How to connect existing AI members

I. Function Introduction

This article will explain how to add AI agents, allowing you to manage virtual AI agents within your team just like human members. These agents can then be assigned to handle customer service, automating customer service and operational processes.

II. Adding existing AI members

2.1Connecting to third-party AI platforms

2.1.1 Create AI members

Click Add Member - Select Add AI Member, select Connect to Third-Party AI Platforms, and you can connect to existing AI applications such as OpenAI, Dify, and Coze through the platform key to quickly reuse models, workflows, and knowledge bases on third-party platforms.

After entering the creating AI ​​employees page, choose a platform, fill in the corresponding information, and click "Create" to complete the process.

2.1.2 See the AI access guides for each platform

Buttons:Tutorial on Configuring the Coze (Chinese Version)

Coze International Version:Tutorial on Configuring Coze Bot-SaleSmartly

Dify:How to Get Dify API Key?

GPTBots:How to Obtain the GPTbots API Key?

2.2Connect your deployed or other platform's AI members by opening SaleSmartly with webhook

2.2.1 Create AI members

Go to the Team module in the menu, click Add Member - select Add AI Members, choose Custom Webhook, and select the social media accounts and other member information that the AI member wants to host.

2.2.2 Configure AI member capabilities

(1) Set the message receiving address

Enter your webhook receiving address here. After the session is assigned to an AI member, Salesmartly will push messages to this address.

(2) Message reply address

You can reply to messages via this address; see the specific message format for details https://s.apifox.cn/b31cba49-e817-449d-8e82-7d957541a761

Ⅲ. Assign sessions to AI members

3.1 Automatically allocate session capabilities through the system

When an AI member is online and has linked their social media account, you must enable "Auto-Assign Conversation" to automatically prioritize assigning conversations to AI members.

Additionally, you need to turn off the "Priority Robot Reception" setting. This will cause new sessions to be automatically placed in the "Pending Assignment" list and the system's automatic assignment rules will be executed, thus prioritizing the assignment of sessions to AI members.

Note that if the above configuration is not set, new sessions will not be automatically assigned to AI members by default.

Once a conversation is assigned to an AI member, you can view the conversation handled by the AI member in the [Chat - AI Members]. Note that AI members cannot directly reply to conversations handled by humans; you must click to access the conversation before you can take over the conversation and send messages.

3.2 Manually assigning sessions

Conversations with live customer service representatives can also be reassigned to AI members for handling.