Setting Up Customerly AI for Optimal Customer Support

Follow this easy guide to set up Customerly's AI features. In just four simple steps, you'll unlock a world of efficiency and improved customer engagement.

Luca Micheli
Written by Luca MicheliLast update 6 months ago

Ready to revolutionize your customer support with the power of AI? Setting up Customerly's AI features is a straightforward process that can be done in just a few steps. This guide walks you through everything you need to know to get started.

Step 1: Prepare Your Help Center and Canned Responses

Before activating AI, make sure you have a Help Center that is both enabled and published. You should also have a collection of Canned Responses ready for common customer queries. These resources form the basis of the AI's knowledge and enable it to provide accurate, helpful answers.

Step 2: Activate AI in Project Settings

Navigate to your project settings within the Customerly dashboard. Look for the AI settings section and enable it. This will activate the AI features for your project.

Step 3: Choose a Formality Level

Customerly's AI can adapt its language to match the formality level that suits your brand. Whether you prefer a casual, formal, or somewhere-in-between tone, you can set this up in the AI settings.

Step 4: Select Tones

You can choose up to 5 different tones for the AI to use when interacting with customers. Whether it's friendly, professional, or enthusiastic, select the tones that align with your brand identity. This ensures that the AI's communication style remains consistent with your brand voice.

What's next?

You can now benefit from a series of AI services that will streamline your work. Explore how to get most out of them:

  1. Aura Assistant
    Get the most out of the Customerly revolutionary AI to automate your support. When using Aura Assistant in your Chatflows you can handle conversations easily.

  2. AI Reply
    AI Reply can assist in faster and more accurate customer interactions without auto-sending the replies.

  3. Write For Me
    Use Write For Me to expand your responses based on customer context and Knowledge Base information.

  4. Create Help Center Article with AI
    Convert customer interactions into draft articles for the Help Center.

  5. AI Summarize for Conversations
    Summarize long customer conversations into actionable items and references.

  6. Email Template Builder AI Services
    The drag-and-drop Email Template Builder comes with AI functionalities like title optimization and spell check.

  7. AI Summarized NPS Responses
    Use AI to summarize NPS feedback and gain quick insights.


Setting up Customerly's AI is a breeze. By following these four easy steps, you're well on your way to providing smarter, faster, and more efficient customer support. Make the most of these advanced features to elevate your customer service to the next level.

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