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Step-by-Step Guide: Launching and Automating Your AI Assistant in Build Assistants

1. Setting Up Active Tags

Active tags are essential for enabling your AI assistant to interact with users. Tags can be assigned for chat or voice modes.

Steps:

1. Create an Active Tag:
   • Go to the top-right menu and click the yellow “+” icon.
   • For chat AI, name your tag (e.g., concrete_chatbot).
   • Ensure the name uses lowercase letters, no spaces (use underscores if needed).
2. Assign the Tag to the Assistant:
   • Navigate to the three dots next to the tag and select Link to Assistant.
   • Choose your assistant (e.g., concrete chatbot) and save.
3. Verify the Setup:
   • Go to the assistant’s settings and confirm the tag is linked.

2. Automating Chat with Workflows

Workflows define how the assistant engages with contacts.

Steps:

1. Create a Workflow:

   • Name the workflow (e.g., activate_chat_for_bot).
   • Add an action to tag the contact with the active tag (e.g., concrete_chatbot).

2. Add Initial Outreach:

   • Include an SMS action with a message like:

     csharpCopy codeHi [Contact Name], this is Emma from Apex Concrete. You recently visited our website. Is there anything I can assist you with today?

3. Testing the Workflow:

   • Add a test contact to the workflow and monitor the inbox for the AI assistant’s responses.

3. Configuring AI Response Speed

To make the assistant’s responses feel human-like:

1. Navigate to Autopilot Settings in the assistant menu.
2. Adjust Synthetic Wait Time:
   • Default: Simulates human typing delays.
   • Testing: Set to 0 seconds for instant responses.

4. Adding a Voice Number