crm and agent ai chat bot set-up

ONBOARDING GUIDE

AGENT AI CHAT BOT is your one-stop shop for building powerful and intelligent chatbots to streamline your customer interactions, lead qualification, and appointment bookings.

Agent AI Chat Bot seamlessly integrates with your CRM , but proper setup is key. This guide will walk you through the process, ensuring you're ready to launch your smart AI-powered assistant.

GET STARTED NOW!

crm and agent ai chat bot set-up

ONBOARDING GUIDE

AGENT AI CHAT BOT is your one-stop shop for building powerful and intelligent chatbots to streamline your customer interactions, lead qualification, and appointment bookings.

Agent AI Chat Bot seamlessly integrates with your CRM , but proper setup is key. This guide will walk you through the process, ensuring you're ready to launch your smart AI-powered assistant.

GET STARTED NOW!

STEP 1:CRM SETUP

Seamlessly connect AGENT AI with your existing CRM system to manage customer data efficiently.

STEP 2:PHONE NUMBER & COMPLIANCE

Comply with local phone number regulations and minimise the risk of disruption to your phone and SMS system.

STEP 3:BOT SETTINGS

Customise your bot's settings, including greetings, responses, and integrations, to tailor its performance to your specific needs.

STEP 4:BUILD YOUR BOT

We'll Show You How! We'll guide you through designing and building your bot's objectives, conversational flows, and more , defining its interactions and automating key processes.

STEP 1:CRM SETUP

Seamlessly connect AGENT AI with your existing CRM system to manage customer data efficiently.

STEP 2:PHONE NUMBER & COMPLIANCE

Comply with local phone number regulations and minimise the risk of disruption to your phone and SMS system.

STEP 3:BOT SETTINGS

Customise your bot's settings, including greetings, responses, and integrations, to tailor its performance to your specific needs.

STEP 4:BUILD YOUR BOT

We'll Show You How! We'll guide you through designing and building your bot's objectives, conversational flows, and more , defining its interactions and automating key processes.

READY TO GIVE IT A GO?

Getting Started is Easy!

With AGENT AI CHAT BOT, building a powerful and intelligent chatbot is just a few clicks away. Follow the steps above and explore the platform's features to create a chatbot that perfectly suits your business needs.

Still have questions? Don't hesitate to contact us via phone, email, or live chat.

We're here to help you every step of the way!

Begin Onboarding

READY TO GIVE IT A GO?

Getting Started is Easy!

Still have questions? Don't hesitate to contact us via phone, email, or live chat.

We're here to help you every step of the way!

Begin Onboarding

ONBOARDING Guide

AGENT AI CHAT BOT is your one-stop shop for building powerful and intelligent chatbots to streamline your customer interactions.

This onboarding page will guide you through the essential features of AGENT AI and provide you with the information you need to get started. Here's what you'll find:

Step 1: CRM SET-UP

Seamlessly connect AGENT AI with your existing CRM system to manage customer data efficiently.

Step 2: COMPLIANCE & SECURITY

Comply with local phone number regulations and minimise the risk of disruption to your phone and SMS system.

Step 3: CUSTOM VALUES

Personalise your chatbot experience by adding custom values specific to your business needs.

Step 4: API ACCESS

Leverage our robust API to integrate AGENT AI with other applications for a truly unified customer experience.

Step 5: BOT NUMBER & NAME

Once you create your bot, you'll receive a unique phone number that customers can use to interact with your chatbot.

Covers essential preparations needed before building your bot. We'll cover key considerations and requirements that will ensure a smooth and successful chatbot implementation.