AI instructions
Set context, tone, policies and response guidance for each website.
Functionality overview
Everything needed to operate an AI assistant across your websites.
Each website can keep separate instructions, knowledge, widget settings and enabled features.
01 · Knowledge
Teach the assistant what matters.
Combine instructions with structured and unstructured knowledge sources.
Website crawling
Process website pages into searchable knowledge.
Files, text and FAQs
Upload documents, add text and maintain question-and-answer content.
Bulk upload
Add larger groups of knowledge sources to the processing workflow.
Knowledge gaps
Find questions that need better information.
Real-time data feeds
Connect changing information that should not be stored as static knowledge.
02 · Visitor experience
Make chat useful and recognisably yours.
Widget customisation
Control appearance, labels and behaviour with a live preview.
Multilingual conversations
Support visitors across languages.
Images in replies
Include relevant images in assistant responses.
Reasoning Mode
Use more deliberate reasoning for difficult questions.
In-page Assistant
Place the assistant directly inside a website page.
03 · Sales and service
Move from answers to outcomes.
Product cards
Present products, prices, links and images inside conversations.
Dynamic product images
Choose product imagery dynamically when recommending items.
Bookings
Support internal bookings and external calendar links.
External embeds
Show configured services such as Calendly inside chat.
Lead capture
Collect contact details with the conversation context.
Support tickets
Create structured follow-up when an issue needs attention.
04 · Operations
Keep people in control.
Chat history
Review previous conversations and conversation details.
Chat analytics
Understand activity and engagement patterns.
Live monitoring
Watch active conversations in real time.
Human escalation
Notify the team and step in when a visitor needs a person.
AI notifications
Configure alerts for important conversation scenarios.
Daily reports
Receive summaries of questions and assistant performance.
05 · Connections
Bring business context into the conversation.
User context
Pass account, plan, order or booking information.
Custom tools
Configure tools that retrieve or process request-specific information.
Zapier
Connect conversations to wider automation workflows.
Social messaging
Connect Instagram, Messenger, WhatsApp and Discord.
Multiple websites
Keep separate settings for every website under one account.
Feature demonstrations
See key AI-Autofy workflows in action.
Watch short demonstrations of the tools available for customer support, live data, product recommendations and connected actions.
01
Custom actions
Connect the assistant to configured actions that retrieve information or complete supported tasks.
02
Customer context
Use account, plan, order or booking context to provide more relevant answers.
03
Human handoff
Escalate a conversation and allow a team member to take over when personal assistance is needed.
05
Media library
Manage the images and media that can be included in assistant responses.
06
Products and recommendations
Configure product information so the assistant can make useful, relevant recommendations.
07
Shopping cards
Present products, prices, images and links as clear shopping cards inside a conversation.