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Assistant quick setup guide

When you create an assistant, Boty (the assistant's brother) walks you through a guide of a few minutes to get it ready. Boty writes one message at a time, with a short pause between them, and only asks for something when it needs your answer.

Do not reload or close the page

While you do the guide, do not reload or close the page: if you do, anything not saved yet is lost. Each step is saved when you finish it.

The 6 steps​

  1. Welcome. Boty explains what you are about to set up and you choose Yes, guide me or I'll do it later. Close the guide whenever you want: it jumps to the last step.
  2. Use case. Choose what you will use your assistant for: Services, Products, Opportunities (capturing interested customers) or Sales (takes orders and checks payments). Each card says whether it is free or how much the extension it uses costs per month.
  3. Configuration. Boty asks for one thing at a time:
    • Complementary information about your brand (who you are, hours, social networks, FAQs). It can improve it with AI.
    • Your services or products: name, description and, for sales, the price (numbers only).
    • For sales: the QR code of your account (Nequi, Bancolombia, Daviplata, etc.) and the shipping cost. If you skip the QR, we will use an example account holder and account number, because the sales flow needs them to work; you change them later in Smart Sales.
  4. Personality. Boty asks, one by one: the picture (vary it with the avatar library or upload yours), the name and the greeting it will welcome your customers with. Each answer is saved right away and the chat shows it without reloading. Then you confirm the WhatsApp of your human advisor.
  5. WhatsApp trial. If there is room, you can connect your assistant to WhatsApp with a trial. If not, the guide goes to the last step.
  6. Closing. Boty invites you to share your assistant with the link and the QR.

7-day free trial​

When you finish the guide you can activate a 7-day free trial of the paid features (Opportunities, Smart Sales and more), with everything unlocked. Each assistant has its own trial, once, whatever use case you choose.

  • It is activated with the Finish setup and activate free trial button, which shows a loading screen while it finishes saving.
  • If you choose Skip free trial, your configuration is saved, but the extensions are not activated.
  • While the trial runs you see a ribbon with the time left and a button to buy the extensions.
  • If you buy nothing when it ends, the assistant keeps working with the free features: nothing is deleted.

After the guide​

Everything you did can be changed whenever you want from your assistant's admin bar: knowledge base, personality, Smart Sales and more. See Smart Assistant.