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Jim automates up to 90% of conversations on WhatsApp, Messenger, Instagram, and SMS thanks to AI. It provides precise answers based on:
Your location data: opening hours, descriptions, and contact details from the Partoo database.
A personalized FAQ: easily configurable in Partoo in text format.
How to configure your AI Chatbot Jim?
Go to the Messages settings of your Partoo account, in the "Automations" section, click on "Automatic messages";
Click at the top right on "Create automatic messages";
To edit the automatic message title, click on the pencil icon;
Then follow the next steps to configure Jim, your AI agent:
STEP 1: Select the establishments or brands on which you want to activate Jim.
Jim responds to messages from WhatsApp, Messenger, Instagram, and SMS channels connected to these establishments.
STEP 2: Complete Jim's knowledge base.
Here, enrich the knowledge base on which it relies to answer your customers' questions.
I Add knowledge manually:
Click on "Add a question";
Enter a question or a first topic;
Provide the associated answer;
Click on "Confirm".
To edit a question, click on the question to modify. You can edit the title and the answer. Click on "Confirm".
To delete a question, click on "Delete" represented by the trash icon.
II Add knowledge in bulk:
Click on "Import CSV";
Click on "Import my FAQs" then click on "Download a CSV example";
Complete the file with your questions and answers in the following format: [Question1,Answer1] in the same cell, [Question2,Answer2] in the cell below, and so on;
Click on "Download or drag" and add your CSV file.
Check the box "I confirm that my existing FAQs will be replaced by those from the CSV file".
Click on "Validate".
To edit your FAQs in bulk:
Click on "Import CSV";
Click on "Export my current FAQs";
Edit the file and re-import it following the process above.
💡The titles you provide will help you find your way if you need to later modify or add elements on this topic.
STEP 3: Indicate what type of communication Jim should have.
Select the tone Jim will have: Friendly, Casual, or Professional
Define the welcome message the user will receive;
Click on "Confirm".
STEP 4: Give specific instructions to Jim.
1. Customize the transfer message sent when:
Jim does not have the answer;
The user wants to speak to a human;
A specific case defined in your instructions;
Two options are available to you:
Inform the user that someone will get back to them (Then someone from your company will need to respond to transferred messages on Partoo);
Redirect the user to another communication method such as a phone number or an email address.
When Jim transfers the conversation, you receive a notification on Partoo.
2. Give specific instructions to Jim
This free text field allows you to provide detailed guidelines on how Jim should interact in the form of a prompt.
This may include:
Objective;
Scenarios;
Transfer rules (i.e., when to transfer the conversation to a human);
Any other relevant element to automate as many conversations as possible.
Once the prompt is finalized, click on "Confirm".
STEP 5: Test Jim's responses
Test your chatbot directly from Jim's configuration page in the Preview on the right.
Ask it questions as if you were a user and observe the answers provided.
You can then adjust the specific instructions and knowledge base based on the tests performed.
STEP 6: Activate Jim
Once configuration and tests are complete, click on "Activate" to launch Jim.
It responds to conversations on all selected establishments and all platforms connected to Partoo!
💡You can also configure automatic lead collection by Jim. See this article for guidance.
How to edit, duplicate, or delete a chatbot?
Go to the Messages settings of your Partoo account, in the "Automations" section, click on "Automatic messages";
Click on the three dots to the right of the automatic message you want to edit, duplicate, or delete;
Click on "Edit", "Duplicate", or "Delete".