Overview
The AI assistant answers subscribers who text you, in your brand's voice. Set up your Brand Voice first, then turn the assistant on and choose its skills.
Get Started
1. Go to Brand Center > Brand Voice. Under About Your Brand, choose your Industry and describe your business in the Brand Summary and Target Customer Base boxes.
2. Scroll down and describe how you sound:
Tone of Voice: Move each slider between Casual and Formal, Gentle and Bold, Product and Lifestyle, and Concise and Chatty.
Brand Persona: Add a Name, Role, Age and Location for the character who writes your messages.
Preferred Content: Add greetings, sign-offs, words and emojis you like, and set Emoji Usage.
Discouraged Content: Add words and emojis the assistant should avoid.
3. Click Save Changes. You see "Brand voice settings saved."
4. Check the button at the top. AI Enabled means the assistant is replying. If it says AI Disabled, click it, then click Turn AI on.
5. Go to Brand Center > Skills. Turn on at least one skill, then click Save Changes. The assistant only answers with the skills that are on, so turn on every skill you want it to use.
Note: For non-Shopify connected stores, most of these AI Skills will not be relevant.
What happens next
Cobalt starts replying to subscribers automatically, using the skills you turned on. Escalate to Human is always on, so the assistant can pass a conversation to your team. Conversations it hands over show Needs human in Conversations.
Helpful Information
AI replies are part of the Pro plan. On other plans the button says AI Unavailable.
Turning the AI off sends every conversation to your team. You can turn it back on at any time.
Skill switches are saved only when you click Save Changes.
Shopify stores: The following AI Skills are also available:
Search Products
Check Inventory
Product Custom Info
Track Order / Shipment
Upsell / Cross-Sell
Cancel Order
Initiate Return / Exchange use data from your connected Shopify store.
Escalate to Human and Answer Common Questions work without one.
Get support
Questions? Please message our team via Live Chat on the bottom right or send us a text message at: 321-318-9777