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Configure

Configuring Your AI Bot: Behavior & Personality​

The "Configure" section is where you fine-tune the core behavior, personality, and operational settings of your ReadyChatAI bot. These settings determine how your bot interacts with customers, what capabilities it has, and the underlying AI model it uses.

ReadyChatAI Bot Configuration Page   An overview of the AI Bot Configuration settings.

Bot Settings: Crafting Your Bot's Persona​

This initial group of settings focuses on how your bot presents itself and communicates.

Standard Professional Intro​

"Is there a standard professional intro you would like the bot to incorporate into the first replies?"

Here, you can define a default introductory message that your bot will use at the beginning of conversations. This helps set the tone and immediately inform users they are interacting with your virtual assistant.

You can also upload files that will always be sent with the introductory message.

Example: "Hello! I'm your virtual assistant here to help you with everything. Feel free to ask me anything or let me guide you through."

AI Reply Tone​

"What tone do you want the AI to reply to customers with?"

This setting allows you to choose the personality of your bot. The image shows "Professional" selected. Other options might include "Friendly," "Casual," "Witty," etc. Selecting the right tone ensures your bot aligns with your brand identity.

General Settings: Defining Operational Behavior​

The General Settings section contains toggle switches that allow you to enable or disable various functionalities and behaviors for your bot. These options may vary based on your account configuration.

Reply Delay​

"Do you want to put any delay before the bot replies to customers?"

Enabling this can make the bot's interaction feel more natural, mimicking human typing speed rather than responding instantaneously. When enabled, you can configure the delay time in seconds.

Other Toggle Options​

Depending on your configuration, you may see additional toggle options such as:

  • Allow Order Placements - Enable the bot to guide customers through the ordering process
  • Allow Appointment Setting - Enable the bot to schedule appointments with customers
  • Deactivate Bot After Order - Ensure a human takes over for post-order support
  • Human-like Interaction - Influence the bot's language patterns to feel less robotic
  • Enforce Message Limits - Control to prevent spam or excessively long interactions

Feature Cards: Visual Settings Grid​

The configure page includes a visual 2x2 grid of feature cards, each with a preview showing how the setting affects bot behavior:

Announce Bot​

Toggle whether your bot identifies itself as an AI assistant.

  • ON: The bot will add "(bot)" to its messages for transparency
  • OFF: The bot won't identify itself as an AI assistant

The preview shows example conversations with and without the announcement.

Auto-Extract Customer Info​

Automatically collect and save customer information during conversations.

  • ON: The bot will automatically capture customer details (name, email, phone) from conversations
  • OFF: Customer info won't be automatically extracted

This helps build customer profiles without requiring explicit forms.

Social Media Auto-Reply​

Enable automatic replies to comments on your social media posts.

  • ON: AI will automatically respond to comments on your posts
  • OFF: Comments won't receive automatic replies

See the Social Media Auto-Reply Settings section below for detailed configuration.

Visual Booking Flow​

Display an interactive calendar for appointment booking. Customers can book appointments directly through chat with a simple link.

  • ON: Customers receive a booking link to an interactive calendar interface
  • OFF: Booking is handled through conversational flow only

Note: This feature may only be visible if appointment scheduling is enabled for your account.

AI Model Selection​

This crucial setting determines the underlying artificial intelligence engine powering your bot:

  • The options shown are "GPT-4o" and "GPT-4o mini".
  • Selecting the appropriate model can impact the bot's sophistication, response quality, speed, and potentially cost. "GPT-4o" is generally a more powerful and capable model, while "GPT-4o mini" might be optimized for speed or efficiency in certain scenarios.
  • Consult ReadyChatAI's specific guidance or your subscription details to understand the differences and choose the best fit for your needs.

Social Media Auto-Reply Settings​

This powerful feature allows your bot to actively monitor and engage with customers on your social media posts. You can set up rules to automatically reply to comments on your Facebook and Instagram posts, answering common questions like "price?" or "more info?" directly in the comments section.

Prerequisite: Before setting up auto-replies, you must first connect your social media accounts on the Channels page.

Social Media Auto-Reply Settings   The main interface for managing your social media auto-reply rules

Creating a New Auto-Reply Rule​

To begin, click the Create Rule button. This will open a step-by-step guide to configure how your bot responds.

Step 1: Platform & Account​

Select Platform and Account First, you'll select the social media platform (Facebook or Instagram) and the specific account you want the rule to apply to

Step 2: Response Settings​

Configure Response Settings Here, you can enable the primary function for this rule. For instance, toggle on Comments to allow the bot to "Automatically reply to comments on your posts"

Step 3: Message & Keywords​

Define Message and Keywords This step defines what triggers the bot and how it replies

  • Add to keyword: Enter specific words or phrases that should trigger the auto-reply (e.g., "price", "cost", "info", "details").
  • Default Reply Message: Write the message you want the bot to send when a keyword is detected.
  • A system note reminds you: "If you don't have a specific reply, the bot will reply how it was trained." This means if a comment doesn't contain a keyword, the bot can still use its general knowledge to answer if it understands the query.

Step 4: Limits & Summary​

Set Limits and Review Summary To prevent your bot from appearing spammy, you can set operational limits

  • Max Replies Per Post: The maximum number of times the bot will reply to comments on a single post.
  • Max Replies Per Day: The total number of replies the bot can send across all posts in a 24-hour period.
  • Min Likes Required: Set a minimum number of likes a comment must have before the bot replies (can be set to 0).

Before finishing, review the Summary to ensure the rule is configured correctly, then click Create Rule.

Managing Existing Rules​

Once a rule is created, it will appear in a list under its respective platform (e.g., "Facebook Rules"). From here, you can:

  • Activate/Deactivate the entire rule using the main toggle switch next to the account name.
  • Toggle specific functions like "Comments" or "Direct Messages" on or off from the "General" tab.
  • Delete a rule entirely by clicking the trash can icon.

Saving Your Configuration​

After making your desired changes to any of these settings, ensure you click the "Save" button at the bottom of the page to apply them. Without saving, your adjustments will not take effect.

⚙️ Experiment and Iterate: The best bot configuration often comes from experimentation. Don't be afraid to try different settings, test them in the Playground, and adjust based on performance and user feedback. The "Configure" page is designed for you to easily update these settings as your needs evolve.

By thoughtfully adjusting these configurations, you can create a ReadyChatAI bot that is not only knowledgeable but also perfectly aligned with your brand's voice and operational requirements.