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Help Center›Zeus AI›Getting Started With Zeus AI›Zeus AI Quick Setup
Table of contents
  • Overview
  • Before you begin
  • How to set up Zeus AI
  • Looking for more?

    • Zeus AI Quick Setup

    Last updated October 23, 2026

    Overview

    Who can use this feature?
    Admins and Agents can view and edit Zeus AI. Only Admins can turn Zeus AI on and change channel and API settings. Viewers can't open Zeus AI.
    Zeus AI is a paid add-on available for any Atlas plan.

    Use this article as a quick guide to get started with Zeus AI. It covers the essential setup steps in the recommended order. For details on each feature, read the related articles.

    Related articles:
    •  Zeus AI Overview: Everything Zeus AI can do and where to find it.
    •  How to manage Zeus AI Data sources: Add the sources Zeus AI learns from.
    •  How to manage Zeus AI Protocols: Write the playbooks Zeus AI follows.
    •  How to manage Zeus AI QA Test mode: Validate Zeus AI before going live.

    Before you begin

    Before configuring Zeus AI, administrators should have a clear, comprehensive understanding of the business processes and operational guidelines they intend to automate. Having these foundations ready streamlines your setup and maximizes AI performance.

    Requirements:
    •  Knowledge base readiness: Help Center articles and documentation are clear, well-structured, up to date, and cover common edge cases or exceptions.
    •  Ticket and case management: You understand how your team currently handles and resolves customer support tickets, including lifecycle stages, categorization and resolution paths.
    •  Escalation rules and handoffs: You have defined the conditions, criteria and workflows for when Zeus AI should stop and hand off tickets or conversations to human agents.
    •  Active integrations: You have identified all tools, APIs, webhooks and third-party systems that Zeus AI will need to interact with or trigger via protocols.
    •  Voice, tone and persona: You have explicit guidelines for how Zeus AI should communicate (for example direct, empathetic, technical or conversational) and how it should adapt across different customer profiles or segments.
    •  Guardrails and boundaries: You have outlined strict safety policies, restricted topics and PII handling requirements to protect user privacy and avoid unauthorized responses.

    How to set up Zeus AI

    1. Data sources2. Knowledge3. Tools and Platform4. Protocols5. Profiles and Tone6. Guardrails7. Test

    Go to "Zeus AI > Knowledge > Data sources" and add all the information sources you want Zeus AI to use to generate responses.

    • Available source types include Help Center (published articles) and Tickets (previously answered customer tickets, with personally identifiable and account-specific information removed).
    • Once all the data sources you want are configured and "Active", continue with step 2.

    Go to "Zeus AI > Knowledge > Knowledge" to create and manage your knowledge snippets.

    • Zeus AI retrieves information primarily by semantic concepts rather than by document titles alone, so build your snippets around explicit keywords.
    • Keep snippets atomic and brief, each one addressing a single, specific user query.

    Go to "Zeus AI > Agent > Tools" to add MCP servers and create custom native tools. Then go to "Platform" to connect your ticketing platforms, such as Zeus Chat, Intercom, Zendesk or Front.

    • Connect native workflows or external MCP servers to expand your AI's execution capabilities.

    Go to "Zeus AI > Agent > Protocols" to establish operational workflows and decision logic.

    • Define clear step-by-step conditional statements following the IF [Condition] THEN [Action] ELSE [Escalation] logic.
    • Type {{ within protocol instructions to insert tools that trigger specific actions or systems.
    • Include explicit handoff criteria to route complex conversations to human agents.

    Go to "Zeus AI > Configurations > Profiles" and "Zeus AI > Configurations > Profile mapping" to define your profiles and audience mapping rules. Then go to "Zeus AI > Agent > Tone" to configure your company background and communication styles.

    • Specify the agent's exact role and communication guidelines, for example concise bullet points, direct answers or a grounded tone.
    • Configure profile mapping rules to adapt responses based on audience segmentation.

    Go to "Zeus AI > Agent > Guardrails" to set system boundaries and safety restrictions.

    • Enforce strict context grounding to restrict responses to the data in your knowledge bases.
    • Add automatic filters to scrub PII (personally identifiable information) and restrict unsafe topics.

    Go to "Zeus AI > QA > Test mode" to run test scenarios and validate accuracy before going live.

    • Test edge cases, incomplete inputs and out-of-scope prompts to audit accuracy.

    Looking for more?

    This quick guide covers the essential steps to get started with Zeus AI. For more details about Zeus AI features, configurations and advanced setups, explore the other articles in the Zeus AI section.

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