Getting started

Introduction

Imagicle Smartflows is a platform to revolutionize your digital interactions. Whether you're crafting human or virtual conversations, this comprehensive solution offers a true no-code/low-code visual designer that simplifies the creation of sophisticated virtual agents. Benefit from seamless live testing in six languages, robust digital channel connectors, and the power of LLM and generative AI models, including an Ask ChatGPT integration. Enhance your capabilities with calling platform integrations, CRM/ERP API support, and detailed reporting on digital conversations.

Before proceeding, you need to check your subscription type: if your subscription includes at least one Virtual Agent (chat or voice), you should follow the full guide. Otherwise, if you don't have any Virtual Agent and you are enabled to manage human-to-human chats only, you can refer to “primary configurations” section below to setup your instance. Then go to the Agent Live Chat section to understand how to manage human-to-human conversations.

Primary configurations

Once your Imagicle Smartflows subscription starts, your administrator will receive the credentials to access the Smartflows project associated with your subscription. The Admin user will also be the owner of the project and will be able to configure primary settings such as: 

• Add your teammates inside Imagicle UCX Platform (UCXP) to enable new agents or admin users that will access the project;

• Create groups to organize agent users by your company logic (such as agents assigned to a specific theater or department);

• Create departments and routing to define departments that can be used to create your custom routing logic;

• Define your operating hours basing your company's working hours and make the conversations with human agents available only at specific times of the day;

• Create canned responses for your agents as a shortcut to quickly manage conversations;

• Set email ticketing configurations to allow your agents and customers to have conversations via email;

• Create tags to add labels that you can add to conversations and tickets to categorize and organize all your customer communications;

• Customize your widget to match your website's branding and style along with many other parameters.

Agent Live Chat

Basing your subscription type you can handle human to human chat via agent live chat panel. To understand how to configure your chat panel and manage incoming conversations check the Agent Live Chat guide.

Create your first bot

Once you are ready, you can start playing with the platform by creating the first bot and discovering all its features (this section is visible only for users that include the flow editor in their subscription):

• Check the guides: How to build a bot and Flow editor to leverage the flow logic as a master.

• Imagicle SmartFlows comes with a powerful feature that offers the ability to test BOTs directly from the editor and WhatsApp, too! Check the full guide Live Testing.

Monitor and Analyze

Once you publish your first bot and set all the logic related to the agent chat conversations, you can start monitoring the real-time conversations assigned to the bot or human agents, but most importantly, you can easily understand if there are any unassigned chats:

• Check the Monitor and Analysis section to know more.