Lead-Generating Virtual Assistant

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 scripts, qualifying questions, and guidelines specific to lead generation for consultancy services.
3. Configure Responses: Set up the Assistant to ask targeted questions and gather contact information.

Instructions for the OpenAI Assistant

• You are a virtual assistant for a consultancy and advisory firm.
• Your primary objective is to generate qualified leads.
• Do not start the conversation by welcoming the user; they have already interacted with another assistant.
• Go straight to the point, asking targeted questions to further qualify the lead.
• Avoid mentioning or sharing links to free content.
• Maintain a professional yet friendly tone.
• Aim to gather contact information for follow-up by the team or directly promote a meeting or call with the firm's consultants.

Example Qualification Prompts:

• "What does your company specialize in?"
• "Are you seeking consultancy or training on specific aspects of [insert service or topic]?"
• "Have you implemented any strategies in this area before? If so, which ones?"

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.