Assign a Bot or Live Agent to Handle Inquiries in Geta.ai

Geta.ai enables you to streamline customer interactions by assigning bots to handle inquiries efficiently. You can:

1. Assign a bot with FAQs.
2. Assign a live agent for specific scenarios.
3. Use Smart AI to handle complex or context-based inquiries.

1. Assign a Bot with FAQs

Steps to Assign a Bot with FAQs

1. Log in to your Geta.ai dashboard.
2. Navigate to the Bot Builder module.
3. Select the bot you want to manage by clicking Manage.
4. Go to the Bot Knowledge section and choose FAQs.
5. Add or edit FAQs:
   • Click the Add FAQs button.
   • Enter the questions and variations.
   • Provide answers or link the FAQ to a specific bot flow.
6. Save the FAQs to assign them to the bot for handling user inquiries automatically.

2. Assign a Live Agent

Steps to Assign a Live Agent

1. Navigate to the Bot Builder module and select your bot.
2. In the Flow Builder section, create a node or edit an existing one.
3. Add a Live Agent Node:
   • In the flow, add a new button node.
   • Select the Live Agent option.
   • Configure handoff details, such as assigning agents or teams to specific inquiries.
4. Save the flow to enable the bot to transfer conversations to a live agent when needed.

3. Use Smart AI to Handle Customer Inquiries

Steps to Use Smart AI

1. In the Bot Builder module, select Manage or create a new bot.
2. Go to the Bot Knowledge section and click on Smart AI.
3. Upload content for Smart AI to crawl:
   • Websites, sitemaps, documents, or text.
4. Save the content, enabling the bot to handle customer queries related to the uploaded context automatically.

Summary of Use Cases

Method	Best Use Case
Bot with FAQs	Standardized responses to frequently asked questions.
Live Agent	Complex inquiries requiring human intervention.
Smart AI	Handling queries that require context-based answers.

By assigning bots with FAQs, live agents, or leveraging Smart AI, you can enhance customer engagement and ensure inquiries are resolved effectively.