How do I set up sipgate AI Agents?
Set up sipgate AI Agents - store company data, create playbooks, and activate the assistant.
To be able to use sipgate AI Agents, you must store your company data. To do so, in the logged-in area go to the tile AI Agents. Then click on the agent you want to edit and then on Configuration. Here, you can set not only the voice and greeting the agent should use, but also your company profile as well as the pronunciation of certain words.
Furthermore, here you can determine which user should receive the generated summaries by email.
Then enter under customer questions the questions and corresponding answers that you want the AI Agent to answer automatically. Here, you are free to decide which questions you want answered by the agent and which answer should be given to a specific question.
Important: Please make sure that the questions are not too similar so that a clear assignment is possible.
You can under knowledge store a knowledge base that contains all important information for possible customer inquiries. Here, for example, you can store product descriptions or process guides for your customers.
Under the menu item Playbooks you can define in the final step which steps the AI Agent should carry out in a specific call scenario. It responds to predefined keywords in the conversation and asks about the previously set tasks one after the other.
After the scenarios have been stored, you can your agent insert into the routing in your sipgate account.
Would you like appointments to be booked via AI Agents, then you have the option to, under Calendar set up a calendar integration.
Under the menu item Webhooks can transfer the summaries from the conversations with AI Agent to your CRM system.
If you use a CRM system, your AI Agent can access the customer data stored there, provided you connect your system with the AI Agent via the item Integrations with the AI Agent.
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