Open AI Assistant in the sidebar to reach AP3K AI. The four tabs form a practical setup sequence: Overview, Knowledge, Behavior, and Playground. Prepare and test your answers before enabling AI in selected automations. AI features require a plan that includes them.
1. Review readiness in Overview
Read Your AI readiness to see what remains to prepare. Open knowledge takes you to business facts; Open behavior takes you to voice and response rules. AI is ready automatically for eligible automations; add business knowledge and behavior instructions to customize its responses.
Choose AI in each automation that should use it. Updating workspace knowledge does not turn saved-message automations into AI campaigns. Use Save changes after editing the configuration.
2. Add reliable business knowledge
In Knowledge, give each note a clear Topic and fill in Facts AI may use. Choose Add knowledge, check that the note appears under Saved knowledge, and save your changes. Keep separate notes for services, prices, delivery, policies, and frequently asked questions so updates stay simple.
Use exact, current facts and say what the assistant should do when information is unknown. The empty state in the screenshot means no knowledge has been added yet. Do not add passwords, payment details, or private customer information.
3. Choose voice and response boundaries
In Behavior, describe the AI role and your brand voice. Choose Fun, Friendly, or Professional as the default tone. In Guardrails & escalation, explain when to avoid guessing and when to offer human help. Keep these instructions consistent with your saved business facts.
Review Comment protection deliberately. Skip reply and Delete are different actions: deleting affects the Instagram comment. Review the current selection for each category; a screenshot is not a recommended moderation policy. Choose what suits your moderation policy, then save.
4. Test in Playground before going live
Add at least one knowledge note, save the setup, then ask a realistic customer question in Playground. Try a follow-up and a question your notes do not answer. Check accuracy, tone, and whether the assistant respects your boundaries. Update Knowledge or Behavior and test again if needed.
Playground conversations are saved, but they do not become live business knowledge automatically. Save useful facts explicitly as knowledge. Tests use your monthly AI allowance. When the results are ready, select the AI option in the intended automation, save, and test the live flow.
Turn the next comment into a conversation.
Choose a clear trigger, write a useful response and try your first AP3K campaign.
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