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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

1.6 Setup Client Rebilling & Wallet

Setting Up Rebilling and Wallet for Clients

Objective

The objective of this video is to guide you through setting up rebilling for clients, inviting them to the dashboard, and helping them set up their wallet for payments.

Key Steps

  • Connect your Stripe account.

  • Access sub-accounts in the dashboard.

  • Enable rebilling by clicking on the three dots and selecting "turn on rebilling."

  • Invite clients to the dashboard using their email for secure account setup.

  • Manage rebilling by setting the pricing (e.g., charging 12 cents per minute).

  • Optionally, set a monthly allowance for clients.

  • Save changes and navigate to the client's account in the dashboard.

  • In the billing section, click on "balance" and add funds to the wallet.

  • Clients can then top up their wallet and set up their payment details.

Cautionary Notes

  • Ensure that Stripe is connected before proceeding with setting up rebilling.

  • Make sure to invite clients securely to protect their account credentials.

  • Double-check the pricing and allowance settings before saving changes.

  • Guide clients through the wallet setup process to avoid any payment issues.

Agyaa onboarding

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Onboarding