How to Set Up the AI Assistant in Blip Go – Blip | Blip Help

The Blip Go AI Assistant functions as a SDR (Sales Development Representative) or 24/7 Sales Assistant specialized in your business. Developed specifically for micro and small businesses that need to professionalize customer service via WhatsApp, it uses advanced conversational artificial intelligence to interact with your customers in a natural, human way that is highly aligned with your brand’s tone of voice.

Unlike basic automations on the market, you can train your assistant with a knowledge base tailored to your business, allowing it to answer complex questions about your products or services, qualify leads, and prepare the customer for the ideal moment to purchase.

The assistant configuration screen is accessed via the robot icon in the platform’s left side menu. This is where you define the behavior, personality, and operating rules of your AI agent.

Before You Start

Make sure the assistant is activated so that simulations and behavior tests work correctly.

Step by Step

1. Assistant Profile

In the Assistant Profile section, you define how the agent communicates with customers. There are two configurable dimensions: tone of voice and the assistant’s role.

1.1 Tone of Voice

Choose one of the following options to calibrate how the AI will express itself:

Friendly and Professional: Balanced tone. Combines empathy and respect with clear and welcoming communication. Recommended for most segments.
Calm and Assertive: Calm and confident tone. Conveys security and tranquility with clarity and confidence in responses. Recommended for more formal contexts.
Relaxed and Engaging: Light and informal tone. Encourages interaction in a friendly and casual manner. Recommended for younger audiences or informal brands.

1.2 Assistant Role

Define the main objective of the AI agent’s role:

Salesperson: Focus on conversion. Helps the customer learn about products and services and encourages conversion. Ideal for sales-focused companies.
Support: Focus on resolution. Helps customers solve questions and difficulties efficiently. Ideal for post-sale service and technical support.
Manager: Focus on experience. Builds more trust and manages the customer’s experience end to end. Recommended for relationship management.

2. Assistant Interaction

The Assistant Interaction section defines when and how the AI assistant enters and exits the conversation. All the settings below are optional — if not defined, the AI automatically generates default behaviors.

2.1 Welcome Message

Type the first message the agent sends when receiving a new conversation.
Be sure to create a welcoming text that guides the customer on how the assistant can help.
If you do not configure this field, the AI automatically generates an opening message based on the defined profile.
Customize the text by including your company’s name and a greeting aligned with the chosen tone of voice.

2.2 Assistant Interruption Message

Enter the message sent by the agent immediately before transferring the conversation to a human agent. It serves to inform the customer that they will be assisted by a person.
If you do not configure this field, the AI automatically generates a contextualized message.
Recommended example: "I’m connecting you with one of our agents. Someone will be with you shortly!"

2.3 Assistant Reactivation Time

Select the waiting interval after a human service ends before the AI assistant resumes control of automatic responses.
Click and select one of the available options in the interface:
- 30 minutes
- 2 hours
- 6 hours
- 24 hours

Note: Choose the reactivation time based on your business profile. For dynamic and fast services, select 30 minutes or 2 hours. For companies with longer negotiation cycles, the 6 hours or 24 hours options prevent the assistant from prematurely interrupting an ongoing human conversation.

2.4 Maximum Number of Interactions

Set the exact number of messages the assistant will send in a conversation before automatically forwarding to a human agent, regardless of resolution.
Adjust the limit in the configurable field by choosing a value between 1 and 7 interactions.
Upon reaching the set limit, the assistant sends the Assistant Interruption Message and transfers the conversation to the human flow.
If your customer’s issue is not resolved before reaching the limit, the assistant will automatically make the correct referral.

Attention: Set a maximum number that gives the assistant a real chance to resolve the customer’s question before escalating to the human team, but that does not cause frustration with repetitive automated interactions.

3. Knowledge Base

The knowledge base is where you store the information the assistant will use to respond to customers; it functions as the personalized brain of the agent for your business.

3.1 How to Enter Information

Enter data in a question-and-answer format if you prefer; however, following this pattern is not mandatory.
Type simple keywords, as the AI interprets and adapts the content before sending it.
Follow the logic of the structural example:
- In the Question field, enter terms or topics such as: Service Hours
- In the Answer field, fill in the raw information: Monday to Friday from 9:00 AM to 5:00 PM
- The agent will interpret the fields and respond to the end customer naturally: "Our service hours are Monday through Friday, from 9:00 AM to 5:00 PM. How can I help you?"

3.2 Capabilities and Limits

Be aware of the following rules for filling and feeding the AI’s brain:

The maximum limit is 50 topics per account.
Full support is available for media attachments in image formats (JPG, PNG) and PDFs. The agent can actively send these registered files during the conversation with the user.
Use free writing format: keywords, phrases, or complete questions are accepted by the system.
The AI adapts the base content before responding, meaning the system does not send the answer literally as you entered it.

Note: The more complete and specific the knowledge base, the more precise and contextualized the assistant’s response will be. Add frequently asked questions, detailed product information, company policies, and other relevant operational data.

4. Service Hours

The Service Hours section defines the periods when human service will be available. The AI assistant operates 24 hours a day, regardless of this setting.

Configure the days of the week and specific hours when human agents will be available on the platform to receive transfers.
If a transfer occurs outside the configured hours, the assistant continues functioning and responding normally but is unable to transfer the contact to humans.
Register a personalized message in the indicated field for the agent to send to the end customer when human service is unavailable.

Attention: The Service Hours field does not limit or block the AI’s operation. It only controls the times when transfer to a human agent is possible. Outside these hours, the assistant continues responding automatically.

5. Contact Qualification

The “Contact Qualification” section allows you to configure the questions your assistant will ask to filter the lead before human service.

You can add up to 5 questions. Consider which information is essential to have on hand to speed up contact and close the sale faster.

Additionally, you can enable sending the service summary before the human transfer. This way, you take over the conversation knowing exactly what the customer needs to proceed.

6. Test Button

Click the Test button to simulate a real-time conversation with the assistant directly within the platform.
Use this feature to interact with the bot without needing a second WhatsApp number or having the main phone number linked to Blip Go.
Perform the test even before connecting any number to the platform.
Validate if the knowledge base responses and configured behavior are correct before activating the AI for your real customers.

Note: Use the Test button whenever you make changes to the knowledge base or assistant profile. This confirms that the AI’s behavior is exactly as expected before going live to the public.

Need more help? Explore our content at Blip Academy or Blip Community, watch tutorials on our YouTube channel, or ask your questions in our support channel 😃