How it works!

1. Start by selecting the AI Chat option.

2. Then click Create Bot to begin setup.

3. Now, choose a bot type that fits your needs.

4. Continue by clicking the Continue button.

5. Don't forget to name your bot in this step.

If you're creating a new bot, make sure to edit or assign a name before accessing the feature

6. Next, set the bot's operational status.

7. Now, choose a channel for your bot's activity.

8. Enter your business name in advanced settings.

9. Adjust the response time and the maximum number of messages to be sent.

10. Proceed to Bot Training after saving.

11. You can train the bot by inserting a URL here.

12. Customize the bot's responses in this section to handle missing information to a question

13. You can run a test here to check your bot's response.

14. Finally, update your bot's goals in the Bot Goals section.

Key Changes in the New Version

Support for Multiple Bots: Unlike the previous version, which supported only one bot, the updated version enables the creation of multiple bots tailored for specific purposes, such as General Q&A, Appointment Booking, and more.
Example: You can create one bot for general queries and another bot dedicated to appointment scheduling.

15. You can access the Prompt section to add or update AI prompts based on your goals.

For each goal the bot should achieve, create a new bot along with a corresponding prompt. If you're setting up a prompt for a new goal, you'll need to create a new bot and customize the prompt within that bot’s Bot Goals section.

Introducing New Appointment Booking Feature 

A new sub-feature, 'Transfer Employee Post Appointment Booking,' has been added to the Appointment Booking section. This enhancement enables users to smoothly transfer the conversation to a different bot after completing the intended action, such as successfully booking an appointment.

16. Click on "Appointment Booking" to Seamless Bot Transfer After Appointment

17. Click here to enable and select an employee to transfer the successfully booked appointment.

Introducing Add Contact Info Feature 

The Add Contact Info feature enables users to quickly add or update contact details, such as name, phone number, email, and more, directly through the AI. Designed to streamline the process, it ensures that lead information is accurate and up-to-date.

This feature only updates the empty fields in a contact information
Contact's email and phone are automatically updated so this action is not required for adding or updating email or phone 
After saving contact info, explicitly ask the customer for their contact details in the bot’s prompt. If this instruction isn't included in the prompt, the bot will not ask for the required information, and the contact field won't be updated.

18. Click on the 'Add Contact Info' button and update the relevant details you wish to change.

19. Enter the action name, select the contact field you want to update, and specify the changes for that field.

To ensure an optimal experience, follow these steps to edit and update contact details:

1. Action Name: Assign a name to the action for easy identification later (e.g., "Update Contact's Date of Birth").

2. Select Field: Choose the field you want to update from the dropdown menu (e.g., name, phone number, email, business name, etc.).

3. What to Update: In this field, provide a brief description of what you're updating. For example:

   • If updating the Date of Birth, write: "This is the birth date of the contact."

   • If updating the Business Name, write: "This is the business name of the contact."
     This helps the AI generate more accurate and personalized responses.

4. Output Example (Optional): If applicable, provide an example of the updated information, such as "5th Jan 1990" for a date of birth.

20. Once done, click save

Once you're done, click Save to finalize the new contact information settings.