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
Assistant-Not-Saving-Name-Email-Phone-And-Address
Add Updating User Details in the System
Objective
Agyaa onboarding
Support Portal
Onboarding
To provide a clear and concise procedure for team members to effectively collect and update user information (name, email address, and property address) in the system, ensuring accuracy and minimizing errors.
Key Steps
1. Assign Tools:
Ensure that the following tools are assigned to the agent:
update details
update address
2. Prompt for User Information:
Initiate the conversation by asking the user for their full name.
After receiving the name, use the tool update details to save the information.
Ensure to format the command correctly with an underscore (e.g., update_details).
3. Collect Email Address:
Ask the user for their email address.
Request the user to spell their email address to ensure accuracy.
Once spelled out, use the tool update_details again to save the email address.
4. Gather Property Address:
Ask the user for their property address.
After the user provides the address, repeat it back to them for confirmation.
Upon confirmation, use the tool update_address to save the property address.
Final Confirmation:
Ensure that all details have been saved correctly and confirm with the user that the information has been updated.
Cautionary Notes
Always double-check that the tools are assigned before starting the process.
Ensure that the commands are formatted correctly with underscores to avoid errors in saving data.
Be attentive when asking for the email address; misspellings can lead to communication issues.
By following this SOP, team members will be able to efficiently and accurately collect and update user information, leading to improved productivity and reduced errors.