Unlock the power of artificial intelligence to enhance customer interactions with the Conversation AI feature in Surplus Systems CRM. This guide provides an in-depth look at how to set up, customize, and efficiently use Conversation AI to automate responses, accelerate query resolution, and improve overall communication efficiency.
1. Navigate to the Settings option.
2. Now look for and select the Conversation AI option.
3. This is the Bot Settings
4. Disable the Conversations AI feature.
5. Set the chat window status to Off.
6. Auto Pilot sends message automatically
7. In this step, click on the Supported Channels to see options.
8. If you wish to avail AI Bot Trila, click Go to Bot Trial button
9. Next, you need to navigate to Advanced settings and provide Business Name
10. Configure Auto Pilot Mode
11. Move ahead by selecting Bot Trial.
12. Fill in details in this text box for your Chatbot and hit Send.
13. Search General questions that has saved into the chatbot.
14. Select Reset Conversation option if you wish to do so.
15. Next, navigate to the Bot Training section.
16. Click on the Web Crawler section.
17. Enter URL for your domain then hit Get Data.
18. You can check your uploaded links here!
19. Proceed to the Customize bot responses section.
20. Select the Configure Intents option next.
21. Click on Support and general question and answer.
22. Click on the Appointment Booking option.
23. Now, select the Pick a Calendar option.
24. Follow the guide by clicking on the marked area.
25. Lastly, end this guide by clicking on Save button.
