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  • Connecting Assistantz Platform To GHL
    • Connect Assistantz.ai To GHL
    • Setup Custom Menu Link In GHL
  • Setup AI Assistant - Call and Chat
    • Create Knowledgebase
    • Create AI Assistant
    • Create Active Tag for Chat AI
    • Buy and Assign Phone Number - US Only
    • Import Numbers For Twilio - US & International Users
    • Setup Rebilling - For AI
  • Setup Workflows In GHL
    • AI Call Assistant Deployment
    • Setup Master Inbound Chat Workflow
  • Call Transcript, Custom Tools and Update Custom Values in GHL
    • Setup Custom Tools to extract data and fill custom values in GHL
    • Setting up Post Call Webhook to export Transcript and Call Recording
    • Adding Tags
    • Removing Tags
    • Setting Up Live Call Transfers
  • Trouble Shooting
    • My Voice Agent is not calling outbound
    • Trouble Shooting - Assistant not Able to Book Appointment
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    • Manage Your Subscription
  1. Overview
  2. Setup AI Assistant - Call and Chat

Setup AI Assistant - Call and Chat

  • Create Knowledgebase

  • Create AI Assistant

  • Create Active Tag for Chat AI

    Creating an Active Tag for AI Assistant Deployment in Chat Objective: This SOP aims to guide team members on how to create an active tag to deploy the AI assistant in chat efficiently. Key Steps: Access the active tags section. Create a new ...

  • Buy and Assign Phone Number - US Only

    Buying and Assigning a Number for AI Assistantz Objective: To purchase a number for AI assistance in the US and assign it to a specific assistant. Key Steps: Go to the numbers section on the platform. Select the option to buy a number. ...

  • Import Numbers For Twilio - US & International Users

    Custom Bring-Your-Own-Numbers:   BEFORE YOU START: Please ensure you are NOT on a TRIAL Twilio account, This will NOT WORK on TRIAL Twilio.   This is a comprehensive guide on importing numbers into the system for your AI assistants to use fo ...

  • Setup Rebilling - For AI

    New Rebilling Coming in 2 to 5 working days

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