AI Auto Reply

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The AI Auto Reply system is a standout feature of EntryChat. It leverages Anthropic’s Claude AI to instantly and intelligently answer customer inquiries submitted through your forms, based on a custom Knowledge Base you provide.

Step 1 – Access AI Settings

  • Navigate to EntryChat → Global Settings and click the AI Auto Reply tab.

Fig 1: AI Auto Reply Settings Tab

Step 2 – Enable and Configure Claude AI

  • Enable AI Auto Reply: Check this box to allow the AI to automatically process incoming form submissions.
  • Claude API Key: Enter your Anthropic API Key (obtainable from console.anthropic.com).
  • Claude Model: Select the AI model. Claude Sonnet 5.5 is recommended for the best balance of reasoning, speed, and cost. Other models (like Haiku for speed or Opus for deep reasoning) are available depending on your needs.

Fig 2: Claude AI Configuration

Step 3 – Build Your Knowledge Base

The AI requires context about your business to answer questions accurately. You can provide this in three ways:

  1. Knowledge Base Text: Paste your business information, FAQs, store hours, and policies directly into the text area.
  2. Knowledge Base URLs: Enter one URL per line (e.g., your website’s FAQ or Pricing page). The AI will fetch and comprehend the content from these links.
  3. Knowledge Base Files: Click Upload Knowledge Base File to upload PDF documents (like product manuals or company profiles).

Fig 3: Knowledge Base Configuration

Step 4 – Configure Admin Notifications (Human Handoff)

If a customer asks a question that the AI cannot answer based on the provided Knowledge Base, the system will automatically notify you to take over the conversation.

Email Notifications

  • Admin Notification Email: Enter the email address that should receive handoff alerts (defaults to WordPress admin email).
  • Email Subject & Body: Customize the message content. You can use placeholders like , {form_id}, {client_email}, and {client_message}.

Fig 4: AI Admin Email Notifications

SMS Notifications

  • Admin Phone Number: Enter your phone number (including country code) to receive instant text alerts when the AI needs help.
  • SMS Body: Customize the SMS message text using the same placeholders mentioned above.

Fig 5: AI Admin SMS Notifications

  • Click Save AI Settings when finished.

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