Business owners know providing instant, personalized customer interactions is key to standing out. What if you could build your own AI chat bot without writing a single line of code? Welcome to the I Need AGENT system—a revolutionary no-code platform that empowers you to create intelligent, responsive chat bots tailored to your business needs. In this comprehensive guide, we'll walk you through every step of building your AI assistant, leaving no detail behind. Let's dive in! 🌊

Step 1: Sign Up and Get Started 🚀

Begin your journey by visiting https://www.theineedagent.ai/pricing. You have two options:

• Free Package: Explore the basic features and get a feel for the platform.

• Upgrade Plan: Unlock advanced functionalities and connect your Go High Level or other CRM systems immediately.

Once you've signed up and logged in, you're ready to start building your AI chat bot! 🎉

Step 2: General Tab – Building the Foundation 🏗️

Head over to the Modify Bot section and select the General Tab. This is where you lay the groundwork for your bot.

Essential Settings:

• Label for the Bot 🏷️: Assign a clear label to identify your bot easily.

• Bot Name 🤖: Give your bot a friendly name that resonates with your brand.

• Bot Usage 📊: Ideal for resellers to track subscriptions and monitor bot performance.

• Response Delay Seconds ⏱️: Adjust the delay between the bot receiving a message and sending a response to mimic human typing speed.

Humanizing Your Bot:

• Frequency AI Typos ✍️: Introduce intentional typos to make the bot's responses feel more human. Set a percentage between 1-10% for authenticity.

• Frequency Breakup Larger Messages 📩: Decide how often the bot breaks up long messages into shorter ones. A setting between 0-60% is recommended to emulate natural conversation flow.

• Prohibited Words (Swap Words) ❌: Specify words the bot should avoid or swap out to maintain professionalism.

General Settings:

• Leave Conversations as Unread 📥: Keep messages marked as unread after the bot responds, so your team knows where to follow up.

• Multi-Objective Handling 🎯: Allow the bot to tackle multiple goals simultaneously instead of one at a time, increasing efficiency.

• Conversational Rescheduling 📆: Enable the bot to handle appointment cancellations or rescheduling upon the contact's request.

• Always Aware AI 🧠: Keep the bot informed about all recent messages, ensuring continuity in conversations.

• Bot Off On Manual Reply 📴: Automatically disable the bot's responses when a team member intervenes manually.

Choosing AI Models:

• Model Selection 🧩: Prioritize your preferred AI models by dragging and dropping them in order.OpenAI KeyOpenAI (Credits)Anthropic (Credits)

• Failover Mechanism 🔄: If your top model experiences downtime, the system will automatically switch to the next available model, ensuring uninterrupted service.

Step 3: Integration Tab – Seamless Connectivity 🔗

Navigate to the Integration Tab to connect your AI chat bot with your existing systems.

• CRM Integration 🖥️: We highly recommend integrating with Go High Level for optimal performance.

• API Keys 🔑: Input your OpenAI API key or Anthropic key to access lower-cost credits and enhance your bot's capabilities.

Step 4: Detect Tab – Intelligent Scenario Handling 🕵️♂️

The Detect Tab empowers your bot to recognize and respond appropriately to various scenarios, ensuring professional interactions.

Stop Scenarios:

1. Contact Becoming Aggressive 😠:

2. Contact Saying Goodbye 👋:

3. Contact is a Spammer/Phishing 🚫:

4. Contact Likely Another Bot 🤖:

5. Contact Reached End of Objectives 🏁:

Custom Scenarios ✨:

• Define Unique Situations: Tailor responses for specific triggers.

• Example: If a contact isn't interested in AI chat bots or marketing, the bot adds tags ai custom detected and ai off and stops responding.

Step 5: Main Tab – Training Your AI Chat Bot 🎓

Equip your bot with the knowledge and guidelines it needs to represent your brand effectively.

1. Why the Conversation is Happening 🧐

Explain the context to your bot.

• Example: "The contact, @lead_name, filled out a form on our website expressing interest in our services."

2. Important Business Information 🏢

Provide key details about your company.

• Example: "We are a family-owned business specializing in renewable energy solutions, committed to providing eco-friendly options across the UK."

3. How to Respond 🗣️

Set the tone and style.

• Example: "Maintain a friendly, professional tone. Do not reveal that you are an AI. Avoid exclamation marks and keep responses concise."

Personalization with Variables 🎭

Use variables for a personalized touch.

• Examples:{{contact.first_name}}{{location.address}}{{custom_values.your_variable}}

Step 6: Objectives Tab – Setting Goals and Actions 🥅

Create specific objectives to guide your bot's interactions.

Creating Objectives:

1. Short Description ✍️:

2. Title 🏷️:

3. Extra Prompt 💡:

4. Auto Field Updates 🔄:

5. Settings ⚙️:

Examples of Objectives:

• Household Income Check 💰:

• Appointment Scheduling 📅:

Step 7: Library Selection – Knowledge Empowerment 📚

Equip your bot with a wealth of information.

Methods to Add Knowledge:

1. Upload Documents 📄:

2. Website Scraping 🌐:

3. Custom Word Pad 📝:

Benefits:

• Enhanced Responses 💬: Provide accurate answers to complex queries.

• Up-to-Date Information 🆕: Keep your bot informed with the latest data.

Step 8: Follow Ups – Nurturing Leads Over Time ⏰

Configure your bot to maintain engagement.

Smart Follow Ups:

• Enable Smart Follow Ups 🔛: Allow the bot to schedule follow-ups based on contact requests.

• Set Follow-Up Intervals 📆:Example Schedule:Follow Up 1: After 1 dayFollow Up 2: After 30 minutesFollow Up 3: After 1 hourFollow Up 4: After 1 month

• Customize Messages ✉️:Use engaging content and variables for personalization.Example: "Hi {{contact.first_name}}, just checking in to see if you have any questions!"

Advantages:

• Consistent Engagement 🔄: Stay on your leads' radar without manual effort.

• Improved Conversion 📈: Increase chances of moving leads through the funnel.

Final Step: Testing and Launching Your Bot 🧪

Before going live:

• Test Scenarios 🧩: Ensure each objective and follow-up works as intended.

• Review Responses 🧐: Check for tone and accuracy.

• Fine-Tune Settings 🔧: Adjust based on testing outcomes.

Congratulations! Your AI Chat Bot is Ready to Rock 🤘

You've built a sophisticated, intelligent AI chat bot without writing a single line of code! With the I Need AGENT system, your bot is equipped to handle customer inquiries, qualify leads, schedule appointments, and maintain ongoing engagement—all while reflecting your brand's unique voice.

Why Choose I Need AGENT? 🌟

• No-Code Platform 🛠️: Build and customize with ease.

• Advanced AI Capabilities 🤖: Leverage state-of-the-art AI models.

• Seamless CRM Integration 🔗: Connect with systems like Go High Level effortlessly.

• Customizable Interactions 🎨: Tailor every aspect to your business needs.

• Scalable Solutions 📊: Grow your bot's capabilities as your business expands.

Get Started Today! 🎉

Ready to revolutionize your customer interactions? Visit www.theineedagent.ai and create your AI chat bot today. Embrace the future of customer engagement with the I Need AGENT system—where innovation meets simplicity.

Have questions or need assistance? Our support team is here to help you every step of the way. Happy bot building! 🤖💬