- What tasks your assistant will handle
- What knowledge it needs to access
- Which channels it will use to communicate
Create
- Name your assistant
- Define its purpose
- Set basic parameters
Configure
- Design conversation flows
- Add knowledge base
- Set response styles
Connect
- Link communication channels
- Set up integrations tools
- Establish data flows
Deploy
- Test thoroughly
- Connect phone numbers
- Go live
Monitor
- Track performance
- Gather insights
- Make improvements