2.4 - Deploying Chat Assistant With Active Tag - Live Chat

Implementing AI Assistants in Chat: A Step-by-Step Guide

1. Introduction

• Purpose: Implement AI assistants in various chat platforms (SMS, Instagram DMs, Facebook Messenger, live chat).

• Overview of the process.

2. Setting Up the AI Assistant

• Login to GoHighLevel

  • Access the desired sub-account.

• Navigate to AI Assistantz

  • Select the created sales assistant.

• Configuration Settings

  • Set the AI model to GPT-4-0.

  • Adjust wait time to 3 seconds.

  • Set maximum responses and temperature to 0.25.

• Assign Tools and Abilities

  • Enable tools for checking availability, booking, rescheduling, and canceling appointments.

3. Creating and Assigning Active Tags

• Define Active Tag

  • Explanation of how active tags connect assistants to contacts.

• Create an Active Tag

  • Example: Create a test active tag and assign it to a sales agent.

• Edit and Save Changes

  • Ensure the tag is correctly assigned and saved.

4. Setting Up Workflows

• Create a New Workflow

  • Focus on live chat as the initial trigger.

• Trigger Configuration

  • Set trigger to activate when a customer replies via live chat.

• Prevent Reentry

  • Stop reentry of contacts to avoid repeated messages.

• Check Existing Tags

  • Verify if the contact already has an AI tag (ei).

• Add Tag for AI Activation

  • If no existing tag, add the test tag to activate the AI.

5. Creating a Live Chat Widget

• Create a New Live Chat Widget

  • Name it appropriately (e.g., "test").

• Customization Options

  • Customize styles and additional options (e.g., remove branding).

• Embedding the Widget

  • Instructions for embedding on a website or WordPress.

6. Testing the Implementation

• View the Page with the Widget

  • Check if the widget is displayed correctly.

• Monitor AI Responses

  • Observe the AI's interaction with visitors through the inbox.

• Evaluate the AI's Performance

  • Check the AI's initial response to user inquiries.