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
Creating Tool - Adding & Removing Tags
Using AI Assistant to Apply Tags and Trigger Workflows
Objective
To provider a clear, step-by-step guide for team members on how to utilize AI to apply tags and trigger workflows in the Go High Level platform. This SOP aims to minimize misunderstandings and errors while maximizing productivity and accuracy in task execution.
Key Steps
Log In to Go High Level
Access your Go High Level account.
Navigate to the specific sub-account where you want to implement the AI assistance.
2.Access AI Assistant
Click on the "Assistant" submenu.
Select "Assistant" to view available assistants.
3. Select an Assistant
Choose any assistant you wish to use for tagging and workflow triggering.
4. Add Tools and Settings
Click on "Tools and Settings" located on the right-hand side.
Select "Tools and Abilities."
Click on "Add Tool."
5. Ensure Pre-built Tools are Assigned
Confirm that you have at least a couple of pre-built tools assigned for the tagging process to work correctly.
6. Enable Recommended Settings
Ensure that "speech friendly formatting" and "back channeling" options are turned on for optimal performance.
7. Save Changes
Confirm and save any changes made to the voice settings.
Cautionary Notes
Be cautious when selecting voices that are marked as "preview unavailable" since you cannot listen to them beforehand.
Ensure that all settings adjustments align with the intended use of the assistant to avoid miscommunication or errors.
Tips for Efficiency
Familiarize yourself with the available voices and their characteristics to make quicker selections in the future.
Keep a checklist of the recommended settings (speech friendly formatting and back channeling) to ensure they are always enabled after any voice changes.
If you encounter any issues or have questions, do not hesitate to reach out for assistance or clarification.
This SOP should serve as a straightforward guide for team members to effectively manage voice settings for assistants, minimizing misunderstandings and maximizing productivity.