TOOL KIT
These are the important tools your Assistants need to perform their functions effectively:
1. Chat Settings:
Use this is determine the assistant's response channels and the wait times and max number of responses on chat.
2. Call Settings:
Use this to set the call parameters especially the background noise and volume. Incoming Call Webhook and Post Call webhook are used to send information about a call to your CRM to be used in automation.
3. Tools and APIs
Pre-built tools add essential capabilities to your assistant, such as extracting details, managing calendars, and creating tasks.
Select and enable the following tools:
- Update Details: Extracts name, email, phone number, and more.
- Address Update: Captures the user's address.
- Calendar Management: Allows the assistant to book, reschedule, cancel, and check appointments.
- Self-Scheduling: Enables the bot to follow up with users based on their availability.
- Create Task: Logs tasks for manual follow-up.
- Send Email: Allows the bot to send email communications.
- Call User: Lets the assistant make outbound calls.
Save changes and test the tools in your assistant.
Tip:
Use task-based prompts to ensure tools are called at the appropriate time in conversations. Example: Insert his in your prompt "Call the function `update_details` to update the user's name, email, and phone number"
4. Connect Knowledge Base
To enhance responses:
Go to the right-hand tab labeled Knowledge Base.
Link the appropriate knowledge base (e.g., "Customer Products").
Ensure the knowledge base contains FAQs, services, and other relevant details.
5. Create and Sync a Calendar:
Step 1.
Create a Calendar:
Go to Calendar Settings in your CRM and select Create Calendar.
Choose a Personal Booking Calendar.
Name the calendar (e.g., Network Test) and set a custom URL path (e.g., network_test).
Step 2:
Sync the Calendar with Your Assistant:
In your assistant's settings, go to the Calendars Tab.
Click Add Calendar and select the newly created calendar.
Test the calendar by booking a test appointment to ensure it functions correctly.
Use Case:
Your AI assistant can check availability, book appointments, and cancel or reschedule as needed.
TOOL KIT
These are the important tools your Assistants need to perform their functions effectively:
1. Chat Settings:
Use this is determine the assistant's response channels and the wait times and max number of responses on chat.
2. Call Settings:
Use this to set the call parameters especially the background noise and volume. Incoming Call Webhook and Post Call webhook are used to send information about a call to your CRM to be used in automation.
3. Tools and APIs
Pre-built tools add essential capabilities to your assistant, such as extracting details, managing calendars, and creating tasks.
Select and enable the following tools:
- Update Details: Extracts name, email, phone number, and more.
- Address Update: Captures the user's address.
- Calendar Management: Allows the assistant to book, reschedule, cancel, and check appointments.
- Self-Scheduling: Enables the bot to follow up with users based on their availability.
- Create Task: Logs tasks for manual follow-up.
- Send Email: Allows the bot to send email communications.
- Call User: Lets the assistant make outbound calls.
Save changes and test the tools in your assistant.
Tip:
Use task-based prompts to ensure tools are called at the appropriate time in conversations. Example: Insert his in your prompt "Call the function `update_details` to update the user's name, email, and phone number"
4. Connect Knowledge Base
To enhance responses:
Go to the right-hand tab labeled Knowledge Base.
Link the appropriate knowledge base (e.g., "Customer Products").
Ensure the knowledge base contains FAQs, services, and other relevant details.
5. Create and Sync a Calendar:
Step 1.
Create a Calendar:
Go to Calendar Settings in your CRM and select Create Calendar.
Choose a Personal Booking Calendar.
Name the calendar (e.g., Network Test) and set a custom URL path (e.g., network_test).
Step 2:
Sync the Calendar with Your Assistant:
In your assistant's settings, go to the Calendars Tab.
Click Add Calendar and select the newly created calendar.
Test the calendar by booking a test appointment to ensure it functions correctly.
Use Case:
Your AI assistant can check availability, book appointments, and cancel or reschedule as needed.