Logo Assistable.ai Logo Assistable.ai
  • Roadmap
Logo Assistable.ai Logo Assistable.ai
  • Roadmap
  • Getting Started
    • Connecting to GHL video
    • Custom Menu Link
    • $97 GHL Users - Direct Connection to the Subaccount
    • Connecting External GoHighLevel Sub-Accounts to Workspace via OAuth
  • Agency Dashboard
    • Agency Settings
    • Managing Subaccounts
  • Learning the Software - Beginner
    • 01. Knowledgebase
    • 02. Prompting
    • 03. Active Tag - Phone Numbers - Outbound Calling
    • 04. Calendar Booking - Tools - Extractions
    • 05. Custom Tools
  • Voice AI
    • Voice AI Assistant Setup
    • Phone Calls
    • Phone Numbers
    • Voice Widgets
  • Chat AI
    • Ai Chat Overview
    • Ai Replying Tag
    • AI Voice Widget (BETA) (Call You/Call Me)
    • Global Kill Switch for AI Chat (ai_off)
  • Custom Tools
    • Custom Tools Overview
    • Creating a Custom Tool to Save User's Address
    • Custom Tool: Search the Web With Your AI Assistant
    • Custom Tool: Update Contact Information in GoHighLevel
    • Custom Tool: Submit a Support Ticket on Behalf of User
    • Managing Tools in Assistant Builder
    • Custom Tool: Send Conversation Summary to Your Clients
    • Custom Tool: Calculate Distance
    • Custom Tool: Call the User from SMS Conversation with Context
    • Setting Up Multi-Calendar Booking with Custom Tools
    • Custom Tool: Scrape Website and Understand the Return
    • Custom Tool: Screenshot a Website
  • How To
    • How to Send Emails Upon Request in SMS and Live Chat Conversations
    • How to Create a RAG Custom Database (Voice AI, Chat AI, and Web Orbs)
    • How to Send Links VIA Text Messages During Phone Calls
    • How To Connect Your AI to Google Sheets
  • Troubleshooting & Help
    • Common issues and solutions
    • Calendar Booking Debugging Guide
    • Optimizing AI Response Time and Queuing in Chat Assistants
    • OAuth Configuration
    • Building and Optimizing a Knowledge Base for AI Assistants
  • AI Prompting
    • Things to Add to Your Prompts to Improve Performance
    • Self-Selling Orb Demo
  1. Overview
  2. Learning the Software - Beginner

Learning the Software - Beginner

  • 01. Knowledgebase

    Step-by-Step Guide: Setting Up and Using the Knowledge Base in Assistable AI Software Purpose The knowledge base is essential for training the Assistable AI bot to handle customer inquiries accurately by providing company-specific information. Step ...

  • 02. Prompting

    Steps for Creating a Receptionist AI Assistant 1. Create a New Assistant Navigate to the top-right corner of the dashboard and select Create New Assistant. Choose from the following options: Import: Bring in an assist ...

  • 03. Active Tag - Phone Numbers - Outbound Calling

    Step-by-Step Guide: Launching and Automating Your AI Assistant in Lead Indicator AI 1. Setting Up Active Tags Active tags are essential for enabling your AI assistant to interact with users. Tags can be assigned for chat or voice modes. Steps: ...

  • 04. Calendar Booking - Tools - Extractions

      Step-by-Step Guide: Using Tools, Calendar Integration, and Custom Extractions in Assistable AI Overview This guide covers setting up and using tools, calendar integration, and custom extractions to streamline your AI assistant's functionalit ...

  • 05. Custom Tools

    Step-by-Step Guide: Creating and Deploying a Custom Tool for Information Extraction in Assistable AI Overview This tutorial walks you through combining multiple extractions into a single custom tool. The goal is to simplify the process of collecting ...

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