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  • Important - Tech Support - Add this first
    • For Tech Support Add Our WhatsApp
  • 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
  1. Overview
  2. Step 0 - DO THIS FIRST - Prerequisites For Before Self Onboarding

Step 0 - DO THIS FIRST - Prerequisites For Before Self Onboarding

  • 0.0 - Fill in Business Information

    Key Steps Log into GoHighLevel Access your GoHighLevel account. If you do not have a sub-account, create one. Navigate to Settings Once logged in, locate the 'Settings' option in the main menu. Access Business Profi ...

  • 0.1 - Add Team Member To Your GHL Subaccount

    Adding a Team Member to GoHighLevel Sub-Accounts Objective To provide a clear and concise procedure for adding a team member to GoHighLevel sub-accounts, ensuring they have the necessary access to calendars and can perform their duties effectively. K ...

  • 0.2 - Create & Activate Your Calendar

    Creating and Activating a Round Robin Calendar for AI Assistant Integration Objective To provide a clear and concise set of instructions for team members to create and activate a Round Robin calendar, ensuring that AI assistants can book appointments ...

  • 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

            Key Steps Obtain an Approved Business Number Access your sub-account. Navigate to the Settings section. Select Add a Number. Choose to either buy a new number or import from Twilio. Choos ...

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