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
0.4- Import/Buy A Phone Number In GHL For AI to Use For Sms
Adding a Team Member to GoHighLevel Sub-Accounts
Key Steps
1. Obtain an Approved Business Number
Access your sub-account.
Navigate to the Settings section.
Select Add a Number.
Choose to either buy a new number or import from Twilio.
2. Choose the Type of Number
Consider using a toll-free number for quicker verification and effectiveness.
Note: Toll-free numbers can send SMS, contrary to common misconceptions.
3. Prepare Required Documentation
Create a Privacy Policy that includes:
How user information will be used.
Assurance that information will not be shared or sold.
Develop Terms and Conditions for your website that cover user privacy and data security.
4. Get Professional Assistance (if needed)
If you are not comfortable creating the Privacy Policy and Terms and Conditions, hire
a professional to ensure compliance with legal standards.
5. Finalize the Setup
Once the documentation is ready, submit it for review.
Follow any additional steps as guided by support to complete the setup process.
Cautionary Notes
Ensure that the Privacy Policy and Terms and Conditions are comprehensive and cover all
necessary aspects of user data protection.
Avoid using unverified numbers, as this will prevent SMS from being sent.
Tips for Efficiency
Use templates for Privacy Policies and Terms and Conditions to save time.
Keep a checklist of all required documents and steps to streamline the process.
Regularly review and update your policies to stay compliant with any changes in regulations.