step-by-step guide for creating and deploying the FAQ & Lead Capture Agent

1. Go to shambho.ai.

2. Sign in with your credentials.

3. After logging in, you will land on the Dashboard.

1. From the main dashboard, select the Template tab.

2. Locate the FAQ and Lead capture card under the "Discover Smart AI Agents Intelligent Automation" section.

3. Click the Copy Agent button. This will create a new hybrid agent in your workspace.

1. On the "AI Agent Configuration" screen, you can define the agent's core behavior:

• Prompt → Write instructions for how your bot should behave (e.g., "You are a friendly bot, and your main task is to solve customer queries.").

• LLM Service & Model → Choose the language model you want to power your agent (e.g., grok, grok-3-mini-fast).

2. Click Save Changes after configuring the settings.

1. From the left menu, click on Tool/Flow.

2. You will see the "Capture Lead tool" on the Tool Management page. Click the edit icon (the pencil) to configure it.

3. In the "Dynamic Parameters" section, define the information you want to capture from the user (e.g., Name, Email, Company name).

4. After setting up your parameters, click the Edit button at the bottom right to save.

1. From the left menu, click on Knowledge Base.

2. Click the Add QA button to open the "Add Question / Query" window.

3. Fill in the three fields for each FAQ:

• Question → Type the customer’s question.

• Answer → Write the bot's reply.

• Tag → Add a tag to organize the question (e.g., #support).

4. Click Add Question. Repeat this process for all the FAQs you want to add.

1.After you have added all your questions and answers in the Knowledge Base, click the Train FAQ Agent button.

2. Wait for the process to complete. This allows the agent to learn the information you've provided so it can answer user questions accurately.

1. On the AI Definition page, locate the AI Agent Configuration toggle switch.

2. Select the task + FAQ option. This instructs the agent to primarily use the trained knowledge base to answer user queries.

1. In the left-hand navigation menu, click on Channels.

2. A sub-menu will open. Click on LiveChat.

3. Adjust the following options. You can see your changes reflected in the live preview on the right side of the screen. Company Details:

• Company Name: Enter your company's name (e.g., "XYZ"). • Tagline: Add a short, welcoming tagline (e.g., "How can we help?").

• Header Name & Middle Text: Customize the greeting messages that users will see first (e.g., "Hi there 👋" and "Hi Welcome To Shambho_ai").

• Logo Settings: Click Upload Logo to add your company's logo to the chat widget.

• Color Customization: Choose your brand's colors for the chat widget's Background Color, Button Color, and Text Color.

• Avatar Settings: Select icons for both the User Avatar and the Admin Avatar (your bot's icon).

• Modal Design: Choose between a Modern or Classic look for the chat window.

• Detail Setting: Turn this ON if you want the bot to collect email IDs from users.

4. Once you are satisfied with the appearance, click the Save Changes button at the bottom.

1. In the left-hand menu, click on Channels.

2. You’ll see different options such as LiveChat, WhatsApp, and IFrame.

3. Under Quick Preview, copy the provided preview link.

4. Paste the link into your browser to open and test the chatbot.

5. Type your sample questions to verify the answers appear correctly.

After test your chatbot, you can get the code to add it to your website or share a link for a live preview.

1. At the top of the Livechat section, next to the "Settings" tab, click on Modal Link.

2. Copy the Testing Link and paste it in your browser → You’ll see how the chatbot looks live.

• Or, scan the QR Code on the right side → Instantly preview on mobile.

3. Deploy on Your Website

4. Copy the Embed Script provided.

5. Paste it into your website’s HTML code (usually inside the section). Once added, your chatbot will go live on your site.