No independent community tutorial has been found for WOZ yet.
Summarized from the vendor’s own tutorial · July 2026
What you need
Access
Paid only
Runs on
Web app
You’ll need
Octadesk account
Existing bot in Automation Studio
Knowledge-base docs (PDF/DOC/TXT, ≤45MB)
Skill level
Some setup — keys, settings, or a connected account
Summarized from the vendor’s own tutorial · July 2026
Highlights
Drawn from the vendor’s own tutorial — no independent walkthrough was available.
Create an AI 'specialist' profileDefine a WOZ profile's name, gender reference, specialty area, tone of voice (e.g. neutral, empathetic, didactic), and free-text instructions split into objecti
Feed it a knowledge baseUpload PDF/DOC/TXT files (up to 45MB) or a website URL so WOZ answers from your own content instead of open internet search, avoiding competitor or outdated inf
Attach the profile to your bot flowIn Automation Studio, route the bot's start (or any branch) to a WOZ profile, and support multiple profiles per bot (e.g. support vs. finance) for context-speci
Auto-tag and hand off conversationsWOZ can auto-tag a chat as resolved or route it to a human on request, and closes out satisfied conversations automatically 24/7.
AI copilot for human agentsMid-conversation, a human agent can click a 'magic wand' to have WOZ draft a real-time reply suggestion, transferring AI knowledge to agents who don't know the
Summarized from the vendor’s own tutorial · July 2026
i
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