# Set up your AI agent: what it knows and where it replies

> Your AI agent is set up on a single page, **Automation › AI agents**, with four tabs: **What it does**, **What it knows**, **How it replies** and **Where it replies**. It answers your customers from your content, on your website chat and, if you turn it on, on WhatsApp, Messenger, Instagram and Telegram. When it is not sure, it hands over to the team.

## Steps

1. Open **Automation › AI agents**. Another way: **Settings › Workspace and members**, **AI agents** section, **Set up your AI agent** button.
2. At the top, **Your AI agent** shows your agent’s status card (see [Coucou, Allô and Veilleur: your AI agents](https://wyp.chat/en/help/agents-ia)). In **Its look**, click **Coucou** or **Allô**: the choice is saved straight away.
3. **What it does** tab: read the month’s figures (replies this month and replies included, conversations handed over to the team, website pages read), **What is missing**, then **Latest replies** and **Latest handovers to the team**. As long as it knows no frequently asked question, click **Add 5 questions**: the FAQ opens so you can write five in a row (“Question 1 of 5”…).
4. **What it knows** tab: tick what it can read, in the order of the page. First **Frequently asked questions** (the **FAQ**, its safest answers), then **Your website** (**Website pages**; **Re-read the site** reads your pages again straight away), then **PDF documents**, then **Other sources** (**Team quick replies** and **Product catalogue**). It only answers from this content.
5. At the bottom of **What it knows**, in **Try a question**, ask a question as a customer would. You see the answer, its source, its confidence, and whether it would answer alone or hand over to the team. Nothing is sent.
6. **How it replies** tab: in **Hand over to your team**, tick the cases where it hands over (**The visitor asks to talk to someone**, **Negative tone or complaint**, **Quote or exact price request**, **Existing customer about their account**). The last checkbox, greyed out and always ticked, covers sensitive data (card, IBAN, ID number, password): the model never reads it, your AI agent does not reply and hands over to the team. Set the **Minimum confidence** (70% by default): below it, it replies “I am passing your question to the team” instead of improvising. Write a **Greeting** if you like. The **AI notice** is shown as the customer reads it and cannot be changed. Finally, choose the **Voice replies** (see [Let your AI agent reply with a voice message](https://wyp.chat/en/help/reponses-vocales)) and the **Business**.
7. **Where it replies** tab: for each channel, make one choice, **It replies on its own**, **It suggests, you approve** or **Never**. Website chat starts on **It replies on its own**. With **It replies on its own**, tick **Only when you are closed** so that it lets the team reply during your opening hours; the **Set your opening hours (included in every plan)** link takes you there. **It suggests, you approve** works at any time. For WhatsApp, Messenger, Instagram and Telegram, see [Your AI agent on WhatsApp, Messenger, Instagram, Telegram](https://wyp.chat/en/help/agent-ia-messageries).

8. Click **Save**, in the **Unsaved changes** bar at the bottom of the page. **Cancel** clears the changes in progress.

## Appointments: the link straight away

If you have a booking link (set in the website chat widget, **Booking** tab, or your connected Calendly or Cal.com page), your AI agent always knows it. As soon as a customer asks for an appointment, a slot or a calendar link, even misspelt, it gives it straight away, in full (`https://…`), with the **Book a slot** button, without asking questions first. It never says it has no link.

## Pause or stop your AI agent

- For the whole workspace: click **Pause** on the **Your AI agent** card. Your team replies on its own, and the banner “Your AI agent is paused for the whole workspace: your team replies on its own.” stays until you click **Resume**.
- In one conversation: click **Take over** in the conversation (see [See who is replying to the customer](https://wyp.chat/en/help/qui-repond)).
- On a channel: choose **Never** in **Where it replies**.

## Advanced settings

At the bottom of the page, the folded **Advanced settings** section holds what is rarely needed: **Wait until the customer has finished typing** (see [Your AI agent on WhatsApp, Messenger, Instagram, Telegram](https://wyp.chat/en/help/agent-ia-messageries)), **Limits and caps** (see Your AI agent’s limits and safeguards) and **Several websites or brands** (see [Several sites or brands: what your AI agent knows](https://wyp.chat/en/help/bases-connaissance)).

**Good to know** For the owner and administrators only. The FAQ, PDF documents, the look and the pause are saved straight away; everything else goes out with **Save**. Opening hours are the widget’s for website chat; on messaging channels, the opening hours of the number or team (**Settings › Team**, on every plan), otherwise the widget’s. Without opening hours you are never closed: the **Only when you are closed** checkbox does not apply and your AI agent replies at any hour (the screen tells you, with a link to your hours). On website chat, each reply is marked as an automatic AI reply, and the visitor can always click **Talk to someone**. Website pages are read again every week, 400 at most. Once the replies included in your plan are used up, and with no credits, your AI agent stays quiet: the team replies. The content of conversations and PDFs is sent to Anthropic (Claude) to prepare the replies, without being used to train models: mention it in your privacy policy. The old addresses of its settings lead to this page.

## Related articles

- [Your AI agent on WhatsApp, Messenger, Instagram, Telegram](https://wyp.chat/en/help/agent-ia-messageries) Your AI agent answers your customers on WhatsApp, Messenger, Instagram and Telegram once the owner has turned it on and you have chosen, channel by…
- [Coucou, Allô and Veilleur: your AI agents](https://wyp.chat/en/help/agents-ia) Coucou and Allô are the two looks of your AI agent, and Veilleur replies when you are closed. Set them up in three steps: set up, try, activate.
- [Several sites or brands: what your AI agent knows](https://wyp.chat/en/help/bases-connaissance) Create one base per website or brand: your AI agent answers only from what the right base knows, never from what another site’s base knows.

**Learn more**

- [AI agent: what it does alone, what it leaves to you](https://wyp.chat/en/features/ai-agent-guardrails)
- [Website chat, in the same inbox as WhatsApp](https://wyp.chat/en/channels/website-chat)
- [Industry AI agents, built for WhatsApp](https://wyp.chat/en/ai-agents)

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Source: https://wyp.chat/en/help/assistant-ia · Updated on 13 October 2026
