1
Add your documents
Go to Manage → Knowledge Base and upload what your support team uses: FAQs, policies, price lists, procedures. Your agent only states facts it finds there.
2
Create your support agent
Go to Manage → Agents → New agent. Start from a template or describe what you need, for example: “Answers our customers about shipping, prices and parcel tracking. Hands over to a person for refunds.”See Build your first agent for every option.
3
Give it your documents
In the agent, open Persona → Knowledge base and select the documents it should answer from.
4
Try it
Open Playground and ask the questions your customers ask most. Mark answers Good answer or Bad answer, and use Teach the agent to correct it.
5
Put it in front of customers
Choose where it answers:
- Your website: add the chat from the agent’s Deploy tab.
- Your Intercom: connect Intercom so it answers there as a teammate.
6
Follow how it goes
Watch Inbox for conversations that need a person, and check Insights after the first few days.
WhatsApp, SMS and phone are set up with our team for now. Contact your Grio representative to add them.