AI Reply Configuration
Bring conversational AI into your flows with Claude or OpenAI. Guided mode for quick setup, custom mode for full control.
Supported Providers and Models
| Provider | Available Models | API Key Setting |
|---|---|---|
| Claude (Anthropic) | Claude Opus, Sonnet, Haiku (multiple versions) | anthropic key in Settings → AI Configuration |
| OpenAI | GPT-4o, GPT-4o Mini, GPT-4, GPT-3.5 Turbo | openai key in Settings → AI Configuration |
API Key Setup
- Go to Settings → AI Configuration tab.
- Enter your OpenAI API key (from platform.openai.com) and/or your Anthropic API key (from console.anthropic.com).
- Click Save.
Guided Mode vs. Custom Mode
Guided Mode
Structured fields that help you configure the AI without writing a full prompt:
| Field | Description | Example |
|---|---|---|
| Business Description | What your business does | "We sell handmade jewelry on Instagram" |
| Offer | Current promotion | "20% off all items this week" |
| Voice & Tone | How the AI should sound | "Friendly, knowledgeable, casual" |
| CTA | Desired user action | "Visit our website or DM us to order" |
| Qualification Flow | Questions to qualify leads | "Ask about style preference, budget, and occasion" |
Custom Mode
Full prompt control. Write your own system prompt:
You are a friendly sales assistant for a handmade jewelry brand.
Your goal is to help customers find the perfect piece.
Always ask about the occasion, their style preference, and budget.
If they seem interested, share the link: https://yoursite.com/shop
Keep responses under 3 sentences. Use emoji sparingly.Output Format
| Format | Description |
|---|---|
| Rich Text (recommended) | Supports buttons, quick replies, and formatted messages alongside AI text |
| Plain Text | Text-only AI responses |
Advanced Settings
| Setting | Description | Default |
|---|---|---|
| Reply Mode | Single sends one message. Multi splits into shorter messages. | Single |
| Max Messages | Maximum messages per AI turn (Multi mode) | 3 |
| Max Tokens | Maximum response length | 1024 |
| Recent Chat Limit | Recent messages included as context | 50 |
Best Practices
- Be specific about your business — More context = better responses.
- Set clear boundaries — Tell the AI what to avoid and when to hand off to a human.
- Keep responses short — Aim for 1–3 sentences per message.
- Include your CTA — Always tell the AI what action you want users to take.
- Test with real scenarios — Send test messages that mimic your actual audience.
- Use Multi reply mode — Splits longer responses into shorter, more conversational messages.
Next: Shopify Integration →