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BookingsNewClasses, appointments and packs on one calendarSales and moneyNewCheckout, invoices and what came in todayClientsNewEvery client's history, forms and visitsEmail marketingNewNewsletters and automations that bring clients backAI AgentAnswers and books on WhatsApp, Instagram, Messenger, web chat and emailLeadsNewEvery enquiry on one board, with the next step and when it's dueTasksNewYour team's to-dos, made for you when leads and bookings changeSocialNewPlan and publish your postsReportsNewSales, bookings and clients at a glanceAI AutomationsWorkflows that run themselves, without losing qualityAI-Powered CreativeSenior creative, faster, with AI in the loop
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Google AdsSearch, PMax and YouTube, priced by the workMeta AdsFacebook and Instagram with creative that keeps winningDigital AdsMeta, Google and TikTok campaigns that convertSocial Media CreativeReels, carousels and content for every platformKOL ManagementInfluencer strategy and execution, end to endSEOOrganic growth that compounds month over month
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Video and Media ProductionBrand films, reels and content at speedBranding and StrategyPositioning, messaging, identity and guidelinesEmail CreationEmails people open, read and buy fromWeb DevelopmentWebsites and landing pages built to sellApp DevelopmentMVP to store-ready, fixed price and date
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doTask ChatbotTalk to the AI AgentAsk it anything about doTask — it answers from our own pages and hands over to a person when it should.Open the chat →Book a demo
AI Agent

Set up your AI

Teach the AI your business in six steps, see how many AI Essentials are done, test it, then go live. Until then it does not answer customers.

Zack Lam
Authored by Zack LamFounder, doTask
Two colleagues working through a plan together
AI Agent
Read it in the appThe same article opens from Help inside app.dotask.io, beside the screen it describes.

AI Agent → Set up your AI is one guided page for owners and admins. Two ways in: Let doTask AI study your business (it reads your website, your Google profile and your Instagram bio and fills the steps for you to check; Starter plan and up) or Add it yourself (the same steps, empty).

The AI does not answer customers until it is set up

A new workspace’s AI stays quiet: customers’ messages go to your team as normal, and the AI neither answers nor guesses, until you press Go live in step 6. Home, the Inbox and AI Agent say so while it is the case. A workspace whose AI already had knowledge before this check keeps answering; pressing Go live records that you checked it.

The six steps

  1. Business facts: what you do, address and parking, phone, WhatsApp and email, payment methods, the languages your team speaks, your cancellation, refund, deposit and late-arrival rules, closed days, and current offers with an end date (the AI stops mentioning an offer after it). Opening hours come from Settings → Operating hours.
  2. Services and prices: the AI reads your Bookings services and your store’s products with their prices, so you never type them twice. Anything else you sell goes in the price list here.
  3. Top questions: the questions customers of your kind of business ask most, in English, Malay and Chinese, for you to answer. Draft empty answers with AI writes them, in every language at once, from steps 1 and 2 for you to check; it leaves a question empty when your facts do not answer it. Add your own questions too.
  4. How it talks and hands over: who the AI is and its tone, with links to when it hands over, its instructions and its guardrails.
  5. Test: questions made from what you saved, in each language you answer in, asked to the real AI as a WhatsApp customer would. Nothing is sent to anyone. Mark each answer Right or Wrong; fix the step it came from and test again.
  6. Go live: once the essentials it needs are done. You can stop it answering again at any time.

AI Essentials

The top of the page counts them, for example 6/8 AI Essentials done: what you do, opening hours, where and how to reach you, services and prices, your policies, answers to at least five top questions, how it talks, and tested. What you do, services and prices, five answers and the test are needed to go live; the others make its answers more complete. Each missing one is a button that opens its step.

Keep it right

  • Teach your AI this week: questions customers asked that it could not answer, from AI Agent → Suggestions.
  • Conflicts: a service with one price in Bookings and another in your price list or in an answer.
  • Expired offers: an offer past its end date.
  • Not checked lately: a knowledge source nobody updated for 90 days.
  • Duplicates: the same question answered twice.
See also:All documentationFAQ