klink.cloud - Product User Manual
  • Overview
    • 👋Welcome to klink.cloud
  • Getting Started
    • 🟦Setup Channels
      • Facebook Messenger
        • Connect to Facebook Messenger
        • Primary Routing Setup (Facebook & Instagram)
      • Facebook Feed
        • Connect to Facebook Feed
        • Primary Routing Setup (Facebook & Instagram)
      • LINE OA
        • Get Channel Secret and Channel Access Token
        • Connect to LINE OA
      • Instagram
      • Viber for Business
      • Google Workspace Email Setup
      • How to Setup Telegram Bot Channel
      • How to setup Telegram Business Account
      • How to set up WhatsApp Business Channel (Meta)
        • 📘 Troubleshooting: WhatsApp Business Account Stuck in "Waiting for Approval"
      • How to set up WhatsApp Mobile Channel
  • How to use
    • 📞Call
      • Inbound Call Handling
        • Inbound Call Queue Groups
      • Outbound Call Handling
    • 💬Chat
      • Inbound Chat Handling
      • Outbound Chat Handling
      • Facebook Feed Handling
    • 🔖Tickets
      • Create a Ticket
      • Assign / Transfer Ticket
    • 📇Contact
      • How to Import Leads / Contacts
      • Contact Custom Fields
      • Individual Contacts
      • Company Contacts
      • Import / Export CSV
  • Advanced Setup
    • Setup Workflow Automation
    • Setup Queue Group
    • 🕖Setup SLA Targets
    • Setup Queue, Workflow, and SLA
  • Kai AI Agent
    • 📘 How to setup AI Agent (Step by Step Guide)
  • Dashboard & Reports
    • 📊Reporting
      • CDR
      • Recording
      • Call Reports
        • Agent Call Statistics
        • Agent Call Activity
        • Trunk Activity
        • Queue AVG Waiting & Talking Time
        • Queue Performance
        • Agent Missed Call Activity
        • Agent Call Summary
        • Satisfaction Survey
      • Agent Status Report
      • CX Log
    • 📉Analytics Dashboard
      • 📶Call Dashboard
      • 📈Chat Dashboard
      • 💎Ticket Dashboard
  • Integrations
    • 🛒Ecommerce Marketplace
      • Shopee Integrations
      • Lazada Integrations
    • 🔈CRM Integrations
      • Salesforce CRM Integration
      • How to create Viber Messaging API Application
      • How to send transactional Viber Business Message
    • Infrastructure Requirements for Private Cloud Deployment
  • Messaging API
    • Line Messaging API
  • Features Roadmap & FAQ
    • ⏱️Features Road Map
    • 📢Release Notes
      • Chat Room Folder Enhancements
      • Enable/Disable Auto-Assign Toggle in Queue Settings
      • Agent Takeover Bot Chat Room
      • Workflow Automation - New Action "Send Message"
      • Enhancement of Hold Function
      • Workflow Automation Rule
      • Non-Voice Analytics Dashboard
      • WhatsApp Mobile Integration
      • Telegram Group Chat Integration for Inbox Module
      • Business Portfolio Integration - Facebook Feed
      • Call Recording Pause and Resume Feature
      • Advanced Hold Functionality for Efficient Conversation Management
      • Viber 24-Hour Response Timer
      • Enhanced Queue Settings and Workflow Automation Controls
      • Telegram Business Integration
      • Multi-Tab Call Support
      • Business Portfolio- (Meta) Messenger Integration
      • Mail Integration Enhancement and Telegram Integration
      • Facebook Feed Enhancement
      • Outlook Email Integration Enhancement (Beta)
      • Queue Setting (Beta)
      • Permission Enhancements and Multiple Assigns
      • CX Logs Enhancement
      • SMS In-bound Beta Version, SMS Integration Setting
      • Facebook Feed Integration (Beta)
      • SLA Setting and Business Hour Functionalities
      • Wrap Up Form Features and Enhancements
      • New Features & Enhancements
      • New Features and Improvement
      • New Features and Major Bug Fixes
    • FAQ
Powered by GitBook
On this page
  • 🔧 Overview
  • 🛠️ Step 1: Create a New AI Agent
  • 📚 Step 2: Create a Knowledge Base
  • 🤖 Step 3: Configure AI Agent Behavior in Studio
  • 🔄 Step 4: Create Agent Transitions (Optional but Recommended)
  • 🧪 Step 5: Test the AI Agent (Emulator)
  • 🌐 Step 6: Connect Messaging Channels
  • ⚙️ Step 7: Set Workflow Trigger
  • ✅ Final Test
  • 🎉 You’re Done!
  1. Kai AI Agent

📘 How to setup AI Agent (Step by Step Guide)

Last updated 18 days ago

🔧 Overview

Kai is your AI Agent built into the klink.cloud platform to automate customer conversations across messaging channels like WhatsApp, Facebook, Instagram, LINE, and website live chat.

This guide walks you through setting up a fully functional Kai AI Agent—from knowledge base creation to deployment on messaging channels.

🛠️ Step 1: Create a New AI Agent

  1. Go to the AI Agent section.

  2. Click “Create New Agent”.

  3. Give your agent a name (e.g., “Escape Bar Reservation Agent”).

  4. Set Activity Timeout (default: 10 minutes). This means a conversation will automatically close if inactive for 10 minutes.

  5. Click “Create” and then go to the Studio to configure your agent.


📚 Step 2: Create a Knowledge Base

  1. Navigate to Knowledge Base tab.

  2. Click “Create New Knowledge Base”.

  3. Choose one of three training sources:

    • Write your own Q&A

    • Upload PDF documents

    • Sync website content via URL

Example:

To sync with a website:

  • Choose “Website URL”

  • Paste the business website (e.g., https://escapebangkok.com)

  • Select:

    • Crawl single page (for 1 URL), or

    • Crawl all pages under the domain

  • Click “Sync” and wait for training to complete.


🤖 Step 3: Configure AI Agent Behavior in Studio

  1. In the Studio, click “Add Agent”.

  2. Select the type of agent you want:

    • Example: “Reservation Agent”

      • Description: Handles reservations from 5PM to 1AM

      • Add happy hour info if needed

  3. Write a prompt like:

    “You are a reservation agent for Escape Bar, open from 5PM–1AM. Help customers book tables and inform them about happy hour from 6–8PM.”

  4. Set fallback or transition rules:

    • For example, if a customer asks about “menu” or “wine”, transfer the conversation to the Knowledge Base Agent.


🔄 Step 4: Create Agent Transitions (Optional but Recommended)

  1. In the Studio, click “Transition”.

  2. Add conditions like:

If user message contains "menu", "drinks", "wine"
→ Transfer to Knowledge Base Agent
  1. Select the appropriate Knowledge Base you created earlier.

  2. Connect agents with drag-and-drop to visualize the flow.

🧪 Step 5: Test the AI Agent (Emulator)

  1. Use the built-in Emulator to simulate conversations.

  2. Try different messages like:

    • “Can I reserve a table for next Friday at 7PM?”

    • “Do you have a wine menu?”

  3. The AI will respond based on the configured prompt and transition to Knowledge Agent if needed.


🌐 Step 6: Connect Messaging Channels

  1. Go to Settings > Messaging Channel.

  2. Choose from:

    • WhatsApp

    • Facebook Messenger

    • Instagram

    • LINE

    • Website Live Chat

  3. For WhatsApp:

    • Simply scan the QR code to connect

    • No complex WhatsApp Business API setup needed


⚙️ Step 7: Set Workflow Trigger

  1. Go to Workflow Automation.

  2. Click Create New Workflow.

  3. Add Trigger:

    • When thread is opened

  4. Add Condition:

    • If channel = [LINE, Facebook, WhatsApp, etc.]

  5. Action:

    • Assign to AI Agent → Select your created agent

  6. Enable and save the workflow.


✅ Final Test

Send a real message through the connected channel and check:

  • Does the AI respond correctly?

  • Does it switch to the knowledge base agent when appropriate?

  • Are all reservation details correctly captured?


🎉 You’re Done!

You’ve now successfully built and deployed an Omni-Channel AI Agent with:

  • Reservation capabilities

  • Website-trained knowledge

  • Multi-channel deployment

  • Automated workflows


For questions or setup support, contact our team or book a 1-on-1 session.

Start building smarter customer conversations today with Kai AI Agent on klink.cloud.