Guida Base

NeoAgent - Introduction and Configuration

Let’s configure the first Agent in the free plan

If you haven’t registered yet, do so HERE and if you encounter issues, refer to the guide HERE.

Step 1: My Chatbots

Here we find the first agent generated upon registration. If we click on it, we’ll access its internal panel. For now, let’s proceed >

Step 2: New Chatbot from Template

This button is reserved for higher subscription plans

Step 3: Pricing

You can select a subscription plan

Step 4: Available Subscription Plans

Currently, we’re using a free account. Upgrade to unlock more features

Step 5: Voice Call Plan

Step 6: Settings

Let’s explore the settings in the free plan

Step 7: Go to Digital Business Card

You can create a digital business card—a dedicated guide is available for this

Step 8: In Appointments

You can configure your calendar for appointments—we’ll cover this in the next slides

Step 9: In Phone Calls - By purchasing the extension, you’ll access all call-related data. You can also add a business contact list

Step 10: Phone Calls Contacts

Under "Download CSV template," you can download a template to import all your contacts. Once edited, upload the CSV using "Upload (CSV)"

Step 11: My Chatbots Settings

Click on the first chatbot generated

Step 12: My Chatbot "Settings"

Here we’ll configure the appearance, behavior, and model of our agent

Step 13: Here we enter our agent’s name

In this example, it will be called "Pozzi Agent"

Step 14: Save

Step 15: Settings - "Model"

Scrolling in "Model," we can set our model’s prompt

Step 16: Here we can select predefined prompts (Recommended initially)

Step 17: In this example, we’ll select a booking assistant

For now, don’t worry about the language. NeoAgent fully supports 95 languages. You can adapt them to your case and language—how to translate and reinsert them in Italian.

Step 18: Click OK

Step 19: In "Model," we can select the model to use

Step 20: These are the models available for the free plan

Step 21: Chat Interface

Here you’ll define the chatbot’s appearance and some of its functions

Step 22: Initial Message

Here we will insert the initial messages, one per line

Step 23: Suggested Messages

We will insert messages to guide the user in the conversation. They will appear as buttons within the chatbot.

Step 24: Dark or Light Theme?

Choose your preferred one!

Step 25: Below the prompt, you can select the model to use. In this example, we will use gpt-4o-mini

Step 26: Shadow Settings

We can add a shadow behind the chatbot's main window

Step 27: Shadow Example

Step 28: Font Family

Let’s choose a font type

Step 29: Upload the logo or image that will appear at the top left

Step 30: Enter the Name that will appear next to the logo

Step 31: Choose a color

Step 32: Push To Talk and Upload Image

Recommended to use OpenAI models.

Step 33: Upload an image or icon to use in the bubble

Step 34: Initial Message Delay

Set in seconds the time before the first messages appear above the bubble

Step 35: Human Takeover

Here you can set an email and a custom message when the user requests assistance from a human agent.

Step 36: Display Source Reference Link

See point 39

Step 37: Continue filling in the fields

Step 38: How to Get AI Responses That Seem Real

Here you can set the number of seconds the bot should wait before returning the response. To make the agent appear as if it is typing and then return the full response, you need to activate the button.

Step 39: In Privacy Policy Text

It is recommended to insert a blank space

Step 40: Save

Step 41: Security Settings

In this panel, we can:

Enable visibility only on specific domains.
Limit messages per user and per seconds.
Set a message

Step 42: Security Domains

Enter one domain per line

Step 43: Save

Step 44: Notification

Feature for higher-tier plans. It is possible to set up a daily email with leads and daily chats.

Step 45: Voice AI

Available for premium plans. There will be an option to have a voice agent on the website where customers can make actual voice calls.

Step 46: Example - Voice AI

Step 47: Leads

The Lead Form is a contact form that will appear based on the parameters we set. It can appear with every message until the lead is submitted (Display for eve...), before starting the chat (Mandatory Pre...), or when LiveChat is requested (For Human Takeover Only). We enable the desired fields using the buttons.

Step 48: Fill in all fields and Save

Step 49: Chat Log

Step 50: Chat History

Step 51: Chat Log Calendar

Step 52: Lead Contacts

Here, you will see all leads collected from the form or when requested by you via prompt.

Step 53: Lead Appointments

All appointments collected during chats. Here, we also have a calendar where we can select a date range.

Step 54: My Chatbot Appointments

Select the calendar to use among Calendly, Google Calendar, or Microsoft Calendar, and follow the on-screen procedure by granting permissions. [Via AI Actions/Webhooks, you can set up multiple calendars simultaneously.]

Step 55: Example with Google Calendar

Step 56: Select an Account

Log in or Create One

Step 57: Click Continue

Step 58: Calendar Configured

Choose your preferred calendar from the list and complete all fields.

Step 59: Suggested Messages for Appointments or Custom Trigger Keywords

Enter one phrase or keyword per line to activate the appointment function. E.g., "Talk to an Assistant," "Talk to an Operator," "Talk to a Supervisor."

Step 60: Save

Step 62: Sources - Websites

Crawl: Enter the main website link, and it will automatically save all links from your site.
Sitemap: Insert a specific sitemap, and with auto-sync, the agent will train when new pages are added.
CSV: Upload a CSV with a list of domains.

Step 63: Sources - Files

Here, you can upload documents. This section does not include AI vision, so documents must contain selectable text; otherwise, they may not work.

Step 64: Sources - Text

You can input plain text.

Step 65: Sources - Q&A

By clicking the Add button, we can input precise questions and answers for specific requests.

Step 66: Sources - Company Info !IMPORTANT!

This is where our agent retrieves your business details. Fill in all fields and save.

Step 67: Retrain Chatbot

Remember to click this button after every modification.

Step 68: Integrations

Step 69: Facebook Integration

Click the button to start configuration and follow the on-screen steps.

Step 70: WhatsApp Integration

You must have a Facebook account.
Your WhatsApp account must be unlinked from your smartphone, or you must use a dedicated number.
WhatsApp chats will be managed ONLY in Appointify's LiveChat [higher-tier plans]

Basic Guide