AI Workforce

How to customize your AI

Overview

AI Workforce is a digital team member you can configure to automate conversations, answer customer questions, capture leads, book appointments, and more. Each can be tailored to fit your business goals.

All of the AI capabilities share a common structure, with configurable elements like their name, purpose, communication channels, capabilities, and knowledge sources. Specific roles (like Chat Receptionist, Reputation Specialist, or Voice Receptionist) may include additional options, but the basics are always the same.

Before we begin, you will need to edit the AI knowledge base.

Knowledge you want your AI to pull answers from.

ADD:

Your business profile
Webiste
Specific Q&As you want the AI to be able to answer
‘Text’ can be used for specific verbiage, for example: Use the word “vehicle” instead of “car”. Or use the phrase “Team member(s)” instead of the word “employee(s)”.

After adding your AI knowledge

Select the AI dropdown in your menu. Select ‘AI Workforce’.

AI Capabilities: Breakdown of internal uses. *Uneditable – internal usage.

Chat Receptionist

Chat: Will open the Conversations tool

Try it: Will allow you to test how the product will function.

Configure: Training the AI, and adding to your website.

Step 1: Triggers

Do you want this AI to respond to webchat messages and Facebook DMs? If so, select settings and customize your AI. Once saved, check the box to activate responses.

Step 2: Profile

The ‘Role’ is the behavioral guidelines of your AI. If you want to add to these prompts, insert text below the already activated prompts. To remove existing prompts, delete the whole line. To edit existing prompts, keep the ##/### and change up the sentence following.

We recommend sticking with the recommended Generative AI version to be most up to date.

Step 3: Capabilities

The default setting is to capture contact information. If you want to add more capabilities, select from the list provided. You can also create your own capabilities.

Step 4: Knowledge sources + Automations

If you want to remove any knowledge sources or add more.

If you want your AI trigger automations, create one here. For more information on these, book a time with your account manager. Contactus@thedfmagency.com

Step 5: Make it yours!

Update the icon of your webchat and the name of your chat receptionist.

Content Creator

Use this tool to make social media posts.

Reputation Specialist

Chat: Will open the Reputation AI inights tool

Configure: Training the AI, and adding to your website.

Step 1: Triggers

The settings option under Triggers allows you to choose where review replies will be posted and at which star ratings, select save once completed. If the box is checked, then AI replies are activated.

Step 2: Profile

Edit if preferred. We recommend sticking with the recommended Generative AI version to be most up to date.

Step 3: Capabilities

Generate Review Response: Where you can dictate what the AI replies will be.

Access review and NPS data: The ability to explore and chat with your AI to gather data on your reviews.

Select Generate Review Response

Here you can edit the AI review reply prompts. If you already know what you want to train the AI to do, copy your own prompts here.

A recommended AI replies prompt: Add your own business name, phone, and website URL.