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

Unable To Buy A Phone Number in Assistantz

SOP: Troubleshooting Number Purchase Issues

Objective

Agyaa onboarding

Support Portal

Onboarding

To troubleshoot and resolve errors encountered while trying to purchase a number on Twilio.

Key Steps

1. Check Limits:

  • Access the admin account.

  • Navigate to sub-accounts.

  • Manage limits to ensure the number of phone numbers allowed is sufficient.

  • Adjust the limit if needed and save changes.

2. Verify Balance:

  • Ensure there is a balance available for purchase.

  • Add balance at both agency and sub-account levels if required.

  • Click on balance, add funds, and input credit card details.

  • Activate automatic payment for convenience.

3. Resolve Bad Request Error:

If encountering a bad request error, check for the following:

  • Sufficient balance.

  • Availability of the area code.

  • Admin permissions to make the purchase.

  • Adjust permissions by editing account settings and adding necessary permissions.

  • Invite clients or additional team members as needed for purchasing permissions.

4. Explore Alternate Area Codes:

  • If the error persists due to area code unavailability, try different area codes until a suitable one is found.

  • Twilio may not have certain area codes available due to wholesale restrictions.

Cautionary Notes

  • Ensure to check and adjust both the number limits and balance to avoid purchase errors.

  • Verify permissions and area code availability to troubleshoot bad request errors effectively.