Overview of Meg AI
Meg is your AI assistant within ClientPoint AI Pro, designed to manage and support your business relationships even when you’re unavailable. Meg is more than a traditional assistant; she adapts to your preferences and handles communication with your contacts based on how you want her to respond. With Meg’s help, you can stay responsive 24/7, ensuring that your business runs smoothly, and your clients are delighted.
Key Features of ClientPoint AI Pro, Meg:
- Customizable: You can train Meg to follow specific instructions on how to respond to questions and manage interactions both with your connections and with specific relationships.
- Always Available: Meg operates even when you’re away, ensuring your relationships are nurtured and tasks are completed promptly.
- Personalized Responses: By uploading files or training prompts, you can ensure Meg reflects your business's voice and goals in all interactions. Train Meg for unique prompts with specific connections.
Setting Up Your AI Assistant in ClientPoint
You can configure your AI Assistant in the ClientPoint Business Relationship application to respond to your contacts when you are unavailable. Follow the steps below to set up and activate your AI Assistant efficiently.
Access Your AI Assistant Settings
- Log in to your ClientPoint.me account.
- Click on your profile picture located at the top right corner of the screen.
- Select the “Your AI Assistant” option from the dropdown menu.
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Access Meg AI Assistant
On the "My Relationship" sidebar, you’ll find an option labeled "Meg - Your AI Assistant." Click on that bar to access Meg’s settings. -
Activate Meg
Once inside, click the Activate button to enable Meg. Then, click Enable Meg to subscribe and allow her to start responding to your contacts. (This feature may be part of the package you purchased.)
- To access the full features of Meg AI Pro, you need to Subscribe. Once subscribed, a green button next to the 'Train' option will indicate your active subscription.
Configure Your AI Assistant
Click "Setup" to set a Purpose for Your AI Assistant
- Just above the "Enable" button, you’ll find the Setup option. Click on Setup and answer all the questions to configure Meg according to your preferences.
- Provide a detailed description of your role, responsibilities, and any relevant information about your company.
- This purpose will guide your AI Assistant in representing you effectively when you are not available.
Example Purpose Statement: “I am a Customer Support Representative at ClientPoint (www.clientpoint.net). I assist customers by answering their queries regarding our application and providing relevant information from our help articles available on the website.”
Save Your Configuration
- After setting the purpose for your AI Assistant, click the “DONE” button to activate the changes.
Train Meg
- After completing the Setup, click on Train Your AI Assistant. You can also revisit Meg's relationship space and click Train anytime to further personalize her responses. In this section, you can add specific instructions or prompts about how you’d like Meg to interact with clients.
Add Knowledge-Based Files
Meg can be trained using additional documents. You can upload various file types (Excel sheets, PDFs, etc.) into the system through the portal. These files help Meg understand more about your business and interactions.
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- For additional customization, download the Q&A Template Sheet. Customize the questions and responses as you prefer and upload it back to the portal for Meg to learn from.
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Save Changes
After setting up and training Meg, click Save Changes to ensure all configurations are applied.
- Once Meg is enabled for all relationships, a star icon will appear next to each connection in your relationship bar. You have the option to disable Meg for specific connections if you prefer not to have lengthy responses in their 1:1 space.
Test Meg’s Responses
Once you’ve activated Meg, you can use the Test Mode feature to ask questions and check if Meg is responding correctly based on your training and instructions. In Test Mode, you act as Pat Smith, someone connecting to your relationship and we can see how Meg will respond. If you need to change the prompt engineering, just go back to train and add or change her responses. Meg does use a large language model so her replies will be conversational.
Meg is a powerful tool for managing your business interactions, ensuring timely responses, and improving client satisfaction. With proper setup and training, you can leverage Meg to take on repetitive tasks, freeing up time for you to focus on higher-value activities.
Hot Tip: For further customization, feel free to explore different file uploads and prompts to make Meg work precisely the way you want her to!
Have any questions? Please contact support@clientpoint.net.