How to Create an AI Assistant

🔧 How to Create an AI Assistant in Our Tool (Step-by-Step)

Creating your own AI assistant inside our platform is super easy. Just follow these quick steps and you’ll have your assistant live in minutes:

1. Go to the “Assistants” Tab

From the left-hand menu, click “Assistants” and then hit the “Create AI Assistant” button on the top right.

2. Fill in the Basic Details

• Name: Give your assistant a name (e.g. John, Lisa, SupportBot).

• Website URL: Add the URL of the project the assistant represents (e.g. https://happierleads.com).

• Project/Brand Name: This is the name your assistant will mention during interactions (e.g. Happierleads).

3. Select Language & Voice

Choose:

• Language your assistant will use (e.g. English).

• Voice type (e.g. Male or Female) depending on the tone you want.

4. Describe Your Product or Service

In the large text area, explain what your product or business does. Include:

• Key features

• Benefits

• What makes it unique

  This is what trains your assistant to respond intelligently. Be clear and specific!

💡 Tip: Use bullet points for clarity.

5. Add an Optional Message

Use the second text area to guide the assistant’s tone or attitude (e.g. “Be friendly and helpful”).

6. Set Follow-Up Email

Tick the follow-up checkbox and add your email (e.g. [email protected]) so leads can reach out directly.

7. Save!

Click “Save Assistant”—and you’re done! Your assistant is now ready to engage and help your visitors.