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
Add-Team-Member-To-Your-Subaccount
Adding a Team Member to GoHighLevel Sub-Accounts
Objective
To provide a clear and concise procedure for adding a team member to GoHighLevel sub-accounts, ensuring they have the necessary access to calendars and can perform their duties effectively.
Key Steps
1. Access Settings:
Log into your GoHighLevel account.
Navigate to the Settings section.
2. Add Employee:
Click on the Staff option within the settings.
Select the Add Employee button.
3. Input Employee Information:
Fill in the following details for the new team member:
First Name
Last Name
Email Address
Phone Number
4. Assign Necessary Access:
Determine the level of access the team member requires based on their role.
Ensure the appropriate permissions are selected.
5. Save Changes:
After entering all information and assigning access, click on the Save button to finalize the addition of the team member.
6. Confirm Calendar Assignment:
Bullet List 1Verify that the newly added team member is assigned to the relevant calendar to ensure it can be activated.
Cautionary Notes
Ensure that the email address entered is correct to avoid communication issues.
Double-check the access permissions assigned to prevent unauthorized access to sensitive information.
If a team member is not assigned to a calendar, the calendar will remain inactive, affecting scheduling and productivity.