Incep Digital
GuidesIncep CRM handbook
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AI replies and approvals

The CRM can draft WhatsApp replies for you. By design the drafts queue for a human to approve rather than sending themselves, because the cost of a wrong automated reply to a customer is high.

Configuring the agent

/dashboard/settings/whatsapp-ai

Set the tone, the boundaries and the information the agent is allowed to use. The more precisely you describe what it should not do, the less often you will reject its drafts.

The approvals queue

/dashboard/whatsapp/approvals

Every drafted reply lands here with the conversation it belongs to. Approve it to send, edit it first, or reject it. Nothing reaches a customer without passing through this screen.

Tip: You can also draft a single reply on demand from inside a conversation, without turning the agent on for everything.

AI configuration

/dashboard/settings/ai

AI features run on a key you configure under Settings, AI, and usage is recorded so you can see what is being spent.