Your first conversation

Nothing needs configuring before you start. The first conversation is where most of its understanding of you comes from, so it is worth more than a test message.

What to cover early

Who you are — Your business, your customers, how you make money. It keeps this and reasons from it later.

What you want off your plate — Be concrete. 'Draft replies to supplier emails' is worth more than 'help with admin'.

How you like to be spoken to — Brief or thorough, formal or direct. It learns this either way; saying it is faster.

Beside the chat you will see the working record — what the operator is doing right now, which tools it used, and which memories it brought forward. When an answer surprises you, that panel usually explains it.