Watch Step By Step Video Tutorial Below





1. Setting Up Your WhatsApp Assistant with Okay

To automate replies on WhatsApp, the first step is to use Okay to create an AI assistant. This assistant will handle customer queries 24/7 without manual intervention. It is essential for digital marketing agencies that receive numerous inquiries daily.

After logging into your Okay account, navigate to the assistant section. Here, you will create an assistant specifically designed for your digital marketing agency. This setup will ensure that all customer inquiries are managed efficiently.

2. Creating Your AI Assistant in Create

The next step involves using Create to build your AI assistant. Start by clicking on the “Add Assistant” option. Name your assistant appropriately, such as “Digital Marketing Agency Assistant.” This name will help you identify the assistant later.

Once named, you need to fill in the AI instructions and select the assistant type. Choose “AI Agent” to ensure it functions correctly. You can customize the instructions based on your agency’s needs. Here’s how to set it up:

  • Select AI Agent as the type.
  • Customize the AI instructions based on your service offerings.
  • Set the temperature for AI responses to balance creativity and focus.

After setting these parameters, save your assistant settings to proceed. This will help your assistant respond accurately to customer inquiries.

3. Integrating OpenAI for Enhanced Responses

Integrating OpenAI into your assistant is crucial for providing intelligent responses. In this step, you will link OpenAI with your Create assistant. First, ensure you have an OpenAI account and generate an API key.

To integrate, go to the API settings in Create and paste your OpenAI API key. This connection allows your assistant to utilize OpenAI’s powerful language model for generating responses. Follow these steps:

  • Generate your OpenAI API key from your OpenAI account.
  • Paste the key in the API settings of your Create assistant.
  • Click “Connect” to finalize the integration.

This integration is vital as it enhances the AI’s ability to respond to diverse queries effectively, ensuring customer satisfaction.

4. Setting Up Knowledge Sources for Your Assistant

To further enhance your assistant’s capabilities, you need to set up a knowledge source. This is where you provide detailed information about your business. In Create, navigate to the knowledge source section and upload relevant documents.

Make sure to include information that covers your services, policies, and any FAQs. Here’s how to do it:

  • Create a comprehensive document detailing your services.
  • Upload this document in the knowledge source section.
  • Ensure the document is easily understandable and concise.

Once your knowledge base is established, your assistant will be able to provide accurate responses based on this information, significantly improving the user experience.

5. Testing and Activating Your Assistant

After setting up your assistant, it’s time to test its functionality. Engage with your assistant by asking common questions that your clients might have. This will help you gauge how well it responds.

Once satisfied with the performance, activate your assistant. In Create, toggle the activation button and save your settings. Here’s how to ensure everything is set correctly:

  • Test the assistant with various queries to ensure it responds accurately.
  • Activate the assistant in the settings section.
  • Save all settings to finalize the setup.

Once activated, your assistant will automatically handle inquiries on WhatsApp, providing timely responses to your clients without manual intervention.

In conclusion, integrating Okay and Create allows digital marketing agencies to automate their WhatsApp responses effectively. This setup ensures that inquiries are handled promptly and accurately, enhancing customer satisfaction and operational efficiency.