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Setting Up Your DIY AI Agent

Continue with the remaining steps to complete your DIY AI agent configuration.

6

Editing the Agent's Prompt

1:30

Use the top-level prompt to make high-level edits to the agent's responses. Consider using Chat GPT to create effective prompts.

Prompt Editing
7

Uploading Knowledge Base

2:02

Upload documents to the knowledge base in PDF, .txt, or .doc format. Click 'browse' to find and upload your files.

Knowledge Base Upload
8

Adding Your Website

2:32

Input your website URL to allow the agent to scrape data for training.

Website Integration
9

Advanced Settings Configuration

3:07

Adjust voice settings and language recognition as needed. Test different voice options available.

Advanced Settings
10

Customizing Chat Widget

3:34

Modify the chat box title and description. Choose the position of the chat widget and adjust colors to match your website's theme.

Chat Widget Customization
11

Testing the Agent

4:02

Test the agent after making changes to the prompt. Use the provided link to test via SMS or email.

12

Managing Leads

5:35

Access the disposition sheet to manage incoming leads. Track and manage customer interactions effectively.

Lead Management
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