Onboarding: Create Your First AI Assistant
Welcome to AI SmartTalk! This guide walks you through creating your first AI assistant in just a few minutes. By the end, you'll have a fully functional AI agent ready to connect to your website, social media, or messaging platforms.
Quick Overview
The onboarding process consists of 4 simple steps:
- Choose a Template — Start with a pre-configured assistant personality
- Name Your Assistant — Give it a unique identity
- Personalize (Optional) — Answer questions to fine-tune behavior
- Configure with Objectives — Follow guided goals to complete setup
Step 1: Choose an Assistant Template
When you create a new assistant, you'll see a selection of pre-built templates designed for common use cases:
Loading templates...
Templates provide a starting point — you can customize everything later in Settings.
Step 2: Name Your Assistant
Give your assistant a name that reflects its purpose or your brand identity.
Naming Best Practices
- Brand-aligned: "Emma" for a friendly brand, "Support AI" for professional
- Memorable: Easy for customers to remember and reference
- Unique: Distinguishes from competitors
Examples:
SupportBot,SalesAssistant,HealthGuide,ShopHelper
You can change the name anytime in your assistant's Settings.
Step 3: Personalize Your Assistant (Optional)
Answer a series of questions to refine your assistant's personality and behavior. These questions help the AI understand:
What the Questions Configure
| Question Type | What It Affects |
|---|---|
| Tone & Style | Formal vs. casual language, emoji usage |
| Allowed Topics | What the AI can discuss |
| Restricted Topics | What the AI should avoid |
| Response Length | Brief vs. detailed answers |
| Industry Focus | Domain-specific vocabulary |
Skip or Complete Later
These questions are optional — you can:
- Skip them entirely and configure later
- Answer some now and refine in AI Configuration
- Let the template defaults handle everything
The more context you provide, the better your AI will perform from day one.
Step 4: Your Assistant Dashboard & Objectives
After completing the wizard, you'll land on your Assistant Dashboard — your command center for managing everything.
Dashboard Overview
Your dashboard displays key metrics at a glance:
- Messages — Total conversations received
- AI Responses — Automatic replies sent
- Documents — Knowledge base size
- Conversations — Active chat threads
Learn more about the dashboard in our Dashboard Guide.
Guided Objectives
In the top-right corner, you'll find Objectives — a guided checklist to help you complete your setup:
Common Objectives
| Objective | What It Does | Documentation |
|---|---|---|
| Connect a Channel | Add Messenger, WhatsApp, or other platforms | Channels Guide |
| Connect E-commerce | Sync your online store products | WordPress, PrestaShop |
| Add Knowledge | Train your AI with documents and FAQs | Knowledge Base |
| Customize Appearance | Brand your chat widget | Widget Configuration |
| Test Your Assistant | Try a conversation | Web Chat |
Click any objective to jump directly to the relevant configuration page.
What's Next?
Now that your assistant is created, explore these essential features:
Connect Your Channels
Reach customers where they are:
| Channel | Setup Time | Guide |
|---|---|---|
| Web Chat | 2 min | Embed on your website |
| Facebook Messenger | 5 min | Connect your Facebook Page |
| WhatsApp Business | 5 min | Professional messaging |
| Instagram Direct | 5 min | Social media DMs |
| Discord | 10 min | Community server bot |
| Slack | 3 min | Team communication |
| Gmail | 5 min | Email automation |
Integrate Your Tools
Sync your existing systems:
| Integration | What It Syncs | Guide |
|---|---|---|
| WordPress | Pages, posts, WooCommerce products | Plugin installation |
| PrestaShop | Products, categories | Module setup |
| Joomla | Articles, HikaShop | Plugin installation |
| SharePoint | Company documents | OAuth connection |
| Google Drive | Shared files | OAuth connection |
Build Your Knowledge Base
Train your AI to answer accurately:
- Import FAQs from Excel or CSV
- Upload Documents (PDF, DOCX)
- Sync Products from Google Merchant
- Connect RSS Feeds for automatic updates
Automate with SmartFlow
Create powerful automations:
- Custom conversation flows per channel
- Automated email responses
- Form submission processing
- Scheduled tasks and syncs
Collect Data with SmartForm
Build interactive forms:
- Lead capture forms
- Customer feedback surveys
- Assessment quizzes
- Multi-step sequences
Schedule Appointments
Let your AI book meetings:
- Availability management
- Google Meet integration
- CRM synchronization
Navigation Reference
Find everything in the left sidebar menu:
| Menu Item | What It Contains |
|---|---|
| Overview | Dashboard with metrics and objectives |
| Chat | All conversations across channels |
| SmartForm | Form builder and responses |
| SmartCalendar | Appointment management |
| Clients | Contact database and CRM |
| Knowledge | Training documents and FAQs |
| Test Scenarios | Quality assurance tools |
| Settings | Configuration and customization |
| Customization | Widget appearance and behavior |
| Connectors | Channel and integration setup |
Troubleshooting
Common Issues
| Issue | Solution |
|---|---|
| Assistant not responding | Check if a channel is connected and enabled |
| Wrong answers | Add more content to your Knowledge Base |
| Can't connect channel | Verify OAuth permissions and try again |
| Missing objectives | Refresh the page or contact support |
Get Help
- Documentation: You're reading it! Use the search bar above.
- In-App Support: Click the chat widget at the bottom of any page.
- Email: contact@aismarttalk.tech
Related Documentation
- Registration Guide — Create your account
- Login Guide — Access your dashboard
- Dashboard Overview — Understand your metrics
- AI Configuration — Customize your assistant
- Channels — Connect messaging platforms
- Integrations — Sync your tools
- SmartFlow — Build automations
- SmartForm — Create forms
- SmartCalendar — Schedule appointments
- Organization Management — Billing and subscriptions