OverviewThis 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 websi ...
Building AI Voice and Chat AgentsThis tutorial teaches you to create AI voice and chat agents.What AI Agent We Will Be BuildingThis is a walkthrough of the AI Agent we will build in the WellGrow onboarding series. The goal would be to show you all the fun ...
Setting Up AI Assistants in Wellgrow SoftwarePurpose: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 frameworks.Step-by-Ste ...
Creating a KnowledgebaseThis 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's responses to your bu ...
Steps to Customize Your AI AgentsIntroductionThis 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 (including cloning your own voice), choose your ...
Active Tag & SMSYou can learn how to set up Active Tags and Outbound Messaging in WellGrow Software.Steps to Set Up Active TagsIntroductionThis guide walks you through the process of setting up active tags and creating outbound messaging so that the A ...
Setting Up Phone Numbers and Outbound CallingYou can learn how to get phone numbers and do outbound calling in this tutorial.Steps to Connect a Phone Number1. Check for an Existing Phone NumberNavigate to the Assistants tab.Select the ...
Custom ToolsYou can learn how to use custom tools in this tutorial.How to Create a Custom Tool for Conversation SummariesObjectiveThis guide will walk you through creating a custom tool to generate conversation summaries and save them in a custom field fo ...
Pre-Built ToolsThis 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 ToolsOverviewThis guide explains ...
Add & Remove TagsYou can learn how to add and remove tags with your AI Agents in this tutorial.Tagging Guide1. Adding Tags: For Callback RequestsTags help trigger workflows or improve organizational clarity. In this example, a tag is added when a user ...
ExtractionsGuide to Custom Extractions in Wellgrow SoftwareHow To Use ExtractionsOverviewThis guide explains how to set up and use custom extractions in Wellgrow software. Custom extractions allow you to capture and store specific user information, such a ...
Call TransferYou can learn how to use the Call Transfer tool in this tutorial.How To Use Call TransfersObjectiveThis guide walks you through creating a tool for transferring live calls to a business owner or any specified number.Step 1: Navigate to T ...
CalendarsFollow these steps to create and sync a calendar with your AI assistant for seamless appointment management.How to Sync Calendars with Your AI AssistantObjectiveFollow these steps to create and sync a calendar with your AI assistant for seamless ...
Connect Your Agent To FB, IG, Live Chat, SMS & WhatsAppYou can learn how to connect your AI agent to all platforms in this tutorial.How To Connect Your AI AgentObjectiveThis is a step-by-step guide to help you connect your agent to FB, IG, Live Chat, ...