Agent Configuration & Deployment

Setting up your Replyso Agent (Orb) is quick and straightforward. Follow these steps to configure and deploy your AI support assistant:

1. Access Agent Settings

• Go to your dashboard and select Agent from the menu.
• Here, you can manage your agent’s configuration, training data, and chat widget settings.

2. Customize Your Chat Widget

• Set your widget’s name, theme color, and welcome message to match your brand.

• Adjust visibility rules and add custom questions to gather information from users.
• Enable or disable the widget as needed.

3. Save and Deploy

• After making changes, click Save to update your agent’s settings.
• Copy the provided embed code or token from the Agent page.
• Paste the code into your website or app to activate the Orb chat widget for your customers.

4. Monitor and Update

• Review your agent’s performance and update settings as your business needs evolve.
• Use the dashboard to view training messages, rules, and chat history for ongoing optimization.

With these steps, your Replyso Agent will be live and ready to provide automated, intelligent support to your customers 24/7.