"Please Note: Older accounts may require an upgrade to our AI Agent Suite. Please email team@zipleads.com.au for more information"
The below video will go through the the conversation AI Bot Settings, Bot personality, Bot goals, Bot Additional information (Conversation Flow and Business Information) as well as setting up additional actions for your AI Bot.
1. Open your AI agent
Click AI Agents in the left-hand menu.
Select Conversation AI from the top menu.
Click the Agents List tab
Then click your agent's name (for example Phone Booking AI Agent).
Tip: Your agent already comes with our recommended setup, you're only adding to or tweaking it. If you want to test a completely different set up you should clone your agent and edit the cloned version.
2. The Personality and Goal
In the large prompt box on the left:
Personality is a concise description of who the agent is, its main role and how it should communicate.
Goal is the end Goal is what the bot should acheive.
Keep both of these short and brief; everything else belongs in Instructions.
3. The Instructions
Scroll down the prompt box to Instructions. This contains, in order:
the step-by-step conversation flow that keeps the bot on track to its goal
your business information
the rules controlling how the agent speaks to your contacts
To edit any thing in the prompt area simply click into the text and type your changes where needed.
Tip: The conversation rules are tried and tested change them only if you have a clear reason.
4. Save as you go
After any change to the prompt, click Save (top right) before moving on.
Watch out: Changes are not kept unless you save the agent.
5. Appointment Booking action
In the Actions panel on the right, click the pencil icon next to Appointment Booking. Your calendar should already be selected under Pick a calendar.
Click Proceed to view the Advanced Options, where additional booking behaviours are configured.
Tip: To enable the cancel and reschedule options, follow the separate help video HERE.
6. Workflow triggers
Open Trigger a Workflow in the Actions panel.
An Aggression detected scenario is usually already set up to trigger a workflow that turns the AI off. Use the scenario list on the left to add extra workflow triggers.
7. Human Handover
Human Handover is normally already on, so the conversation passes to a real person and the AI switches off when a contact asks for a human.
8. Optional extra actions
Click + Setup Your Actions to add any of these (usually off by default):
Contact Info - updates a field on the contact when the agent asks for that information; mostly used for custom fields.
Stop Bot - stops the bot replying when a scenario is met.
Transfer Bot - hands the conversation to a different AI agent based on a condition.
Auto Follow-up- follows up contacts who stop replying after a set time.
9. Knowledge Base Triggers and Mode
Knowledge Base Triggers - add a trigger that pulls from a knowledge source (see the separate knowledge base video here first)
Mode - how the agent operates; this will normally be set to Auto-Pilot, meaning the AI is live.
10. Timing & Pacing, Response Behaviour and Summary Settings
Timing & Pacing - customise when the bot replies (already set to our recommendations).
Response Behaviour -response style settings; these are already handled in the Instructions, so you may not need them.
Summary Settings - enable the conversation summary.
11. Test the agent
Use the Test your agent panel on the right to send a message the way a lead would and check your changes. Then run a live test inside your account.
12. Deploying the AI Agent
Click the Deploy tab at the top to connect communication channels to your AI agent.
Watch out: Anyone coming through a connected channel follows the same step-by-step conversation flow in your Instructions.