Tawk.to AI Assist Setup Guide

Shanghai Wonder Tours | Complete configuration guide with pre-written content

Table of Contents
  1. AI Assist Overview
  2. Step 1: Enable AI Assist
  3. Step 2: Create AI Agent (Wizard)
  4. Step 3: Business Description (Copy & Paste)
  5. Step 4: FAQ Training Data (Copy & Paste)
  6. Step 5: Base Prompt (Copy & Paste)
  7. Step 6: Configure Data Sources
  8. Step 7: Assign Channels
  9. Step 8: Test Your AI Agent
  10. AI Assist Pricing

What is AI Assist?

Tawk.to AI Assist is an AI-powered add-on that creates an AI agent to handle customer chats 24/7. It uses your knowledge base, website content, and FAQs to automatically answer visitor questions.

Key Benefits:

Step 1: Enable AI Assist

1 Log in to Tawk.to Dashboard → Select your property (shanghaiwondertours.com)
2 Click Add-ons in the left navigation bar
3 Find AI Assist → Click Get Started
4 Switch the AI Assist toggle ON
Note: The free tier gives you 100 AI messages per month. If you need more, paid plans start at $29/month. You can start with the free tier and upgrade later.

Step 2: Create Your AI Agent

After enabling AI Assist, a setup wizard will appear. Follow these steps:

1 Go to Automation → Agents → Click Add your first agent
2 The wizard will ask how you want to create the agent. Choose "Describe your business" option
3 When asked for your website URL, enter: https://www.shanghaiwondertours.com
4 When asked to describe your business, copy and paste the text below

Step 3: Business Description

When the wizard asks you to describe your business, copy and paste this:

Shanghai Wonder Tours is a premier private tour operator based in Shanghai, China, serving international travelers since 2010. We specialize in personalized, English-speaking tours of Shanghai and surrounding areas. Our tour offerings include: - 2-Day Shanghai City Highlights Tour (from $129/person) - Shanghai Classic Full-Day Tour (from $89/person) - covers The Bund, Yu Garden, Shanghai Tower, French Concession, Huangpu River cruise - Shanghai Street Food & Night Market Tour (from $65/person) - authentic xiaolongbao, shengjian, local delicacies - 3-Day Classic Shanghai Tour (from $189/person) - includes Maglev train, Shanghai Tower, Shanghai Museum - 4-Day Family Disney Tour (from $299/person) - Shanghai Disneyland, Zhujiajiao Water Town - Shanghai Evening Highlights Tour (from $59/person) - Huangpu River cruise, illuminated Bund skyline - Custom private tours tailored to customer preferences - Day trips to Zhujiajiao Water Town and surrounding areas Key facts: - Founded in 2010, 10,000+ happy travelers - 15+ expert local guides who are Shanghai natives - 4.9-star average rating from thousands of reviews - 50+ unique tour itineraries - Languages: English, Mandarin, Shanghainese, Japanese, French, German - Licensed tour operator with comprehensive insurance - Best price guarantee - no middleman fees - 24/7 customer support Contact information: - WhatsApp/WeChat: +86 15347723823 (WeChat ID: chinawondertours) - Email: [email protected] - Phone: +86 15347723823 (available 8:00 AM - 10:00 PM CST, daily) - Website: www.shanghaiwondertours.com We cater to English-speaking international travelers visiting Shanghai, including transit travelers, families, couples, solo travelers, and small groups. All tours are fully customizable.

Step 4: FAQ Training Data

The wizard will generate FAQs automatically from your website. Review them, and add these additional ones. You can also paste these directly into the Knowledge → FAQs section later:

Q: What tours do you offer?
A: We offer 6 main tour packages ranging from 3-hour evening tours to 4-day family tours. Our most popular is the Shanghai Classic Full-Day Tour ($89/person). We also offer custom private tours tailored to your interests. Visit our tours page at shanghaiwondertours.com/tours.html for all options.
Q: How much do tours cost?
A: Our tours range from $59/person (Evening Highlights Tour, 3 hours) to $299/person (4-Day Family Disney Tour). Prices vary by tour duration and inclusions. All tours are private with no hidden fees. Group discounts may apply for 4+ travelers.
Q: How do I book a tour?
A: You can book through our website (shanghaiwondertours.com), via WhatsApp at +86 15347723823, or email [email protected]. We recommend WhatsApp for fastest response (usually within minutes). A deposit may be required to confirm your booking.
Q: Can I customize my tour?
A: Yes! All our tours are fully customizable. Tell us your interests — food, history, photography, shopping, architecture — and we'll tailor the itinerary for you. Contact us via WhatsApp at +86 15347723823 to discuss your preferences.
Q: What languages do your guides speak?
A: Our guides speak English, Mandarin, Shanghainese, Japanese, French, and German. All our guides are Shanghai natives with deep local knowledge. When booking, let us know your preferred language.
Q: What is included in the tour price?
A: Tour prices typically include: private English-speaking guide, private transportation, entrance tickets to attractions, and some meals (varies by tour). Hotel pickup and drop-off are included for central Shanghai hotels. Specific inclusions are listed on each tour page.
Q: Do you offer hotel pickup?
A: Yes, we provide free hotel pickup and drop-off for hotels in central Shanghai. If your hotel is outside the central area, a small additional fee may apply. Please provide your hotel name and address when booking.
Q: What is your cancellation policy?
A: Free cancellation up to 48 hours before the tour start time. Cancellations within 48 hours may incur a 50% fee. Cancellations within 24 hours are non-refundable. Weather-related cancellations are fully refundable.
Q: What payment methods do you accept?
A: We accept PayPal, credit cards (Visa, Mastercard), bank transfer, WeChat Pay, and Alipay. A deposit is required to confirm booking, with the balance due on the tour day.
Q: How long is each tour?
A: Tour durations vary: Evening Highlights Tour is 3 hours, Food Tour is 4 hours, Classic Full-Day Tour is 8 hours, 2-Day Tour is 2 days, 3-Day Tour is 3 days, and Family Disney Tour is 4 days. Start times are flexible.
Q: Can you arrange airport transfers?
A: Yes, we can arrange airport transfers from Shanghai Pudong International Airport (PVG) or Shanghai Hongqiao Airport (SHA) as an add-on service. Contact us via WhatsApp for pricing and booking.
Q: What if I have dietary restrictions?
A: We accommodate all dietary restrictions including vegetarian, vegan, halal, kosher, gluten-free, and food allergies. Please inform us of any dietary needs when booking so we can customize your food tour accordingly.
Q: Is Shanghai safe for tourists?
A: Yes, Shanghai is one of the safest major cities in the world for tourists. Violent crime is extremely rare. Our guides ensure you have a safe and comfortable experience. We are a licensed tour operator with comprehensive insurance.
Q: Do you offer group discounts?
A: Yes, we offer discounts for groups of 4 or more travelers. The discount varies by tour and group size. Contact us via WhatsApp at +86 15347723823 for a custom quote.
Q: What should I bring on the tour?
A: We recommend comfortable walking shoes, weather-appropriate clothing, sunscreen, a hat, and a camera. Bring your passport for attraction entries. We provide bottled water and umbrellas if needed.
Q: Can you help with a visa for China?
A: While we don't process visas directly, we can provide tour confirmation letters to support your visa application. Shanghai also offers 144-hour visa-free transit for eligible nationalities. Contact us for details.
Q: What is the best time to visit Shanghai?
A: The best times to visit Shanghai are Spring (March-May) and Autumn (September-November) when the weather is mild and pleasant. Summer (June-August) is hot and humid, Winter (December-February) is cold but less crowded. We operate tours year-round.
Q: Do you offer tours in other Chinese cities?
A: Our primary focus is Shanghai and nearby water towns like Zhujiajiao. For other Chinese cities (Beijing, Xi'an, Guilin, etc.), we can recommend partner operators. Contact us for multi-city China tour planning.

Step 5: Base Prompt

The wizard will generate a base prompt. Replace it with this optimized version (or edit after creation in Instructions page):

You are Lily, the AI assistant for Shanghai Wonder Tours, a premier private tour operator in Shanghai, China. Your role is to help international travelers plan and book their Shanghai adventure. ## Your Personality - Warm, friendly, and enthusiastic about Shanghai - Professional yet approachable — like a knowledgeable local friend - Concise in responses — give helpful information without being verbose - Proactive — always suggest next steps (booking, customizing, contacting a human) ## What You Should Do - when a new chat begins, greet the visitor warmly: "Hi there! I'm Lily, your Shanghai travel assistant. How can I help you plan your Shanghai adventure today?" - answer questions about our tours, pricing, availability, and booking process - recommend tours based on the visitor's interests and time available - provide practical travel information about Shanghai (weather, getting around, safety, visas) - encourage visitors to book via WhatsApp (+86 15347723823) for fastest response - if a visitor asks about customizing a tour, enthusiastically confirm we can customize everything - use visitor's name if available ## What You Should NOT Do - do not make up prices or tour details not in your knowledge base - do not promise specific guide availability — say "we'll match you with the best guide for your interests" - do not process payments or take bookings directly — direct visitors to WhatsApp or email for booking - do not provide information about tours outside Shanghai (unless asked about other cities) - do not give visa or immigration advice beyond general information — recommend checking with their embassy ## Escalation Rules - if a visitor wants to book a tour, provide the WhatsApp link (wa.me/8615347723823) and say "For the fastest booking, message us on WhatsApp — we usually reply within minutes!" - if a visitor has a complex or specific request, say "Let me connect you with our team who can help with that. You can reach us on WhatsApp at +86 15347723823 or email [email protected]" - if a visitor is unhappy or has a complaint, apologize and immediately provide contact info for a human agent: "I'm sorry to hear that. Please contact our team directly at [email protected] or WhatsApp +86 15347723823 so we can resolve this right away." - if you don't know the answer, be honest: "I'm not sure about that specific detail, but our team can help! Message us on WhatsApp at +86 15347723823 for a quick answer." ## Quick Reference - Website: shanghaiwondertours.com - WhatsApp/Phone: +86 15347723823 - WeChat ID: chinawondertours - Email: [email protected] - Business hours: 8:00 AM - 10:00 PM CST (but AI assistant is 24/7) - Tour price range: $59 - $299 per person - Most popular tour: Shanghai Classic Full-Day Tour ($89/person) - Founded: 2010, 10,000+ happy travelers, 4.9-star rating ## Response Language - respond in the same language the visitor is using - if the visitor writes in English, respond in English - if the visitor writes in another language, respond in that language if you can

Step 6: Configure Data Sources

After creating the AI agent, go to Automation → Agents → [Your Agent] → Knowledge and configure these data sources:

Data Source Status Details
Website ✅ Enable URL: https://www.shanghaiwondertours.com
Tawk.to will crawl and index your website automatically
FAQs ✅ Enable The 18 FAQs from Step 4 above
Knowledge Base ✅ Enable Create KB articles in Tawk.to (see below)
Shortcuts ✅ Enable Create shortcuts for common responses (see below)
Documents Optional Upload PDF brochures, tour itineraries, etc.
Text ✅ Enable Custom text specific to this AI agent

Recommended Knowledge Base Articles to Create

Create these articles in Knowledge Base → Articles:

  1. Complete Tour List & Pricing — All tours with prices, durations, and highlights
  2. Booking Process & Payment Methods — How to book, deposit info, accepted payments
  3. Shanghai Travel Tips — Best time to visit, what to pack, getting around, safety
  4. Visa Information — 144-hour visa-free transit, visa application tips
  5. Cancellation & Refund Policy — 48-hour free cancellation, refund process
  6. Custom Tour FAQ — How customization works, examples of custom itineraries
  7. Meeting Points & Hotel Pickup — Pickup policy, central Shanghai coverage

Recommended Shortcuts

Create these in Settings → Shortcuts:

Shortcut Message
/whatsapp The fastest way to reach us is WhatsApp: wa.me/8615347723823 — we usually reply within minutes!
/email You can email us at [email protected] — we respond within 24 hours, usually sooner.
/tours You can see all our tours at shanghaiwondertours.com/tours.html. Our most popular is the Shanghai Classic Full-Day Tour at $89/person. Would you like me to recommend a tour based on your interests?
/price Our tours range from $59 (3-hour Evening Tour) to $299 (4-Day Family Disney Tour). All tours are private with no hidden fees. Which tour interests you?
/customize Yes, all our tours are fully customizable! Tell me your interests (food, history, photography, etc.) and I'll help create the perfect itinerary. For detailed customization, message us on WhatsApp: wa.me/8615347723823
/hours Our team is available daily from 8:00 AM to 10:00 PM CST. However, I'm here 24/7 to answer your questions! For immediate human assistance, WhatsApp: wa.me/8615347723823
/cancel Free cancellation up to 48 hours before your tour. Within 48 hours: 50% fee. Within 24 hours: non-refundable. To cancel, contact us at [email protected] or WhatsApp +86 15347723823.

Step 7: Assign Channels

Go to Automation → Agents → [Your Agent] → Channels and enable:

Channel Enable? Notes
Live Chat (Widget) ✅ Yes Main channel — your website chat widget
Ticketing ✅ Yes AI can auto-reply to support tickets
Knowledge Base ✅ Yes AI can suggest KB articles in chat
Facebook Messenger Optional Enable if you have FB Messenger connected
SMS / WhatsApp Optional Enable if connected

Step 8: Test Your AI Agent

1 In the AI Agent settings page, use the test widget in the lower-right corner
2 Try these test messages:
Test Message 1: "Hi, I'm visiting Shanghai for 2 days. What tours do you recommend?" Test Message 2: "How much is the food tour?" Test Message 3: "Can I customize a tour for my family with 2 kids?" Test Message 4: "What's your cancellation policy?" Test Message 5: "I want to book a tour, what's the best way?" Test Message 6: "Do your guides speak Japanese?"
3 Check that the AI responds accurately, mentions WhatsApp for booking, and uses the correct pricing
4 Test on your live website by opening the chat widget and sending a message

AI Assist Pricing

Plan Price Messages/Month AI Agents
Free (Hobby) $0 100 1
Growth $29/mo 1,000 3
Business $99/mo 5,000 5
Enterprise $299/mo 25,000 10
Recommendation: Start with the Free tier (100 messages/month) to test. If your site gets regular chat traffic, upgrade to Growth ($29/month, 1,000 messages). You can top up additional messages anytime if you run out.
Important: Each AI reply (including greetings) counts as 1 message. If a visitor has a 10-message conversation, that's 10 messages. Monitor your usage in Add-ons → AI Assist → Message Usage.

Quick Summary Checklist

☐ Step 1: Enable AI Assist (Add-ons → AI Assist → Toggle ON)
☐ Step 2: Create AI Agent (Automation → Agents → Add Agent)
☐ Step 3: Paste Business Description when wizard asks
☐ Step 4: Review and add the 18 FAQs
☐ Step 5: Replace Base Prompt with optimized version
☐ Step 6: Enable data sources (Website, FAQs, KB, Shortcuts)
☐ Step 7: Assign channels (Live Chat + Ticketing at minimum)
☐ Step 8: Test with sample messages
☐ Optional: Create KB articles and Shortcuts for better responses
Need help? If you get stuck during setup, contact Tawk.to support via the green chat icon in the dashboard, or visit their AI Assist Help Guide.
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