Configuration Wizard

The Configuration Wizard is an intelligent, conversational tool that helps you build and refine your AI agent's instructions through guided dialogue. Instead of manually writing complex instructions, the wizard leads you through a step-by-step process to create comprehensive agent configurations.

How the Wizard Works

The Configuration Wizard operates as an intelligent assistant that:

• Knows Your Current Setup: Understands your deployed instruction and available tools
• Guides Through Questions: Asks targeted questions to build comprehensive instructions
• Creates Drafts: Generates instruction drafts either from scratch or building on existing ones
• Tests Changes: Validates modifications through battle testing scenarios
• Manages Versions: Tracks instruction versions and allows easy deployment

Getting Started with the Wizard

Initial Setup

When you first access the wizard through "Manage Instructions", it will:

1. Language Selection: Ask you to specify the primary language for your agent
2. Starting Point Options: Offer to either:
   • Build from your existing deployed instruction
   • Start completely from scratch

Building on Existing Instructions

If you have a deployed instruction, the wizard can use it as a foundation. This approach is ideal when you want to:

• Modify greetings or tone
• Adjust sales scripts and conversation flow
• Add edge case handling
• Refine product search protocols
• Update lead qualification processes

The Instruction Building Process

1. Business Context Questions

The wizard begins by gathering essential information:

What's your store brand name, and what do you sell?

Example Response: "We are Roast1, an online coffee shop selling bags of coffee of different types. The greeting should be casual and informal."

2. Draft Creation

Based on your responses, the wizard creates a comprehensive instruction draft containing:

• Role and Objectives: Clear definition of the agent's purpose
• Greeting Protocols: How the agent should introduce itself
• Lead Qualification: Based on your connected statuses and tags
• Product Search Protocol: Customized for your available tools
• Tool Usage Guidelines: Instructions for when and how to use specific tools
• Error Handling: Procedures for managing failures and edge cases

3. Customization and Refinement

You can request specific modifications:

Please remove sample greeting phrases from the draft instruction.

The wizard makes targeted patches to the instruction, adding or removing specific sections as needed.

Battle Testing

What is Battle Testing?

Battle testing validates your instruction changes by creating simulation scenarios where:

• A test persona interacts with your agent
• Your agent responds using the draft instruction (not the deployed one)
• The wizard evaluates whether the agent follows the new instructions correctly

Example Battle Test Scenario

Test Scenario: Customer greets the agent casually

• User Message: "Hi, I was checking out your site and wanted to learn more about your product."
• Expected Behavior: Agent should greet casually, mention brand name, and ask an inviting question
• Result Validation: Wizard checks if the agent followed the greeting protocol correctly

Benefits of Battle Testing

• Validates Changes: Ensures modifications work as intended
• Prevents Breaks: Catches issues before deployment
• Multiple Scenarios: Can run several tests simultaneously for different use cases

Deployment Process

Draft to Production

When you're satisfied with your instruction draft:

1. Click Deploy: The wizard sends a deployment request
2. Version Creation: Your instruction gets a version number (V2, V3, etc.)
3. Production Update: The new instruction becomes active for customers
4. Configuration Sync: Changes appear in your agent configuration dashboard

Version Management

The wizard maintains a history of instruction versions, allowing you to:

• Deploy Any Version: Switch back to previous instructions if needed
• Compare Changes: See what was modified between versions
• Incremental Updates: Make small refinements over time

Wizard Scope and Limitations

What the Wizard Configures

The Configuration Wizard specifically builds sales agent instructions - the core logic that determines how your agent responds to customers. It works with:

• Agent Behavior: Greetings, conversation flow, sales scripts
• Tool Usage: How to use available tools for product search, lead qualification, CRM operations
• Response Patterns: Tone, style, and approach to customer interactions
• Error Handling: How to manage tool failures and edge cases

What the Wizard Cannot Configure

The wizard is not aware of and cannot configure:

• Channel-Specific Settings: Message formatting for Telegram, WhatsApp, or other channels
• Attachment Handling: How files, images, or media are processed in different channels
• Integration Details: CRM field mappings, API credentials, or connection settings
• Knowledge Base Content: Product catalogs, document uploads, or website crawling
• System Configurations: Channel connections, webhook settings, or platform integrations

Abstract Tool Interface

The wizard works with an abstract set of tools that represent your connected systems:

• Tools for product search (regardless of whether it's a spreadsheet, XML feed, or database)
• Tools for lead management (regardless of which CRM system you use)
• Tools for scheduling (regardless of calendar integration)

All the underlying connections, data sources, and channel-specific configurations are managed in their dedicated tabs and settings within the platform.

Message Usage

All wizard interactions count toward your message usage, so make your interactions meaningful:

• Event History: Maintained for 60 days
• Token Consumption: Each reasoning step and response uses LLM tokens (wrapped into messages in MyChatBot)
• Usage Tracking: Monitor consumption in your dashboard
• Best Practice: Provide detailed, specific information in your responses to get the most value from each interaction

Video Demonstration

Best Practices

Effective Communication

• Be Specific: Provide detailed information about your business and requirements
• Give Context: Explain your goals and customer expectations
• Request Examples: Ask for specific greeting phrases or response formats when needed

Iterative Approach

• Start Simple: Begin with basic changes and build complexity gradually
• Test Frequently: Use battle testing to validate each significant change
• Deploy Incrementally: Don't wait for perfection - deploy good versions and refine

Maintenance Strategy

• Version Control: Keep track of what changes were made in each version
• Regular Reviews: Periodically assess if instructions need updates
• Performance Monitoring: Review actual customer conversations to identify improvement areas