledge

You can upload documents the agent will draw on when answering: a detailed catalogue, terms and conditions, a size guide, a sales script, an internal FAQ.

FAQ and troubleshooting

What is the configuration percentage at the top?

It tracks how much of the agent's setup you have completed. A low percentage usually means empty policies or missing store details — the two things customers ask about most.

Do I have to fill in everything before going live?

No, but fill in the policies. An agent that cannot answer a delivery question will escalate constantly.

Where do I change the agent's tone rather than its knowledge?

That is the other tab — see Agent behaviour.

What's next?

Set up the offers the agent brings up on its own.

Promotions

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AI Center

Promotions

The offers the agent brings up on its own — announcements, buy-more-save and bundles, with their discounts, their schedule and their linked products.

AI Center

Agent behaviour

Pick a personality, set the tone, choose the languages and script, and set the guardrails with Always do, Never do and escalation rules.

AI Center

Copilot

Configure your agent by describing what you want in plain language. Every change is shown to you before it is applied.

AI Center

Test and activate your agent

Rehearse with Live Test, then go live with the Active switch — and understand how it differs from AI Autopilot.