All right, let's go ahead and get All right, let's go ahead and get started with your new system. So, as started with your new system. So, as soon as you guys log in, this is what soon as you guys log in, this is what you're going to see. Let me give you a you're going to see. Let me give you a quick tour. Under agents, this is where quick tour. Under agents, this is where you're going to be able to build your AI you're going to be able to build your AI agents. Under conversations, this is agents. Under conversations, this is going to be where you can see going to be where you can see conversations that people have had with conversations that people have had with your agents or with your humans. And your agents or with your humans. And then under contacts, this is where you then under contacts, this is where you can upload, sort, manage your contacts, can upload, sort, manage your contacts, and you can even see your pipelines. and you can even see your pipelines. And under tasks, this is where you can And under tasks, this is where you can manage the tasks for both you and your manage the tasks for both you and your team. team. There's other sections like activity I'm There's other sections like activity I'm going to dive into a little bit later, going to dive into a little bit later, but this is the core part. Let's dive in but this is the core part. Let's dive in and create your first agent now. I'm and create your first agent now. I'm going to go ahead and click on and going to go ahead and click on and create new agents. Now, we have tons of create new agents. Now, we have tons of use case and industry templates in here, use case and industry templates in here, but I'm actually going to start from but I'm actually going to start from scratch. scratch. And this is the agent builder. Now, the And this is the agent builder. Now, the first thing you'll see that jumps out at first thing you'll see that jumps out at you is you have this giant system prompt you is you have this giant system prompt right here. This is where you can tell right here. This is where you can tell the AI who it is, what it's doing, why the AI who it is, what it's doing, why it's doing it, and a little bit about it's doing it, and a little bit about your business. So, this is what we call your business. So, this is what we call the identity. So, I'm going to put in the identity. So, I'm going to put in who it is and what it's doing. Next, I who it is and what it's doing. Next, I can give it a style, right? How do I can give it a style, right? How do I want it to communicate? want it to communicate? And then I can also give it some And then I can also give it some guidelines. guidelines. Now, you can also give it tasks and Now, you can also give it tasks and goals, but one of the things that goals, but one of the things that actually works best that I find is to go actually works best that I find is to go ahead and just create a section called ahead and just create a section called FAQs. FAQs. And you can go ahead and just put this And you can go ahead and just put this question answer style. What are your question answer style. What are your hours? We are open seven Let's say seven hours? We are open seven Let's say seven days days a week, 6 a.m. to 5 p.m. Right? And so, a week, 6 a.m. to 5 p.m. Right? And so, just putting in the little question and just putting in the little question and answer like that right there actually answer like that right there actually makes the AI smarter cuz now it knows a makes the AI smarter cuz now it knows a little bit more about your business. So, little bit more about your business. So, I can click save. I can click save. I can click the test button. Click start I can click the test button. Click start voice, and let's hear it. Hi, how you voice, and let's hear it. Hi, how you doing? Thanks for asking. doing? Thanks for asking. I'm doing great. I'm doing great. How about you? How about you? How can I help you today? I'm doing How can I help you today? I'm doing good, but I was wondering like what are good, but I was wondering like what are your hours? We're open 7 days a week your hours? We're open 7 days a week from 6 a.m. to 5 p.m. Is there something from 6 a.m. to 5 p.m. Is there something specific you're looking to automate like specific you're looking to automate like phone calls or scheduling? phone calls or scheduling? So, look at that. That is the best way So, look at that. That is the best way to feed knowledge to your agent. And to feed knowledge to your agent. And this is where you're going to go in to this is where you're going to go in to test to see how your agent performs. And test to see how your agent performs. And let me show you some of the settings let me show you some of the settings that you have on your agent now. So, I'm that you have on your agent now. So, I'm going to go ahead and click end call. going to go ahead and click end call. Now, on the top you have these options. Now, on the top you have these options. Now, I like to leave them Now, I like to leave them on these settings, and let me show you. on these settings, and let me show you. So, you have different AI models, and So, you have different AI models, and they all come with different costs, they all come with different costs, different pros, different cons. different pros, different cons. But, what I like is I like picking GPT But, what I like is I like picking GPT 4.1 mini. 4.1 mini. And the reason for that is there's like And the reason for that is there's like a trade-off between intelligence and a trade-off between intelligence and speed. And for many use cases, you don't speed. And for many use cases, you don't need like a super double PhD, you know, need like a super double PhD, you know, math genius to be, you know, booking math genius to be, you know, booking appointments and qualifying customers appointments and qualifying customers and and all that good stuff. So, I like and and all that good stuff. So, I like to pick some of the models that aren't to pick some of the models that aren't the the the brightest of the bunch, but the the the brightest of the bunch, but they have the best speed. And it's still they have the best speed. And it's still going to be an insanely smart model. going to be an insanely smart model. Like I don't want to like downplay it at Like I don't want to like downplay it at all. Still an extremely smart model. So, all. Still an extremely smart model. So, 4.1 mini would be the one that I pick. 4.1 mini would be the one that I pick. Next, you got channels, and this is Next, you got channels, and this is where you can hook your AI up to, you where you can hook your AI up to, you know, a telephone number to answer phone know, a telephone number to answer phone calls or telephone number to respond to calls or telephone number to respond to text messages or even an email account text messages or even an email account to respond to emails. to respond to emails. So, you can do that here. Next, you have So, you can do that here. Next, you have the language. Now, this is the language the language. Now, this is the language that you expect people, you know, either that you expect people, you know, either on the phone or an email to be speaking on the phone or an email to be speaking in. And so, the great thing is is it in. And so, the great thing is is it works with English and Spanish out of works with English and Spanish out of the box. So, you don't have to switch the box. So, you don't have to switch between them, right? It's both English between them, right? It's both English and Spanish. If you want to pick any and Spanish. If you want to pick any other language, it's going to speak only other language, it's going to speak only that language. So, here I selected that language. So, here I selected English. English. And then over here on the right, this is And then over here on the right, this is where I can pick my voices. So, with the where I can pick my voices. So, with the voices, I have three different of the voices, I have three different of the best providers out there right now. You best providers out there right now. You got Cartesia, you got Open AI, and you got Cartesia, you got Open AI, and you have 11 Labs. have 11 Labs. Now, there's like many thousands of Now, there's like many thousands of voices in here. voices in here. 11 Labs is super popular. I actually 11 Labs is super popular. I actually like Cartesia. like Cartesia. I think their voices have maybe sound a I think their voices have maybe sound a little bit more natural. You almost little bit more natural. You almost sound hear them like breathing sound hear them like breathing as they're talking, which is kind of as they're talking, which is kind of cool. cool. But, if you click on a voice provider, But, if you click on a voice provider, you can click play and hear what it you can click play and hear what it sounds like and pick the one that you sounds like and pick the one that you like best. We also got filters. You can like best. We also got filters. You can filter by accents and language and age filter by accents and language and age and gender, all that good stuff. And and gender, all that good stuff. And then under settings, you have like a lot then under settings, you have like a lot of different details that you can geek of different details that you can geek out in if you really want to to dive out in if you really want to to dive into the voices. into the voices. So, let's go ahead and pick a voice So, let's go ahead and pick a voice here. I got the Cartesia one by default. here. I got the Cartesia one by default. That's great. And so, what happens if That's great. And so, what happens if you need to create a an agent that needs you need to create a an agent that needs a little bit more structure. Let's say a little bit more structure. Let's say it's for a law firm client, and they it's for a law firm client, and they need that AI agent to say a specific need that AI agent to say a specific thing at a specific time in a thing at a specific time in a conversation. conversation. Well, we got you covered there because Well, we got you covered there because we actually have AI workflows. So, if I we actually have AI workflows. So, if I click on workflows on the left, it's click on workflows on the left, it's going to open up my first AI agent going to open up my first AI agent workflow. workflow. And the trigger is going to be how is And the trigger is going to be how is this workflow triggered? Now, if this this workflow triggered? Now, if this was a marketing workflow, I might leave was a marketing workflow, I might leave it as manual or some other events, but it as manual or some other events, but since this is a I'm going to click on this trigger. I'm I'm going to click on this trigger. I'm going to change it. I'm going to select going to change it. I'm going to select this as conversation started. this as conversation started. And that just means regardless of the And that just means regardless of the channel, it's if it's responding to an channel, it's if it's responding to an email, an SMS, a phone call, it's going email, an SMS, a phone call, it's going to fire this specific workflow. And so, to fire this specific workflow. And so, I'm going to click apply. I'm going to click apply. And now I can hook up the first events. And now I can hook up the first events. And that first event or node that I want And that first event or node that I want to add on here is actually the to add on here is actually the conversation node. And so, I can go conversation node. And so, I can go ahead and type this up, and this is ahead and type this up, and this is where I can tell the AI exactly what to where I can tell the AI exactly what to say. And so, I can say, "Hello, how can say. And so, I can say, "Hello, how can I help you today? Do you want I help you today? Do you want sales or support?" And I can go ahead sales or support?" And I can go ahead and put in sales, and then over here and put in sales, and then over here I'll go ahead and put in support. I'll go ahead and put in support. Right? So, now the AI has an option. It Right? So, now the AI has an option. It has two paths to go down. So, let's go has two paths to go down. So, let's go ahead and click apply. ahead and click apply. Next, over here I'm going to click on Next, over here I'm going to click on and add another conversation node. and add another conversation node. Because once someone says they want Because once someone says they want sales, I can go ahead and say something sales, I can go ahead and say something else. I'll say, "I can help you with else. I'll say, "I can help you with that. that. You with that. Let's book a demo." And You with that. Let's book a demo." And so, I'm actually going to delete the so, I'm actually going to delete the routes here because I just wanted to routes here because I just wanted to There's going to be no options, right? There's going to be no options, right? It's just going to say this, and there's It's just going to say this, and there's no no option. It's going to go go to the no no option. It's going to go go to the next one. next one. And so, now for the support branch, I'm And so, now for the support branch, I'm going to do the same thing. But, I can going to do the same thing. But, I can just use the copy button here, right? just use the copy button here, right? Copy that one, and I just hook it up. Copy that one, and I just hook it up. And this one I'm going to say, "Tell me And this one I'm going to say, "Tell me I actually want to show you another I actually want to show you another feature on this page." So, on the feature on this page." So, on the conversation node, you got the static conversation node, you got the static response where it's going to say these response where it's going to say these exact words. exact words. Then you also have AI generated. Then you also have AI generated. This is where I'm going to give it This is where I'm going to give it instructions on like what type of instructions on like what type of response it should give. So, I'm going response it should give. So, I'm going to say, "Tell to say, "Tell Tell the user you can help them Tell the user you can help them and ask for more info on the issue." and ask for more info on the issue." Right? And so, I'm going to go ahead and Right? And so, I'm going to go ahead and click apply. And so, click apply. And so, there's tons of other nodes I can use in there's tons of other nodes I can use in here, but let's actually here, but let's actually collect some data. So, if someone says collect some data. So, if someone says they want sales, the AI is going to say, they want sales, the AI is going to say, "I can help you with that. Let's book a "I can help you with that. Let's book a demo." demo." So, on this route, there's a tool we So, on this route, there's a tool we have called ask and save. have called ask and save. And with ask and save, you can go ahead And with ask and save, you can go ahead and plug in questions. and plug in questions. And so, my first question is going to And so, my first question is going to be, be, "Do you own a business?" Right? And so, "Do you own a business?" Right? And so, for the type of that question, I'm going for the type of that question, I'm going to make it a checkbox cuz it's like yes to make it a checkbox cuz it's like yes or no, true or false. Do you own a or no, true or false. Do you own a business? business? Perfect. And then I'm going to go in and Perfect. And then I'm going to go in and I'm going to add another question. Say, I'm going to add another question. Say, "What's the name of your business?" Name "What's the name of your business?" Name of your business. of your business. That one I'm going to leave as text. And That one I'm going to leave as text. And so, if you'll notice right here, it's so, if you'll notice right here, it's saving this answer as a variable. Which saving this answer as a variable. Which is really important because I can use is really important because I can use this at other places inside the this at other places inside the workflow. workflow. But, I can also save this to the But, I can also save this to the contact, right? So, I don't want the contact, right? So, I don't want the variable to just exist only when this variable to just exist only when this workflow is running. I actually want to workflow is running. I actually want to save that to the contact so I can use it save that to the contact so I can use it later. So, I'm going to click on this later. So, I'm going to click on this switch save to contacts. switch save to contacts. And ask me, "Well, where do you want to And ask me, "Well, where do you want to save it?" Well, guess what? We have tons save it?" Well, guess what? We have tons of built-in fields. You can save it in of built-in fields. You can save it in any one of those, and we also have any one of those, and we also have custom fields. So, you can add any type custom fields. So, you can add any type of field that you want. But, I'm going of field that you want. But, I'm going to save this to the company field. to save this to the company field. Perfect. Great. Now, I can click apply. Perfect. Great. Now, I can click apply. But, wait a minute. I I'm asking two But, wait a minute. I I'm asking two questions. I'm asking what's the name of questions. I'm asking what's the name of your business, and what if they don't your business, and what if they don't own a business, right? Well, that's not own a business, right? Well, that's not good. So, I can come in here, and I can good. So, I can come in here, and I can do a conditional question on this. Set a do a conditional question on this. Set a condition. So, I'm going to go back into condition. So, I'm going to go back into what's the name of your business. what's the name of your business. And under visibility, I'm going to say And under visibility, I'm going to say when do you own a business is true or when do you own a business is true or yes, right? So, it's only going to ask yes, right? So, it's only going to ask that question when you own a business is that question when you own a business is true. true. Perfect. Now, how can I use those Perfect. Now, how can I use those variables from here? Well, I got one variables from here? Well, I got one that was saved to the contact, and I got that was saved to the contact, and I got one that's available inside this one that's available inside this workflow execution. Well, I'm going to workflow execution. Well, I'm going to add another step. add another step. Email node. In here, I can put in my Email node. In here, I can put in my subjects. But, we can go ahead and type subjects. But, we can go ahead and type something in here. So, I can click on something in here. So, I can click on the plus button, and under steps on the the plus button, and under steps on the far right, I can see I have my ask and far right, I can see I have my ask and flow. flow. So, I ask and save step. So, I ask and save step. Now, I'm going to put in business name. Now, I'm going to put in business name. Right? So, I'm going to do that. I'm Right? So, I'm going to do that. I'm going to type in business name. Now, going to type in business name. Now, I've used that variable in here. Very I've used that variable in here. Very easy to do. And so, I don't have my easy to do. And so, I don't have my email account selected, so it's going to email account selected, so it's going to be highlighted red. And that's okay. be highlighted red. And that's okay. Now, let's go ahead and show you Now, let's go ahead and show you something else that's common in here. something else that's common in here. So, one of the very common things in So, one of the very common things in here is actually called global nodes. here is actually called global nodes. So, sometimes there's scenarios where So, sometimes there's scenarios where it's hard to predict where someone might it's hard to predict where someone might ask to speak with a manager, or they may ask to speak with a manager, or they may ask to to, you know, get a demo. Could ask to to, you know, get a demo. Could be in the middle of a conversation. be in the middle of a conversation. Right? And so, the point of a global Right? And so, the point of a global node is allows AI to go off track and node is allows AI to go off track and jump on a different track. jump on a different track. So, let's go ahead and add one of those So, let's go ahead and add one of those right now. right now. I'm going to click on add a new node, I'm going to click on add a new node, conversation node. conversation node. And so, let's pretend this is I want to And so, let's pretend this is I want to speak with a manager. Right? So, what do speak with a manager. Right? So, what do we want it to say in that case? Well, we want it to say in that case? Well, I'll say, "Sure, I'll say, "Sure, I can help you with that. One moment, I can help you with that. One moment, please." please." All right. And I'm going to delete these All right. And I'm going to delete these routes. routes. And I want this node to just auto And I want this node to just auto continue and go to the next. So, I'm continue and go to the next. So, I'm going to select that. going to select that. And the other thing is we're going to And the other thing is we're going to check global node. check global node. And so, the AI can see this global node. And so, the AI can see this global node. It can see both the title and the It can see both the title and the instructions. And so, we want to tell instructions. And so, we want to tell the AI when it should actually use this the AI when it should actually use this node. So, the node title is going to be node. So, the node title is going to be speak Okay, speak with a manager. speak Okay, speak with a manager. And I'm going to give it some And I'm going to give it some instructions. Go here when the caller is instructions. Go here when the caller is asking asking to speak to speak with a manager. That's enough. Now, you with a manager. That's enough. Now, you can put as much or as little detail as can put as much or as little detail as you want in there. And so, after someone you want in there. And so, after someone wants to speak with a manager, the next wants to speak with a manager, the next thing I'm going to do is I'm going to thing I'm going to do is I'm going to hook up the call forwarding. On the call hook up the call forwarding. On the call forwarding node, there's lots of options forwarding node, there's lots of options in here, but at a high level, you can go in here, but at a high level, you can go ahead and set different forwarding rules ahead and set different forwarding rules for different hours, like after hours, for different hours, like after hours, during hours, etc. during hours, etc. And we got ring all, sequential, and we And we got ring all, sequential, and we even have a scenario where the AI picks even have a scenario where the AI picks who to transfer to based on some who to transfer to based on some instructions. instructions. But let's go ahead and do ring all. But let's go ahead and do ring all. I can come down here, add a forwarding I can come down here, add a forwarding option for manager. Now, I would have to option for manager. Now, I would have to pick the phone number I'm calling as I pick the phone number I'm calling as I don't have a phone number in this demo don't have a phone number in this demo account, so you can see it's account, so you can see it's highlighting it red, telling me I have highlighting it red, telling me I have to do something later for that. to do something later for that. But I'm pretty happy with this, so I'm But I'm pretty happy with this, so I'm going to click the little auto layout going to click the little auto layout button on the top right. button on the top right. And now it kind of organizes everything And now it kind of organizes everything for me, makes it a little bit easier to for me, makes it a little bit easier to read. So, I'm going to click save. read. So, I'm going to click save. And the most important part is I'm going And the most important part is I'm going to click test. to click test. And let's start that conversation. And let's start that conversation. Hello. Hello. How can I help you today? How can I help you today? Do you want sales or support? Do you want sales or support? Yeah, I want to speak with sales. I can Yeah, I want to speak with sales. I can help you with that. Let's book a demo. help you with that. Let's book a demo. Now, I'm going to mute myself right Now, I'm going to mute myself right there and look at what happened. It just there and look at what happened. It just froze on that step. What happened? froze on that step. What happened? Well, that's because I didn't select Well, that's because I didn't select auto continue. So, I can actually open auto continue. So, I can actually open up this node right here, and I see auto up this node right here, and I see auto continue wasn't checked. So, I can go continue wasn't checked. So, I can go ahead and I can check this box, and ahead and I can check this box, and that's going to tell the AI to just that's going to tell the AI to just automatically skip over this and go to automatically skip over this and go to the next node after it says this the next node after it says this message, and that's exactly what I want. message, and that's exactly what I want. So, I'm going to go ahead and click So, I'm going to go ahead and click apply. apply. Now, I'm going to save. Now, I'm going to save. But the cool thing is, you don't have to But the cool thing is, you don't have to restart the conversation, you can just restart the conversation, you can just rewind. And so, you'll see on the right rewind. And so, you'll see on the right it says conversation updated, changes it says conversation updated, changes will apply to the next iteration. will apply to the next iteration. And you got these little And you got these little little node hints right here in the little node hints right here in the conversation. I can click that to rewind conversation. I can click that to rewind the conversation to that point. So, the conversation to that point. So, let's do that. I can help you with that. let's do that. I can help you with that. Let's book a demo. Sure. Let's book a demo. Sure. Just out of curiosity, do you currently Just out of curiosity, do you currently own a business? All right. And you can own a business? All right. And you can see right there it jumped to the ask and see right there it jumped to the ask and save node, which is exactly what I want. save node, which is exactly what I want. And it's going through the questions. And it's going through the questions. So, let's go ahead and respond to these. So, let's go ahead and respond to these. No, I don't. All right. And so, you can No, I don't. All right. And so, you can see right when I said no, it skipped see right when I said no, it skipped over what's your company name because I over what's your company name because I said no, I didn't have a business. And said no, I didn't have a business. And so, I could continue building out the so, I could continue building out the conversation from here, conversation from here, but this is a great opportunity to show but this is a great opportunity to show you what happens when a step is not you what happens when a step is not configured correctly. You can see this configured correctly. You can see this step is highlighted red, telling me step is highlighted red, telling me something was wrong. And so, if I click something was wrong. And so, if I click on this little bar at the bottom, on this little bar at the bottom, you can actually go through the the you can actually go through the the real-time log and see, you know, what's real-time log and see, you know, what's wrong with the step. And so, in this wrong with the step. And so, in this example, you got to have a recipient. example, you got to have a recipient. You got to send the email to someone, You got to send the email to someone, right? And I got to select the channel right? And I got to select the channel on my email account. So, I didn't do on my email account. So, I didn't do that yet. So, I can go in and I can fix that yet. So, I can go in and I can fix that error. that error. But let's go ahead and test Oh, one more But let's go ahead and test Oh, one more thing. So, on the test mode right here, thing. So, on the test mode right here, you're going to see these function you're going to see these function calls. calls. Tool calls. If I click on this, it's Tool calls. If I click on this, it's going to show me what the agent going to show me what the agent collected. Right? So, it says business collected. Right? So, it says business owner, no. And you can see it processed owner, no. And you can see it processed that in 57 milliseconds. Right? So, you that in 57 milliseconds. Right? So, you have that real-time information right have that real-time information right here, so you can see what the AI is here, so you can see what the AI is doing and thinking as it's doing it. But doing and thinking as it's doing it. But let's go ahead and reconnect, and let's let's go ahead and reconnect, and let's try the manager scenario. Hello. try the manager scenario. Hello. How can I help you today? How can I help you today? Do you want sales or support? Do you want sales or support? Actually, I need to speak with your Actually, I need to speak with your boss. Sure, I can help you with that. boss. Sure, I can help you with that. One moment, please. One moment, please. And now it's going to start dialing the And now it's going to start dialing the call. And so, I would have to actually call. And so, I would have to actually set up the caller ID for that. How can I set up the caller ID for that. How can I help you with that? help you with that? >> put it on mute. >> put it on mute. So, there you can see how it can So, there you can see how it can actually jump off the track and go on to actually jump off the track and go on to another track. And so, that's a great another track. And so, that's a great example of when you'll use the global example of when you'll use the global node. Um you might set this up, and you node. Um you might set this up, and you might think of it as like different might think of it as like different types of intent. types of intent. Um but this is how you can start Um but this is how you can start building your first agent in the agent building your first agent in the agent builder. I'm actually going to do builder. I'm actually going to do another video where I do a deep dive another video where I do a deep dive into every node option we have in the into every node option we have in the agent builder. agent builder. But I can tell you these are some of the But I can tell you these are some of the most popular and most common nodes that most popular and most common nodes that we see used every single day. we see used every single day. The last thing I'm going to do is I'm The last thing I'm going to do is I'm going to show you how you can see some going to show you how you can see some of the activity for your agents. of the activity for your agents. And so, to do that, I'm actually going And so, to do that, I'm actually going to back out of this, to back out of this, and I'm going to click on conversations. and I'm going to click on conversations. Under conversations, you can see I got Under conversations, you can see I got some new conversations or some new some new conversations or some new contacts here. contacts here. And so, this was the contact that was And so, this was the contact that was just created from my test chat. just created from my test chat. And so, it's called agent testing, and I And so, it's called agent testing, and I can see this event contact created. If I can see this event contact created. If I click on that, I get more details to see click on that, I get more details to see where it was actually created from. where it was actually created from. And I get the recording. So, I can click And I get the recording. So, I can click on play the recording. on play the recording. And so, you can listen to it, and you And so, you can listen to it, and you can also see the transcript. But this is can also see the transcript. But this is your unified inbox, and this is where your unified inbox, and this is where you're going to do all the you're going to do all the communications with customers. communications with customers. Now, there's other times you might need Now, there's other times you might need to go in, and you want to see like what to go in, and you want to see like what happened in your workflow, what happened happened in your workflow, what happened in your AI agents. Well, under activity, in your AI agents. Well, under activity, you also have this tab called runs. you also have this tab called runs. Every time your agent runs, it creates a Every time your agent runs, it creates a log here. And so, let me go ahead and log here. And so, let me go ahead and open up one of these right here. We can open up one of these right here. We can see where the send email didn't work. see where the send email didn't work. It's actually going to tell you why. So, It's actually going to tell you why. So, it's a great way to be able to dive in it's a great way to be able to dive in and troubleshoot your agents. That's it and troubleshoot your agents. That's it for this video, guys. I hope you guys for this video, guys. I hope you guys have a fun time creating your first AI have a fun time creating your first AI agents, and I'll see you in the next agents, and I'll see you in the next video. Bye.