Tutorials

Hey, watch this. In just a few minutes, you'll have a real Guru trained on your own website. Just three quick fields: your name, email, and your website. For security, your email should match your website's domain. We just emailed your code, paste it in. Here's where it gets fun. Your guru fires up and starts reading your site, every page, every word. This usually takes about three to five minutes. And you don't have to wait. You can also close the tab. We'll email you the moment it's ready. Meanwhile, behind the scenes, we're indexing it all, fast, careful, end-to-end, so your guru can answer anything your customers throw at it, big questions, tricky ones, and the weird edge cases. Boom, your guru is live. One click takes you into your admin portal where your guru's already waiting. Tap the chat, ask anything your users would ask. Trained on your content and ready in minutes. No code, no servers, no setup. That's a wrap on this one. Next up, login and admin portal part one. Catch you there.

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.

Today, we are connecting your guru to every channel your customers use. Sign in to your admin. You are in. Now head to the channels tab. This is where your guru becomes a true omnichannel agent. One brain, every inbox. Email is the simplest. Your guru gets its own inbound address and answers anything forwarded to it. SMS and voice both run through Twilio. Bring a Twilio number and your credentials, and your guru handles every text and every call. Voice adds an optional hand off to a live agent, on a schedule you choose. WhatsApp uses Facebook Business onboarding. One click into the embedded sign up flow and your guru is on WhatsApp. Each channel has its own deep dive coming up. Catch you in the next one.

Let's set up your first channel, email, the simplest one. Sign in to your admin. Click channels to select the channels tab. Click the add email channel button, and your channel is provisioned. Your guru now has its own inbound address. Set up a forwarding rule from your support mailbox to this address. Every email your customers send flows straight to your guru, which answers in your voice. Give the channel a friendly name, so multiple inboxes stay organized. By default, replies come from your inbox address. To send from your own domain, like [email protected], you verify ownership. Click verify domain, and we generate the DNS records for you. One TXT record proves ownership, and three CNAMEs sign your outbound mail. Copy them into your DNS host, then click check status. Verification typically takes a few minutes. The badge auto switches to verified once your records propagate, and from then on, your guru sends from your brand. Hit save to commit your changes, and your inbox is ready. That is email. Forward a message, and watch your guru reply in your voice. Next up, SMS through Twilio.

SMS and voice both run through Twilio. Let me show you the admin side. The full Twilio setup is documented in the admin guide. Sign in. Click channels to select the channels tab. Click add Twilio channel. The modal shows the webhook URLs, production and test, for voice and SMS. In Twilio, you buy a number and save these URLs. Voice goes live as soon as the webhook saves. SMS needs one more step, an A2P campaign. That step is only for texting. Once Twilio approves it, usually two to three days, SMS goes live too. Back here, paste your Twilio phone number, your account SID, and your auth token. One Twilio number serves both channels. SMS and voice are checked by default. Uncheck either if you want only one. Click add channel. Cards for the channels you selected appear, sharing the same number and credentials. Let's review the settings for a voice channel. A custom greeting plays when the call connects. Deployment context tunes how the guru speaks on a call, like keep responses brief, no markdown. If you want your guru to hand off to a human, set a live agent number here. The intercept message is optional, played before the transfer, encouraging callers to stay with the guru. And a schedule so transfers only happen during your business hours. Save your changes. For the full Twilio walk through, check the admin guide. Buying a number, webhooks, A2P, it is all in there. That is the admin side. Catch you in the next one.

WhatsApp connects through Meta. Once your Business and WhatsApp Business Account are set up, wiring them to your Guru is a few clicks. Let's sign in to the admin. Click 'Channels' to select the Channels tab. Click Connect WhatsApp, and a Facebook popup walks you through four screens. First, sign in to Facebook if needed. Then a welcome screen explains what Cloud API enables. Next, pick your Business portfolio and WhatsApp Business account from the dropdowns. The last screen confirms the phone number from your account, and you approve handing it to your Guru. And your WhatsApp channel appears in the Channels tab, populated with the Phone Number, IDs, and Business Token, ready to handle inbound messages. The Meta prerequisites and per-message pricing breakdown are documented in the Admin Guide. That is WhatsApp. Catch you in the next one.