AI Assistant Training

AI Assistant Communication Guide

Workflow Guide for Enabling Communication Features on Your AI Assistant

Preparing Communication Channels

Step 1: Understanding Active Tags and Phone Numbers

Objective: Comprehend the functionalities related to active tags and phone numbers within the AI Assistant Builder.

Action:

  • Navigate to the top of the platform where the active tags and phone numbers options are displayed.
  • Select ‘Active Tags’ to open the corresponding page.
  • Select ‘Numbers’ to access the phone numbers page.

Insight:

  • Active tags and phone numbers are distinct; you do not need both for either messaging or calling solely.
  • An active tag is sufficient for messaging tasks across CRM-connected channels.

Implementing Active Tags for Messaging

Step 2: Setting Up Active Tags

Objective: Enable your AI assistant to initiate messaging through CRM channels.

Action:

  • Create and connect an active tag to the contact you intend the AI to converse with.
  • Use existing phone numbers from your CRM for outgoing messages, even without direct linking to your assistant.

Configuring Phone Numbers for Calls

Step 3: Phone Number Management

Objective: Set up the AI assistant for call capabilities.

Action:

  • Assign a phone number that will be used for voice calls.
  • Understand the independence of messaging and calling functionalities, allowing separate or joint phone numbers for different tasks based on business needs.

Step 4: Widget Deployment

Objective: Use widgets for website interaction without specific active tags or assigned phone numbers.

Action:

  • Deploy a Voice AI Widget on your website to initiate visitor interactions.
  • Recognize that widgets operate independently from active tags and phone number setups in certain contexts.

Maximizing Flexibility and Creativity

Step 5: Optimize Communication Flexibility

Objective: Leverage the independence of active tags and phone numbers for flexible communication strategies.

Action:

  • Choose one phone number for both texting and calling or separate numbers per communication mode depending on business strategy.
  • Explore creative setups for diversified communication approaches using the available options.

Next Steps and Implementation

Step 6: Preparing for Active Tag Setup

Objective: Prime the setup environment for creating and connecting active tags.

Action: Review the discussed functionalities to ensure readiness for practical setup as explained in the upcoming tutorial.

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