Quick Setup

Introduction

This Quick Setup guide will walk you through the essential steps to integrate xBot with the Email channel. Follow these steps to ensure a smooth setup process.

Prerequisites

1. Contact A4B xBot Team:

   • Reach out to the A4B xBot Team to request a user account for the xBot Portal. This is necessary to access the portal and begin the configuration process.

2. Register and Purchase an Email Account:

   • Ensure you have an active email account from Microsoft 365 or another email service provider.

3. Prepare Email Credentials:

   • Gather the email address and password that xBot will use to send and receive customer emails.

4. Refer to the Guide:

   • For more detailed instructions, refer to the Implementing Email Guide.

Step 1: Access Admin Account

1. Login to xBot Admin Portal:

   • Use the credentials provided by the A4B xBot Team to log into the xBot Admin Portal.

2. Access Admin Settings:

   • Navigate to the "Admin" section from the main dashboard to begin the configuration process.

Step 2: Configure AI Agent

1. Create an AI Agent:

   • Go to the "AI Agent" section under Admin settings.

   • Click on "Create New Agent" to set up a new AI agent that will handle email interactions.

   • Fill in the required details, including the agent’s name and description.

2. Set Email Capabilities:

   • Ensure that the AI Agent is configured to handle email inquiries by enabling the Email channel in the capabilities settings.

3. Save Configuration:

   • Save the AI Agent settings once everything is configured correctly.

Step 3: Configure AI Bot

1. Create an AI Bot:

   • Navigate to the "AI Bot" section and click on "Create New Bot."

   • Assign the previously created AI Agent to this bot.

2. Set Up Bot Functions:

   • Define the bot’s functions and capabilities, including email response templates, automation rules, and handling processes for email interactions.

3. Integrate Email Channel:

   • Within the bot’s settings, select "Email" as the channel that the bot will manage. Input the SMTP server settings, port, sender email, and authentication details as required.

4. Test Bot Configuration:

   • Test the bot’s email handling capabilities by sending a sample email. Verify that the bot responds correctly and processes the email as expected.

Step 4: Configure Group

1. Create a Group:

   • Navigate to the "Groups" section and create a new group for managing email interactions.

2. Assign AI Bot to Group:

   • Add the AI Bot configured in the previous step to this group. This ensures that all email interactions are routed to the correct bot.

3. Configure Channel Bot:

   • In the Group settings, go to the "Channel Bot" section.

   • Select "Email" as the channel and assign the AI Bot to handle email communications within this group.

4. Save Group Configuration:

   • Save the group settings to finalize the email channel integration.

Step 5: Monitoring and Optimization

1. Monitor Group Activity:

   • Regularly check the "Groups" section to monitor email interactions handled by the assigned AI Bot.

2. Adjust Settings as Needed:

   • Based on the performance and feedback, refine bot configurations, response rules, or group settings to optimize email handling.

You have successfully integrated xBot with your email channel by following these steps. Your xBot is now equipped to manage and automate email-based customer interactions efficiently.

For more advanced configurations, please refer to the Integration Guide.