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How to Create an AI Agent - GaliChat Getting Started
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style="opacity:0"><span class="">Tutorials</span></div><h1 class="block antialiased tracking-normal font-sans leading-tight text-gray-900 font-extrabold text-2xl md:text-3xl lg:text-5xl">How to Create an AI Agent - Getting Started</h1><p class="block antialiased font-sans text-xl font-normal leading-relaxed text-gray-700 mt-2 lg:px-56">Get started with GaliChat's AI Agent for lead generation & customer support. Learn how to use our service effectively.</p></div></div></div><div class="block md:flex justify-center container mx-auto p-8 relative z-40 bg-white border border-gray-300 rounded-lg"><div class="md:w-1/4 mb-8 md:mb-0 mr-24"><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#1---signup">1 - Signup</a></p><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#2---my-ai-agents-page">2 - My AI Agents page</a></p><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#3---create-ai-agent-page">3 - Create AI Agent page</a></p><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#4---view-and-test-the-ai-agent">4 - View and Test the AI Agent</a></p><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#5---embed-the-ai-agent-on-your-website">5 - Embed the AI Agent on your website</a></p><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#6---change-the-visual-look-of-the-ai-agent">6 - Change the Visual Look of the AI Agent</a></p><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#7---settings-page">7 - Settings Page</a></p><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#8---lead-generation">8 - Lead generation</a></p><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#9---view-leads">9 - View Leads</a></p><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#10---messages-history">10 - Messages History</a></p><p class="block antialiased font-sans text-base leading-relaxed text-left w-full cursor-pointer font-normal text-gray-600 hover:text-gray-900 my-2"><a href="#11---addons">11 - Addons</a></p></div><div class="md:w-3/4"><div class="prose"><h4 id="last-update-08042024">Last update: 08.04.2024</h4> <h2 id="1---signup">1 - Signup</h2> <p>You can sigup for GaliChat at <a href="https://galichat.com/signup">www.galichat.com/signup</a> where you will find the following page: <img src="signup-page.png" alt="signup page"/></p> <p>You can use the login with Google button or enter your email and password to create an account.</p> <p>If you already have an account, you can login at <a href="https://galichat.com/signin">www.galichat.com/signin</a> where you will find the login page.</p> <h2 id="2---my-ai-agents-page">2 - My AI Agents page</h2> <p><img src="my-chatbots-page.png" alt="my chatbots page"/></p> <p>After logging in, you will be redirected to the My AI Agents page where you can create a new AI Agent or manage existing ones. Press on the "<strong>Create AI Agent</strong>" button to create a new AI Agent.</p> <p>The created ones will appear on the page where are the dotted elements.</p> <h2 id="3---create-ai-agent-page">3 - Create AI Agent page</h2> <p><img src="create-chatbot-page.png" alt="create chatbot page"/></p> <p>In this screen you can give the AI Agent one of the options:</p> <ul> <li>A. The link of your website and the AI Agent will crawl it to get the information OR you can add links manually.</li> <li>B. You can upload multiple files like PDFs, Docs, Txts, etc. and the AI Agent will read them.</li> <li>C. You can write the information manually as simple text.</li> </ul> <p>For the next example we will use the Crawl option and use the Google.com domain.</p> <p>Write the domain name and press the "<strong>Crawl</strong>" button. You will see a screen like the next one:</p> <p><img src="create-chatbot-crawl.png" alt="create chatbot page"/></p> <p>The links that the AI Agent found on the website will appear as a list. You can simply choose which links are relevant for your audience and press the "<strong>Create & Train Bot</strong>" button.</p> <p>After you press the button, you will be redirected to the Training AI Agent page where you will see the following screen: <img src="training-chatbot.png" alt="training chatbot page"/></p> <p>Based on the number of files and links that you added, the training process can take from a few seconds to a few minutes. After the training is finished, you will see the following screen: <img src="finished-training.png" alt="finished traning page"/></p> <p>From this page you can add more <strong>Training Data</strong>, <strong>Change the Visual Customisation</strong> or <strong>View & Test the AI Agent</strong>.</p> <h2 id="4---view-and-test-the-ai-agent">4 - View and Test the AI Agent</h2> <p><img src="view-test-chatbot.png" alt="view test chatbot page"/></p> <p>In this screen you can see how the AI Agent will look on your website. You can test it with some questions and it responds.</p> <p><strong>IMPORTANT! If the AI Agent doesn't respond to your questions,don't worry! You can go back to the Training AI Agent Page and add more training data. In case the AI Agent doesn't answer the questions correctly, you can add more text with those specific information.</strong></p> <h2 id="5---embed-the-ai-agent-on-your-website">5 - Embed the AI Agent on your website</h2> <p>You can either copy the code from the Embed Code section and paste it in your website's HTML or you can go to the "<strong>Embeded on Site</strong>" Page and see the full code there.</p> <p>The Embeded on Site page will look like this:</p> <p><img src="embeded-site.png" alt="embed site page"/></p> <p>Simply copy the code and then paste it in your website's HTML.</p> <p><img src="paste-to-website.png" alt="embed site page"/></p> <p>After this step the AI Agent will be live on your website and you can start using it.</p> <p><img src="website-view.png" alt="embed site page"/></p> <h2 id="6---change-the-visual-look-of-the-ai-agent">6 - Change the Visual Look of the AI Agent</h2> <p>You can change the visual look of the AI Agent by going to the <strong>Visual Look</strong> Page.</p> <p>You can give a name to the AI Agent, change the colors, add an image for Logo/Avatar and set its dark/light mode based on your website's design.</p> <p><img src="visual-look.png" alt="visual look page"/></p> <h2 id="7---settings-page">7 - Settings Page</h2> <p>For additional settings, you can go to the <strong>Settings Page</strong> where you can change the <strong>Prompt</strong> and the GPT Version of the AI Agent, set the Leads details or delete it.</p> <p><img src="settings-page.png" alt="settings page"/></p> <h2 id="8---lead-generation">8 - Lead generation</h2> <p>The AI Agent can generate leads for you. You can see the leads settings in the <strong>Settings Page</strong>.</p> <p>Here you can choose which information you want to collect from the leads like name, email or phone number.</p> <p><img src="settings-leads.png" alt="settings page"/></p> <h2 id="9---view-leads">9 - View Leads</h2> <p>You can view the leads in the <strong>Leads</strong> Page. You can see the details of the leads and export them. You can also choose a date range to see the leads from that period.</p> <p><img src="leads-page.png" alt="leads page"/></p> <h2 id="10---messages-history">10 - Messages History</h2> <p>You can see the messages and chat history in the <strong>Messages</strong> Page. You can see the messages that the AI Agent sent and the messages that the users sent.</p> <p>Based on those messages you can improve the AI Agent's training data and add more information.</p> <p><img src="messages-page.png" alt="messages page"/></p> <p><strong>IMPORTANT</strong>: In order to get always a full conversation we automatically sync the messages from your users every 10 minutes. If you want to get a fresh view of the current active messages press on the Sync Button.</p> <h2 id="11---addons">11 - Addons</h2> <p>You can add <strong>Extra AI Agents</strong>, <strong>Messages</strong> or <strong>Remove the GaliChat brand</strong> from the AI Agent by going to the <strong>Addons</strong> Page. If you want to add extra AI Agents or messages, you can choose the plan that fits your needs.</p> <p><img src="addons-page.png" alt="addons page"/></p></div></div></div><footer class="px-8 py-28"><div class="visible md:hidden"><div class="fixed z-20 bottom-[20px] left-[50%] -translate-x-[50%] bg-white backdrop-saturate-200 backdrop-blur-3xl bg-opacity-50 border border-gray-200 rounded-full px-0.5 py-2"><a href="/chats"><button class="align-middle select-none font-sans font-bold text-center transition-all disabled:opacity-50 disabled:shadow-none disabled:pointer-events-none text-xs bg-gray-900 text-white shadow-md shadow-gray-900/10 hover:shadow-lg hover:shadow-gray-900/20 focus:opacity-[0.85] focus:shadow-none active:opacity-[0.85] active:shadow-none capitalize py-3 mx-2 px-5 pr-7 flex items-center rounded-full" type="button"><span>Create Free AI Agent</span><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 absolute right-4"><path fill-rule="evenodd" d="M8.22 5.22a.75.75 0 0 1 1.06 0l4.25 4.25a.75.75 0 0 1 0 1.06l-4.25 4.25a.75.75 0 0 1-1.06-1.06L11.94 10 8.22 6.28a.75.75 0 0 1 0-1.06Z" clip-rule="evenodd"></path></svg></button></a></div></div><div class="container mx-auto"><div class="grid grid-cols-1 justify-between gap-3 md:grid-cols-3"><div class="mb-8 md:mb-0 "><h4 class="block antialiased tracking-normal font-sans text-2xl leading-snug text-inherit mb-2 font-extrabold"><a class="text-inherit transition-all" href="/">GaliChat</a></h4><p class="block antialiased font-sans text-base leading-relaxed mb-4 w-10/12 !text-base font-normal text-gray-600 md:w-8/12">Your 24/7 AI Support Assistant that helps you to grow your business.</p><div class="flex gap-x-7 mb-4"></div><p class="block antialiased font-sans font-light text-gray-600 text-sm">All rights reserved. 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