How to set up AI after connecting

How to configure AI after connecting it Extending the basic AI scenario. You don’t need to enable everything at once — connect only what solves a real task. When basic AI Reply is no longer enough Sym

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How to configure AI after connecting it

Extending the basic AI scenario. You don’t need to enable everything at once — connect only what solves a real task.

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When basic AI Reply is no longer enough

Symptom	What to connect
Leads send voice messages, screenshots, and documents — the bot does not understand the content	AI Recognition
One step needs to split into several branches based on the meaning of the reply	AI Routings
The same links, IDs, and promo codes are repeated in different steps	Bot Variables
Different steps need a different communication style	Local Legend inside AI Reply
You need up-to-date lead or promotion data	Reply Addition Info

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Setup steps

1
Enable AI Recognition for media
Open Automation & AI → AI Recognition. For each media type, select a mode: Recognition, Manual, or Skip.
2
Add Tasks for images
In the Photo settings, use the Tasks field — instructions for AI: what exactly to look for in the image. Without Tasks, AI provides a general description.
3
Configure Functions → writing to Custom Fields
Tasks find data. Functions write it to the CRM. Configure: Action: Write, Field, Value, Prompt.
4
Create Bot Variables
Open CRM → Bot → Bot Variables. Add variables for links, promo codes, and IDs. Use them in prompts via {{variables.name}}.
5
Add AI Routings
From the AI Reply step, create connections of the AI Routings type. Each branch is a condition in natural language. For example: “User asked about price” → objections branch.
6
Use a local Legend
Inside the AI Reply step, you can set a local Legend for the context of that specific step. Do not repeat the entire Global Legend — only add-ons.
7
Use Reply Addition Info
Reply Addition Info is situational context for AI on a specific step: promo codes, links, up-to-date data. Insert variables using {{variables.name}}.

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What to check after setup

Recognition

Check:

• voice message → recognized.

• screenshot → data extracted.

• Functions → values were written to fields.

Routings

Check:

• different replies go to different branches.

• fallback works correctly.

Variables

Check:

• a real value appears in the message instead of {{variables. X}}.

Local Legend

Check:

• the communication style actually changes between steps.

Reply Addition Info

Check:

• AI uses the provided facts.

• it does not contradict Restrictions.

View dialogs in.

Expenses are in.

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Frequently Asked Questions

Recognition или Manual?

Когда обязательны Tasks?

AI Routings или Condition?

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