Step 2: Create an AI Agent

Under the "Marketing" menu, open up the "AI Agent" menu, and click "Agent Template."

Fill out the name, avatar URL, description, and character background for the AI agent. Only the character background will affect the AI programming.

Press "Create New" to save the agent.

Optional: If you have an existing AI agent, you may edit any part of the agent or delete it entirely.

Step 3: Create a Scheduling Question Template

Underneath "Agent Template" is "Question Template." Here, you can create a template for your agent to use. Add a name, the time delay between sending retry messages, and either a question or task prompt that will allow the AI agent to guide the SMS conversation of scheduling appointments.

If you would like to see examples of how to create either a question or task prompt, click any of the example buttons in the top right corner.

Again, the HeavySet Tech team can configure this page to get you started, but it will be available for you to view and edit.

Press "Create New" to save the template.

Step 4: Configure an AI Conversation Template

Navigate to "Conversation Template" under "Question Template." Add a name, and optionally add any products or sources to exclude. Choose the contact details you would like to include; you may edit or delete an existing contact or add a new contact. Finally, select which AI agent and question template this conversation should use, and add a media file to include in the message.

If you would like to preview how a conversation with your AI agent would flow, press "Preview."

Below the textbox once the conversation has finished, you can see different labels explaining the outcome of the conversation.

If an appointment was set up, you will see "Complete" and "Confirmed."

If an appointment was not set up, only the "Complete" label will show.

You can adjust the AI agent or question template as needed.

Click "Save Changes" once you are satisfied with the results.

Optional: If you have an existing conversation template, you may edit any part of the template or delete it entirely by using the "Select Existing Conversation Template" dropdown and picking one.

Step 5: AI Agent Configuration

Underneath "Conversation Template," you will find "Configure." The CRM Config will be auto-selected. Add an API token if you would like your AI agent to be able to schedule an appointment. If you would like to receive notifications about completed conversations, enter any Email addresses to be notified.

"New Lead SMS Conversation" is for the AI to schedule appointments over SMS. Select the conversation template you would like to use, and choose how many minutes the AI should wait before beginning a conversation.

Press "Submit" to finalize the scheduling AI and get it up and running.

Now, your AI agent will be able to send a text message as soon as the lead is created in the CRM and can ask that lead to schedule an appointment over SMS.

Step 6: Navigate the AI Audit Table

Click "Audit Table" under the "AI Agent" menu to see a table history of all AI conversations. You may search by a phone number or filter based on completion, confirmed, or cancellation statuses or if there has been a response.

The table lists a lead's information, and what AI agent and question template was used for the conversation.

The "Messages" button will show the conversation between your AI agent and a lead. It will look like the Preview option in Step 4.

The "Summary" button will show you the lead information, a transcript of the conversation, and a summary of the conversation. If you entered Emails to receive notifications (see Step 5), it will also display the Email that was sent out once the conversation was completed.