Bookli.ai Documentation
Go to AppSupport
  • Getting Started
    • Bookli.ai | Revolutionize Your Funnels with AI-driven Interactions
    • Getting Started
  • Conversations
    • Overview | Conversations
    • Public Conversation
    • SHIELD
  • Leads
    • Overview | Leads
    • Add a lead
    • Bulk Upload CSV
  • task
    • Overview | Task
    • 1. Trigger
    • 2. Knowledge Base
    • 3. Conversation Settings
      • Case 1: Appointment Setter
      • Case 2: Customer Support
      • Case 3: Custom Instructions
    • 4. Conversation Platform
    • 5. Define End Task
    • 6. Define Extra Rules
    • 7. First Message, Questions and Test Chat
  • knowledge
    • Overview | Knowledge Base
    • Upload Documents
    • Website Crawler
    • Plain Text
    • FAQ
  • calendar
    • Overview | Calendar
    • How to set up the calendar
  • Companies
    • Overview | Companies
    • Create a company
Powered by GitBook
On this page

Was this helpful?

  1. task

3. Conversation Settings

Previous2. Knowledge BaseNextCase 1: Appointment Setter

Last updated 1 year ago

Was this helpful?

Before proceeding with the specifics for various cases, it is necessary to access the "Conversation Settings" section of Bookli and set up the general configurations:

  • Selecting the Assistant Profile: Choose the assistant that will handle the conversations. Ensure that the selected profile is adequately trained for the type of task it will perform.

  • Defining the Type of Task: Set the type of task you want to assign. The available options are:

{IMAGE}

Appointment Setting
Customer Support
Custom Prompting