1. Open the AI settings for your profile
Sign in to 3693 Cards and open Profiles in your Individual or Team workspace. Select the profile you want to update and open its AI assistant settings.
2. Give your assistant a clear role
Decide what you want the assistant to help visitors with. For example, it could explain your services, answer common questions, or direct potential clients to a demo. Give it a tone that suits your profile: friendly, professional, or direct.
3. Add the information it should use
Start with the questions people ask you most often. Add a short description of what you do, who you work with, and how people can reach you. Include links you’re happy to share, such as your website or booking page.
You can use this as a starting point for your instructions:
You’re the assistant for John Cooper, Head of Sales at Since3693. Help visitors understand our services and find the right next step. Keep answers friendly and concise. Use only the information provided. If you don’t know the answer, say so and offer to help the visitor get in touch. If they’d like a follow-up, ask for their name, email, and a short message.
4. Test it as a visitor
Save your changes, open your public profile, and try Ask AI. Ask a question you expect it to answer, such as “How can I book a demo?” Then ask something you haven’t covered, such as “What would my project cost?” if you haven’t added pricing. Check that it offers a useful next step without guessing.
Start with a few good answers and improve them over time. When people keep asking the same question, add the answer to your assistant’s context so the next visitor can find it.
