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Set up and customize your AI agent

Updated this week

Note: CAASI is currently available with early access for select businesses.

To open the CAASI console, open the App Drawer then click View All > CAASI. For easier access in the future, click Actions in the App Drawer, then select Pin to Top Nav Bar or Pin to App Drawer.

Get to know CAASI


CAASI is WellnessLiving’s new AI-powered agent designed to help your clients get answers quickly and easily. When a client has a question about your business or its services, CAASI provides instant responses using the client-friendly information in your WellnessLiving business. If a client asks what time yoga starts tomorrow, CAASI answers instantly, saving front desk staff from answering the same question multiple times a day.

Think of CAASI as an extra team member who never sleeps—ready to answer common questions, reduce repetitive tasks, and free up staff. For information about using CAASI in your day-to-day business operations, see the Complete guide to using your AI agent.

To create a seamless client experience, customize CAASI’s appearance by adjusting colors, styling, and other visual elements so it aligns with your brand.

CAASI is fully trained out-of-the-box on your WellnessLiving business using:

  • Anonymized data unique to your business, so CAASI understands your clients and services.

  • Your WellnessLiving settings, enabling CAASI to speak knowledgeably about your offerings.

  • Thousands of real-world interactions, helping CAASI deliver exceptional support.
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Further customize CAASI by teaching it to respond in ways that match your business needs. By adding knowledge sources, such as training documents, promotional materials, and so on, you can guide CAASI to answer client questions with greater accuracy.

Based on your settings, you’ll receive notifications when a client needs staff assistance or tries to book a service, or when a new lead is captured.

Customize the appearance of CAASI

Personalize CAASI to reflect by changing its name, welcome message, logo, colors, fonts, and more. Customizing CAASI’s look makes it feel like a natural part of your website, giving clients confidence they’re speaking with your business. These options allow you to control how CAASI looks and feels in your client communications.

Note: Modifications to colors and text won’t appear on your White Label Achieve Client App. The customizations you’ve made to your version of the app will take precedence.

To customize the appearance of CAASI:
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  1. Open the App Drawer then click View All > CAASI.
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  2. On the side menu, click Application Settings then click Channel Settings > Webchat.
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  3. Choose your Widget Styling settings to determine what clients see before beginning a conversation with CAASI. A live preview of your selections appears on the right:

    1. Choose or upload the Widget Icon clients click to begin chatting.
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    2. Choose the Icon Color for the widget icon.
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    3. Choose whether the icon should show Animation when clients visit the page or receive a message.
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    4. Choose whether Sound Effects should play when clients visit the page or receive a message.
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    5. Choose whether you the want the Welcome Bubble Appearance to be Rich with detail or Simple.
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    6. Choose where the widget button should be in relation to the bubble by adjusting the Position of Widget.
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    7. Choose whether you want to Customize Popup Colors. If so, choose the Title Color and Theme Color.
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    8. Enter the Welcome Title that appears at the top of the widget.
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    9. Enter the Welcome Message CAASI sends to prompt clients to begin a conversation.
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    10. Enter the Call-to-action button text clients can click to begin a conversation with CAASI.
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  4. Click Chat Window Styling and choose your settings to determine what clients see while having a conversation with CAASI. A live preview of your selections appears on the right:

    1. Enter the AI Agent Name that clients will see when communicating with your agent.
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    2. Choose the Primary Color to determine the colors of the frame and chat bubbles.
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    3. Choose the Secondary Buttons color. We recommend choosing a color that contrasts with the selected Primary Color for easier navigation.
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    4. Choose the desired Font Style.
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    5. Choose or upload a Brand Logo to appear at the top of the screen.
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    6. Choose or upload a AI Agent Avatar to appear with CAASI’s messages.
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  5. Click Quick Replies to create text options clients can click to quickly respond to CAASI:

    1. Click Add Row to add a new option. You can have up to five quick replies.
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    2. Under Title, enter the text of the reply the client will see.
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    3. Under Action, enter the text of the reply that’s sent to CAASI.
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    4. Click Add Menu Item and choose or upload an icon to appear with the reply.
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  6. Click Save.

Add knowledge sources to CAASI

CAASI answers questions using the information available in your WellnessLiving account. You can improve CAASI’s responses by adding knowledge sources, such as URLs and uploaded files. The accuracy of CAASI’s answers depends on the quality and completeness of the information you provide.

You can teach CAASI to provide more accurate answers by giving it access to custom resources, such as your website or training documents for your staff. You could add a promotional flyer so CAASI can share details about seasonal offers or discounts. This ensures that CAASI can reference the most relevant and up-to-date information about your business.

There are two ways to provide CAASI with URLs to reference:

  • Add Domains – CAASI can scan specific websites to gather information. You can control how often the website is scanned and how many pages CAASI explores.
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  • Upload a text file of URLs – If you only want CAASI to reference certain pages, you can upload a .txt file that lists those URLs.

In addition to URLs, you can upload other files that CAASI will reference when responding to client questions. Supported file types include html, pdf, pptx, docx, txt, csv, xls, and markdown.

To add knowledge sources to CAASI:

  1. Open the App Drawer then click View All > CAASI.
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  2. On the side menu, click Application Settings then click Knowledge Base > Webpages & Docs.
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  3. Add your desired knowledge sources:

    • To add a domain, click Add Domain, then enter the domain details and click Save.
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    • To add a single URL, click URLs and Docs, then click New Knowledge Source and select Add URL. Enter the URL details and click Save.
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    • To add a group of URLs, click URLs and Docs, then click New Knowledge Source and select Bulk URL Upload. Upload the text file with a list of the URLs.
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    • To add a file, click URLs and Docs, then click New Knowledge Source and select Upload Docs, PDFs, & PPTs. Upload the text file with a list of the URLs.

Manage client request notifications

CAASI can notify your staff whenever a client needs extra help. Depending on your settings, you’ll receive alerts when a client needs staff assistance or tries to book a service, or when a new lead is captured. If a client tries to book a personal training session after hours, staff can see the request first thing in the morning and secure the booking without missing the lead. In this section, we’ll show you how to customize these notifications and choose which staff members should receive them.

Note: This feature is coming soon to select businesses with CAASI enabled.

To manage client request notifications:

  1. First, choose who receives these notifications by adjusting your staff role permissions:

    1. Open the App Drawer then click View All > Setup > Staff > Staff Roles.
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    2. Click the staff role you want to edit.
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    3. Scroll to the Notifications section.
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    4. Under CAASI, choose which notifications the staff member should receive. Your choices are:

      • Receive Staff Assistance Request notification

      • Receive Booking Request notification

      • Receive Lead Capture notification
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    5. Click Save. Repeat these steps to ensure each staff role has the desired permissions.
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  2. Next, customize your notifications to include all your desired information:

    1. Open the App Drawer then click View All > Setup > Notifications > Staff Notifications.
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    2. Scroll to CAASI. If the section doesn’t appear, clear any applied filters.
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    3. Next to the template type you want to edit, click Edit
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    4. Make your desired changes to the template. For further guidance, refer to Modify an email template using the visual editor, Email variables, and SMS variables.
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    5. Click Save. Repeat these steps for the Email, SMS, and Push options for each notification as desired.

Related Articles
Customize your Client View Settings
Checklist for setting up your business in WellnessLiving
Complete Guide to WellnessLiving Onboarding
Customize the look and feel of WellnessLiving
Set your company’s logo
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