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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&#x27;s AI Agent for lead generation &amp; 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 &quot;<strong>Create AI Agent</strong>&quot; 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 &quot;<strong>Crawl</strong>&quot; 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 &quot;<strong>Create &amp; Train Bot</strong>&quot; 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 &amp; 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&#x27;t respond to your questions,don&#x27;t worry! You can go back to the Training AI Agent Page and add more training data. In case the AI Agent doesn&#x27;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&#x27;s HTML or you can go to the &quot;<strong>Embeded on Site</strong>&quot; 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&#x27;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&#x27;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&#x27;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. 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