Tutorial3:23

Admin portal tour

A four-step tour of the Instant AI Guru admin portal: set your credentials and identity, name your Guru and define its job, customize the chat experience your customers see, and save to go live across every channel. Then test everything in the built-in site simulator and chat dashboard.

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Welcome back. Let's tour the Instant AI Guru admin portal. If you ever forget your password, you can reset it right here. Otherwise, enter your domain, email, and your password, or the API key from your welcome email. You're in. First stop is the admin guide, your reference for everything inside. The quick start guide walks you through four steps to get your guru live. Step one, your credentials and identity. Step two, name your guru and define its purpose. Step three, customize the chat experience your users see. Step four, save it all, and your guru goes live. Now let's actually run through them. Step one. The general tab is where your credentials and identity live. Set your business name and your support contact for end users. Step two, instructions. Give your guru a name. Then, a personality and a clear job to do. Step three, preview. Start with the header, then the welcome message, and up to four starter questions your users see when they open the chat. You can also upload a custom chat icon to make the widget feel like yours and pick a brand color to match your site. Step four, hit save, and your changes go live across every channel. Now the fun part. Open the site simulator and see your widget on your actual site. Tap the bubble and pick a suggested question. Watch your guru answer. Your users can give a thumbs up or thumbs down to grade each answer. Feedback flows straight to your dashboard. Try anything your users might ask. Close the simulator and let's check the chat dashboard. Every conversation, every channel, every thumbs rating, right here in one place. Filter by date range up top. Each row is one user interaction. Click full chat to see the entire chat. Head back to the admin and exit when you're done for the day. Next up, part two, knowledge files, users and channels. Catch you there.