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Create Consultant(From Scratch)

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. Kindly choose the option to create from scratch.

Step 4: Provide basic details for the consultant.

Step 5: Click on the Next button upon sucessfully adding the basic details, and can as well go back to the basic details

Step 6: 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 7: User can engage conversation with the consultant on the widget section or embeded website.

Step 8: Customize the embeded widget. Kindly follow this link to learn how to customize consultant.

Step 10: See preview of widget with the customize details updated in real time

Step 11: Upon sucessfully adding basic details, training consultant and customize widget setting, You can then click on the create button.

Step 12: Consultant is created and added as custom consultant to the DFY consultancy page

Step 13: You can edit, duplicate and delete consultant

Updated on May 22, 2024

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