Step-by-Step Guide

1. Navigation to Assistants Tab

• Click "Create Folder."
• Assign a name and color to the folder.
• Confirm creation, and the folder will appear in the menu.

Use Case:

Organize assistants into categories based on projects or functions.

2. Creating a New Assistant

Options Available:

• AI-Generated Prompt: Automatically structures the assistant with predefined parameters.
• Import with ID: Transfer assistants from one sub-account to another.
• Custom Blank Prompt: Build prompts from scratch for advanced customization.

3. Example Setup: Appointment Setter Assistant - Health & Fitness

Role Definition: Assign the assistant a role (e.g., Olivia, the Booking Assistant).

Description:

• Tasks (e.g., answering queries, qualifying prospects, booking appointments).
• Expertise (e.g., industry-specific knowledge).
• Personality (e.g., friendly and empathetic).

4. Prompt Configuration

Sections of the Prompt:

• Identity: Defines the assistant's role and responsibilities.
• Stylistic Guardrails: Dictate communication style (e.g., concise, conversational, proactive).
• Response Guidelines: Maintain natural, fluid dialogue and stay in character.
• Task-Based Framework: Structures the assistant’s actions into numbered steps for clarity and efficiency.

5. Customizing Task-Based Framework

Example Workflow:

• Understand user queries.
• Ask qualifying questions.
• Provide tailored responses.
• Schedule appointments by confirming time zones, dates, and details.
• Deliver follow-up instructions.

Key Notes:

• Use "user" consistently when referencing customers.
• Structure prompts using numbered or bulleted steps.

6. Saving and Testing

Organizing: Move assistants into appropriate folders.

Testing:

- Review interactions in transcripts.

- Ensure accurate understanding of inputs (e.g., tasks, user intents).

7. Additional Resources

Documentation: Access more tutorials at support.wellgrow.io

Support: Contact support via the website or support@wellgrow.io for personalized assistance.

Key Takeaways

• Organize assistants using folders for easy access.
• Use the AI-generated prompt for fast setup or create custom ones for specific needs.
• Follow the task-based framework for structured and efficient assistant responses.
• Ensure clarity in prompts to maximize AI understanding and accuracy.

Best Practices

1. Use Clear Vocabulary:
   • Refer to users as “User” and the assistant as “Agent” in prompts.
2. Incorporate Conditionals:
   • Define steps for specific scenarios (e.g., booking estimates, asking for contact details).
3. Keep Iterating:
   • Refine prompts based on test results.
4. Link to Real Calendars:
   • In advanced setups, connect calendars to enable real-time appointment scheduling.

Troubleshooting Tips

• Incomplete or confusing responses: Check if the knowledge base is linked and properly populated.
• Generic answers: Add more specific examples or conditionals in the prompt.
• Appointment issues: Ensure the calendar integration is active (covered in future tutorials).

Conclusion

With this structure, your AI assistant will be capable of efficiently handling customer inquiries, gathering relevant details, and scheduling appointments. For further customizations, explore adding calendar integrations and advanced conditionals to fine-tune its behavior.