How to Set Up AI Agents

Once your AI agents are trained on your business data, setting them live is straightforward:

  1. Navigate to the AI Assistants section on your Mercuri CX dashboard.

  2. There, you will see the predefined AI agents — Sales Agent, Order & Shipping Agent, and Booking Agent.

  3. To activate any AI agent, simply enable the one(s) you want to deploy. For example, you can enable just the Sales Agent if you want to start with product queries, or all three for full automation.

  1. Before going live, you can test each AI agent by running conversations on a test number to ensure responses are accurate and aligned with your brand.

Want to know how to test AI Agents? Click here

  1. Once satisfied, make the AI agent live, it will start handling real customer queries within minutes, providing instant and automated support.

Need help going live with your AI Agents? Click here.

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