iX Hello: Basic Mode

Assemble and use your first digital intelligent assistant without any code

Introduction

Let’s discuss an idea. I would love to have an AI assistant for my business, that would handle my customer requests whether through a chat, SMS, or call. I also want the assistant to be ready as quickly as possible since there is a bottleneck in my customer service and it’s impacting my business.

iX Hello ‘Create My Assistant’ could be the perfect solution to this scenario. GPT-Service Assistant 3.1 is an intelligent assistant powered by Generative AI that can be trained to support any business. Gather information on how you would want your customer representative to present your business, feed that information to iX Hello GPT Service Assistant, and voila! You have your CR ready within minutes. Now test and train the assistant for more precise and accurate information as you would like.

What iX Hello GPT Service Assistant is?

It is an intelligent assistant powered by Generative AI. It is a template that can be trained to behave in the way you define.

What can I expect from it?

It can respond to your customers via chat, SMS, or call. It also supports digital human and digital human on Kiosk mode, providing the users with a human interaction like experience rather than just chat.

Is programming knowledge required for this?

No, you just give information on how you want to present your representative. It feeds on your input to mimic the behavior, speaking style, and personality. It answers customer queries based on the data sources you’ve asked it to refer to.

Will I be able to track who interacted with my assistant?

Yes, you can get a quick summary of a number of interactions, the number of interactions today, the total follow-ups as well as the chat history. You could use these interactions to determine whether the assistant is giving desired responses. And if not, you can use these metrics to better train it.

Now, let’s look at the step-by-step process of how you can prepare a fully functional assistant within a matter of minutes. To make this process smooth, we suggest that you prepare these things beforehand.

a. Name of the assistant (what you think would be the best identification for the bot)

b. Your Business Details

· Name

· General Introduction

· Address

· Contact (Phone and SMS)

c. Your Services and Products (Optional)

d. Business Hours

e. FAQs

f. Your Assistant Personality (This would define the personality of the assistant. You could use examples like ‘You are very friendly to customers, you try to base your responses on facts and figures, you are not biased’ etc.) You are shaping the personality of the bot.

g. A goodbye message

h. Training materials: These could be websites or documents; you want the bot to use as a data pool for answering customer queries.

If you’ve gathered these, you should be able to thoroughly follow the steps below and have your first assistant ready in no time.

Pre-requisite:

a. You need to have an iX Hello account for this. Contact our team to have your account created.

b. Login in and Click on Add a New Assistant.

User Guide

c. This takes you to iX Hello Blueprint Library, which is a collection of templates that you can use to create ready-to-use AI-Apps.

d. You can explore the possibilities here. But for now, let’s focus on creating the GPT Service Assistant. On the search bar, type ‘GPT Service Assistant’.

e. Click on Create App. Fill the details as you proceed.

f. Once you’ve filled in business details, click on Next to enter about your services and products.

g. Provide information on your business hours and FAQs. If you want to add more FAQs, you can click on Add New FAQ.

h. While setting the assistant details, you can describe the persona of your assistant like ‘I am friendly, I actively listen to customer queries, I provide accurate and latest information etc. This field defines the guardrails for your app. You can also configure Welcome and Goodbye messages. You can add Buttons for different services which are linked along with the welcome msg, user can simply click on the button and get the response instead of typing in the query manually. Then click Next.

i. After these setups, another important step is training. You are providing a knowledge pool on which the assistant will base its responses. You could provide web URLs or just plain documentation.

j. Now click on Save, and just like that you created a working digital intelligent assistant.

k. You will also receive an email notification when the assistant is ready.

Now that the assistant is ready, you can use it over:

a. Webchat

b. Digital Avatar

c. Call/ SMS

The following chapters discuss in detail how to set up the assistant for these different modes and what you can expect on these setups.