Step 1: Access the AI Dashboard #
- Sign into your platform and go to the AI dashboard.
Step 2: Go to the AI Agents Page #
- Navigate to the “AI agents” page within the dashboard.
- If you need help accessing the dashboard, refer to the separate video on that topic.
Step 3: Create a New AI Agent #
- Click on “New AI Agent”.
- Enter a name for your agent (e.g., “Support Agent” or “Sales Agent”).
Step 4: Train the AI Agent with Your Content #
- Select the agent you want to train.
- Choose the option to upload files for training.
- Supported file types are PDF, DOC, TXT, Excel, and CSV.
- Upload your file; the AI agent will be trained using that content.
Step 5: Review Training Resources (Optional) #
- For more details on training the AI agent with your files, consult the specific video dedicated to that step.