How Do I Set Up JobNimbus AssistAI?

Learn how to set up the JobNimbus AssistAI.

On This Page

• Setting Up Your AssistAI Agent
  
  • Appointment Scheduler
  • Message Taker
• Enable Transfer

• API Integration and Final Setup

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Setting Up Your AssistAI Agent

Here, you’ll be able to set up your JobNimbus AssistAI Agent for your business.

To begin, click on Choose Template to get started.

Next select between Appointment Scheduler and Message Taker.

Appointment Scheduler will schedule appointments for your business.

Message Taker can answer questions and take messages for you.

Appointment Scheduler

When selecting the Appointment Scheduler, you’ll want to set up your hours of operation first. An example is “Monday-Friday 9am-6pm.”

Next, enter in the message or instructions that should be given to the caller after they are done scheduling. This could be something like, “Please keep all pets inside at the time of your appointment.”

Message Taker

Selecting Message Taker you will be asked to enter the name of your company and your company’s website.

Next, enter in what the agent should say when answering the call. It is best practice to announce the company the customer has called and let them know that they are speaking with an interactive agent.

On the next page, enter in the information you’d like the interactive agent to collect.

Additionally, you can add any other additional information you’d like the interactive agent to know that is not on your website.

Enter in the notification email address or phone number. If you have more than one email address you’d like to notify, separate them by a comma. These email addresses or phone numbers will receive a full call transcript and a link to the recording.

 

Enable Transfers

You’ll have the option to to enable transfers. This will allow you to send calls to specified numbers depending on how the customer answers the calls. If you would like the interactive agent to transfer calls select Yes.

Next, set up transfer conditions by typing in the text box. You can tell the interactive agent to transfer if the existing customer is calling about a project, has questions about billing and many other things.

Next, let the agent know what numbers the can transfer to.

Once you have completed this section, you will be asked to connect the interactive agent to JobNimbus. Click on the Connect button and enter in the API Key created in JobNimbus. 

API Integration and Final Setup

If you need help creating an API Key, please refer to this article. It is best to do this in a separate tab as you will have to come back and enter it to finish the set up.

Once you have created the API key, head back to connect the JobNimbus AssistAI.

1. Enter your API Key.
2. Select a Contact Workflow here. This will typically be Customer.
3. Choose the status of the Contact Workflow. New is usually the best option to select in this case.
4. Select a Job Workflow. This will allow the system to put a new Job into a pipeline which will then allow it to show on the corresponding Board.
5. The Workflow Status is where you choose the column on the board you'd like the lead to go.
6. Select your Lead Source here. You can go into the JobNimbus settings and create a new status specifically for the JobNimbus AssistAI Agent if you'd like.
7. If a task is created, select the task type you would like it to be.
   1. You can go into the JobNimbus setting and create a specified Task Type for the JobNimbus AI Answering Service.
8. Here, you can assign a location for Tasks, Jobs, etc.
9. Select the user(s) you would like to assign Tasks. You can select from the list of team members in your organization or a team account.
   1. Multiple people can be selected.