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Setting up

Welcome to Dial AI! This platform empowers you to create, manage, and optimize your own AI customer service agents, enabling a personalized, responsive experience for your customers. With Dial AI, you can monitor performance, build complex conversational flows, and fine-tune interactions to suit your business needs.

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Getting Started

To begin, familiarize yourself with the platform’s key features and navigation. Dial AI is designed to streamline the process of deploying and managing AI agents, whether you’re just starting out or have experience in AI-driven customer support. Here’s a quick guide to help you set up and navigate the platform:

Monitoring

Learn how to monitor your AI agents.

Building AI Flows

Get started with building your first AI agent.

Configuring Your Agents

Configure your points of contact and voices.

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Key Features

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Flexible AI Flow Builder

Dial AI’s Flow Builder gives you the tools to design custom conversation paths for your AI agents. From greeting customers to handling complex inquiries, you have complete control over how your AI interacts at each step.

  • Visual Workflow Design: Intuitive drag-and-drop interface for easy flow creation.

  • Conditional Logic: Set rules and conditions to guide customer interactions dynamically, all through natural language.

  • Testing Tools: Test flows in real time with emulated voice, SMS, and other platforms to ensure smooth functionality.

Flow Design

Learn the essentials of designing effective flows for customer interactions.

Writing a Thought

Discover how to create structured thoughts that guide Grace’s responses.

Testing Flows

Find out how to test and optimize your flows across different platforms.

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Monitoring and Analytics

Monitoring your AI’s performance is critical to delivering a high-quality customer experience. The Monitoring feature provides insights into customer interactions, helping you assess performance, detect issues, and make data-driven improvements.

  • Live Monitoring: View active interactions and intervene if necessary.

  • Performance Metrics: Analyze engagement rates, resolution times, and customer satisfaction scores.

  • Troubleshooting Tools: Identify and resolve potential issues in conversation flows.

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Agent Management

Manage and customize the essential components of your AI agents, including voices, points of contact, and internal contacts.

Voices

Choose and configure the voices for your AI agent.

Points of Contact

Set up phone numbers, email, and web contacts for customer interactions.

Internal Contacts

Configure key contacts for fast call transfers.

Outbound

Configure key contacts for fast call transfers.

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Setting up Your First AI Agent

  1. Define the Purpose: Start by clarifying the main tasks you want your AI agent to handle, such as answering FAQs, handling appointment bookings, or assisting with account issues.

  2. Build Flows: Use the Flow Builder to create the conversation logic. You can set up multiple flows to handle different types of customer requests and create decision points based on customer responses.

  3. Test the Flow: Use the testing tool to emulate interactions on different platforms, such as voice, SMS, or web. This step ensures your AI responds correctly across all channels.

  4. Monitor Interactions: Once your agent is live, monitor real-time interactions to identify areas for improvement. Use insights from the Monitoring dashboard to refine flows and improve customer satisfaction.

  5. Iterate and Improve: AI agents perform best when continuously optimized. Regularly review flow performance, update responses, and expand capabilities based on customer feedback and analytics.

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Support and Resources

Need help? Dial AI offers several resources to assist you in creating effective AI agents:

  • Documentation: Comprehensive guides for each feature and tool.

  • Tutorials: Step-by-step tutorials for common tasks like building flows and setting up contacts.

  • Customer Support: Our support team is available to assist you with technical issues and best practices.

Ready to get started? Dive into Dial AI’s tools and start building your AI-driven customer service experience today.

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