Setting up AI Companion

Get your AI Companion up and running in just a few minutes. Follow this step-by-step guide to configure your AI-powered reply assistant.

Prerequisites

Before you begin, make sure you have:

• An active SupportRetriever form
• An account with an AI provider (OpenAI, Anthropic, Grok, or Gemini)
• An API key from your chosen provider

Accessing AI Companion Settings

1. Log in to your SupportRetriever dashboard
2. Navigate to AI Companion from the settings menu or visit /ai-companion
3. Click Get Started to begin the setup wizard

Step 1: Name Your Companion

Give your AI assistant a name. This name will appear in the conversation view when suggestions are displayed. The default name is "Alfred," but you can choose any name you prefer.

• Enter a name (up to 50 characters)
• Click Continue to proceed

Step 2: Choose Provider & API Key

Select your AI provider and enter your API key:

1. Choose a provider - Click on OpenAI, Claude, Grok, or Gemini
2. Get your API key - Links are provided to each provider's console:
   • OpenAI: platform.openai.com/api-keys
   • Anthropic: console.anthropic.com
   • Grok: console.x.ai
   • Gemini: aistudio.google.com/app/apikey
3. Enter your API key - Paste it into the API key field

Step 3: Add Knowledge Base (Optional)

Connect your documentation or FAQ site to help AI Companion provide more accurate, context-aware responses:

1. Enter your knowledge base URL - For example: https://docs.example.com
2. How it works - AI Companion will search your knowledge base when generating suggestions
3. Skip if not needed - You can always add this later

Step 4: Review & Activate

Review your configuration before activating:

• AI Name - The name that will appear in suggestions
• Provider - Your chosen AI provider
• API Key - Preview of your encrypted key
• Knowledge Base - Your documentation URL (if provided)
• Status - Enable or disable toggle

Click Save & Activate to complete setup. Your AI Companion will start generating suggestions automatically when customers send messages.

After Setup

Once configured, AI Companion will:

• Automatically generate suggestions when customers send messages
• Display suggestions in your conversation view
• Wait for your approval before sending anything

You can always return to AI Companion settings to:

• Edit your configuration
• Change providers or update API keys
• Modify knowledge base URL
• Enable or disable AI Companion
• Delete your configuration

Troubleshooting Setup

API Key Not Working

• Verify the key is correct (no extra spaces)
• Check that your provider account is active
• Ensure you have sufficient credits/quota
• Try generating a new API key

Knowledge Base Not Found

• Verify the URL is accessible publicly
• Check that the domain is correct
• Ensure your documentation site is indexed by search engines

Suggestions Not Appearing

• Verify AI Companion is enabled (toggle in settings)
• Check that the last message is from a customer
• Review your API key validity
• Check provider account status and billing

Next Steps

• Using AI suggestions - Learn how to use suggestions in your workflow
• Choosing an AI provider - Compare providers to find the best fit
• Configuring knowledge base - Optimize knowledge base integration
• Managing AI Companion - Update settings and configuration

Related Topics

• What is AI Companion - Overview of the feature
• AI Companion security and privacy - Security details
• Troubleshooting AI Companion - Common issues and solutions