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Agyaa- Platform Access & Tour

1.1 Platform Login Link

1.2 Agyaa.ai Platform Tour


Step 0 - DO THIS FIRST - Prerequisites For Before Self Onboarding

0.0 - Fill in Business Information

0.1 - Add Team Member To Your GHL Subaccount

0.2 - Create & Activate Your Calendar

0.3 - Connect Your FB Business Page and Instagram Professional Account

0.4- Import/Buy A phone number In GHL for AI to Use For Sms

Step 1 - Connect Agyaa.ai Platform to GHL

1.1 - Connect Agyaa.ai To GHL

1.2 - Setup Custom Menu Link In GHL

1.3 - Connect Your Stripe Account for Rebilling

1.4 - Activate your wallet for AI Call and Chat Billing

1.5 White Label - Setup Branding

1.6 - Setup Client Rebilling & Wallet

Step 2 - Setup your AI Agyaa

2.1 - Create a Knowledge Base

2.2 - Create Your Chat & Voice Assistant

2.2.1 - Prompting Guide - Best Practices

2.3 - Creating a Voice Widget and deploying on your website

2.4 - Deploying Chat Assistant With Active Tag - Live Chat

2.4a - Deploying Chat Assistant With Active Tag - SMS, Instagram, FB and Whatsapp

2.5 - Purchasing & Assigning a Phone Number To AI Caller

2.5.1- Importing A Number From Twilio - US & International Users

2.6 - Deploying AI Call Assistant - Inbound Call & Outbound Call

2.7 - Automated Post Call Tags Applied By Agyaa - You don't need to do anything here

2.8 - How To Change Voice & Languages

Advanced Setup

1.1 Creating Tool - Adding & Removing Tags

1.2 Creating Tool - Live Call Transfer Cold/Warm

1.3 Creating Custom Tool - Extract Data and fill Custom Values plus much more

1.4 Inbound Web Hook - For inbound Calls Contact Information for Assistant

1.5 Post Call Web Hook - Send Call Transcript and Trigger Workflows

1.6 Set up Custom Voicemail

Trouble Shooting

1.1 No Active CRM Connection Error on Subaccount

1.2 Agyaa Can Not Book Appointments

1.3 Agyaa Not Able To Transfer Calls

1.4 Agyaa Not Saving Name, Email, Phone and Address

1.5 Agyaa Not Filling Custom Fields With Custom Tools

1.6 Chat AI Not Responding

1.7 Unable To Buy A Phone Number in Agyaa

1.3 - Connect Your Stripe Account for Rebilling

Connecting Stripe Account to Assistantz Dashboard

Objective

The objective of this SOP is to guide team members on how to connect the Stripe account to the Assistantz dashboard for the purpose of rebilling clients and managing transactions effectively.

Key Steps

  • Log into the Assistantz dashboard.

  • Navigate to the re-billing section.

  • Click on "Connect to Stripe" to initiate the connection process.

  • Follow the prompts to authorize yourself and select your Stripe account.

  • Click on "Connect" to establish the connection between the Assistantz dashboard and your Stripe account.

  • Once connected, you can begin rebilling clients and managing transactions.

Cautionary Notes

  • Ensure that you are logged into the correct Assistantz account before proceeding with the connection process.

  • Double-check the Stripe account selected to avoid any errors in connection.

  • Do not share your Stripe account credentials with anyone else.

Agyaa onboarding

Support Portal

Onboarding