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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

Creating Tool - Live Call Transfer Cold/Warm

Agyaa onboarding

Support Portal

Onboarding

Setting Up a Post Call Webhook for Transcripts and Notifications or Trigger Automation

Objective

To provide a clear and concise procedure for team members to set up a post call webhook that sends transcripts, triggers workflows, and sends notifications via SMS or email after a call has ended. This SOP aims to minimize misunderstandings and errors while maximizing productivity and accuracy in task execution.

Key Steps

Open High-Level Windows:

  • Open two separate windows in your high-level account.

  • In the first window, navigate to the Assistance Menu.

  • In the second window, navigate to the Automation Menu.

Create Workflow:

  • In the Automation Menu, click on Create Workflow and select Start from Scratch.

  • Name the workflow (e.g., "Post Call Webhook").

Set Up Inbound Webhook:

  • Select the Inbound Webhook action (this is a premium action).

  • Copy the generated webhook URL.

  • Caution: Do not close or save this window yet; keep it open for the next steps.

Configure Assistant Settings:

  • In the first window, go to the Assistant section and select the assistant you wish to use (e.g., "New CS Rep").

  • Navigate to Call Settings and locate the Post Call Webhook field.

  • Paste the copied webhook URL into this field.

Trigger the Webhook:

  • Click to trigger the webhook.

  • Wait for the triggering arrow to turn green, indicating that the data has been sent successfully

Fetch Sample Requests:

  • Start the description with "Use these tools" to instruct the Assistant.

  • Return to the Automation window and click on Fetch Sample Requests to view the data.

  • Acknowledge the payload that appears.

  • Save the trigger.

Delete Unnecessary Contact Creation:

  • High Level may prompt you to create a contact; click the red button to delete this prompt and hit Save.

Data Mapping:

  • Use the Contact ID function to find the contact associated with the webhook.

  • Map the data accordingly to ensure correct information flow.

Set Up Notifications:

  • Decide on the type of notification you want to send (e.g., email, SMS, internal notification).

  • For email notifications, set the subject (e.g., "Call Summary") and include relevant information such as the recording URL or full transcript.

  • For SMS, configure the message to be sent after the call ends.

Customize Further Actions:

  • You can add tags, remove tags, or trigger additional workflows based on the call outcome.

  • Include links for bookings or document uploads as necessary.

Finalize and Test:

  • Review all settings and configurations.

  • Test the workflow to ensure that all notifications and actions are triggered as expected

Cautionary Notes

  • Ensure that the webhook URL is not closed or altered before it is pasted into the assistant settings.

  • Double-check mappings and notifications to prevent sending incorrect information to contacts.

Tips for Efficiency

  • Use clear and descriptive names for workflows and notifications to make it easier for others to understand their purpose.

  • Regularly review and update the workflows to adapt to any changes in processes or team needs.

  • Document any changes made to the SOP for future reference and training purposes.

    By following these steps, team members can effectively set up a post call webhook, ensuring that transcripts and notifications are sent accurately and promptly after calls.

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