1. Create Your Agent App
Go to your workspace overview and click “Create a new app.”
Choose Customer Service as the app type. Add a name and a short description.
Once created, you’ll land on the agent dashboard, where you can see performance stats like conversations, resolved queries, and lead captures.
2. Add It to Your Website
Copy the embed code and paste it into the <head> of your website. That’s it – your chatbot is now live.
Currently, Mando supports web chat. Support for WhatsApp, Messenger, and Telegram is coming soon.
3. Customise the Look
From your app dashboard:
Head to Channels > Web Messenger
Adjust branding: colours, icons, logos
Toggle visibility for linked apps like Help Center and Newsroom
You can preview changes instantly or live on your site with a refresh.
Check the Web Messenger Customisation Detailed Guide
4. Add Quick Prompts
Quick prompts are clickable icebreakers. They help users start conversations – like asking for a discount code.
You can:
Set their position (start of chat, after responses, or both)
Link them to specific articles
5. Fine-Tune Settings
General Settings
Turn your agent on/off or delete it.
AI Model
Pick your preferred LLM and adjust the tone or prompt if you know what you’re doing.
User Capture
Choose when the bot should collect user info:
Mandatory: At the start of the chat
On Handoff: Only when escalating to a human
Disabled
Human Handoff
Enable it so unresolved chats escalate to real agents. You’ll be notified and can assign tickets to team members.
6. Feed It Knowledge
Think of your Data Library as your AI’s brain.
You can:
Crawl your website (like we did for Chelsea Dogs)
Upload files (PDFs, docs, etc.)
Use Mando’s AI editor to generate support articles
Sync content from Google Drive, Notion, etc. (on request)
Make sure your content is linked to the correct app by ticking the box when saving.
Check the Data Library Guide
7. Test It Live
Visit your website or click on the preview button
Start a chat
Try your quick prompts (e.g., “Discount Code”)
Check if user capture and escalation work as expected
8. Manage Team & Tickets
When a chat is escalated:
You’ll get a notification
You can assign the ticket to teammates
Add team members from the Members tab
Use AI Analysis to summarise conversations instantly – no need to read through the full chat history.
You’re All Set!
Your AI agent is now ready to handle real customer queries. Don’t forget:
Use the free trial to test it fully
Send us feedback – we’re building this with you