If you've been following our content, you probably remember our last chat about having an AI that's totally your brand's vibe.
Last time, we dove into the perks of building a custom AI with Tess, sharing examples like how it can answer your customers' questions, qualify leads, and even help out with sales 24/7.
We shared stories of how companies from different industries have been getting the most out of this tech, but maybe you're wondering: "How can I create an AI like that for my own use?"
The answer is in the awesome combo of two Tess AI features: building your own Chat Agents and connecting with other apps.
By creating chat, text, and image Agents along with the Steps feature, you can shape how conversations flow, write custom replies for different situations, and even connect your AI to tools you already use, like your CRM, email platforms, and way more.
First, let's jump into a real-life example of setting up a chat or text template.
You can easily pull data from a website using its URL with the advanced Web Scraper step and use this info to run an analysis about a potential client through their site. From this site, you can already ask the AI to generate a prospecting email.
Now, let's dive into a practical example of creating a chat or text agent with a Q&A structure.
As we mentioned in our last message, you can easily upload an existing company database that covers questions answered by clients and/or employees. Of course, be thoughtful when picking which questions, since every AI model has its context window (if you didn't get it, we explain it better here).
After uploading, the answer suggestions get even better, hooking into your CRM and your clients' key info. This makes it way easier to match the right communication style to each profile, ensuring everything lines up.
Finally, you can program your AI to take specific actions based on the user's answers, like sending an email, opening a support ticket, or redirecting to a specific page.
But now we're also getting into integrations, so what are they all about?
With app integration, the sky's the limit for what your AI can do! Besides integrating with the CRM like we mentioned above, you can also:
Automatic meeting scheduling: By hooking up Tess AI to Google Calendar or Calendly, you make sure your leads are sent to the sales team fast and efficiently
Send personalized emails to your clients based on their interactions with the AI: Connect Tess AI to your email marketing platform.
Update the status of an order in your management system: Integrate Tess AI with your ERP.
Now you'll see how the integration step for an APP looks inside AI Studio:
You're going to click AI Step:
Select the APP Integration option:
Now, just pick the app you want to connect.
That's why we stand for using intelligence aligned with humans. Easy integrations and executions let your business act with the language, the tone of voice, and the smarts you've always wanted!
