Open the live AI Agent Configuration interface in your dashboard workspace.
AI Agent Configuration
Configure your AI assistant persona, system instructions, business knowledge base, support guidelines, and API token keys.
View in Application → Open AI Settings
Screenshot: AI Agent Configuration dashboard showing Persona Prompt editor, business knowledge base cards (Store Hours, Return Policy, Address, Phone), and master AI token status.
Overview #
AnyDM features an intelligent conversational AI agent capable of answering customer questions in direct messages, recommending products, and sharing store policies 24/7. In AI Settings, you can train your AI on your specific business details and define its conversational tone.
What You Can Do #
- Customize your AI Assistant's Persona & System Prompt (e.g., tone of voice, emoji usage, brand voice).
- Configure business knowledge details: Store Address, Business Hours, Customer Support Phone, and Shipping/Return Policies.
- Enable or disable automated AI responses in Instagram Direct Messages.
- Creator Pro accounts automatically use the AnyDM Master AI Token without requiring custom OpenAI/Gemini API keys.
- Add custom API keys for third-party LLM providers if preferred.
- Test prompt responses with sample customer questions.
How to Use #
Step 1: Open AI Settings #
Navigate to Settings > AI Settings from the sidebar.
Step 2: Define Agent Persona #
- In the System Instructions text box, define how the AI should represent your brand (e.g., "You are the friendly AI assistant for Alex Rivera Studio. Keep responses concise, warm, and helpful. Always encourage customers to check our digital catalog").
- Set response length preferences and tone parameters.
Step 3: Populate Business Knowledge #
- Under Business Information, enter:
- Store Location / Address: Physical studio or online store base.
- Operating Hours: (e.g., "Mon–Fri 9 AM – 6 PM IST").
- Contact Phone / Email: Official support email or WhatsApp contact.
- Return & Refund Policy: Explicit terms on digital downloads or physical goods.
- The AI uses this data to answer incoming customer questions accurately.
Step 4: Save & Activate #
Click Save AI Configuration. Your AI agent is now active and will use this knowledge when generating direct message responses.
Available AI Settings & Knowledge Fields #
| Setting / Field | Purpose |
|---|---|
| System Prompt / Persona | Core behavioral guidelines and tone instructing the AI how to converse. |
| Store Hours | Business operating schedule shared with inquiring customers. |
| Location & Address | Physical store or dispatch origin details. |
| Return & Refund Policy | Policy rules used when customers ask about refunds or exchanges. |
| Support Phone & Email | Escalation contact details for complex issues. |
| Master AI Token | Built-in high-speed AI engine included with Creator Pro. |
| Custom API Key | Optional custom OpenAI / Gemini API key configuration for Free Trial users. |
Related Features #
- Unified DM Live Chat — Monitor AI responses and take over conversations when necessary.
- Automations Catalog — Complement AI chat with rule-based keyword triggers.
- Product Catalog — Products referenced automatically by the AI during customer chats.