Important - Tech Support -
Add this first
Agyaa- Platform Access & Tour
Step 0 - DO THIS FIRST - Prerequisites For Before Self Onboarding
Step 1 - Connect Agyaa.ai Platform to GHL
Step 2 - Setup your AI Agyaa
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
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
Trouble Shooting
SOP: Assigning a Phone Number to an AI Assistant on GoHighLevel
Objective
To provide a clear, step-by-step guide for team members to effectively purchase and assign a phone number to an AI assistant within the GoHighLevel platform, ensuring smooth operation for making phone calls.
Key Steps
1. Log into GoHighLevel
Access the GoHighLevel platform using your credentials.
Ensure you are logged into the correct sub-account.
2. Navigate to Settings
From the dashboard, locate and click on the "AI Assistant" sub-menu.
Select the "Numbers" option within this section.
3. Purchase a Phone Number
Click on the "Buy a Number" button.
Enter your desired area code (e.g., 207).
Confirm your selection by clicking the "Buy a Number" button again.
Wait for the confirmation that the number has been successfully purchased.
4. Assign the Phone Number to an AI Assistant
Locate the newly purchased number in the list.
Click on the three dots next to the number to access the edit options.
Select the AI assistant you wish to assign this number to for making phone calls.
Save your changes to finalize the assignment.
5.Confirmation
Verify that the phone number is now associated with the correct AI assistant.
Ensure that the assistant is ready to make phone calls using the assigned number.
Cautionary Notes
Double-check that you are in the correct sub-account before purchasing a number to avoid unnecessary charges or complications.
Ensure the area code you choose is valid and corresponds to your target audience or location.
Be careful when selecting the AI assistant to avoid assigning the number to the wrong agent.