Transcripts
1. Introduction: This course will change
how you engage and interact with your clients and schedule follow up actions. In this course, you're
going to learn about the first conversation
AI agent that enable business owners
like you to schedule appointments with clients
across omni channels, including e mail, official
websites, text, SMS, and popular social
media platform like Waspp, Facebook, and Instagram. This course is all about how to b and deploy
AI chat boards. The enhance conversation
appointment booking. This course will
teach you how to seamlessly integrate popular
calendar application, such as Coople calendar
and C Kalende to deliver a professional and effortless appointment
booking experience. To introduce myself,
I'm Manan Pate, an AI instructor, and EH
ad board agency owner. And trust me when I say this, I have a lot of knowledge around this area of AI
automation and AHd. Course is for all of the sol, small business owners,
marketing agencies, and from various professions
such as DN estate agents, auto dealers, e
commerce merchant, healthcare provider,
and many more. So that's all for this lecture, and I welcome you
to this course. I will see you in
the first lecture.
2. Creating Your First Chatbot with AI: A Step-by-Step Guide: Let's get started with our first chat board
in new Oaks dot a. So click on my chat boards. But first thing first
we will need is our Open AI APA key in order
to run this chat board. Go to Open AI Platform
or in APA Keys. Don't worry. I will provide this URL in the
research section. Then click on, create
new Secret key. Let's say New Oaks and two, and then create secret key. Copy this open AAPI Key and then paste it
in new ok dot a, and don't get any funny idea. I will delete this key
right after this lecture. Well, this is your
dashboard of chatboards. So we have two
options as of now, which is new chat
board from Template, as well as we can also create
a chat board from scratch, and that's exactly what we are going to do in this lecture. So click on new chatboard, and then it populates
with data sources option. Well, both are data sources
for your chatboard. Data source are kind
of knowledge base that uses generative AI
technology to summarize these data sources
and then turning them into coherent and contextual
conversation answer. We have four types of data
sources in York dot a. First is file,
then text website. Q&A. In this lecture, I'm going to show
you how to create a chatboard using these
files data source. Well, you can upload
any file, for example, any PDF, any document
or any text file. For this instance, I will select a Microsoft annual report
of 2023. Don't worry. I will provide this report in the resource section so that you can try this along with me. As you can see, this is the
Microsoft annual report, and it contained tons of images, charts, as well as
financial statement. So let us add this bg fi
to our data source and play around with
this annual report and ask question
to our chat board. I will upload that document. Our data source of annual
report is uploaded. Then all we need to do is click
on this create chatboard, and it'll train our
chatboard for this document. Wait for the training to happen, and then you will have your
very first own chatboard of new yorks.ai. Our chatboard is trained now. So let us play around and ask some question
to this chatboard, regarding that annual
report of Microsoft. The first thing we can ask
is What is the report about? And the answer is, the
report includes estimation, production, statement, business plan objective,
and many more. Further on, we can ask. Imagine if you have a long
lengthy report and you don't have enough time to read entire report for yourself. And that's where new Oaks
do can really help you. So you can simply upload your PDF or document
that you have. Then simply you can ask
question regarding that PDF. It is kind of a chat with PDF. Can also even ask to
summarize entire report. You can simply just type. Give me a quick summary
of Microsoft report, and then press on Enter. It has summarized the
entire report for us. We can see Microsoft report
for year end date highlights its mission to empower
individuals and organization globally
through technology. You can see 22% increase in
Microsoft Cloud revenue, 10% increase in official
commercial product and many further things. So just like that, we don't
have to summarize and read all of the 96 pages to understand what this
report is all about. We can leverage the
power of new ok dot a in order to get the answers and
insights from the report. Feel free to play around
with this report, as well as I will attach
another report of first quarter annual report of Microsoft in the
resource section. Can ask tons of question, and it will provide
answer to that question. Let's say, who are
competitors of Microsoft? Microsoft faces competition from various companies like Google, Amazon, IBM, Sales Force, and many other companies. So this is the real magic
of New York dot AA. This is just to give
you a quick overview or a small glimpse of what we can achieve by using new Oaks dot a. In the further lectures, I will show you how to
set up a chat board that will hinder all of the
appointment booking for you, as well as we will integrate our chat board with Facebook, with whats, with Google voice, as well as bidirectional CRM. So don't go anywhere, and in the next lecture, I will show you how to
create a chat board just by simply copying the
URL of your website.
3. Train Your AI Chatbot by Crawling Your Website: This time, I will show you how you can train
your chatboard, using data source as
URL for your website. So go to new chat board. And then this time
instead of files, we will select website. In this, we have two options, which are crawl and
submit site Map. Let me explain both
of them in retail. Let us talk about
crawling your website. By providing the URL
of your website, new oaks dot eI will
automatically crawl and fetch all of the links
that start with that URL. This will include
all of the pages, but we'll exclude any files or images or any document
in your website. For this instance, let us take
a demo or example website. Let's say you want a fully function AI chatboard
for this website, which is l travel guide, and it has a bunch
of informations and country state and guidance. Well, you don't need to create a document and store all of
the information in that, and then upload it
in new Oaks dot a. All you need to do is
simply copy this URL of the website and then
paste it in new oaks.ai. Simply paste the URL here
in the crawl section, and then click on Fetch links. And if you scroll down, we will be able to
see included links. Well, ld Travel guide, country guides, City guides,
feature homes accommodation, Qatar, and all of the URLs that are available in this
world travel guide dotnet. And if you want to
find all of the URLs, you can scroll down
and see these are the URLs that it has
automatically fetch just by simply copying that one website URL and then
pasting in our New york.ai. Now, we need to
train our chatboard for all of these 47 links. So click on Create chatboard,
or train chat board. It will take some time to pass the website. So hold on to that. And just like that, our
chat board is created. Let us play around with our
world travel guide chatboard. We will ask question
regarding travel guides, travel plans, and
travel itineraries. First thing, first,
we will say, hi. Can you help me with
my travel plan? Of course, what
specific information or assistant do you need
with your travel plan? Let's say I want to travel
to Qatar for seven days. We will say plan me travel itinerary to Qatar
for seven days. And within a second, it has suggested a travel
itinerary of seven days. Devon is arrived in Doha. Second day is
cultural exploration and rest of the other days. So you can see how
simply you can create chat board for a website, according to your
knowledge piece, simply by copying the URL
and pasting in new ks dot a. It also cite the source of
information from the website. Don't worry we can hide this, and I will show you
in further lectures. You can also ask questions
like that particular place, food, culture, background,
favors places, and many more. So it will answer all of the question regarding
this particular website. So as you can see, this website doesn't have any chat board, so it is a good time to
approach or pitch this website. You can create chat board and monetize your development skill. We can ask questions like a
Dubai or any place you like, and I'll try to
answer the question from World Travel guide
data source only. It will not make up any
new answer or new facts. So as you can see, one of the most interesting
fact is Buch Khalifa, obviously, which is the
tallest building in the world, as well as its size the
source of information. So feel free to play around
with this chatboard, feel free to try a different
website, for example, doctor website,
Healthcare website, GM website, real Agent
website, and many others. In the next lecture, I
will show you how you can customize your chatboard
by using this siting tab. So I will see you
in the next one.
4. Customizing Your Chatbot: Settings and Options: All right, after
building our chatboard, let us see some of the options in setting and customization. So go to setting tab, and first thing first we can change is the name
of our chat board. Let's say our first chatboard, and you can copy the
chatboard ID as well. Then we have model, interface, security leads,
domains, and appointment. We will look them one by one. First thing we will
look is models. In models, you have a bunch of options to configure
your chatboard, and this will be
going to your Go to guide to find you
your chatboards. First thing we have
is prompt templates. As you can see,
the current prompt is acting as a customer service. If we click on our
prompt template, it will display these
three templates. The first prompt template
is of sale service. And in the system message, you can see it has already
written this prompt for you. So you don't have to find and
retype everything into it. Then we have our
customer service prom. You can see you are a
customer service assistant to the given information. So this is the pre
built prompt template for customer service. And lastly, we have our appointment booking
prom template, which is a very vital
prompt template. Let's say you want a chat board, which is both customer
service agent as well as appointment booking. So this third tempate
is your go to guide. You can say your
specialized role is in AI customer service agent as well as in
appointment booking. And as of now, we want
our chat board to book appointments from
our clients or customers. So we will select
our appointment booking option and
then click on. As you can see,
our current prompt is changed to
appointment booking, and it has written all of the prompt in this prompt field. Well, that's great for us. Then we have our
safety prompt switch, which is the list of categories
of questions that are prohibited or you consider
not related to your business. So you can separate
different content categories by written or brake line. As of now, we are not
going to turn this of, as well as this error message. Whenever if your
chat board is not available or in
under maintenance, it will reflect this
message of error. There are too many users. Please try again, as well as you can change
the message itself. Let's Then we have our models. You can see I have
selected GPT 40, but feel free to choose GPT 3.5 GPT four turbo,
whatever you like. And then we have our model APIK, which is the same as we copy and paste it from open AI APIK. Then we have our temperature, and right now it is set 20. But as you increase, it will get more creative and it's more likely
to llucinate, or answer inaccurate
results or faulty answers. Let us live our
temperature to zero. You can also change
the time zone. Always make sure to click on save after making some changes. Otherwise, your chat bot
won't be able to update. Let us click on save, and our chat bot is
saved successfully. Then we have a option of
chat interface so that we can customize or configure
our chatbot as we like. Well, this is a very
pretty interesting thing in new ok.ai. As you can see, our
chatbot is in blue color. First thing, first, I
don't like this blue co. Let us change to
pink, purple, or green. If we click on this color, all you need to do is change the color of your chat board. Et's say dark purple. Awesome. It is
looking a lot better. Then we have our
initial messages. Let's say, Hi, this
is your AI assistant. What can I help you with?
And you don't like this. You can say Hello, and welcome to my travel agency. I am your AI assistant. Then we have our suggested
messages. Well, what are they? If you go to GPT, you can see, these are some of the
suggested messages or conversation starter. If you click any one of these, it will automatically start conversation with
our chat board. Same thing we can do
in our new ok dot a. Let's say, my example
is of travel agency. I want to book a call. Then click enter from
new suggestive messages. I have added four
suggestive messages. Book a call. I want
to travel the world. Question regarding visa
and Plan M a trip. If we click any one of these, it will automatically start conversation with
our chat board. Suggested messages are
like common issues, common topic or common queion to your client or a
consumer in ones. It is a pretty good way to
start conversation with your client without them typing quions manually in
our chat board. Furthermore, we have
a language switch, which is converting simplified Chinese into
traditional Chinese. Let me tell you an interesting
fact about New yorks.ai. New York's dot AI supports
around 95 languages. You can have your sources in any language and ask question
in any other language. For example, if your data
source is in Chinese, you can ask question in English and get the
answer in English, using the same data source
that was stored in Chinese. Well, that's the real power
of New York's dot AI. After that, we can change
the theme of our chat board. Let's say you don't like this light theme
of our chat board. You can simply click on this
theme and change it to dark. Well, it is a lot better, but you have to keep in mind
the color of the answers, as well as color of
your chat board. As of now, we are going
to leave it light. Then feel free to
play around with the chat board width
in chat board height, as well as you can increase
the border radius. Let's say we want the
border radius to f. So it will increase
this border radius after we save our chat board. Then we have a shadow system, which is kind of a cool
feature in new Oaks dot a. By leveraging these settings, we can actually give a live
and uplifting chatboard filling to our end users. Feel free to play
around with this, as well as we have feature
of bubble setting. Again, feel free to
play around with this. Then we can change the fun
family of our responses. Let's say I like
Noto sense Korean, and that's how you can
change the fun family, as well as you can give your own profile picture of
your chat board. Let me show you
how you can do it. So Simplli on to upload, If it scroll up,
you can see we have a profile feature
of our chat board, and you can give
the display name. Let's say I want
the display name, which is Manten Patel. Or we can say travel guide net S per our example
of travel agency. Awesome, feel free to
use any color you like, as well as user input p. This is the line
it's talking about. Let's say you don't want this
control plus enter line, enter send message, you can
simply type A type here. And you can also change the chat icon simply by
clicking on this alo, and have our chat icon. But as of now, let
us remove chat icon. Feel free to change the
color of chat button. Let's say we want to greg type, and you can change the alignment
of chat bubble button. Let's say we want it to be left. And these are some of
the additional features you can do in New Yorks dot a, which is lead magnet and
auto show initial message pop up after a second. Feel free to play
around with this, but leave it as of now. And this is my favorite
thing in New Oaks dot a, which is human takeover. Now allow me to explain
this in much detail. This essential functionality is activated when a
visitor requests human support or when the chat board encounters
a query, it cannot handle. When triggered, the
conversation is seamlessly forwarded to a
designated human agent or customer service, ensuring that the visitor
needs are promptly addressed. You can also customize the human takeover
reply message to let the user note that a human agent will
assist them shortly. This feature ensures your
chat board can provide excellent customer service even when human interaction
is needed. Let's say I want to forward
the message to myself. Simply I will enter my e mail, and that's all you need to do, as well as you can add custom human takeover reply message. We can say hi. So our user will know that a
real human being has taken over the
reply or message. Awesome. And lastly, we have our display
source reference link. So this is what
I'm talking about. As you can remember
in the last lecture, we don't want this source link, so we can simply
just turn this off, and then click on Save. So make sure again to click on save after changing all
of the things we need. Then we have something
called security. In security section
of our chatbot. The visibility of our chat board will buy default P perla. Feel free to change
it to private. In private, meaning, no one can access your
chatbot, expect you, and in public, other people can chat with your chat board, if and only if they send
or you send them a link. You can add extra
security to your chatbot. Simply by clicking on this, only allow the i frames and vigid on the
specific domains. Let's say if you have your own website or your own domain, simply just type
the domain here, and your chat board will run on your website or on
your that domain, and not anywhere else. Well, this is a great
feature in new ok.ai. Lastly, we have
message limitation. Meaning if someone is pamming your chatbot in your website, you can simply limit
that by limiting to only 20 message
every 240 seconds. Feel free to change the second. Let's say you want one 22nd. And this message will be
shown when the limit is set, which is too many
messages in a row. Please try again later. Feel free to edit
this message as well. Then click on saw.
Furthermore, we have leads, domains,
and appointments. I will discuss all of these
three in the next lecture. Okay, I will see you
in the next row.
5. Expanding Your Chatbot's Knowledge Base: What if if you want to add new information to your
existing chat board, I will show you how we can
do it in new York dot a. In my chat boards, we will use the example of
our first chat board. Go to sources, and then
we have these options, which are files, text,
website, and QNIs. You can see it has
added two new features, which is key trigs and
company information. Well, in files, you can add any PDF document or text file, as well as in text, you can manual add data
into your chatboard. Let's say, I want to add all of this information
to our chatboard. And then make sure to click
on retrain chat board. Well, it has added the data
source in our chat board. Then we have website and QNA, which is question and answer, which we have already set
up in the last lecture, which is schedule a meeting, and the answer is, Hi,
I will book for you. Please provide date and time
you prefer for the meeting. Now let us just delete
this and add another QNA. Let's say the user qu will be. Then provide you your e mail. An phone number. And
then click on add. Pick on Rt and chat board. Then we can check that it has added our data source or not. But you can see it has provided the information in a best
structure and English response. You can contact me via my e mail and my phone number.
Well, that's us. If we go to our sources
again and keyword triggers. Well, what are keyword triggers? Keyword triggers are
specific responses or desired responses
to be activated when certain keyword is
triggered in a strict manner. Let's see we want a
keyword of Dubai. And immediately when
the keyword is used, it will automatically provide this specific answer and
not any other answer. And that's why keyword tickers are very crucial in chat words. And then click on S. This time we will say I want
to travel to Dubai. Please contact Manthon at
Manthon 2024 at the gmail.com. And this is why we use
keyward twiggers when we want some direct response or desired response to that
particular keyward. Go back to our sources. And lastly, we have our
company information. And you can see it has already added all of the
information by itself. I haven't added any of it. Company name, company address, company profile
industry, website, business hour, description, and a lot of other information. Well, feel free to add all of this information for your
website, and then click once. So that's how you
add data sources on knowledge base into
your existing chatboard. Well, in the next lecture, I will show you how to integrate your chatboard
with Google Voice, Facebook, ilo, WSup, and
many other applications. All right, I will see you there.
6. Creating a Lead Collection Chatbot for Your Website: This lecture, we will create
a lead generation chat board or lead collection
chat board for a website. Go to your chat board. N the siting tab,
click on Leads, and this is the lead collection
form for your chat board. The title is, let us
know how to contact you. Let us keep this as it is, and if you want
to keep this form obligatory or mandatory or
compulsory to your user, you can simply turn this on, and it will automatically
capture all of the leads. But we don't want this. Then we have a feature of
lead Fm display option. Meaning display
from human takeover only or display from
every equation. Let us keep this display
from every equation. We will collect the
name of the person. We'll collect their e mail, as well as their phone number, and any message custom, and any custom message you like. Let's say we want to collect the Facebook ID or
Instagram ID for our user, and you can add privacy
policy URL off your website, meaning all of the data store
will be protected and safe. Now, let us simply
just save this, and let us run our chat board. Wow, it is looking a lot better. Hello and welcome to
my travel agency. I'm your AI assistant. Let's say hi, and it will prompt up with our
lead collection form. As you can see, hello, How can I assist you today? And then let us know
how to contact you. Well, we can input our name. Our e mail. As you can see, it will automatically check for correct email address and not any temporary or spam e mail. Then we have our phone
number and our Instagram ID. And if we click on summit, it will automatically
store or collect the information of hours
into the database. So let us click on summit. And our form will be hidden. Let's say, I'm just
playing around. You can see I'm here
and ready to help you with any of
your travel needs. Now let us go back to
our setting and check that our lead or our
information is stored or not. Click on dashboard,
and in leads, you will be able to
find the stored lead. We have seen ID, name, which is my name Man, e mail, my e mail, phone number, and the creation. Just like that, we have
created a lead generation chat board or lead
collection chat board within a matter of few minutes. You don't need to have
any coding experience or technical background. But by using this no
code development tool, New Oaks dot, we are able to collect leads in no
better way. All right. In the next lecture,
I will show you how to set appointment
or book appointment with your client or
consumer without having any coding knowledge by leveraging the power
of new ks dot.
7. Automate Your Appointments with your Clients: With Calendly and Google Calendar: Imagine if you are a real estate agent or car dealership agent, you will more likely
to have meetings, appointments with your clients, and you waste a lot
of time in booking appointments or scheduling the
meeting with your clients. I will show you a quick
way how you can do without any human interaction and
in matter of few minutes. So go to your chat board
and in appointment section. You can see we have to
enable appointment first. Then we have two calendar
application options. The first is calendar, which is very famous, as
well as Google calendar. I will show you how to connect your calendar with both
of these application. First, we will start
with calendar. So click on authorization. It will ask continue with New York's application
to connect to your account and
manage your events. So Connect to calendar. And just like that, we have set up our integration
with calendar. You don't have to do anything. It will display your e mail, as well as the event type, which is 30 minute meeting. And you can set
suggested messages for appointments or
custom trigger kevers. Let's say book a call. I want a appointment, schedule a meeting, or
I want to talk to you. All right, this will work. Now click on So, Let us go back to our chat board and see
how this is going to work. You can say we have our
suggested messages or triggers, which is book a call. I want a appointment, Schedule a meeting, and
I want to talk to you. Let us click,
Schedule a meeting. It will say, I can
help you with that. Can you provide me some
details about the meeting? For example, preferred
date and time? Let's say I want to schedule
a meeting tomorrow. Great. Tomorrow works for you. Could you specify the time? Let's say 2:00 P.M. We can also add
particular agenda or anything specifically
required for the meeting. Let's say travel plan. Then it will pop up the
calendary configuration. You can see Month P
30 minute meeting, and I can set any
date anytime I like. Let's say I want to book a
meeting to Monthen on May. Then I can see the time. Let's say 10:00
A.M. Works from me. Then click on next. And
I can enter the details. Let's say Month. And
then schedule my event. You are all schedule. A
calendar invitation has already been sent to
your e mail address. Well, that's awesome. Now let us go to
my e mail and see if it has automatically
set up a meeting or not. In my invox, I have
two new messages. First from Clendar and
second from new Oaks dot a. You can see a new event
has been scheduled. 30 minute meeting invites
name is Mam from another way, M e mail and the
time and the date. Well, that's perfect. As
well as in my first e mail. You can see new
appointment is spin book. Hi, please check out the contact information left
by the customer, which is invite name, invite e mail, and
event and datetime. That's perfect.
So that's how you do appointment
booking with chatbot, without any human interaction
in matter of minutes. And if we go back to our
chat board, In dashpot. We can go to appointments, and it will automatically reflect the scheduled
appointment, name, e mail, content,
and creation time. Another thing is you
can export all of this information in
form of a CSV file, both from appointments
and leads. As well as in chatlog, you can export in the
form of a JCI file. One cool feature about New
York Not AI is you can revise the answer if you don't like the existing answer.
Let me show you how. If we click on this
revised answer, user message was
schedule a meeting, and the board response was,
I can help you with that. Let's say you don't
like this answer, you can simply type
the expected response. H i, I will book that for you, but please provide ten time
you prefer for the meeting, and then click on date answer. And that's how you
revise the answer of port responses in
case you don't like. And this is really an
interesting feature in new ok dot a,
because trust me, no other chat board solution
application or chat board platform offers this interesting feature
of revised answer. This time we will set
up our appointment using Google calendar. So click on cancel. Click on enable appointments. This time, we will select
a Google calendar. Click on advance. Click on
G two, and then continue. Now in Google Calendar, we have more options
than in calendar. The first is our e mail. Then Google calendar
list, which is primary. Duration 30 minute, feel free to change as you like
and the availy time. Well, in calendary, we have set up this in
calendar application. But in Google calendar, we can set up in new
York dot a dashboard. Let's say I'm not
available on Monday. I'm only available on Tuesday, Wednesday, Thursday and Friday. And then click on Sale. And that's how you set up your appointment by
using Google calendar. Click on chat board. Let's
say I want to talk to you. We can say book a meeting. And you can see it
will automatically fetch three available
time in your calendar. Let's say the first
one is convenient. We will say ten. Yes, and then
provide your e mail. You meeting on the date at
ten is successfully book. Well, let us check in our inbox. You can see in customer support new appointment from New Oaks, and I already have
my Google meeting. And this is the real power
of using new oaks.ai because in no time you have created a
appointment booking. All right, I will see you in
the next one where I will show you further
features of new oaks.ai.
8. Using Pre-built Templates for your Chatbots: This lecture, I will show you
how to create chat board by using pre existing
template in new oaks.ai. In my chat boards, you will be able to find new
chatboard from template. As of now, we only have two chat board templates which are real estate or E commerce. Let us click E commerce, and then click on next. Well, this is kind of a
Google Sheet integration with our new oaks.ai. As you can see, they have already given an
example template. Now let us open our
example template. This is the example
template of Google Sheet, which is the e
commerce template. The first thing is
company information. So fill out all of this
information about your company. Let's say your company
name email phone number. Industry product description, and then we can add all of
the product description. Well, we have our product
URL product name, currency involve product
category and all of the stub. For example, they have already created a
Google Sheet page. In company name new kI contact person R AdS
company profile, as well as same from the
product information. They have taken
information of a yoga mat. Now all you need to do is
simply click on this file, M a copy and then make a
copy in your own Google tri. Then fill out all of the
information about your product, in product information, and
in company information. Fill out your company name, contact person, and
everything else. Then click on file. Click on Share,
share with others. And make this and make this
access anyone with the link. Make sure it is viewable, and then copy this link. Let's go back to your new ks. And we have done all of
the steps till five. Lastly, all we need to
do is taste our URL or link of our Google Shelt
and then click on next. It will automatically
create a chat board integrated with our
Google Sheet information. In no time, it has created a chat board from this template. Well, let us play around.
Let's say, who are you? I am a course creator
at New yorks.ai, a team specializing in AHAt assistant and Jet
Board solution. Let's the name of
the contact person. The contact person
name is Manton Patel. An exec contact person
name is Manton Patel. Now, let us ask a question
about our product. Let's say we want a Yuga Mt. I will type I want a Uga Mt. Again, this is just to
give you an glimpse of what we can do with
Cokle Integration. And this is just an demo example or a render product description. Sure, I can help you
with one popular option, which is six MM Yoga Mt. It is known from a
superior quality, comfort, and durability. You can find out
about it more here. You can see it has already provided the link
for this yogat. If we click on this link, it will show up this
landing page of this yogat, which is very
interesting and awesome. Okay so that's how you create chatbot from
existing template.
9. Integrating Chatbots with No-Code CRM Tools like Active Pieces, Make.com, Zapier, etc: In this lecture, I will
show you how to integrate your chat board with another
CRM of no core tools, such as atupce, perm.com, and many other no core
automation platform. So first of all,
click on Workspace. In Workspace, we
have both the keys, which is open AAK and clod key. I only have added open EA K.
Then these are road maps, which means future
updates ideas, so feel free to look around. After we have live chat, which we will cover
in the next lecture, erL log and white labeling, if you want to do white labeling
code of your chat board. But as of now, this lecture is more focus on webhooks and APIs. This is the dashboard of
URL or API of new ok.ai. In order to successfully
web hoop success, let me show you an example. Let's go to Act pieces and Open source no code
business automation. So let's click on Start free. Let us log in with Google. Sign up with Google. This is the landing page
of active pieces. Now let us build a flow in this. Let's start from scratch. First thing first we
will need is webhook. As you can see, we will
need a URL of webhook, we will type web and hook. And you can see we have to catch the webhook. So click on this. We will select catch,
and this is the URL, which is production
URL or testing URL. Use this URL from testing the webbook and
saving sample data. But it won't start the flow. Well, if you're expecting
a reply from this webbook, add slashk to your URL in case you want to
return response, and we definitely want to
return response to our chatbod. We'll copy this production link. Then paste it in this URL, and then in order to retrieve the answer
from our webhook, we have to add slash and sync. Then make sure the
required response status is in the JN format and
it should be success. Simply copy this. Go back
to our active piece. Then in order to return the
response from our new ok.ai, we have to add a
written response HTTP. N in action, we have
to return a response. An response, as
you can remember, we have to add this
status of success. Awesome. Now, click on
this Catch away book. Then click on Publish. Make sure to publish
your active pieces flow. Otherwise, it won't
be able to run. Then click on test trigger, and it will test the trigger and get the information
from new aks dot a. You can see our catch ab
book is successfully tested. The content is, this is the test format from
new Oaks dot a, and in written response, we have to test
the trigger again. You can see the status is 200, which means k and is success. Now let's go back
to our New york.ai, and then click on
Verify book success. As you can see, it has
already verified our success, and our current response
status is success. Simply click Save, and I will show you how you can capture
leads into your CRM. Let's go to our chatbot. Let's create a new chatbot. Or we can simply select
our first chatbot. In settings. All we
need to do is simply capture the lead. Click on save. Go to our chat board. After filling up all
of the information, it will automatically store all of the information
in this way book, as well as in our CRA. Let us enter then my e
mail. Then click on Summit. Now let's go back to our active pieces and
then click on retest. In result P, you can see
the name, which is my name. Type sled, e mail, then contain or Facebook or Instagram ID and the session ID, as well as the creation ID, phone number, and serial number. That's how you integrate any
CRM into your chat boards. Feel free to do the
same from zper, ma.com, as well as no code
platform for automation. All right, I will see you in the next lecture where I will
show you how to integrate your chatboard into
your mobile application by using this, app
download section.
10. Live Mobile Chat App: Installation and Setup Tutorial: This lecture, I will show
you step by step how to set up New Oaks a live chat
app download guide. First of all, if
you're IOS user, scan this QR code or simply search New Oaks on IS Appstore, and if you're Android user, scan this QR code. Now go to live chat. Unable live chat and let
us select our chat board. Let's say first board, and then click on sale. Then click here to
start live chat, and we will chat with our M
as well as with our iPhone. Alright, I hope
you got my point, and I will see you
in the next lecture.
11. Embedding Your AI Chatbots into Your Website: In this lecture, I will show you how to embed or integrate your chat board of new O
ok.ai into your websites. For example, I want a chat
board for this store. All I will do is copy this URL. Click on new chat board, and in website, I will paste this and
click on Fatch Links. Then I will train or
create my chat board. Our chat board is
successfully created. Go to siting, et s
rename our chat board. Let's say RM Woods, because it is the name
of my Shoppe fit. And this is what I
was talking about, which is em made on site. N k dot a has two features. Copy eye frame and copy script. For this instance, we'll
copy this script and then paste it in my
Shopify HTML code, as well as you can share
direct clink of a chatboard to your friends family
or your clients so that they can interact
or chat with this chatbot. Again, copy this script, go to our Shope fi store. First of all, let me exit. Click on themes, and
click on dit code. Don't worry this will be the
same from any HTML code. In theme liquid, go down and
just above the body section, paste our script, and
then click on Sa. Now let's go back to our
store and then click refresh. You can see our new k
dot aH is available. Hi. This is your AI assistant. What can I help you with? RM woods, as this is
the name of our store. ARM Wood specialize in selling and manufacturing
wooden products. As you can see, my Shopify store is selling wooden products
or wooden handles. So that's how you integrate, or that's how you empate your chat board
into any website. And last thing I want to
mention is whenever someone wants to talk to human or
customer service or real woman, you will automatically
get e mail or whatever e mail you have
input it in new york.ai. You have a new customer message. Click here live chat
with your customer. As you can see in
chat interface, We can add our e mail forward
message to our e mail. So whenever we will
add our e mail, and whenever someone
want to talk to us or any real human, we will automatically
get this e mail, which is transferred
to human notification. And that's how you improve
the customer engagement and retention of your customer with your chat board
and your website.
12. Class Project: Okay, that's how you create chatbot from existing template. Awesome, that's how you set
up your integration with Google Sheet to your new
Oaks dot a chat board. Now I have a homework for you. You have to go to Real Estate
Chat board Template and build the same chat board that we had done for E commerce. All right, after doing that, I will see you in the next
lecture where we will discuss about workspace
in new ks.ai.
13. You Made It! Closing Moment: Amazing guys, you did it. You should be super
proud of yourself because not many people
make it deal here. You should give a
tape on your back, as well as I will
give a clip for you. Well, that's all for
this course, guys. First, we have set
up our account, and then we have explored how
we can create chat board. Then we have created
our first chat board, customize it, and set up support options in
the setting types. We have also configure SMSs appointment bookings and explore various integration. Finally, we have looked at the real world example
and best practices. All right, that's all
for this entire course. And once again, congratulation on completing this journey, as well as if you
have an equation. Literally an equation,
just feel free to ask me. Again, thank you for
joining me on this journey. I hope to see you in some of
my other courses. Bye bye.
Manthan Patel, AI Instructor
