AI & Automation Overview
Understand how AI Assistant, AI Call Assistant and no-code automation work together in Wemblo.
Overview
AI providers, business knowledge, AI Call Assistant, no-code flows, triggers, actions and handover
Chapter purpose
This chapter explains how authorized users configure text AI, voice AI and no-code automation with provider-side setup, cost controls, testing, fallbacks and human control.
Chapter contents
No.: Topic
1: AI & Automation Overview
2: AI Assistant Overview and Responsible Use
3: Configure Wemblo AI Behavior
4: Add Business Knowledge and Instructions
5: Configure Human Handover and Escalation
6: AI Provider Integration Overview
7: Connect OpenAI
8: Connect Google Gemini
9: Connect DeepSeek
10: Connect xAI/Grok
11: Test AI in English, Urdu, Roman Urdu and Mixed Language
12: Use AI Suggestions and Message Transformation
13: AI Call Assistant Overview
14: Create and Configure an AI Call Assistant
15: Configure Voice, Recognition, Recording and Transcription
16: Connect AI Call Actions and Business Systems
17: Test Incoming and Outgoing AI Calls
18: AI Call Consent, Recording and Handover
19: Flow Builder Overview
20: Create and Publish an Automation Flow
21: Use Triggers, Questions, Conditions and Actions
22: Configure Predefined Actions
23: Configure Keyword Triggers
24: Create Message Sequences and Delays
25: Use Response Resources in Automation
26: Test Automation, Logs, Fallbacks and Handover
27: Automation Troubleshooting
Approved capability
Configured automation can handle up to 90% of suitable routine inquiries when knowledge, triggers, provider capacity and human handover are correctly configured.
What this guide helps you do
Understand how AI Assistant, AI Call Assistant and no-code automation work together in Wemblo.
Who should use it
Workspace owners, managers, automation users and authorized technical users responsible for AI configuration or customer workflows.
Before you begin
- Use the correct workspace and minimum required role.
- Use a business-controlled provider account where applicable.
- Understand provider billing, usage and data settings.
- Use fictional Pakistan test data.
- Define human handover before enabling automatic replies or calls.
Main concepts and fields
| Concept / Field | Meaning or Use |
|---|---|
| AI Assistant | Text assistance, qualification, summaries and transformation. |
| AI Call Assistant | Incoming and outgoing voice automation. |
| Provider | External AI service connected through a protected key. |
| Knowledge | Approved business information. |
| Flow Builder | Triggers, questions, conditions, actions and handover. |
| AI Action | Metered Wemblo AI operation. |
Step-by-step instructions
- Define the business goal.
- Choose text AI, voice AI, automation or a combination.
- Select an approved provider and model.
- Add business knowledge and behavior rules.
- Create human-handover conditions.
- Build the flow or call assistant.
- Test normal, unclear, sensitive and failure cases.
- Monitor cost, quality and logs.
Test and verification
- Confirm a suitable text reply.
- Confirm an unknown question is not invented.
- Confirm handover works.
- Confirm provider and Wemblo usage are visible.
Common issues and solutions
| Issue | What to Check |
|---|---|
| AI unavailable | Provider key, billing, model, rate limit and Wemblo usage. |
| Wrong answer | Knowledge, instructions, context and handover boundary. |
| Unexpected cost | Model, volume, response length and retries. |
Security, privacy, consent, cost and provider notes
- AI-provider charges and Wemblo AI-action usage are separate controls.
- Do not expose provider keys or customer data in screenshots, tickets or client-side code.
- Use human review or handover for sensitive, private, regulated, urgent, high-value or final decisions.
- Do not promise perfect accuracy or guaranteed business outcomes.
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