CompanyAI
Build an AI assistant from your website: it learns your products, policies and FAQs and answers customers on WhatsApp and every channel.
Overview
Give CompanyAI your website and it reads it. Your products and services, contact details, locations, policies and frequently asked questions become the assistant’s knowledge.
It answers customers on WhatsApp, Instagram and your other channels from that knowledge only, records requests and complaints as tasks for the right department, and points customers who ask for a person to your contact channels.
Highlights
- Learns from your site. It crawls your pages and sorts what it finds into products, FAQs, policies and contact information.
- Answers only from what you approve. Everything it knows sits on editable screens, so you decide what it may say.
- Requests reach the right team. Requests, complaints and suggestions become tasks for the right department, updated when the customer adds photos or details.
- Guardrails. Topics it must not discuss are checked before every answer.
Install and set up
- Install CompanyAI from Settings › MonoStore › Apps, or open the install link app.monochat.ai/apps/Xhnpjtaw6WxJTzk7J. Without a MonoChat account, the link lets you sign up first and installs the app for you.
- Start the website import with your website address. The import reads your pages and sorts what it finds into FAQs, products and services, policies and contact information. Review the results under Company AI › AI Bot on the FAQs, Products & Services, Policies, Locations and Contact Informations tabs.
- On AI Bot › AI Agent, define the assistant: its role, tone of voice, target audience, response style, welcome message, supported languages, expertise, topics to avoid and additional instructions.
- Under Company AI › Settings › Departments, add your departments (a General department is created on install) so requests and complaints reach the right team. Check Task States and Rules on the same screen.
- Optional: on AI Bot › E-Commerce, turn on the e-commerce integration, choose Shopify or Ticimax and enter your store's domain so the assistant can search your products.
- Turn the assistant on: the app's bot flow, Company AI - Bot, is installed switched off. Activate it under Settings › Automation › Flows. From then on it answers on the channels connected to your workspace.
Screen by screen
CompanyAI lives under Company AI in the left menu, with five items: AI Bot, Tasks, Violations, Reminders and Settings. The screenshots below were taken in a fresh demo workspace before a website import, so most lists are still empty; the guardrails, task states, departments and rules are the ones added on install.
Install
Click Install in the MonoStore App Preview drawer. The bot flow is installed switched off, so nothing reaches your customers until you activate it.
AI Bot
AI Bot holds everything the assistant knows and how it behaves, on eight tabs: AI Agent, E-Commerce, FAQs, Contact Informations, Locations, Products & Services, Policies and Guardrails.
AI Agent
Describe how the assistant should communicate. The more detail you give, the better it represents your business. Click Update to save.
| Field | What it does |
|---|---|
| What is the role of your bot? | Customer Support, Sales Assistant, Expert Advisor, Technical Support or Other (then you describe the role). |
| What tone of voice should your bot use? | Formal, Friendly, Fun, Technical, Neutral or Other. |
| Who is the target audience for your bot? | For example individual customers or corporate clients. |
| What should be the response style of your bot? | Concise, Detailed or Adaptable. |
| What should be the welcome message? | For example "Hello! How can I assist you today?" |
| Which languages should your bot support? | English, Turkish, Spanish, French or Other. |
| What special knowledge should your bot have? | For example refund policies or product details. |
| Are there any topics your bot should avoid? | For example personal financial advice. |
| Any additional instructions for your bot? | Anything else it should follow. |
E-Commerce
Lets the assistant search your online store. Switch on Is e-commerce integration active?, choose What is your e-commerce system? (Shopify or Ticimax), enter the E-Commerce Domain and click Update.
FAQs
The questions and answers the assistant may use. The counter shows the number of Records; search and filter the list, and click Add FAQ to add one by hand. The website import fills this list for you.
Contact Informations
How customers can reach a person. Each entry has a Title, a Type (WhatsApp Link, Instagram Link, Facebook Link, Telegram Link, Tiktok Link, Phone Number, E-Mail Address, Web URL or Other Link), the Contact Information itself and an optional Instruction. When a customer asks for a person, the assistant shares the most relevant entry. Add one with Add Contact Information.
Locations
Your stores and offices. Each location has a Title, an Address, optional Latitude and Longitude, and an Instruction. Add one with Add Location.
Products & Services
The Products list: each entry has a Title, a Description, a URL and an Instruction. Add one with Add Product. If the e-commerce integration is on, the assistant also searches your Shopify or Ticimax store.
Policies
Delivery, returns, warranty and other rules, each with a Title, a Description, a URL and an Instruction. Add one with Add Policy.
Guardrails
Rules checked before every answer, with Title, Instruction and Created At columns. Six are added on install: follow the policies and propose the closest allowed option; stay neutral on politics, religion, adult content and hate speech; respond supportively to self-harm, danger or medical, legal or financial questions and suggest professional help; do not collect sensitive data; do not invent prices, stock, dates or guarantees; stay within your brand's scope. Show opens a guardrail, the bin removes it, and Add Guardrail adds your own.
Add FAQ drawer
Every Add button opens a drawer like this one. For an FAQ: Question, Answer and an optional Instruction: a note for the AI that helps it interpret the entry (when to use it, what it covers). Click Add FAQ to save.
Tasks
Requests, complaints and suggestions the assistant recorded, or that your team created. Under Tasks in the menu, each department has its own entry (General on install). The tabs are Today Updated and one per task state: Pending, In Progress, Issue, Done. Search and sort the list, open a task to update it, add comments, files and reminders, and click Create Task to add one by hand.
Create Task drawer
| Field | What it does |
|---|---|
| Title and Description | What the request is about. |
| Department | Which department the task goes to. |
| Files | Photos or documents for the task. |
| Customer: Firstname, Lastname | Who the task is for. |
| Address Line 1, Address Line 2 | The customer's address, if the task needs one. |
| Phone Number | How to reach the customer. |
Click Create Task to save it.
Violations
Customer messages that broke one of your rules. The All Violations list shows the title, Rule Code, the customer's Firstname and Lastname and Created At. Detail shows the violation and the rule it broke, Show Chat opens the conversation, and Remove deletes the record.
Reminders
Reminders set on tasks, on the tabs All, Overdue, Today, Tomorrow, This Week and This Month. You create a reminder from a task: Title, Date and a Note.
Settings
Task States
The states a task moves through. Pending, In Progress, Issue and Done are added on install; each state is a tab on Tasks. Add your own with Create Task State.
Departments
The teams tasks are sent to, each with a name and a description. The assistant uses the description to pick the right department. General (all issues not covered by other departments) is added on install. Add yours with Create Department.
Rules
The rules customer messages are checked against. A message that breaks one appears under Violations. Ten rules (RULE-1 to RULE-10) are added on install, covering offensive language, threats, sharing sensitive data, spam, misinformation, discrimination, fraud and prompt injection. Edit or remove them, or add yours with Create Rule.
Features
Website import
Crawls your website and finds your products, FAQs, policies and contact information.
FAQs, products and policies
Review and edit everything the assistant knows on its own screens.
Locations and contact information
Where you are and how to reach you, ready for customers who ask.
Departments
Requests, complaints and suggestions are turned into tasks and sent to the right department.
Product search
Searches your Shopify or Ticimax store and shows customers the matching products.
Guardrails
List the topics it must not discuss, such as competitors, internal information or financial advice.
Assistant settings
How the assistant behaves, on one screen.
Contact channels for a person
When a customer asks for a person, the assistant shares the most relevant contact channel from Contact Informations: phone, WhatsApp or email.
Screens
Everything CompanyAI knows and records sits under Company AI in the left menu.
| Screen | What it holds |
|---|---|
| AI Bot › AI Agent | Role, tone of voice, target audience, response style, welcome message, languages, expertise, topics to avoid and additional instructions. |
| AI Bot › E-Commerce | Whether product search is on, your store system (Shopify or Ticimax) and its domain. |
| AI Bot › FAQs, Products & Services, Policies, Locations, Contact Informations | The knowledge the assistant answers from. Each entry can be added, edited and removed. |
| AI Bot › Guardrails | Rules checked before every answer. Six are added on install, for example staying within your brand's scope and never inventing prices, stock, dates or guarantees. |
| Tasks | Requests, complaints and suggestions the assistant recorded for a department, with comments and files. |
| Reminders | Reminders set on tasks. |
| Violations | Customer messages that broke one of your rules, with a score for how serious it was. |
| Settings | Departments (a General department is added on install), Task States (Pending, In Progress, Issue, Done) and Rules (ten rules are added on install, such as offensive language, sharing sensitive data, spam, fraud and prompt injection). |
Screenshots
CompanyAI turns a furniture website into an AI assistant that answers a stock and delivery question on WhatsApp
Importing a website: CompanyAI crawls the pages and finds products, FAQs, policies and contact information
The FAQs screen where you review and approve the answers the AI may use, next to the assistant answering a delivery question
A customer reports a damaged order with photos and the AI creates a support request assigned to the customer support department
Product search: the AI searches a Shopify or Ticimax store and shows matching products in the chat
Guardrails block topics such as competitor comparisons, while answers from approved knowledge go throughFAQ
Where does CompanyAI get its answers from?
From your website. It crawls your pages and sorts them into products, FAQs, policies and contact information, which you can review and edit. It answers from that knowledge only.
What happens with complaints and requests?
The assistant records requests, complaints and suggestions as tasks for the right department, and updates the task when the customer adds photos or details.
Can it search my online store?
Yes. It can search products in Shopify or Ticimax and show customers the matching products.
How do I stop it from discussing certain topics?
Add them as guardrails. Topics it must not discuss are checked before every answer.
How is CompanyAI different from MonoChat Start?
Both learn from your website. CompanyAI adds departments and tasks for requests and complaints, product search in Shopify or Ticimax, and guardrails. MonoChat Start focuses on a fast start: a knowledge base in two minutes, a list of unanswered questions and handover to your team.