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Onboarding Process Guide for New Users

Welcome to our platform! Follow this step-by-step guide to complete your onboarding process and start leveraging the power of your AI agents.

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Step 1: Authentication

The first step in the onboarding process is authentication. You can authenticate using one of the following methods:

• Google Sign-In: Use your Google account for quick and secure authentication.
• Email Sign-In: Enter your email address and password to create or log into your account.

Once authenticated, you’ll be guided to set up your workspace.

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Step 2: Setting Up Your Workspace

After successful authentication, you’ll configure your workspace. This process involves three steps: Workspace, Team, and Agent.

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Step 2.1: Workspace

1. Fill out the Workspace Form:
   • Name of Workspace: Enter a unique name for your workspace.
   • Company Logo (Optional): Upload a company logo to personalize your workspace.

2. Click Next to proceed.

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Step 2.2: Team

In this step, you can invite team members to your workspace. This step is optional, and you can skip it if you wish.

• Add Team Members:
  • Enter the email address of the member you want to invite.
  • Use the Role Dropdown to assign a role (e.g., Admin, Editor, Viewer).
  • Click the Add More Members button to invite additional team members.
• Invite via Link:
  • Select a role from the dropdown menu.
  • Click Generate Invite Link to create a unique invitation link.
  • Share this link with the intended team member.

After completing this step, click Next to proceed.

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Step 2.3: Agent

Set up your AI agent by selecting from two pre-configured agents:

• Sandra

  • Title: AI Receptionist
  • Description: “Hi! I’m Sandra, your AI receptionist, here to take the burden of administrative tasks off your shoulders.”

• Alex

  • Title: E-Commerce Specialist
  • Description: “Hi! I’m Alex, your new e-commerce specialist! I’m here to take care of everything from personalized marketing campaigns.”

1. Choose either Sandra or Alex as your agent.
2. Click Get Started to finalize your selection.

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Step 3: Dashboard Overview

Once onboarding is complete, you’ll be redirected to the dashboard. Here’s what you’ll find:

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AI Agent Testing

• Click the Test Agent button to access the AI Agent Settings page and evaluate your agent’s capabilities.

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Dashboard Widgets

1. Set Up Actions:

   • Configure actions such as calendar connections, lead qualification, and custom actions like CRM integration (HubSpot, Salesforce, or Shopify).

2. Add Phone Number:

   • Assign a phone number to your agent to enable call-based interactions.

3. Connect to WhatsApp:

   • Link your agent’s phone number to WhatsApp for seamless communication.

4. Knowledge Base:

   • Assign a knowledge base to your agent to enable intelligent responses.

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Analytics Cards

Stay informed with key metrics:

• Interaction Volume
• Open Tickets
• Resolved Tickets
• Total Customers
• Response Time (Avg.)
• Alerts Triggered

By completing the onboarding process, you’ll have a fully configured workspace and AI agent ready to assist you. Explore the dashboard to customize your experience and start achieving your goals efficiently!