Wik AI Assistant
Learn how to create and connect a Wik AI Assistant to your Chatwik inboxes.
The Assistant in Wik AI is built to help answer customer questions, provide solutions, and assist with product-related issues. It learns from your help center articles and past conversations to give accurate responses. When linked to an inbox, it can handle conversations directly with your customers.
How to Create an Assistant in Wik AI?
If you are using a plan with Wik AI enabled, you will find the Wik AI menu on the left-hand sidebar. Under this menu, you will see options for Assistants, Documents, and FAQs.
Open Assistants Settings
Click on Assistants from the Wik AI sidebar menu.
Click Create Assistant
Click on the Create a new Assistant button.
Fill Assistant Details
Complete the form fields:
| Field Name | Description | Default | Required |
|---|---|---|---|
| Assistant Name | Internal name of the assistant | -- | Yes |
| Description | Summary description of what the assistant does | -- | Yes |
| Product Name | Name of the product the assistant supports | -- | Yes |
| Enable FAQs from resolved conversations | Automatically identifies content gaps and suggests new FAQs | false | No |
| Capture key details as memories | Identifies key details from customer interactions and saves as notes | false | No |
Save Assistant
Click Create, and your assistant will be added to your account! You can create multiple assistants to handle different products or use cases.
How to Connect an Assistant to Inboxes?
Adding an assistant to your account does not automatically connect it to all inboxes. You will need to manually link each assistant to the relevant inboxes. Each inbox can only be connected to one assistant at a time.
Open Assistant Options
Click on the three-dot menu next to the assistant details. From the dropdown, select View Connected Inboxes.
Connect a New Inbox
Click on Connect a New Inbox to see a list of available inboxes.
Select Inbox & Confirm
Select the desired inbox (e.g. Website Live Chat, WhatsApp, Instagram, or Email) and click Connect.
Initial Knowledge Base
After setup, the assistant will greet incoming customers. To enable it to answer complex product questions, add knowledge sources via the Documents guide.