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Step-by-Step instructions for activating the AI Agent on Chative.IO

The AI Agent from Chative.IO offers a seamless solution to optimize customer service with intelligent automation and personalized interaction.

Follow these simple steps to quickly activate and start using the AI Agent in your system:

  1. Log in to your Chative.IO account and navigate to the Add-ons section.

Add-on menu

  1. Click on Install next to the AI Agent add-on.
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Choose a plan that suits your business needs. For new users, Chative offers a SANDBOX plan with 250 free messages, allowing you to explore the core features without a long-term commitment.

  1. Click Create AI Agent to initiate the setup process.

Create AI Agent

  1. Provide the necessary training data for the AI Agent:

AI Agent training data

  • Documents: Upload files in formats such as PDF, DOCX, CSV, or XLSX.
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Ensure the uploaded documents have a clear and structured format to maximize the system's learning efficiency.

  • Website URLs: Add links to your business’s publicly accessible websites or resources.
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The AI Agent will only learn from the specific pages provided, not the entire website.

  • Shopify Data (if applicable): Sync directly to keep your product information up to date.

  • Company Data (if applicable): Upload proprietary business information for specialized training.

  1. Click Activate and begin using the AI Agent.

Activate AI Agent

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The AI training process typically takes 2–3 minutes, depending on the volume of data provided.