WebPingThis guide explains AI agents & drafts with simple text and arrows, so you can follow it without screenshots.
Quick flow
Flow 1Knowledge/instructions -> Customer question -> Draft generated -> Human review -> Send/edit
Steps
1
Step 1
Prepare approved knowledge sources and instructions.
2
Step 2
Open AI agent/draft tools where available.
3
Step 3
Test scenarios before using drafts in real conversations.
4
Step 4
Review each draft for accuracy, tone, and policy.
5
Step 5
Send only after human approval and improve instructions over time.
Tip
AI should assist, not replace judgment. Always review before sending.
What this helps with
Use AI-generated drafts grounded in your knowledge with human review. Use this page when your team needs a clear, repeatable way to work in WebPing.