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
No Active CRM Connection Error on Subaccount
Agyaa onboarding
Support Portal
Onboarding
Connecting Subaccount to the Assistantz Platform
Objective
To provide a clear and concise procedure for team members to resolve the "No Active CRM Connection" issue within the sub-account, ensuring a seamless connection to the system's platform and minimizing downtime.
Key Steps
Identify the Issue
Check for the red tape indicator that signifies "No Active CRM Connection" in the sub-account.
Locate the Sub-Account
Navigate to the appropriate sub-account where the issue is present.
Attempt Initial Connection
Click on the "Connect Accounts" option.
Observe if the status changes to "Connected."
Confirm that the orange ribbon indicating an issue has disappeared.
Direct Connection Method (if initial connection fails)
Navigate to the "Connect to GHL" option.
Select the "Direct Connection" method.
You will be redirected to the marketplace.
Choose the specific sub-account you wish to connect (e.g., "Revival Health SMS AI Caller").
Follow the prompts to establish the connection.
Verify Connection Status
Check the sub-account again for the absence of the red tape.
Confirm that a green chain link icon appears, indicating a successful connection.
Cautionary Notes
Ensure that you are connected to the internet before attempting to connect the CRM.
Double-check that you have the correct sub-account selected to avoid misconfiguration.
If the connection fails after multiple attempts, consult with a supervisor or IT support for further assistance.
Link to Loom