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4 Easy Steps to Build and Manage an AI Chatbot with Aerpex

Step 1: Define Your Chatbotโ€™s Goal ๐ŸŽฏ

Start by identifying what your chatbot should do: answer FAQs, collect leads, book appointments, or assist users.

๐Ÿ“Œ Clear objectives help your AI agent perform better and improve user experience.

Step 2: Create and Train Your AI Agent ๐Ÿง 

  • Create your agent: Go to your Aerpex dashboard, click Create Agent, and name it.
  • Train your agent: Upload your content (PDFs, DOCs, text) or provide website URLs for the bot to learn from.

๐Ÿง  The better the data, the smarter the agent becomes.

Step 3: Customize and Deploy the Chat Widget ๐ŸŽจ

  • Style the widget: Choose colors, avatar, and welcome message.
  • Install it: Use the embed code to place the widget on your site, or the social media integration link.

๐Ÿ”Œ The widget appears instantly and starts helping visitors.

Step 4: Monitor and Improve Your Agent ๐Ÿ“Š

  • Use analytics: Check session stats, unanswered questions, and performance insights.
  • Improve continuously: Add more content, refine answers, or create handoff rules.

๐Ÿ“ˆ Your bot gets smarter with each interaction.

โœ… Plus Tips:

  • Enable live agent fallback for complex inquiries.
  • Connect with your CRM or booking tools using integrations.
  • Create multiple agents for different departments or landing pages.