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AI Chat Assist

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Checklist for first time setup of AI Chat Assist

First Time Setup Checklist

AI Chat Assist is an intelligent conversation platform that helps businesses automate customer interactions, generate leads, and provide 24/7 support through AI-powered chatbots.

Introduction

Understand how AI Chat Assist powers conversations, automation, and growth.

How AI Chat Assist Works

Everything you need to know about AI Chat Assist.

Products Overview

What you need before using AI Chat Assist.

Prerequisites and Requirements

GLaunch your first AI chatbot in 10 minutes.

Quickstart

Add AI Chat Assist to your website in 2 minutes.

Installation

What to prepare before setting up AI Chat Assist

Before You Begin

Sign up and access the AI Chat Assist dashboard

Create Account

Give AI Chat Assist the context it needs about your business

Add Business Information

Clarify what your bot does and how it communicates

Define Bot Purpose & Persona

Train AI Chat Assist with your business knowledge

Create Knowledge Base

Automatically build chatbot knowledge from your website

Website Scraping

Add or control chatbot knowledge manually

Manual Content

Customize how the chatbot looks and feels on your site

Branding & Appearance

Track chatbot performance and conversions

Analytics Setup

Make your AI chatbot live and start collecting leads

Launch Your Bot

Centralized performance, visitor activity, and campaign insights for your AI ChatAssist system.

Overview

Understand the data widgets that power the Dashboard Overview.

Metrics & Charts Explained

Track the onboarding checklist that powers an accurate, fully automated AI assistant.

Training Status

Use dashboard shortcuts to jump into common workflows in a single click.

Quick Actions

Understand how every chatbot interaction is captured and why it matters.

Conversations Overview

View and navigate every conversation captured by the chatbot.

Chat List

Audit the complete history of a single visitor conversation.

Chat View

Understand who engaged with your chatbot and why it matters.

Visitor Information

See how each visitor accessed your chatbot and how long they stayed.

Device & Session Details

Track what happened because of each conversation and who owns the next step.

Actions & Follow-Ups

Design intelligent, automated conversations and streamline data collection with AI Chat Assist's Workflow Builder.

Workflow Builder Overview

Understand how AI Chat Assist collects and validates user responses through configurable input types.

Input Types

Use conditional logic to branch workflows dynamically based on user data, inputs, and intents.

Conditional Logic

See how workflow data is captured, stored, and activated across AI Chat Assist.

Data Collection

Automatically group leads based on workflow interactions and intent signals.

Auto-Segmentation

Use workflows to resolve common customer questions automatically while keeping escalation paths ready.

Support Automation Setup

Start from pre-built workflows that include inputs, logic, and best-practice actions.

Workflow Templates

The FAQs section helps you control what your chatbot knows and how it answers. This is where you define trusted answers, guide conversations, and reduce repetitive questions.

Frequently Asked Questions

FAQ Setup lets you add, organize, and manage FAQs that are shown to users and used by the chatbot to answer questions. These FAQs can appear as clickable options on the chatbot, be matched automatically when users ask similar questions, and be reused across website, WhatsApp, and other channels.

FAQ Setup

The Knowledge Base is the core learning source for your AI chatbot. Unlike FAQs (fixed Q&A), the Knowledge Base allows the chatbot to understand context, answer open-ended questions, and combine multiple sources of information.

Knowledge Base

Centralized lead management system for AI Chat Assist

Central Lead Management

Get a quick snapshot of your lead activity

Leads Overview

The Lead Dashboard provides visual analytics to understand lead quality and performance across all your AI Chat Assist channels. This powerful tool helps you track, analyze, and optimize your lead generation efforts.

Lead Dashboard

Bring existing contacts into AI Chat Assist

Import Leads

This page explains how leads are automatically created through workflows in AI Chat Assist, providing a seamless way to capture and qualify leads through natural conversations.

Lead Capture via Workflows

Organize, filter, and target leads effectively with tags and segments

Tags and Segments

Quickly find and organize leads with powerful filtering and search capabilities

Filters & Search

Export lead data for external use and analysis

Export Leads

Keep your lead data in sync between AI Chat Assist and your CRM

CRM Sync

Chat widget customization

Branding and themes

Bot position and visibility

Triggers and conditions

Working hours

Configure advanced features and settings for AI Chat Assist

Advanced Settings

Learn how to set up and manage automated WhatsApp messaging sequences to engage your audience effectively.

Automated WhatsApp Messaging

Understand how WhatsApp Drip Campaigns can help you nurture leads and engage customers through automated messaging sequences.

WhatsApp Drip Campaigns Overview

Learn what WhatsApp Drip Campaigns are and how they can help you automate customer communication and lead nurturing.

What is a WhatsApp Drip Campaign?

Discover the best use cases and scenarios for implementing WhatsApp Drip Campaigns to maximize engagement and conversions.

When to Use WhatsApp Drip Campaigns

Understand the key limitations and restrictions when running WhatsApp Drip Campaigns to ensure compliance and optimal performance.

WhatsApp Drip Campaign Limitations

Essential information to review before setting up WhatsApp messaging

Technical and business requirements for WhatsApp Business Platform

Prerequisites

Guidelines for managing user consent and opt-ins for WhatsApp messaging

Opt-in Compliance

Understanding WhatsApp's messaging limits and rate restrictions

Messaging Limits

Understanding WhatsApp Business numbers and their capabilities

Numbers Overview

Step-by-step guide to adding a new WhatsApp Business number

Add WhatsApp Number

Understanding and managing your WhatsApp Business number quality rating

Number Status Rating

Understanding and managing daily messaging limits on WhatsApp

Daily Messaging Limits

Introduction to WhatsApp message templates for business communication

WhatsApp Message Templates

Learn how to create and configure WhatsApp message templates in AI Chat Assist for business messaging.

Create Whatsapp Template

Understand the different statuses of your WhatsApp message templates.

Template Status

Guidelines for creating effective and compliant WhatsApp templates.

Template Best Practices

Learn how to effectively create, manage, and optimize WhatsApp campaigns in AI Chat Assist to engage your audience.

WhatsApp Campaigns Overview

Learn how to create and configure WhatsApp campaigns in AI Chat Assist to engage your audience effectively.

WhatsApp Campaign Creation

Learn how to effectively schedule and manage your WhatsApp campaign timing for optimal engagement

Scheduling WhatsApp Campaigns

Learn about different WhatsApp campaign statuses and how to troubleshoot common issues

Understanding Campaign Status

Track, measure, and optimize your WhatsApp campaign performance with comprehensive analytics

Campaign Performance Analytics

Overview of WhatsApp Drip Campaign analytics and performance metrics

Stats Overview

Track message delivery status and user engagement metrics

Sent, Delivered, Read & Replied

Manage and retry messages to invalid WhatsApp numbers

Retry Invalid Numbers

In-depth analysis of message performance and user engagement

Message Analytics

Leverage AI to create and optimize high-performing ad campaigns across multiple platforms with intelligent targeting and automation.

AI-Powered Ad Campaigns

Comprehensive guide to the AI Campaign Manager for managing Facebook and Instagram campaigns directly within AI Chat Assist.

AI Campaign Manager Overview

Learn about the AI Campaign Manager and how it helps automate and optimize your digital advertising efforts.

What is AI Campaign Manager?

List of advertising platforms and features supported by AI Campaign Manager

Supported Platforms

Set up your AI Chat Assist account and connect it with Meta Business Suite

Account Setup

Connect your Meta ad accounts to AI Chat Assist for seamless campaign management and audience targeting

Connect Ad Account

View and manage your AI Campaign Manager account information

Account Details

Monitor and maintain the health of your AI Campaign Manager account

Account Health

Learn how to manage and understand your audience segments in AI Chat Assist.

Audience Overview

Learn how to create and manage custom audiences using AI Chat Assist and Meta integration.

Create Custom Audiences

Overview of campaign management and features in AI Campaign Manager

Campaigns Overview

Step-by-step guide to creating a new campaign in AI Campaign Manager

Create a Campaign

Explore different types of marketing campaigns and their objectives

Campaign Types

Learn how to effectively allocate and optimize your advertising budgets using AI-powered strategies

Budget Allocation

Monitor and manage your advertising spend and account balance in real-time

Spend and Balance

Quickly manage and optimize your campaigns with these essential actions

Performance Overview

Key metrics to measure and optimize your campaign performance

ROI & Conversion Tracking

Learn how to optimize your advertising budget for maximum ROI with AI-powered recommendations

Budget Optimization

Learn how to identify and avoid frequent pitfalls in campaign management

Avoiding Common Mistakes

Step-by-step guide to connecting AI Chat Assist with your favorite tools and services

Connect Your Tools

Learn how to connect AI Chat Assist with your favorite tools and services

Integrations Overview

Add AI Chat Assist to your website in minutes

Website Integration

Connect your WhatsApp Business account to AI Chat Assist

WhatsApp Business Integration

Connect your Instagram Business account to AI Chat Assist

Getting started

AI Chatbot

WhatsApp Drip Campaigns

AI Campaign Manager

Integrations

Developers

Security & Compliance

Help & Support

First Time Setup Checklist

First Time Setup Checklist

Getting started

AI Chatbot

WhatsApp Drip Campaigns

AI Campaign Manager

Integrations

Developers

Security & Compliance

Help & Support

​First Time Setup Checklist

First Time Setup Checklist