AiX is a robust tool, offering a wide array of features. However, harnessing its full potential might be daunting during the initial setup phase. To simplify this process, we have compiled a list of essential features that we recommend configuring. By implementing these features, you’ll gain access to the core functionalities that bring the most value.
To begin, enable email notifications by accessing Settings > Notifications. Ensure that you activate the following options: Agent email notifications, Sound alerts for admin > Incoming conversations and messages, and Push notifications, which should already be active.
Next, set up the SMTP server in the Settings > Notifications > SMTP section. Afterward, evaluate the email functionality by sending a test email from Settings > Notifications > Test agent email.
Navigate to Settings > Messages to establish both the follow-up and offline messages.
If you’re utilizing the chatbot, it’s important to optimize its configuration. Detailed guidance on achieving the best setup can be found here.