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Create Consultant(From Keyword)

Kindly follow theses steps to learn how to create custom consultant from scratch:

Step 1: Click on consultant tab in the DFY page.

Step 2: Click on the create consultant button

Step 3: The system gives a pop up with options to create from scratch or use keyword

Step 4: Choose the option to create from keyword

Step 5: Enter business name as keyword and choose a category

Step 6: The system use the business name to prefill the basic details for the consultant.

Sep 7: Enter consultant and add image

Step 8: Click on the Next button

Step 9: Train the consultant with different informatiom source; upload file, enter url link, Add site map, FAQs. KIndly follow this link to find articles on how to train consultant with different information sources.

Step 10: Engage conversation with the consultant on the widget section upon training the consultant.

Step 11: Customize the embeded widget. Kindly follow this link to learn how to customize consultant.

Step 12: See preview of widget with the details updated in real time.

Step 13: Upon sucessfully adding basic details and widget setting, user clicks on the create button.

Sep 14: Consultant is created and added to the DFY consultancy page.

Step 15: You can edit, duplicate and delete consultant.

Updated on May 22, 2024

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