About Course
Tools Used: JotoForm.Ai
We will learn how to build your own AI customer service agent. And
you don’t have to write any code to start. And the best thing is that
it’s completely free to use.
First, head to this website, https://jotform.ai. Once you are on the
home page, click on the button that says “create your AI agent.” This
brings us to a page where we can start building our AI agent.
There is an option for us to select a channel. A channel is where a
customer will interact with your AI agent. For example, you can want
it to be a standalone, and here on the right-hand side, you can see
what it looks like. etc.
Down at the bottom, let’s check this box for terms and conditions
and click on NEXT. Remember, you can always come back and choose
another channel.
This takes us to a page where we can define how we want to start
building our agent. We can start from scratch, form, template, or
clone ourselves. Let’s start from scratch by clicking this option. Here,
we will describe the agent we want to start with. At the bottom, you
can select options to start with.
2. I have something specific for me, so let me type in “This AI agent
helps customers place orders, book tours, and get answers to
common questions.” Then click on CREATE.
Look at that! We now have an AI agent already running. In the top
hand corner, you can see we are in the “AI agent builder” view. And
here, we will run through all these processes like BUILD, TRAIN, and
PUBLISH before our customers can actually use it.
At the left-hand menu, you can jump through all the previews of the
channels to see what the agents will look like. Select the STANALONE
view, and you can browse through to see the avatar that works best.
Over here, I can search for avatars by typing AI. Let’s click on
GENERATE and see if I can use AI to generate an avatar for our
chatbot. Let’s write in there: “A friendly slim girl dressed in tech
office attire,” and hit the GENERATE AVATAR button.
3. Just like that, our avatar is generated for the IAKSUM AI company.
Up on top, let’s now click on STYLE, let’s select this colour scene that
aligns with the colour brand of IAKSUM AI company.
Here, select the agent title. Let’s go with HELEN AKSUM, select agent
role. Let’s go with CUSTOMER SERVICE SPECIALIST. You can tweak the
chat styles, the button styles, and even the layouts. Then let’s upload
our company logo here.
Down at the very bottom, let’s click on the ADD WELCOME PAGE.
Here we can fully customise how the welcome page looks. In the
right-hand corner, let’s modify the welcome page. At the heading,
let’s add “Customer service, AI Doctor — AI for Beginners.”
Then the description “AI BEGINNER’S ACCELERATOR — Development
is strategic, not competitive. Helen can help you place orders, book
tours, and get answers to common questions.”
Over here, these buttons don’t quite fit our colour screen. Right here
on top, click the button and select the colour palette of your choice. I
think right now, this welcome page is looking very nice.
4. Now, I think it’s time to train the agent. Right on top, let’s click on
TRAIN. Here, we get to train our agent, and it will use all this
information when responding to customers.
Let’s click on LINK and type in the name of our website:
IAKSUM.COM, and click on CRAWL. Here are all the pages on our
website to crawl. Click on SAVE. It will take a little bit of time to
collect all that information from our website.
On top, click on this button to add more knowledge. Let’s add our
product’s prices. I have all the information in PDF format. Let’s click
on FILE to upload our file. Below, it wants to know how this agent
should use this document. Type in the box: “USE THIS WHEN
CUSTOMERS ASK ABOUT PRODUCT PRICES”, then click on SAVE.
Let’s add some more knowledge. Click on it at the top. Click on the
KNOWLEDGE option. I will enter information about our business
hours, locations, and phone numbers, then click on SAVE.
5. One of my concerns is that sometimes customers have negative
perceptions about the IAKSUM AI company. And I want to make sure
that the agent knows how to handle that. Let’s jump into ACTIONS in
the left-hand menu.
I will click on this drop-down menu on “WHEN”, and I will select
“USER SENTIMENT IS”. Then I can define the sentiment by typing
“NEGATIVE UPSET” I would like a human agent specialist to step in
rather than leaving AI to do it.
Down below, I will select “SEND EMAIL” as the action to perform.
Below, let’s customise the email. I will type something like this: “OUR
AI AGENT IS SPEAKING TO AN UPSET CUSTOMER, PLEASE HAVE A
HUMAN CUSTOMER SERVICE SPECIALIST REACH OUT.”
Over here, click on RECIPIENTS to define the recipient and click on
SAVE. When customers reach out, they would like to tour our
company. I would like the agent to book those tours in my calendar.
To do that, head over to the left-hand corner menu and click on
TOOLS. Tools allow you to extend the power of your agent. And here
we see a few different examples.
6. Here, click the option to “SET APPOINTMENT WITH GOOGLE
CALENDAR”. Right on top, we need to let this agent know what it
uses this calendar for. So let’s type something like this “SET AN
APPOINTMENT ON THIS CALENDAR WHEN A CUSTOMER WANTS TO
BOOK A TOUR.” Then check both email address and full name.
Then, click on EDIT, then at the right-hand corner, we can configure
the availability. I will go with 60MINUTES, and below I set the
intervals. Then click CONNECT to connect with Google Calendar. Then
click on ADD ACTION, then click SAVE. Now we can see that this tool
is running.
I would also like customers to be able to place an order using this
agent. On the left side menu, let’s click FORMS. Forms allow you to
collect data from customers. Click on ADD NEW to add a new form.
After creating your form, click ADD.
7. Then let’s teach the agent simply by chatting with it. In the left side
menu, click on TEACH YOUR AGENT. Look at that, it looks like HELEN
AKSUM is ready to speak with me.
Then let’s ask like this: “Our new AI product rewards strategic
thinkers, not panic learners.”
You can chat with your agent and build up the knowledge base. That
is the beautiful thing here. We are getting close to finalising our
agent, but before we do that, let’s have a quick look at how the agent
talks and also acts.
At the upper left-hand corner, click on the AI PERSONA, and we will
see various options like the agent’s name, agent role, language it
speaks, and the tone of voice. I think FRIENDLY is the best for our
company.
Down below, you can also adjust the CHAT RESPONSE LENGTH. I will
select SHOT. Down below, you can also set various chat guidelines.
Now comes the moment we’ve all been waiting for.
At the top, let’s click on PUBLISH. This makes it easy to embed and
share your agent on various platforms. To share a direct link, at the
top left, click on QUICK SHARE and copy the link.
8. If you want to embed the link on your website, click on EMBED,
and here we see the embed code and copy it. Also, for PHONE
AGENT, buy a dedicated phone number for at least ten dollars.
And here you have all the different channels you can choose from.
Let’s now test out the agent we’ve created. Right on top, click QUICK
SHARE and in the top extreme right-hand corner, let’s click on
PREVIEW, then click on the CHAT button.
Down below, let’s type in “HOW MUCH IS THE AI BEGINNER’S
ACCELERATOR?” Let’s see if it can answer that, oh! It did. Let’s ask
about business hours: “WHAT ARE YOUR BUSINESS HOURS?”
At the top left-hand corner, let’s click on this drop-down menu. Then
click on the options for CONVERSATION. It will display conversations
customers had with your agents. That’s exactly how easy it is to build
your AI agent.
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