1- Log into your Simplified account with your email or Google/Facebook login.
2- Go to Automations and click on AI Agents
3- Click on Create New Agent
5- You can create an Agent by selecting a template, using AI, or manually.
6- If you start from scratch, you can apply your Brandbook and add a name.
7- Start adding information to your chatbot. Write a welcome message and some icebreaker questions. Then, click the yellow button to save the information.
8- Scroll down to the Display section, where you can customize the chat heading, chat display behavior, avatar, and timing controls. Manage the accent color, chat placement, and more. Once you are happy with the result, click on Save Info and then on Next.
9- Begin training your bot by adding documents with information you find relevant for your customers. Also, include your brand's URL, crawl URLs, and FAQs in CSV format using our template or by creating a new document (please note, the last two options marked with a crown are only available for paid plans). Save the changes by clicking the yellow button each time you add something new and then click Next.
10- Add a default personality and then click on the save info button.
11- If you navigate to the 'Installation' section, you can view, share, and install your chatbot on the website by following the instructions.
12- If you go to the 'Conversations' section, you will be able to see all your chats and credits used, which will be in the upper right corner of your screen.
13- Now you will be able to see your chatbot on the left side of your screen and test it.
14- That's all! To start a conversation, just type a word or message and click on the send arrow.
