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No Code Agent

The document provides a step-by-step tutorial on creating a no-code AI agent using Synthflow, starting from signing up to configuring the agent's profile and handling objections. It emphasizes the importance of background information, agent personalization, and structured scripts for effective interactions. Additionally, it highlights the ability to publish and monetize AI agents through Synthflow's marketplace.

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fernando.maia0
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96 views

No Code Agent

The document provides a step-by-step tutorial on creating a no-code AI agent using Synthflow, starting from signing up to configuring the agent's profile and handling objections. It emphasizes the importance of background information, agent personalization, and structured scripts for effective interactions. Additionally, it highlights the ability to publish and monetize AI agents through Synthflow's marketplace.

Uploaded by

fernando.maia0
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 15

1/15

Using Synthflow

CREATING A NO-CODE

STEP BY STEP TUTORIAL


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1 2/15

Visit synthflow.ai
Sign up or log in
Click on Start from Scratch to build
your AI Agent from the ground up

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2 CHOOSE ASSISTANT TYPE
3/15

Choose between ‘Outbound’,


‘Inbound’ and ‘Widget’

I’ll go with ‘Inbound’ since I need an AI


voice agent to handle incoming calls
via phone, Zapier, and REST API.

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3 4/15

I was thinking of hiring an intern to


attend the inbound marketing calls that I
get everyday

But I came across Synthflow AI’s model,


optimized for real-time AI conversations,
ensuring smooth and natural
interactions.

I created a knowledge base for the AI


Agent by uploading some internal
business documents for reference.

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3 CONFIGURATION
5/15

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4 6/15

HOW TO CREATE
EFFECTIVE PROMPTS
Background Information Components

Agent profile

Objection Handling

Script Instructions

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BACKGROUND INFORMATION
COMPONENTS
Company Overview: Helps potential clients
understand the company's mission, approach,
and market standing, reassuring them of its
capability to meet their needs.

Target Audience: Guides the customization of


the dialogue to fit the intended audience's
specific characteristics, expectations, and
preferences.

Value Proposition: Acts as a key selling point that


compels the target audience to engage further
by illustrating the direct benefits they will
receive.

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4 AGENT PROFILE 8/15

Name: Personalizes the AI assistant, making


interactions feel more engaging and less
automated.

Role: Clarifies the assistant's function in the


customer journey, emphasizing support and
guidance.

Goal: Directs the conversation toward


achieving specific outcomes, such as gathering
leads, providing information, or scheduling
meetings that align with the company’s
business objectives.

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4 OBJECTION HANDLING
9/15

This part involves strategies and responses to potential


objections or concerns that the client might raise
during the conversation.

Objection handling prepares the AI Assistants for


potential hurdles in the conversation, ensuring they
can respond effectively and keep the interaction on
track toward its goal. It's crucial for addressing client
concerns and maintaining a positive and solution-
focused dialogue.

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4 SCRIPT INSTRUCTIONS
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A structured guide that outlines the specific


conversation flow, including questions to ask, key
points to cover, and responses to common scenarios.
Remember to give instructions in the best scenario
possible.

The conversation is adaptable, but this serves as a


foundation to ensure consistency and completeness in
information exchange.

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5 11/15

THE MAGIC!

The cool part comes in this step—you can define


actions for your assistant to take before, during, or
after a call.

For example, I can fetch contact info from HubSpot


before a call, allowing my AI agent to know who it's
talking to in advance, making interactions more
personalized and effective.

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5 12/15

ACTION TEMPLATES

With the latest feature launched by Synthflow AI, you


can now publish your AI agents and monetize them.

This means you can create, list, and sell your custom AI
agents, allowing others to use them while generating
revenue from your work.

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4 13/15

HURRAH!
HURRAH!

Now you have an AI Agent who can


receive calls and talk to customers 24x7

The best part is you can sell your AI


Agent on Synthflow’s AI Agent
MarketPlace

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4 14/15

SYNTHFLOW MARKETPLACE

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15/15

Interested in more
No-Code AI AGENT Tutorials ?
Follow me :
OM NALINDE

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