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Assistantz.ai - Platform Access & Tour
Platform Login Link
Assistantz.ai Platform Tour
Step 0 - DO THIS FIRST - Prerequisites For Before Self Onboarding
0.0 - Fill in Business Information
0.1 - Add Team Member To Your GHL Subaccount
0.2 - Create & Activate Your Calendar
0.3 - Connect Your FB Business Page and Instagram Professional Account
0.4- Import/Buy A phone number In GHL for AI to Use For Sms
Step 1 - Connect Assistantz.ai Platform to GHL
1.1 - Connect Assistantz.ai To GHL
1.2 - Setup Custom Menu Link In GHL
1.3 - Connect Your Stripe Account for Rebilling
1.4 - Activate your wallet for AI Call and Chat Billing
1.6 Setup Client Rebilling & Wallet
1.5 White Label - Setup Branding
Step 2 - Setup your AI Assistants
2.1 - Create a Knowledge Base
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
2.8 - Automated Post Call Tags Applied By Assistant - You don't need to do anything here
2.9 - How To Change Voice & Languages
Advanced Setup
Creating Tool - Adding & Removing Tags
Creating Tool - Live Call Transfer Cold/Warm
Creating Custom Tool - Extract Data and fill Custom Values plus much more
Inbound Web Hook - For inbound Calls Contact Information for Assistant
Post Call Web Hook - Send Call Transcript and Trigger Workflows
Set up Custom Voicemail
Trouble Shooting
No Active CRM Connection Error on Subaccount
Assistant Can Not Book Appointments
Assistant Not Able To Transfer Calls
Assistant Not Saving Name, Email, Phone and Address
Assistant Not Filling Custom Fields With Custom Tools
Chat AI Not Responding
Unable To Buy A Phone Number in Assistantz
Overview
Import & Install AI Snapshot - Not Mandatory
Import & Install AI Snapshot - Not Mandatory
