Video guide
Video guide
Video guide
Learn how to create and configure your first AI employee in Bird. In this guide, you'll learn how to:
Access the AI hub and connect your preferred language model (LLM)
Create a new AI employee and set up basic configurations
Configure personality traits and behavioral settings
Connect knowledge bases for enhanced responses
Set up both pre-built and custom actions
Fine-tune advanced settings for optimal performance
Step-by-step guide
Step-by-step guide
Step-by-step guide
Create your first AI employee
Open the AI hub from the left-hand menu.
Go to the AI Employees section.
Click New AI employee to start the setup flow.
Choose a LLM connector to power your AI employee (e.g., select OpenAI).
Click Create agent to proceed.
Personalize your AI employee:
• Edit the name and avatar.
• In the Profile tab, adjust the display name, biography, avatar, and select a contact to base its personality on.Customize the AI's personality:
• Set the tone to Neutral for balanced interactions.
• Adjust the tone slider to fine-tune its voice.Set guidelines to control AI behavior:
• Add guardrails to define boundaries.Configure abandonment settings to manage customer handovers.
Connect a knowledge base to boost your AI’s capabilities.
Choose specific actions for your AI employee in the Actions menu.
When ready, click Publish draft to launch your AI employee.
Create your first AI employee
Open the AI hub from the left-hand menu.
Go to the AI Employees section.
Click New AI employee to start the setup flow.
Choose a LLM connector to power your AI employee (e.g., select OpenAI).
Click Create agent to proceed.
Personalize your AI employee:
• Edit the name and avatar.
• In the Profile tab, adjust the display name, biography, avatar, and select a contact to base its personality on.Customize the AI's personality:
• Set the tone to Neutral for balanced interactions.
• Adjust the tone slider to fine-tune its voice.Set guidelines to control AI behavior:
• Add guardrails to define boundaries.Configure abandonment settings to manage customer handovers.
Connect a knowledge base to boost your AI’s capabilities.
Choose specific actions for your AI employee in the Actions menu.
When ready, click Publish draft to launch your AI employee.
Create your first AI employee
Open the AI hub from the left-hand menu.
Go to the AI Employees section.
Click New AI employee to start the setup flow.
Choose a LLM connector to power your AI employee (e.g., select OpenAI).
Click Create agent to proceed.
Personalize your AI employee:
• Edit the name and avatar.
• In the Profile tab, adjust the display name, biography, avatar, and select a contact to base its personality on.Customize the AI's personality:
• Set the tone to Neutral for balanced interactions.
• Adjust the tone slider to fine-tune its voice.Set guidelines to control AI behavior:
• Add guardrails to define boundaries.Configure abandonment settings to manage customer handovers.
Connect a knowledge base to boost your AI’s capabilities.
Choose specific actions for your AI employee in the Actions menu.
When ready, click Publish draft to launch your AI employee.
