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Getting Started

Getting Started with Link AI

This guide will walk you through creating your first AI agent and deploying it across multiple channels.

Prerequisites

  • A Link AI account (Sign up at getlinkai.com)
  • A business or use case for your AI agent
  • (Optional) Calendar account for appointment scheduling
  • (Optional) Phone number for SMS/WhatsApp

Step 1: Create Your First Agent

  1. Log into your dashboard at app.getlinkai.com

  2. Navigate to Agents in the sidebar

  3. Click “Create Agent” and configure:

    • Name: Give your agent a memorable name
    • Welcome Message: What the agent says first
    • Language: Primary language (supports 95+ languages)
    • Personality: Define how your agent should behave
Example welcome message:
"Hi! I'm Sarah from ABC Company. I'm here to help you 
schedule appointments, answer questions about our services, 
and assist with any inquiries. How can I help you today?"

Step 2: Train Your Agent

Add Knowledge Sources

  1. Go to Knowledge Base in your agent settings
  2. Choose how to add information:
    • Upload Files: PDFs, docs, spreadsheets
    • Website Crawler: Import content from URLs
    • Manual Entry: Type or paste content

Configure Agent Behavior

Example prompt:
"You are a friendly customer service agent for ABC Company. 
You help customers book appointments, answer questions about 
our services, and collect contact information. Always be 
professional and helpful. If you don't know something, 
offer to connect them with a human agent."

Step 3: Choose Your Channels

Web Widget

  1. Enable Website channel

  2. Customize appearance:

    • Colors to match your brand
    • Chat bubble position
    • Welcome messages

  3. Copy embed code:

<script>
  window.linkAIConfig = {
    agentId: 'your-agent-id',
    bubbleColor: '#007bff',
    position: 'bottom-right'
  };
</script>
<script src="https://app.getlinkai.com/widget.js"></script>

SMS/WhatsApp

  1. Go to Phone Numbers
  2. Purchase a number or connect existing
  3. Enable SMS/WhatsApp for your agent
  4. Test by texting your number

Voice Calls

  1. Enable Voice channel
  2. Select voice personality
  3. Configure:
    • Response speed
    • Silence detection
    • Call handling rules

Step 4: Set Up Integrations

Calendar Integration

  1. Navigate to Integrations
  2. Connect Google Calendar
  3. Set availability rules
  4. Enable appointment booking in agent

Webhooks

For custom integrations:

{
  "event": "conversation.completed",
  "data": {
    "conversationId": "conv_123",
    "summary": "Customer booked appointment",
    "extractedData": {
      "name": "John Doe",
      "email": "john@example.com",
      "appointmentDate": "2024-01-15"
    }
  }
}

Step 5: Test Your Agent

  1. Use the Preview button in the agent editor
  2. Test different scenarios:
    • Booking appointments
    • Answering FAQs
    • Handling edge cases
  3. Review conversations in the Inbox

Step 6: Go Live

  1. Change agent status from Draft to Live
  2. Deploy to your channels:
    • Add widget to website
    • Share phone number
    • Announce on social media

Monitoring & Optimization

  • Inbox: Review all conversations
  • Analytics: Track performance metrics
  • Training: Continuously improve responses
  • A/B Testing: Try different prompts

Next Steps