> For the complete documentation index, see [llms.txt](https://docs.maiagent.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.maiagent.ai/build/conversation-settings.md).

# 對話與轉真人設定

Agent 發布到對話平台後的設定入口：各平台的外觀、功能與互動設定，轉真人條件與通知，AI Copilot，以及把對話事件推送到自家系統的 Webhook。

Agent 發布到對話平台後，每個平台各有一份設定，決定客戶看到什麼、AI 什麼時候回覆、什麼情況轉給真人。這些設定掛在對話平台上，不是掛在 Agent 上：同一個 Agent 接了三個平台，就有三份獨立的設定。

{% hint style="info" %}
**方案導覽**：本頁是對話平台設定的其中一步，文字客服的完整上線流程見 [文字客服：從零到上線](/serve/text-service.md)；語音客服見 [語音客服：從零到上線](/serve/voice.md)。
{% endhint %}

設定入口在左側選單 <mark style="color:blue;">客服對話</mark> → <mark style="color:blue;">對話平台</mark>，找到平台後點 <mark style="color:blue;">編輯</mark>；需要 <mark style="color:blue;">對話平台權限</mark>，且對該平台有編輯權限。

| 要設定的事                              | 看這裡                                                                           |
| ---------------------------------- | ----------------------------------------------------------------------------- |
| 平台名稱、綁定的 Agent、外觀、開場白、功能開關、AI 回覆時段 | [對話平台設定總覽](/build/conversation-settings/platform-settings.md)                 |
| 什麼情況轉給真人、轉接訊息、服務時間與派工              | [客服轉真人設定](/build/conversation-settings/human-handoff.md)                      |
| 轉真人時以通知中心、Email 或 Webhook 通知       | [轉真人客服通知](/build/conversation-settings/human-handoff/handoff-notification.md) |
| 讓 AI 為客戶訊息擬回覆，由客服確認後送出             | [客服 Copilot：啟用 AI Copilot](/serve/copilot.md#enable-copilot)                  |
| 把訪客訊息與回覆即時推送到自家系統                  | [Webhook](/build/conversation-settings/webhook.md)                            |
| 限制這個平台可用的 Credits                  | [對話平台 Credits 額度管理](/others/credits/inbox-credit-quota.md)                    |

客服人員接手對話之後的日常操作，見 MaiAgent Serve 的 [客服人員日常](/serve/daily-operations.md)。


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.maiagent.ai/build/conversation-settings.md?ask=<question>&goal=<user_goal>
```

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`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.