Best Practices

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💡 Best Practices for Building and Managing Your AI Agents with Wittify.ai

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🎯 Define Clear Objectives Before You Build

• Know your mission – Is it to answer FAQs, qualify leads, schedule appointments, handle support tickets, or all of the above?
• Prioritize impact – Start with the most valuable and high-traffic use cases first.
• Set measurable KPIs – number of conversations, resolution time, conversion rates, customer satisfaction.

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📚 Train with Comprehensive and Relevant Knowledge

• Use accurate and up-to-date information – Outdated data will quickly erode trust.
• Use multiple sources – upload documents, add text, and include your trusted URLs.
• Write for multiple phrasings – cover how customers might ask the same question differently.
• Balance depth with clarity – be informative without overloading the user.
• Update regularly – Review and refresh knowledge sources on a schedule (e.g., monthly).

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🗣 Customize Tone, Language, and Voice

• Set tone in system prompts – professional, friendly, playful, or formal.
• **Define the language and dialect – e.g., Saudi Arabic 🇸🇦, Egyptian Arabic 🇪🇬, or 100+ other languages.
• **Choose a voice model that reflects your brand – warm & conversational or clear & authoritative.
• Adjust creativity levels (tempreture) – low for factual tasks, high for engaging interactions.

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🔌 Integrate with the Right Tools

• Use Wittify’s built-in tools such as lead generation, search, and ticketing to enhance your workflows instantly.
• Connect CRMs like Salesforce or Zendesk to manage leads and tickets.
• Link booking tools such as Google Calendar or Calendly for real-time scheduling.
• Use our MCP server to integrate agents with virtually any system.

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🌐 Deploy Strategically Across Channels

• Start with the platforms where your customers already are – If most traffic is on WhatsApp, launch there first..
• Maintain consistency - Ensure responses match in quality and style across all channels.
• Test channel-specific optimizations – Example: shorter replies for messaging apps, more detailed for web chat.

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📊 Monitor, Analyze, and Improve

• Review conversation histories to identify gaps and trends.
• Listen to voice recordings to ensure clarity and tone.
• Track analytics – sentiment, missed questions, and top intents.
• Make regular, incremental improvements for the best results.

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🤝 Plan for Smooth Human Handoff

• Set triggers for escalation – such as negative sentiment or VIP cases.
• Use the inbox feature to allow instant takeover by a human agent.
• Train your team to handle escalations seamlessly.

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🔒 Prioritize Security and Privacy

• Comply with regulations like GDPR, CCPA, and local laws.
• Only request essential information from users.
• Ensure secure connections via HTTPS and verified APIs.

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🧪 Test and Refine Before Scaling

• Run small pilots before a public launch.
• Include edge cases – slang, typos, and unusual queries.
• Apply learnings quickly to improve performance.

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💡 Need help getting started?
Book a free onboarding session with one of our Customer Success Engineers and get personalized guidance on setting up your Wittify AI assistant. 📅 Book here: Schedule a Free Onboarding Session