Beginner10 min

Getting started and onboarding

Create your first AI assistant and get started in under 10 minutes. This guide walks you through all the essential steps for successful onboarding.

What you'll accomplish

By the end of this guide, you'll have:

  • Created your first AI assistant
  • Set basic personality traits
  • Added initial knowledge base
  • Tested your first conversations

Prerequisites

Before you begin, ensure you have:

  • An active Lyyli.ai account
  • Access to your company's communication guidelines
  • Basic understanding of your target audience

Step-by-step guide

Step 1: Access the AI Assistant creation page

1

Log into your Lyyli.ai dashboard

Click "Create New Assistant" in the top right

Select "Communications Assistant" from the template options

Screenshot: AI Assistant creation page from dashboard

Step 2: Configure basic settings

2

Enter a descriptive name for your assistant

Choose your primary industry/domain

Select the communication style that matches your brand

Screenshot: Basic settings form

Step 3: Define personality and voice

3

Upload your brand guidelines document

Set communication tone (professional, friendly, casual)

Define response length preferences

Set formality level

Screenshot: Personality settings and brand guidelines

Step 4: Add initial knowledge base

4

Upload company documents (policies, FAQs, product info)

Add website content and marketing materials

Include common customer questions and responses

Screenshot: Knowledge base upload and management

Step 5: Test your assistant

5

Use the built-in testing interface

Ask common questions your customers might have

Verify responses match your brand voice

Make adjustments as needed

Screenshot: Testing interface and conversation test

Troubleshooting

Issue: Assistant responses don't match brand voice

Solution: Review your brand guidelines upload and adjust personality settings

Issue: Knowledge base seems incomplete

Solution: Add more company documents and retrain the assistant

Need help?

If you encounter issues not covered here:

Last updated: January 15, 2024Version: 2.1.0
Getting Started - Create Your First AI Assistant | Lyyli.ai