3Chat.AI Deployment Function Manual

General
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3Chat.AI Deployment Function Manual

3Chat.AI is a dynamic AI customer service agent specifically designed for Chinese sellers. It breaks through the traditional response logic of customer service:

  • Pre-sales phase: Executes “Intelligent Marketing SOP”, utilizing industry-specific sales scripts and multi-turn conversational pacing to proactively guide customer data collection and conversion.

  • Post-sales phase: Acts as a “business expert”, performing business operations based on specific business goals to help improve customer retention and repurchase rates.

To meet different business scenarios, 3Chat.AI provides two deployment methods: Custom Deployment and Workflow Deployment, to help you quickly go live and continuously optimize the agent’s performance.

1. Function Overview

The 3Chat.AI deployment function primarily offers two modes:

  1. Custom Deployment
    Customize the knowledge base, guidance content, task flows, and handover logic.
    Suitable for sellers with complex business needs or personalized scenarios.
  2. Workflow Deployment
    Directly apply existing workflows and agent processes.
    Suitable for sellers with standardized SOPs who want to go live quickly.

No matter which method you choose, you can validate the results through Sandbox Testing and adjust configurations flexibly based on feedback.

2. Quick Operation Guide

2.1 Accessing the Deployment Function Page

  1. Log in to the 3Chat.AI admin backend.
  2. In the left navigation bar, select: 3Chat Agent → Deployment

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2.2 Choose Deployment Method

On the deployment page, you will see two methods to choose from:

  • Custom Deployment

  • Workflow Deployment

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2.2.1 Custom Deployment

Custom deployment is suitable for sellers who need complete customization, and includes the following steps:

  1. Set Up Knowledge Base

  • Configure the content used by 3Chat.AI in conversations, including knowledge articles and fixed scripts.

  • Click Set Knowledge Base to enter the knowledge content configuration page.

  • After configuration, the content will appear under “Use the following pre-trained knowledge content.”

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    2.Set Guidance Content

  • Define the agent’s role and communication style, such as Customer Service Assistant, Sales Consultant.

  • Configure condition compliance (keyword triggers), handover conditions (automatic handover to human when unable to solve the problem).

  • Click Set Guidance Content to enter the guidance configuration page.

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    3. Set AI Tasks

  • Define task trigger conditions and actions, such as: automatically generating a ticket when the customer inputs specific information.

  • Click Set AI Tasks to enter the task configuration page.

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4.Set Handover Notifications

  • Define the notification method and recipients when the agent hands over to a human.
  • Click Set Handover Notifications to enter the notification configuration page.

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2.2.2 Workflow Deployment

If you have already configured standardized workflows in Flow → Conversation Flow, you can quickly go live through workflow deployment.

  1. Create and manage workflows on the Conversation Flow page.

  2. On the deployment page, select the configured workflow and deploy it with one click.

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2.3 Copilot Test Deployment

After deployment, you can use Copilot Test to simulate real conversations in a sandbox environment.

  1. Click the Copilot Session Test button.

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  2. Engage with the agent to cover common scenarios:

    • Regular Q&A

    • Task triggers

    • Handover requests

    3.If the results are unsatisfactory, return to the deployment page for adjustments:

  • Modify knowledge base or task configurations

  • Adjust guidance content or trigger conditions

  • Click Reset Test to revalidate.

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3. Frequently Asked Questions (FAQ)

Q1: How do I choose the appropriate deployment method?

  • Personalized needs → Choose Custom Deployment

  • Existing SOP → Choose Workflow Deployment

Q2: What is the difference between Custom Deployment and Workflow Deployment?

  • Custom Deployment: Highly customizable, suitable for complex scenarios

  • Workflow Deployment: Fast, suitable for standardized scenarios

Q3: What should I do if the responses are inaccurate during testing?

  • Return to the deployment page and check the knowledge base, tasks, or trigger condition configurations.

  • Adjust guidance content and task flows, then retest.

4. Support and Help

If you encounter issues during deployment, you can get support through the following channels:

  • Email Support: 3Chat@xinheyun.com

  • Feishu Support: Search for “Feishu Service Desk” in Feishu

5. Conclusion

The 3Chat.AI deployment function combines flexibility and ease of use:

  • Allows for detailed customization for complex business processes

  • Enables quick deployment via workflow for standardized scenarios

With Sandbox Testing and continuous adjustments, this feature helps you achieve optimal results before going live, significantly improving customer interaction experience and conversion efficiency.