Important - Tech Support -

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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

1.2 - Setup Custom Menu Link In GHL

Connecting Custom Menu Link for Assistantz.ai to GoHighLevel

1. Log in to Assistantz.ai Admin Dashboard

  • Access the admin dashboard of Assistantz.ai.

2. Log in to GoHighLevel

  • Log in to app.gohighlevel.com and copy the custom menu link.

3. Allow Automatic Client Invite

  • Enable automatic client invite to create a sub-account in GoHighLevel automatically.

4. Create Custom Menu Link in GoHighLevel

  • Click on custom menu links and create a new custom menu link.

  • Choose an icon and give the link a title.

  • Paste the custom menu link and set it to open in an iframe.

  • Remove from agency sidebar and leave the subaccount sidebar on.

  • Choose the accounts to show the link to and set role-based visibility.

  • Save the link.

5. Accessing the Custom Menu Link

  • The custom menu link will appear in the sub-account section.

  • Clicking on the link will allow you to manage the sub-accounts from the admin section.

Conclusion

  • The custom menu link allows for easy access and management of Assistantz.ai workspace within GoHighLevel.

  • Future videos will cover connecting Stripe and managing client billing.

Agyaa onboarding

Support Portal

Onboarding