Workflow Guide for Setting Up Your First AI Assistant

Getting Started with the AI Assistant Builder

Step 1: Understand the AI Assistant Builder Platform

Objective: Familiarize yourself with the AI Assistant Builder to effectively manage and utilize your AI assistants.

Action: Navigate to the Assistant Builder section within your CRM for a brief overview of the interface.

Step 2: Interface Overview

Inbox Navigation:

Locate the inbox within the Assistant Builder where incoming messages are displayed.

Recognize that colored chat bubbles indicate the source of response:

• Black and gray are AI-generated.
• Blue are manually or workflow-generated.

Tools Exploration:

Acknowledge the tools section on the right for further configuration.

Find the server logs next to the chat bubble icon for operational insights.

Utilizing Additional Features

Step 3: Call Center Dashboard

Objective: Access and analyze call data.

Action: Click on the call center tab on the left to view an analytical dashboard of calls, voice recordings, and additional details via ellipses.

Step 4: Explore Contacts and Knowledge

Contacts Tab: Use primarily for widgets to create contacts; minimal interaction required at this stage.

Knowledge Connection: Incorporate knowledge bases such as website details or SOPs for AI reference during dialogues.

Structuring the AI Assistance

Step 5: Organize Through the Assistance Tab

Objective: Effectively organize and manage AI assistants.

Action: Create and manage folders to organize assistants.

Navigate the builder, Voice Lab, Chat Lab, and Knowledge Lab to test and refine assistant functionalities.

Step 6: Configuration and Prompting

Active Tags: Connect AI assistants to chat capabilities (text messages, WhatsApp, live chat).

Prompts: Set up task-based prompts in the Assistance tab to drive AI conversation pathways and empower AI knowledge acquisition.

Advanced Settings and Integrations

Step 7: Explore Numbers and Widgets

Numbers Tab: See all phone numbers and their AI assistant assignments.

Widgets Section: Adjust widgets for voice integration, especially for web voice AI interactions.

Step 8: Access Settings and Help

Settings Tab: Manage profiles, account integrations, and member settings.

Regularly visit for CRM integration updates.

Help Center: Utilize for FAQs or assistance.

Enable/disable the chat bubble for direct queries.

Step 9: Prepare for Creating and Prompting AI Assistants

Objective: Ready the environment for developing the first AI assistant.

Action: Review platform understanding and prepare the assistance framework for the next tutorial stage.