How to Create Your AI Assistant
Creating an AI Assistant in CaptainBook is quick and easy. In just a few steps, you’ll have a 24/7 sales and support agent that knows your products, answers questions, captures leads, and places bookings.
🧑🎨 Step 1: Personalize Your Assistant
Start by giving your Assistant a personality:
Full Name: This is the name that appears when it chats with customers.
Profile Picture: Upload a friendly photo or avatar to humanize your Assistant.
Gender: Choose how your Assistant is referred to in conversation (she/he).
Tone: Select the communication style — for example, professional, friendly, or casual.
Manager: Assign a workspace user who will receive handover emails if the Assistant needs human support.
🔌 Step 2: Connect to Widgets
Your AI Assistant only learns about products linked to the widgets it’s assigned to.
You can assign it to one or multiple widgets.
If your widget is installed on your website, the Assistant will appear automatically when active and AI credits are available — no extra setup needed.
⚙️ Step 3: Adjust Advanced Settings
For users who want fine-tuned control:
Temperature: Controls how creative or conservative the Assistant's responses are (default values are great!).
Lower values (e.g. 0.2) = more focused and accurate
Higher values (e.g. 0.8) = more exploratory and conversational
Top P (nucleus sampling): Defines the diversity of possible responses.
Lower values = more deterministic replies
Higher values = broader, more varied replies
Recommended default: 0.8–0.9
You can experiment with these settings based on how you'd like your Assistant to behave.
📚 Step 4: Let It Learn
Once created, your AI Assistant will ingest and learn all the products it has access to through the connected widgets.
This process takes a few minutes, depending on the number of products and the density of your inventory.
There’s nothing else to configure — just make sure the widget is correctly installed on your website.
Your AI Assistant is now ready to help guests, increase bookings, and save you time — all while representing your brand exactly how you want.