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Sales Consultant Co-Pilot

Learn how to create an AI-powered sales consultant co-pilot using Tiledesk and OpenAI Assistant. This guide walks you through setting up and integrating the AI assistant to streamline internal processes and enhance customer interactions.

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Designed by

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Michele Pomposo

Published on

30/7/2024

Last update on

30/7/2024

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Step 1: Set Up OpenAI Assistant

  1. Access the Playground: Go to the OpenAI Playground and create a new Assistant.
  2. Upload Relevant Data: Upload your sales scripts, product information, and customer interaction guidelines.
  3. Configure Responses: Set up the Assistant to provide suggestions and responses based on the uploaded content.

Instructions for the OpenAI Assistant

  • You are an assistant supporting the consultant from a financial services company in finding the right financial product to offer potential clients.
  • Your role is to help the consultant effectively "sell" a product.
  • It is crucial to always provide "tips," "suggestions," or "phrases" that simplify the negotiation process and encourage the client to "purchase" the financial product.
  • After each response, always include a suggestion to persuade the client to make a purchase.
  • For your responses, refer to the attached files for guidance.

Note: The financial products suggested are just examples, and we are not linked with them.

Step 2: Integrate with Tiledesk

  1. Create a Tiledesk Account: Sign up on Tiledesk.
  2. Access Design Studio: Open the Design Studio in Tiledesk.

Step 3: Configure Your Chatbot

  1. Create a New Chatbot: Start a new project in the Design Studio.
  2. Add ChatGPT Assistant:
    • Drag the ChatGPT Assistant into the defaultFallback block of your chatbot.
    • Remove any preconfigured Reply actions.
  3. Assign Assistant ID: Copy the Assistant ID from the OpenAI Playground and paste it into the "Assign GPT Assistant" field in Tiledesk.
  4. Set Up Reply Block:
    • Connect a Reply block to the "success" endpoint.
    • Select the “assistantReply” attribute to ensure user queries are answered.

Step 4: Test and Deploy

  1. Configure OpenAI Integration: Add your OpenAI API key in Tiledesk under Settings > Integrations.
  2. Test the Chatbot: Use the play button in the Design Studio to interact with your chatbot.
  3. Deploy on Desired Channels: Publish your chatbot on your website or any supported messaging platform.

For detailed guidance, refer to the Tiledesk blog article on creating an AI Assistant and the guide on the ChatGPT Assistant action.

Tags

    #AI Agents

    #Sales Consultant

    #Open AI Assistant

    #Advanced Virtual Assistant

    #Chatbot Integration

    #Sales Automation

    #AI Integration

    #Sales Co-Pilot

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