Tag: how-to
All the articles with the tag "how-to".
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Reading a file a customer sends in chat: how an AI employee receives it, checks it and uses it
A customer sends a PDF, a photo or a document in the middle of a conversation. Here is how a Wetel AI employee receives the file, checks its type before touching it, opens it, hands it on, and what happens when a file is missing, unsupported or too large.
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Order support for an online shop: what the AI employee does, step by step
A walk through our documented order-support recipe: how an AI employee looks up an order, answers product questions from the shop's own material, where it stops, and where the shop's staff stay in charge.
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Answering from your own policies, with sources you can check
How a Wetel AI employee answers from your company's own policies and documents, how you can see which passages it used, how you keep the documents current, and what to do when the answer is not in them.
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Giving an AI employee a new skill with MCP connectors, and what keeps it safe
How to let an AI employee use a tool in another system without writing a plugin: register an MCP server once as a connector, call one named tool from a workflow step, and rely on the checks that sit around every call. What is live, how to test it, and what is not built yet.
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How do I try a workflow safely before customers see it?
Run your edits as a draft in a test session without publishing them, simulate each approval outcome, then read the run record. What a draft test does, what it does not do, and a short checklist before you publish.
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An AI employee that starts on its own: scheduled work, and what stops it running away
How a scheduled workflow lets an AI employee do the Monday report without being asked, the three limits that keep it from spending or failing without end, and how to check on it, since it does not send an alert when it stops.