Important - Tech Support -
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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
2.6 - Deploying AI Call Assistant - Inbound Call & Outbound Call
Deploying AI Assistant for Outbound and Inbound Calling
Objective
To provide a clear and concise process for team members to deploy the AI assistant for both inbound and outbound calling, ensuring effective communication and minimizing errors during execution.
Key Steps
1. Setting Up Inbound Calling
Assign a Phone Number:
Choose a phone number to assign to the AI assistant.
Confirm that the number is correctly assigned by testing the inbound call.
Example: Call the assigned number and ensure the assistant picks up.
Step 2: Creating Outbound Calling Workflow
Copy Assistant ID:
Locate the assistant ID at the top of the system interface.
Copy the assistant ID for use in the workflow.
Create a New Workflow:
Navigate to the automation section of the system.
Click on “Create New Workflow.”
Name the workflow (e.g., "Test Workflow").
Set Up Trigger Conditions:
Choose a trigger for the workflow:
Options include:
Facebook lead form submitted
Website form submitted
Contact created (with or without filters)
If filtering, specify the desired conditions (e.g., specific forms or tags).
Add AI Call Action:
Select the action "Make AI Call.
Paste the copied assistant ID into the designated field.
Save the action and the workflow.
Step 3: Implementing Drip Campaigns
Set Drip Rate:
If expecting a high volume of contacts, implement a drip campaign.
Example: Set a limit of 100 calls per day.
Configure wait times between calls (e.g., one call every two minutes).
Ensure Compliance:
Set calling windows to comply with regulations (e.g., Monday to Friday, 9 a.m. to 5 p.m.).
Use contact time zones to ensure calls are made at appropriate times.
Cautionary Notes
Always verify that the assigned phone number is operational and correctly linked to the AI assistant before testing.
Ensure that all triggers and filters are correctly set to avoid missed calls or incorrect contacts.
Be mindful of compliance regulations regarding calling hours and frequency to avoid potential legal issues.
Step 6: Finalize Automation Settings
Ensure re-entry is not allowed to prevent repeated automation for the same contact.
Save all actions and settings.
Step 7: Testing the Setup
Copy the assigned phone number and send a test SMS.
Monitor the conversation and server logs to check for successful automation triggers.
Confirm that the AI is responding as expected.