> For the complete documentation index, see [llms.txt](https://docs.mercuri.cx/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mercuri.cx/features/ai-assistants/how-to-set-up-ai-assistants-in-mercuri.md).

# How to Set Up AI Assistants in Mercuri

### **1. Go to the AI Assistants Section**

1. Log in to your **Mercuri Dashboard**.
2. In the left-side panel, navigate to **AI Assistants**.
3. Click on **“+ Create Agent”** to start setting up a new assistant.

<figure><img src="/files/2vtTG0aSbWqOdzzb5J2u" alt=""><figcaption></figcaption></figure>

***

### **2.** Configure the AI Assistant

<figure><img src="/files/PDdf29fQXiuFhmjebFcP" alt=""><figcaption></figcaption></figure>

Under the **Set Up Your Agent** section, you will find 6 tabs. Configure each tab carefully to set up your AI Assistant accurately.

Let’s go through each tab one by one.

#### <mark style="color:blue;">1. General</mark>

In the **General** tab, enter the basic details of your AI Assistant, such as:

* **Agent Name**
* **AI Model** (pre-selected)
* **System Prompt**

{% hint style="info" %}
The **System Prompt** defines how the AI Assistant should behave and respond to users.

Provide clear instructions about:

* **The assistant’s responsibilities**\
  \&#xNAN;*(e.g., answering customer queries, sharing product information, handling basic support requests)*
* **The communication style**\
  \&#xNAN;*(e.g., professional, concise, friendly, and helpful)*
* **Any limitations or escalation rules**\
  \&#xNAN;*(e.g., directing users to a human agent for complex, sensitive, or account-related issues)*

These instructions help ensure the AI Assistant responds consistently and accurately.

**Example Prompt**

{% code overflow="wrap" %}

```
You are a friendly and knowledgeable assistant for our website. 

You help customers with product information, FAQs, booking questions, and basic support. Keep responses clear, polite, and concise. 

For anything urgent or account-related, direct the user to our support team.
```

{% endcode %}

{% endhint %}

***

#### <mark style="color:blue;">**2. Knowledge**</mark>&#x20;

<figure><img src="/files/5ONDXnKQLtQ1DGCXv7Qt" alt=""><figcaption></figcaption></figure>

Once your AI assistant identity is configured, the next step is to train it with your business information so it can respond accurately to customer queries.

Inside the **Knowledge** section in Mercuri, you can connect different knowledge sources that the AI will use while replying to conversations.

**You can add:**

* Your website URL
* Sitemap URL (`sitemap.xml`)
* Individual pages like:
  * Pricing pages
  * FAQ pages
  * Service pages
  * Product pages
  * Booking or policy pages

<details>

<summary><strong>Why Add a Sitemap?</strong></summary>

Adding your sitemap allows Mercuri to automatically crawl and index your website pages.

This helps the AI assistant:

* Understand your business better
* Learn your services and workflows
* Access FAQs and important information
* Provide more accurate customer responses

Mercuri recommends starting with the sitemap because it gives the AI a complete overview of your website content.

</details>

<details>

<summary><strong>When to Add Specific Pages Instead?</strong></summary>

If you want the AI assistant to focus only on important business pages, you can manually add individual URLs.

This is useful when you want tighter control over AI responses for:

* Pricing information
* Appointment booking details
* Refund or cancellation policies
* Service-specific information
* Support documentation

</details>

<details>

<summary><strong>Benefits of Connecting Knowledge Sources</strong></summary>

Once your knowledge sources are connected, the AI assistant can:

* Answer customer questions instantly
* Give context-aware responses
* Reduce repetitive support queries
* Improve response accuracy
* Deliver a more human-like conversation experience
* Help customers get information faster without manual team involvement

</details>

***

#### <mark style="color:blue;">3. Tools</mark>

<figure><img src="/files/u9gXKt5SMQpdxrccUdn2" alt=""><figcaption></figcaption></figure>

**Tools** section defines what your assistant can do. These are the tools and capabilities that the AI will have access to.

{% tabs %}
{% tab title="Wix Bookings Support" %}
*Helps customers manage their bookings and appointments.*

Use this if your business relies on:

* Appointment scheduling
* Class or session bookings
* Event reservations
* Service-based consultations

Your AI Assistant will help customers with:

* Booking new appointments
* Checking availability
* Rescheduling or cancelling bookings
* Confirming upcoming sessions

This is ideal for salons, coaching centres, clinics, fitness trainers, consultancies, etc.
{% endtab %}

{% tab title="Order Tracking" %}
*Assist customers in tracking their order status and delivery.*

Enable this if you want your AI Assistant to automatically answer:

* “Where is my order?”
* “Has my package been shipped?”
* “When will I receive my delivery?”

The system fetches live shipping and delivery data, reducing workload for support teams.

Best for D2C brands, e-commerce stores, food delivery services, and logistics-based businesses.
{% endtab %}

{% tab title="Product Enquiry" %}
*Answer customer questions about products, features, and availability.*

Useful for businesses that offer multiple products or variants:

* Clothing & accessories
* Electronics
* Food & FMCG
* Health & beauty
* Home decor

Your AI Assistant will help users with:

* Product features
* Stock availability
* Variants and options
* Price and offers
* Recommendations

This automates a major part of pre-purchase conversations.
{% endtab %}

{% tab title="Customer Support" %}
*Provide general customer service and support.*

Enable this for:

* Handling FAQs
* Answering policy-related questions
* Assisting with basic troubleshooting
* Guiding users through workflows

Your AI will act as the first line of support, escalating to human agents when needed.

Best for any business that receives recurring customer service queries.
{% endtab %}
{% endtabs %}

***

***

#### <mark style="color:blue;">4. Channels</mark>

<figure><img src="/files/U7eFUQyBm5ABXKhP24pt" alt=""><figcaption></figcaption></figure>

After setting up your AI assistant and knowledge base, the next step is to connect the communication channels where customers will interact with your business.

Inside the **Channels** section in Mercuri, you can connect platforms like:

* WhatsApp
* SMS

Mercuri allows you to manage these conversations directly through the AI assistant.

#### Connect a WhatsApp / SMS Channel

To connect :

* Select **WhatsApp /** **SMS** from the available channel options
* Choose the phone number you want to connect
* Click + **Connect Channel**

<figure><img src="/files/YtrhM53PBQSphlDdOfJH" alt=""><figcaption></figcaption></figure>

#### Connect Test Number

After clicking on **+ Connect Channel**, Mercuri will prompt you to add a test number where you can test your AI assistant before going live.

**To add a test number:**

* Enter your phone number in the provided field
* Click on **+ Add**

Only the phone numbers added here will be able to chat with your AI assistant while it is in testing mode.

{% hint style="info" %}

#### Why This Is Important

Adding test numbers allows you to:

* Test AI responses safely
* Verify workflows and automations
* Check conversation quality
* Ensure the assistant behaves correctly before customers use it

This helps avoid errors and gives you full confidence before launching the assistant publicly.
{% endhint %}

#### Manage Connected Channels

Mercuri also gives you control over connected channels directly from the dashboard.

You can:

* Enable or disable the channel using the **toggle icon**
* Delete the connected channel using the **bin/delete icon**

This makes it easy to manage testing, pause communication temporarily, or remove channels when needed.

***

#### <mark style="color:blue;">5. Launch</mark>

<figure><img src="/files/pyEwZxYbzyyvJZta8JUj" alt="" width="563"><figcaption></figcaption></figure>

**AI Billing & Keys**

Before launching your AI Assistant, you need to choose how the AI model will be billed and accessed.

Inside the **AI Billing & Keys** section, Mercuri provides two options:

#### 1. Use Mercuri Credits

Select **Use Mercuri Credits** if you want Mercuri to manage the AI infrastructure for you.

With this option:

* No API key setup is required
* AI usage is billed using your Mercuri credits
* Quickest and easiest way to get started

#### 2. Bring Your Own Key

Select **Bring Your Own Key** if you prefer to use your own AI provider account.

You can connect API keys from supported providers such as:

* OpenAI
* Claude
* Azure OpenAI

Using your own key allows you to manage AI usage and billing directly through your chosen provider.

***

After selecting your preferred billing option:

1. Click **Save AI Key Settings**

Once saved, you can continue with training and launching your AI Assistant.