Go to More > Settings > Store Settings > AI & Website > AI Agent to set up and manage your AI Agent.
CleanCloud's AI Agent comes in two forms, Chat and Voice. They share some setup, like the Knowledge Base, but work differently and have separate availability.
Things to note:
AI Agent Chat is available on Grow and Grow+ plans.
Voice is available as a separate add-on purchase. Contact am@cleancloud.com or our Support team to discuss enabling it.
AI Agent Chat
Chat answers customer questions about your business directly on your website, using your services, prices, booking links, and store information. It doesn't connect to the CleanCloud Inbox and can't provide real-time order updates, it's built for general business questions, not order-specific ones.
AI Agent Voice
Voice is an AI phone agent that answers every incoming call, so no customer is left waiting. Unlike Chat, Voice can take real action on an account: booking pickups, checking order status, processing payments on a saved card, rescheduling dates, managing subscriptions, and quoting item pricing, on top of answering general store questions from your Knowledge Base.
Knowledge Base
Shows as Not Set Up until configured, then Active once complete. Powers both Chat and Voice.
Select Create Knowledge Base to begin setup. You'll confirm your business type, website link, booking tool link, pricing page link, phone number, and email, most of which are pre-filled and editable at any time.
Select your price list, store hours, and closure dates to keep answers accurate.
Answer the preselected FAQs to train the AI Agent on your business.
Once set up, select Edit Knowledge Base at any time to update content, change your price list, or adjust hours and closure dates.
Important: For Chat, changes made in CleanCloud can take up to 15 minutes to sync.
Recent Conversations
Chat: Shows what customers have been asking, including when each conversation started and how many messages were exchanged. A useful place to spot gaps in your Knowledge Base.
Voice: Call history doesn't appear here. Instead, every call is logged in your Inbox with a summary of what was discussed and any follow-up your team may need to take.
Embed the AI Bot on your Website
Chat only. Copy the code snippet shown to add a chat bubble to your website, powered by your AI Agent.
FAQs
Can I customize the AI Agent's personality or add buttons to the chat flow?
Can I customize the AI Agent's personality or add buttons to the chat flow?
Add as much detail as possible to the Knowledge Base so the AI Agent can answer effectively. Setting a specific personality, adding buttons, or branching the chat into different paths isn't currently supported for Chat.
Can Chat answer questions about specific orders?
Can Chat answer questions about specific orders?
No. Chat handles general business questions, like pricing, hours, and services. It doesn't access or share real-time order status. Voice can, since it can look up an account by phone number or order ID.
What happens if Chat can't answer a question?
What happens if Chat can't answer a question?
It shows a polite message and encourages the customer to contact your store directly.
Can customers use Chat or Voice outside of store hours?
Can customers use Chat or Voice outside of store hours?
Yes. Both are available 24/7, regardless of your store's hours.
Where do I find a specific Voice call if I need to contact Support about it?
Where do I find a specific Voice call if I need to contact Support about it?
Check your Inbox for the call summary, and have the date, time, and a brief description of the issue ready when you contact us.