Talk.Ai: create an AI agent

Step by step

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1. 0:00In this lesson, you'll create an artificial intelligence agent with Talk.Ai.
2. 0:06The agent answers customers on its own, using the information you provide.
3. 0:11Click "Administração" and then "Talk.Ai".
4. 0:16Click "Adicionar Prompt".
5. 0:20Give the agent a name.
6. 0:23In "API Key", paste the key sent by the CRM Clique Responde team.
7. 0:28It comes with the activation of the artificial intelligence module.
8. 0:33In "Prompt", describe who the agent is, what the company sells and how it should reply.
9. 0:47Be clear: the agent only knows what's written here.
10. 0:51In "Filas", choose where it transfers when the customer asks for a person.
11. 0:56Optional items connect calendar, voice, transfers, tags, Kanban and files.
12. 1:02"Temperatura" is creativity. Low values make replies more predictable.
13. 1:08"Máximo de tokens" limits reply length. Use 300 for complete replies.
14. 1:14History is how many previous messages the agent reads to follow the conversation.
15. 1:20And the delay is the wait before replying, to group consecutive messages.
16. 1:25Click "Adicionar".
17. 1:29The agent appears in the list.
18. 1:32To put it to work, link the agent to a connection, or to a queue in "Filas & Chatbot".
19. 1:38Go to "Canais & integrações", "Conexões", and edit the connection.
20. 1:47In the "Integrações" tab, choose the agent in "Prompt" and click "Salvar".
21. 1:58Let's test it. The customer asked what plans the company offers.
22. 2:07The conversation arrived in "Aguardando". Click it.
23. 2:13After the delay, the agent replies.
24. 2:17It used the prompt's information: the plans, the prices and the free trial.
25. 2:22If the customer asks for a person, the agent transfers to the chosen queue.
26. 2:27In the next lesson, you'll explore Follow UP.