How To
How to configure and publish Customer AI
Tune Customer AI behavior, test it in preview, and publish changes when the draft is good enough to go live.
How to configure and publish Customer AI
Use this guide when you want to shape how RevMozi's customer-facing AI behaves before it goes live.
What the Customer AI control center covers
You can configure:
- voice and personality
- knowledge sources
- capabilities and qualification behavior
- preview and version history
Safe workflow
- Open Settings -> AI.
- Make changes to the draft configuration.
- Preview the behavior in the playground using the relevant channel.
- Adjust the draft until the behavior is acceptable.
- Publish only when you are comfortable with the live outcome.
Good publishing discipline
- change one important thing at a time
- preview before publish
- use version history if you need to compare or recover from a bad change
What this should influence
Customer AI settings should improve how the AI speaks, qualifies, escalates, and uses knowledge, not just make it sound different for its own sake.
Related guides
How to configure CRM settings and custom fields
Set lifecycle thresholds and add structured custom fields so RevMozi fits how your business actually works.
How to invite team members and manage roles
Add people to the workspace, resend or cancel invitations, and keep access aligned with how the team actually works.