Overview This guide outlines the complete process of building an AI-powered sales infrastructure using voice and text-based AI agents. The goal is to automate lead engagement, qualification, and appointment booking across multiple channels, including w ...
Building AI Voice and Chat Agents This tutorial teaches you to create AI voice and chat agents. What AI Agent We Will Be Building This is a walkthrough of the AI Agent we will build in the WellGrow onboarding serie ...
Setting Up AI Assistants in Wellgrow Software Purpose:Guide users on how to create and configure AI assistants in Wellgrow Software. Key Focus:Demonstrating assistant creation, folder organization, prompting structures, and task-based ...
Creating a Knowledgebase This guide explains how to create and refine a knowledge base in WellGrow Software, which enables the AI to provide accurate, company-specific information. The knowledge base is essential for tailoring the AI' ...
Steps to Customize Your AI Agents Introduction This guide explains how to customize and refine both the voice and chat aspects of your agents in WellGrow Software. You’ll learn how to configure voice settings (inclu ...
Active Tag & SMS You can learn how to set up Active Tags and Outbound Messaging in WellGrow Software. Steps to Set Up Active Tags Introduction This guide walks you through the process of setting up a ...
Setting Up Phone Numbers and Outbound Calling You can learn how to get phone numbers and do outbound calling in this tutorial. Steps to Connect a Phone Number 1. Check for an Existing Phone Number ...
Custom Tools You can learn how to use custom tools in this tutorial. How to Create a Custom Tool for Conversation Summaries Objective This guide will walk you through creating a custom tool to generate ...
Pre-Built Tools This guide explains how to use the prebuilt tools provided in the Wellgrow software, focusing on functionalities like data collection, calendar management, and interaction automation. How To Use The Pre-Built To ...
Add & Remove Tags You can learn how to add and remove tags with your AI Agents in this tutorial. Tagging Guide 1. Adding Tags: For Callback Requests Tags help trigger workflows or improve organizationa ...
Extractions Guide to Custom Extractions in Wellgrow Software How To Use Extractions Overview This guide explains how to set up and use custom extractions in Wellgrow software. Custom extractions allow ...
Call Transfer You can learn how to use the Call Transfer tool in this tutorial. How To Use Call Transfers Objective This guide walks you through creating a tool for transferring live calls to a bu ...
Calendars Follow these steps to create and sync a calendar with your AI assistant for seamless appointment management. How to Sync Calendars with Your AI Assistant Objective Follow these steps to creat ...
Connect Your Agent To FB, IG, Live Chat, SMS & WhatsApp You can learn how to connect your AI agent to all platforms in this tutorial. How To Connect Your AI Agent Objective This is a step-by-step guide to help y ...