**Introducing Agentive: A Revolutionary AI Automation Platform**

As an AI automation agency owner, you're constantly looking for ways to improve your services and stay ahead of the competition. That's why I'm excited to introduce Agentive, a powerful platform that can help you create custom AI agents for lead generation, customer support, and more.

**Lead Generation Made Easy**

With Agentive, you can create a website lead generation agent that can capture leads and send them to your CRM in just a few clicks. We'll demonstrate how to trigger the special offer feature and see if it works by asking Liam Motley for his full name and phone number. As soon as he provides the information, we can test whether the agent will send it over to the Airtable.

**Agentive Features: A Deep Dive**

As you can see, Agentive is more than just a lead generation tool. It has a vast knowledge base that can answer questions about your client's business, and more importantly, it can push them towards conversion events. But what really sets us apart is our Custom Tool feature, which allows you to capture lead information and send it to the CRM.

**Versioning and Version Control: A Game-Changer**

Another powerful feature of Agentive is versioning and version control. Let's say you want to make changes to an agent that's live on your client's website. You can edit it within Agentive, test it, and then publish the new version in a batch. This way, you can track your version history and ensure that only the latest version is deployed.

**Publishing Changes: A Step-by-Step Guide**

To demonstrate how this works, let's go through the process of editing an agent, creating a new version, and publishing it. First, we need to click on the "Edit" button to create a new version. Once we're happy with the changes, we can publish them live to the website. And as you can see, GPT-4 Turbo is now the active version.

**Agentive: A Scalable Solution for AI Automation**

What I've shown you today is just a small part of what Agentive has to offer. You can take this exact same agent and deploy it on WhatsApp or Facebook Messenger with just a few clicks. The possibilities are endless, and we're excited to see what you guys can build with it.

**Resources and Next Steps**

All the links mentioned in this tutorial will be available below, including Agentive sign-up and the School Community where you'll find all the resources for this and more. If you have any questions or would like us to build something specific, please let us know in the comments.

That's all for today's tutorial, folks! I hope you've enjoyed it, and we look forward to seeing what amazing things you'll create with Agentive.

WEBVTTKind: captionsLanguage: eneveryone wants to make money with AI but not everyone knows how to code and this is a problem that myself and the team at morning side AI set out to solve over 8 months ago now and I've poured over $200,000 of my own money into creating a platform that allows beginners to make money in the AI Space by rapidly building and selling one of the most in demand AI Solutions in the market right now which is text based AI agents and so in this video I want to show you how to use my platform to create a powerful website lead generation agent that you can copy exactly from this video and build it minutes and then start selling immediately after this video I'll also be showing you some of the awesome features that we've added in specifically for AI automation agency owners so that you can create value with AI and make money in the space as easily as possible and before you get mad at me for trying to sell you something uh this will not cost you anything it is completely free to use so let's jump into it so if you're not already familiar my platform is called agentive and it is a platform for AI automation agency owners to build deploy and manage AI agents particularly Tech based agents so many of you are familiar with gpts open AI gpts where you can go on and add a custom prompt a knowledge base a custom tool Etc but you'll notice that you can't take those gpts out and put them anywhere else so the main reason we created this platform is because businesses want to be able to put it on their website put it on WhatsApp put it on Instagram and take it out of this box of the GPT site and be able to interact with it you make it more valuable by being able to put these gpts on websites and that's exactly what agent of allows you to do so what open AI has is the assistance API which allows you to create gpts and interact with them programmatically but it's an API that's quite hard to use so genive essentially Builds on top of that API and allows you to do essentially the same process of creating gpts but then also put them on places like uh WhatsApp and put it on your website as we're going to see in this video so it's tailored to be a no code platform for you to easily create more value with these Tech Bas agents and I can't wait to show you what we can do with them so to give you a quick high level overview of what this build is going to be and how it really works firstly we have agentive and here we're going to be setting up our agent with a custom prompt a knowledge base and a tool that allows for lead capture so if you're familiar with my three ingredients formula of creating AI agents we have three ingredients here of prompting knowledge and tools the prompting for this agent is going to be talking about hey you're skilled solar expert we're building this as if we were for a Solar Company you're a skilled solar expert you can use the capture lead tool to capture their information we have a knowledge base of questions an FAQ from the company Smith soless this is a hypothetical business we're creating a website based agent for and it's going to be put on a little uh here using agentive native deployment and we also have a lead capture tool that'll allow the agent to capture their phone number and and their name and put it onto our air table as a way of capturing that lead information so people will land on the website we use agentive deployment to put it onto a a web chat widget on their website and then visitors will be able to interact with the web chat widget ask questions about the business ask questions about solar and how how much it might cost what financing options are available Etc um and then it's going to ask for hey can I get your information I'll get one of the team to reach out to you to to take a next step in this process so through agentive we can set up the three ingredients very easily on top of the assistant API and then we can also deploy it with a couple clicks you can see we have a deploy button here which you're going to see soon and we can deploy it to a web chat widget WhatsApp and a couple clicks uh messenger and a few more clicks and Instagram is coming soon we're working Tyler to try and get this deployment up for you all but the point is you come on here you make it without coding and you're able to in a few clicks get it put onto whatever platform you want or whatever platform your client wants more importantly so here's a little preview of what the finished product is going to look like we can send messages to this and this is all Native through agentive we don't have to use any other software so jump into things we can head to agentive hub.com the link to sign up will be in the description below what we want to do is go to register I'm going to register with Google cuz it's faster and so you can create an account like this how did you find us you'll probably coming from YouTube um are you in the AAA or a business owner in your case is you've got an AI automation agency or a business owner we can click yes I'm going to continue sign up how much revenue is your agency currently doing per month I'm just going to say I'm just starting out so it's $0 go over the next 6 months I'd like to be making $20,000 what real estate do you serve none yet say we're just a general agency getting started welcome to agenta we've got a few steps to just onboard you and set you up to use it properly so because this is built on top of open ai's assistance API we of course need one of your API keys to be able to interact with that API on your behalf and don't worry it's completely safe you can also manage all of your API keys and change them as you need if you want to be rotating them for safety as well so name your organization I'm going to do morning side AI for my agency into my open AI API key so to do this I need to hit to platform. open.com link to this will be in the description as well we need to go log in or sign up if you haven't already I'm going to continue with Google enter my account okay and so do keep track of your API Keys you can come to create new project here we'll call this agentive just to make sure everything is managed Nic and and you have control of your spend if we now go up to settings and then we can click on limits for the project level you can set a monthly budget because thetive is built on top of the assistance a you will be build for usage through your openai account so you can set a budget here let's say we just want to say $30 per month notification threshold let's say at uh $20 per month I want to be notified so this allow you to manage your costs make sure you aren't running over and getting a nasty bill at the end of the month which these things are so cheap now you don't even need to worry about it as long as you're using these cheaper models then we just need to do one more thing which is set up your billing so if you haven't already set up a card on your account you need to click on the settings in the top right go to billing go to payment methods add in a payment method and then to unlock all of the models and have access to everything that open a AI offers right now you need to buy some credits so you can click buy credits here and put in $510 worth of credits and that's going to unlock access to all of the models from open AI for you with an agentive and then to get to your API Keys you can click on this dashboard tab up here click on API keys and then you'll be able to create a new secret key I'm going to call this um agent tutorial owned by Me project agentive I'm going to create the secret key I'm going to copy this head back to agentive paste this in and then go next now this's introduction video I'm obviously showing you how to do things here next and now we're ready to go once you've clicked done you'll be ready to start creating agents now we're here in agentive we're ready to follow through on creating this particular agent for lead generation for a Solar Company um now to do this we need to go up to the studio we have three tabs here home which you be able to see your agents and your knowledge bases the learn tab which is a bunch of tutorials which I recommend you checking out after this video and then we have the studio so it's easiest to start off on the homepage click on create new agent we're going to call this Sol lead generation agent answers questions from to capture lead and formation to table that's what we're going to be sending the lead data to and then we have a selector that allows you to choose the API key that you build upon we put this as a feature so that you as an agency owner you can have your say Morningside AI organization key but you can also have client Keys as I'll show you in a bit you can create new keys and you can put Smith solar key Etc if you want to be bu building on their key and building on their account and they pay for the usage you can do that through a genti like this so we can click this for the model I'm going to go for GPT 4 mini the newest and fastest and I think cheapest one as well now we get taken into the studio where we can set up our prompt our knowledge base and our tools to keep things short and sweet I'm just going to paste in a prompt that I've already written a little bit of a rundown of it you're a highly skilled solar energy expert BL Your Role is to provide accurate and helpful information so first and foremost this agent is to help answer questions about Smith solar the company and the services and also generally information on SOL of full single family homes so that's the role we have a task for them to engage them and answer questions after answering a few questions ask for the customer's full name and phone number explaining that this information will allow a team member to contact them with the latest offers and personalized Solutions so basically if they've asked a few questions and they seem interested in solar for their home then push for a lead capture where you're going to take in their phone number and the email and then we're going to be using our tool which I'm going to set up in a second to capture that information over the air table in the tools we have the solar energy knowledge base I find it good practice to let it know what's in the knowledge base and let it know that the knowledge base that we have provided is a tool here we have two documents and then we have the create lead function which we're going to set up in a second then we have some other General prompting stuff some context some notes Etc um I think that's okay from there this prompt and everything else you need to create this build including the documents Etc are going to be available at my free school Community if you go to the YouTube resources tab you'll find the title of this video in there and you'll be able to get all the resources to follow along so once we have the prompt set up we can go to the knowledge enable the knowledge base and now I've cre a knowledge base and I can upload some documents Smith solar frequently asked questions I'm going to open that one first and I'm going to get another one solar um solar ebook so these documents again will be on the free school Community one of them is a frequently asked questions about Smith solar so where are you based Etc and the solar ebook is a chaty beauty generated ebook on solar for single family home so just some dummy documents I've generated here upload now we've created cre our knowledge base as you can see we have a selector here this is a little different to how agent of used to function and that you used to just upload the documents on the agent level and then that agent would have access to those documents but because we're using the open AI assistants api2 they now have these kind of modular knowledge bases where they act as their own discrete unit so you create a knowledge base you can put all the documents in and then through agff you can connect that knowledge base to any agent that you want say it's a WhatsApp based agent say it's a website based agent you can select it easily here and change the knowledge base of your agent and just two clicks so now we have the knowledge base set up we can give it a little spin just to make sure that's working properly we can go hello what financing options are available you can move this here if you want a little bit more room for your text and there we go we're getting great answers from the knowledge base as expected so it's also asking for the uh lead capture here which is a good sign we don't have the lead capture set up yet but we will do that now so we've got the knowledge base and the prompt now we can come over to the tool section right so to get this air table lead capture tool set up we need to add a new tool provider here and if you're familiar with gpts you know that we need to add an open API specification in this case I've got it ready to go for us but the only thing we need to change is this URL here so this is going to depend on your air table account and the base that you have set up so everything here is going to be the same I've written this all for you already so all you need to do to get your own link is to follow the link that I provided on the school Community to copy this air table base and here is what you're going to see when you click the link that I provide for the air table template you'll see this copy base you can click this and it'll copy it into your account and and then you'll see something that looks like this now the only thing you need to do to get that URL is to go to account go to Builder Hub go to developer docs here on the left scroll down to the web API then you can scroll down to in this case Smith solo CRM and then you can click on the leads table and we want to create records and then all you need to do is copy this URL down to the end but not including the slash lead to the end so if we copy this you will have access to this specific schema on the school Community as well you'll need to go here and copy this and replace it of course I've just pasted in the same one but for you it will change it slightly and then once you've changed this URL to your one again based off this not including the/ leads we can copy this entire thing command C head back to agentive we can paste in the schema into this box paste and the final step we need to do is add authentication so this can be done by going back to the air table Builder Hub so we can come back here to air table click on the uh Builder Hub again and now we have our personal access token so we can click create new token we can call this agentive Smith solar leaden we can add a scope make sure you give it these schema bases read and write as well and then the access we're going to give it is to the base that we just set up so the Smith solar CRM once we've done that we can create our token copy this head back to agentive click add authentication API key and Bearer then we can paste in our API key here and this means that agentive is automatically going to insert the bearer keyword that you need for your authentication to work so once it's in there we can update the authentication we can click on create tools here tool was created successfully we have our create lead tool here and this of course is being referenced in our prompt here so we say create lead function us this to add customer information to the CRM so now with all of that set up we are good to go we still haven't published our agent which is an important distinction to make we're just in the editor right now you can see it's a draft so if I restart this and I say hi interested how much does it cost now it's asking about the financing options and if you hover over the show usage here you'll see how many tokens we used Etc and the cost here it's less than 1 cent so we can keep talking to it we can say sure tell me the financing options now as we instructed in the prompt it's saying if you have further questions or need a personalized quote I can help connect you with a member of our team may have your full name and phone number so let's go um huge Jackman he's like a recurring character now and we can call him plus 91 now it's going to try to call the the lead capture tool take that information and then send it across to our and there we go we have huge Jackman the phone number that we provided and his details thank you huge Jackman I've successfully recorded your information a member of our team will reach out to you shortly another last handy feature we've just added in for agency owners is if you hover on this when a tool call was made so in this case it says yes I've triggered this tool I've triggered the create lead tool if we hover over the show usage you'll see that we have a a debug essentially on what the create leads function was just doing so the URL that was called we have the method we have the details that were sent off the name of the phone the authorization we also have the output as well so that's basically saying that the status has arrived we've successfully done it and this kind of tool debugging is so useful and I know you all are going to get a lot of value out of being able to see what's actually going on behind the scenes so now that we've got our knowledge prompt and tools added in and it's all working and connecting to air table as expected now we can finally publish our agent so yes I'm sure now that it's published we have access to these buttons up here so firstly we have a share screen so if I make it public I can copy this and send this to a client for a demo um they can say Hi how are you and this is intended for sharing the agent around for testing within your team testing with your clients Etc all of the functionality you just saw but it's now in a full screen um for your client or whoever's using it you can also use this feature to send this as a template to your client when you want to do the Handover so you can provide the email send it off to them and they're going to be able to clone this exact agent into their account on agentive and finally the most important thing and what we're really trying to do here is using our deploy tab which is what makes agentive really so powerful and then we have social deployment so you can take this agent that we've built and all of this functionality you can deploy it to WhatsApp and a couple clicks I'm going to do that in another video it is really quick I can probably show you now but I want to make this focus on a website lead generation agent first so we have WhatsApp connecting a couple clicks to any number you want and then we have Facebook Messenger so if you have a Facebook page and you want to connect this agent to answer questions on the Page's behalf you can follow our tutorial here which I'll do again in another video Instagram we're still waiting for approval from meta uh but we're working tius here to try and get that up for you all then we have our custom code deployment so if you just want to plug this into any application you want you can use our custom code there but more importantly for this video we have our website wiget so we can customize this um it's going to pop up as a little thing down on the bottom of the screen on their website so let's give it a name so instead of Le generation agent we can call it Smith solar assistant widget description um hit here to here to help with your solar questions now I want this to be kind of a charcoal gray I want to up a logo this will be available for you uh on the school Community as well upload the logo there should be nice bright Sun starting message is going to be whatever pops up as soon as the widget is opened and then we have some conversation starters which are some cool features that we've added in so uh what are um financing options um and then I have something in the prompt that will trigger this so if I say any special offers so as you'll see in a second when we deploy it these are popups that appear that suggest ways that users can interact with and get value out of the agent so it can really funnel them into engaging with it in ways that you want them to based off the functionality you've built into it we have two sizes we have regular and large I'm going to go large just to show you um and you have the ability to remove the agent of Watermark which you want to keep on of course we also have a setting to autod display the widget on page load so as soon as the page loads it's going to open and try to get interactions with it which makes it increases the usage on it and makes it more valuable to your client so we've got all that set up color logo Etc so now if I click on preview widget it's going to open up a new page here we have it automatically popped up as we set up hello how can I help you today which is the welcoming message we set up financing options using one of the conversation starters give it a second to reply then we have it big answer cash purchase solar loans Etc but that of course is only the preview just to test it make sure it's working okay you can change all your settings here and click the preview button but we want to now create a proper deployment so we can click create deployment here now the final step is actually having a website that you can put it on so obviously this is going to be your clients in this case I'm going to be using a dummy or a template website which you can get on the school Community as well I'll leave a little loom video on how to set things up on brackets but basically there's this code edit called brackets and I've opened up the whole file that contains all of the the website information so the index CSS Etc and then to add it to the website and this applies for basically all websites you're going to be putting these on you need to scroll down to the bottom of the page sort loads last you will see all these script tags where where it says script script script we can in this case delete the old one that I had in here and you can paste in this information here into this script section I can save it command s and I can click on this button up here to load this website live as you can see it's loading it from my files and here we have the template website with our widget popped up already you can minimize it down there we can click back in hello how can I help you today in the prompt I've put a a detail where if they ask for special offers it immediately asks for their lead information so let's try to trigger that and see if it's going to work and send it over to the to the air table special offers can change frequently um please provide your full name and phone number Liam Oley 21 here we go thank you Liam Motley for providing your information a member of the team will be in touch if we head over to as solo CRM we have leam Motley and the information has been saved and so that's how you can use ative to create a website lead generation agent that has a knowled base it can answer questions about your client's business but more importantly it can push them towards a conversion event in this case capturing their lead information and sending it to the CRM using Custom Tool now this is only just scratching the surface as I said you can take this exact same uh agent right now and put it onto WhatsApp and a couple clicks you can put it on your client's Facebook Messenger as well there's a ton of cool Solutions you can create using these deployments and finally I want to touch on another very powerful feature of agentive that no one else is offering right now which is versioning and Version Control so this is an agent that is published live on your client's website right now right if I was to come in here and edit it and make changes on the assistance API end it's just going to be updating those live to the agent so if you change the prompt and it doesn't really work as well automatically on your customer's website it's going to start changing how it behaves we don't want that of course we want to be able to make changes and test on agentive test it within this environment here make sure it's working better and then publish those changes in in a batch essentially so I want this new version to go live and this is done through our versioning featur so you can see it's not letting me edit it I have to click the edit button and what case it's going to create a new version here it says draft and any changes that I make here and any conversations I have are going to be just with an agentive and once I'm happy with the changes say for example my client wanted me to change the model I was using to something that's more expensive but more intelligent I can come in here within this draft editor I can change it gp4 turbo and now the publish button becomes available and I can click to publish my changes live to that deployment so this is how we can track our version history we have see here GPT 40 mini was the initial version that was what was on the website and every visitor would be interacting with that then I published a new version that has GPT 4 Turbo and because I published that it's now going to be sent to the website and all new users are going to be interacting with the new version that use a gp4 turbo so that's just scratching the surface of what we built for you all here um all the links mentioned will be down below agentive to sign up firstly but also the school Community where you can find all the resources for this the schema the documents all of the other stuff that I've mentioned are going to be on the school Community um within a post if you go to the YouTube resourc tab so this video has been a bit of a relaunch for all of these new features which are way more powerful for you as AI automation agency owners so I can't wait to see what you guys can build with it jump into it um and let us know if there's anything you'd like us to build in future so that's all for the tutorial I hope you've been able to follow along and I'm so excited to see what else you guys can build with a genive with all these new features we've put out for you if you're interested in learning how a genive fits into my entire plan within the AI space you can check out this video up here but aside from that guys that's all for the video thank you so much for watching and I'll see you in the next oneeveryone wants to make money with AI but not everyone knows how to code and this is a problem that myself and the team at morning side AI set out to solve over 8 months ago now and I've poured over $200,000 of my own money into creating a platform that allows beginners to make money in the AI Space by rapidly building and selling one of the most in demand AI Solutions in the market right now which is text based AI agents and so in this video I want to show you how to use my platform to create a powerful website lead generation agent that you can copy exactly from this video and build it minutes and then start selling immediately after this video I'll also be showing you some of the awesome features that we've added in specifically for AI automation agency owners so that you can create value with AI and make money in the space as easily as possible and before you get mad at me for trying to sell you something uh this will not cost you anything it is completely free to use so let's jump into it so if you're not already familiar my platform is called agentive and it is a platform for AI automation agency owners to build deploy and manage AI agents particularly Tech based agents so many of you are familiar with gpts open AI gpts where you can go on and add a custom prompt a knowledge base a custom tool Etc but you'll notice that you can't take those gpts out and put them anywhere else so the main reason we created this platform is because businesses want to be able to put it on their website put it on WhatsApp put it on Instagram and take it out of this box of the GPT site and be able to interact with it you make it more valuable by being able to put these gpts on websites and that's exactly what agent of allows you to do so what open AI has is the assistance API which allows you to create gpts and interact with them programmatically but it's an API that's quite hard to use so genive essentially Builds on top of that API and allows you to do essentially the same process of creating gpts but then also put them on places like uh WhatsApp and put it on your website as we're going to see in this video so it's tailored to be a no code platform for you to easily create more value with these Tech Bas agents and I can't wait to show you what we can do with them so to give you a quick high level overview of what this build is going to be and how it really works firstly we have agentive and here we're going to be setting up our agent with a custom prompt a knowledge base and a tool that allows for lead capture so if you're familiar with my three ingredients formula of creating AI agents we have three ingredients here of prompting knowledge and tools the prompting for this agent is going to be talking about hey you're skilled solar expert we're building this as if we were for a Solar Company you're a skilled solar expert you can use the capture lead tool to capture their information we have a knowledge base of questions an FAQ from the company Smith soless this is a hypothetical business we're creating a website based agent for and it's going to be put on a little uh here using agentive native deployment and we also have a lead capture tool that'll allow the agent to capture their phone number and and their name and put it onto our air table as a way of capturing that lead information so people will land on the website we use agentive deployment to put it onto a a web chat widget on their website and then visitors will be able to interact with the web chat widget ask questions about the business ask questions about solar and how how much it might cost what financing options are available Etc um and then it's going to ask for hey can I get your information I'll get one of the team to reach out to you to to take a next step in this process so through agentive we can set up the three ingredients very easily on top of the assistant API and then we can also deploy it with a couple clicks you can see we have a deploy button here which you're going to see soon and we can deploy it to a web chat widget WhatsApp and a couple clicks uh messenger and a few more clicks and Instagram is coming soon we're working Tyler to try and get this deployment up for you all but the point is you come on here you make it without coding and you're able to in a few clicks get it put onto whatever platform you want or whatever platform your client wants more importantly so here's a little preview of what the finished product is going to look like we can send messages to this and this is all Native through agentive we don't have to use any other software so jump into things we can head to agentive hub.com the link to sign up will be in the description below what we want to do is go to register I'm going to register with Google cuz it's faster and so you can create an account like this how did you find us you'll probably coming from YouTube um are you in the AAA or a business owner in your case is you've got an AI automation agency or a business owner we can click yes I'm going to continue sign up how much revenue is your agency currently doing per month I'm just going to say I'm just starting out so it's $0 go over the next 6 months I'd like to be making $20,000 what real estate do you serve none yet say we're just a general agency getting started welcome to agenta we've got a few steps to just onboard you and set you up to use it properly so because this is built on top of open ai's assistance API we of course need one of your API keys to be able to interact with that API on your behalf and don't worry it's completely safe you can also manage all of your API keys and change them as you need if you want to be rotating them for safety as well so name your organization I'm going to do morning side AI for my agency into my open AI API key so to do this I need to hit to platform. open.com link to this will be in the description as well we need to go log in or sign up if you haven't already I'm going to continue with Google enter my account okay and so do keep track of your API Keys you can come to create new project here we'll call this agentive just to make sure everything is managed Nic and and you have control of your spend if we now go up to settings and then we can click on limits for the project level you can set a monthly budget because thetive is built on top of the assistance a you will be build for usage through your openai account so you can set a budget here let's say we just want to say $30 per month notification threshold let's say at uh $20 per month I want to be notified so this allow you to manage your costs make sure you aren't running over and getting a nasty bill at the end of the month which these things are so cheap now you don't even need to worry about it as long as you're using these cheaper models then we just need to do one more thing which is set up your billing so if you haven't already set up a card on your account you need to click on the settings in the top right go to billing go to payment methods add in a payment method and then to unlock all of the models and have access to everything that open a AI offers right now you need to buy some credits so you can click buy credits here and put in $510 worth of credits and that's going to unlock access to all of the models from open AI for you with an agentive and then to get to your API Keys you can click on this dashboard tab up here click on API keys and then you'll be able to create a new secret key I'm going to call this um agent tutorial owned by Me project agentive I'm going to create the secret key I'm going to copy this head back to agentive paste this in and then go next now this's introduction video I'm obviously showing you how to do things here next and now we're ready to go once you've clicked done you'll be ready to start creating agents now we're here in agentive we're ready to follow through on creating this particular agent for lead generation for a Solar Company um now to do this we need to go up to the studio we have three tabs here home which you be able to see your agents and your knowledge bases the learn tab which is a bunch of tutorials which I recommend you checking out after this video and then we have the studio so it's easiest to start off on the homepage click on create new agent we're going to call this Sol lead generation agent answers questions from to capture lead and formation to table that's what we're going to be sending the lead data to and then we have a selector that allows you to choose the API key that you build upon we put this as a feature so that you as an agency owner you can have your say Morningside AI organization key but you can also have client Keys as I'll show you in a bit you can create new keys and you can put Smith solar key Etc if you want to be bu building on their key and building on their account and they pay for the usage you can do that through a genti like this so we can click this for the model I'm going to go for GPT 4 mini the newest and fastest and I think cheapest one as well now we get taken into the studio where we can set up our prompt our knowledge base and our tools to keep things short and sweet I'm just going to paste in a prompt that I've already written a little bit of a rundown of it you're a highly skilled solar energy expert BL Your Role is to provide accurate and helpful information so first and foremost this agent is to help answer questions about Smith solar the company and the services and also generally information on SOL of full single family homes so that's the role we have a task for them to engage them and answer questions after answering a few questions ask for the customer's full name and phone number explaining that this information will allow a team member to contact them with the latest offers and personalized Solutions so basically if they've asked a few questions and they seem interested in solar for their home then push for a lead capture where you're going to take in their phone number and the email and then we're going to be using our tool which I'm going to set up in a second to capture that information over the air table in the tools we have the solar energy knowledge base I find it good practice to let it know what's in the knowledge base and let it know that the knowledge base that we have provided is a tool here we have two documents and then we have the create lead function which we're going to set up in a second then we have some other General prompting stuff some context some notes Etc um I think that's okay from there this prompt and everything else you need to create this build including the documents Etc are going to be available at my free school Community if you go to the YouTube resources tab you'll find the title of this video in there and you'll be able to get all the resources to follow along so once we have the prompt set up we can go to the knowledge enable the knowledge base and now I've cre a knowledge base and I can upload some documents Smith solar frequently asked questions I'm going to open that one first and I'm going to get another one solar um solar ebook so these documents again will be on the free school Community one of them is a frequently asked questions about Smith solar so where are you based Etc and the solar ebook is a chaty beauty generated ebook on solar for single family home so just some dummy documents I've generated here upload now we've created cre our knowledge base as you can see we have a selector here this is a little different to how agent of used to function and that you used to just upload the documents on the agent level and then that agent would have access to those documents but because we're using the open AI assistants api2 they now have these kind of modular knowledge bases where they act as their own discrete unit so you create a knowledge base you can put all the documents in and then through agff you can connect that knowledge base to any agent that you want say it's a WhatsApp based agent say it's a website based agent you can select it easily here and change the knowledge base of your agent and just two clicks so now we have the knowledge base set up we can give it a little spin just to make sure that's working properly we can go hello what financing options are available you can move this here if you want a little bit more room for your text and there we go we're getting great answers from the knowledge base as expected so it's also asking for the uh lead capture here which is a good sign we don't have the lead capture set up yet but we will do that now so we've got the knowledge base and the prompt now we can come over to the tool section right so to get this air table lead capture tool set up we need to add a new tool provider here and if you're familiar with gpts you know that we need to add an open API specification in this case I've got it ready to go for us but the only thing we need to change is this URL here so this is going to depend on your air table account and the base that you have set up so everything here is going to be the same I've written this all for you already so all you need to do to get your own link is to follow the link that I provided on the school Community to copy this air table base and here is what you're going to see when you click the link that I provide for the air table template you'll see this copy base you can click this and it'll copy it into your account and and then you'll see something that looks like this now the only thing you need to do to get that URL is to go to account go to Builder Hub go to developer docs here on the left scroll down to the web API then you can scroll down to in this case Smith solo CRM and then you can click on the leads table and we want to create records and then all you need to do is copy this URL down to the end but not including the slash lead to the end so if we copy this you will have access to this specific schema on the school Community as well you'll need to go here and copy this and replace it of course I've just pasted in the same one but for you it will change it slightly and then once you've changed this URL to your one again based off this not including the/ leads we can copy this entire thing command C head back to agentive we can paste in the schema into this box paste and the final step we need to do is add authentication so this can be done by going back to the air table Builder Hub so we can come back here to air table click on the uh Builder Hub again and now we have our personal access token so we can click create new token we can call this agentive Smith solar leaden we can add a scope make sure you give it these schema bases read and write as well and then the access we're going to give it is to the base that we just set up so the Smith solar CRM once we've done that we can create our token copy this head back to agentive click add authentication API key and Bearer then we can paste in our API key here and this means that agentive is automatically going to insert the bearer keyword that you need for your authentication to work so once it's in there we can update the authentication we can click on create tools here tool was created successfully we have our create lead tool here and this of course is being referenced in our prompt here so we say create lead function us this to add customer information to the CRM so now with all of that set up we are good to go we still haven't published our agent which is an important distinction to make we're just in the editor right now you can see it's a draft so if I restart this and I say hi interested how much does it cost now it's asking about the financing options and if you hover over the show usage here you'll see how many tokens we used Etc and the cost here it's less than 1 cent so we can keep talking to it we can say sure tell me the financing options now as we instructed in the prompt it's saying if you have further questions or need a personalized quote I can help connect you with a member of our team may have your full name and phone number so let's go um huge Jackman he's like a recurring character now and we can call him plus 91 now it's going to try to call the the lead capture tool take that information and then send it across to our and there we go we have huge Jackman the phone number that we provided and his details thank you huge Jackman I've successfully recorded your information a member of our team will reach out to you shortly another last handy feature we've just added in for agency owners is if you hover on this when a tool call was made so in this case it says yes I've triggered this tool I've triggered the create lead tool if we hover over the show usage you'll see that we have a a debug essentially on what the create leads function was just doing so the URL that was called we have the method we have the details that were sent off the name of the phone the authorization we also have the output as well so that's basically saying that the status has arrived we've successfully done it and this kind of tool debugging is so useful and I know you all are going to get a lot of value out of being able to see what's actually going on behind the scenes so now that we've got our knowledge prompt and tools added in and it's all working and connecting to air table as expected now we can finally publish our agent so yes I'm sure now that it's published we have access to these buttons up here so firstly we have a share screen so if I make it public I can copy this and send this to a client for a demo um they can say Hi how are you and this is intended for sharing the agent around for testing within your team testing with your clients Etc all of the functionality you just saw but it's now in a full screen um for your client or whoever's using it you can also use this feature to send this as a template to your client when you want to do the Handover so you can provide the email send it off to them and they're going to be able to clone this exact agent into their account on agentive and finally the most important thing and what we're really trying to do here is using our deploy tab which is what makes agentive really so powerful and then we have social deployment so you can take this agent that we've built and all of this functionality you can deploy it to WhatsApp and a couple clicks I'm going to do that in another video it is really quick I can probably show you now but I want to make this focus on a website lead generation agent first so we have WhatsApp connecting a couple clicks to any number you want and then we have Facebook Messenger so if you have a Facebook page and you want to connect this agent to answer questions on the Page's behalf you can follow our tutorial here which I'll do again in another video Instagram we're still waiting for approval from meta uh but we're working tius here to try and get that up for you all then we have our custom code deployment so if you just want to plug this into any application you want you can use our custom code there but more importantly for this video we have our website wiget so we can customize this um it's going to pop up as a little thing down on the bottom of the screen on their website so let's give it a name so instead of Le generation agent we can call it Smith solar assistant widget description um hit here to here to help with your solar questions now I want this to be kind of a charcoal gray I want to up a logo this will be available for you uh on the school Community as well upload the logo there should be nice bright Sun starting message is going to be whatever pops up as soon as the widget is opened and then we have some conversation starters which are some cool features that we've added in so uh what are um financing options um and then I have something in the prompt that will trigger this so if I say any special offers so as you'll see in a second when we deploy it these are popups that appear that suggest ways that users can interact with and get value out of the agent so it can really funnel them into engaging with it in ways that you want them to based off the functionality you've built into it we have two sizes we have regular and large I'm going to go large just to show you um and you have the ability to remove the agent of Watermark which you want to keep on of course we also have a setting to autod display the widget on page load so as soon as the page loads it's going to open and try to get interactions with it which makes it increases the usage on it and makes it more valuable to your client so we've got all that set up color logo Etc so now if I click on preview widget it's going to open up a new page here we have it automatically popped up as we set up hello how can I help you today which is the welcoming message we set up financing options using one of the conversation starters give it a second to reply then we have it big answer cash purchase solar loans Etc but that of course is only the preview just to test it make sure it's working okay you can change all your settings here and click the preview button but we want to now create a proper deployment so we can click create deployment here now the final step is actually having a website that you can put it on so obviously this is going to be your clients in this case I'm going to be using a dummy or a template website which you can get on the school Community as well I'll leave a little loom video on how to set things up on brackets but basically there's this code edit called brackets and I've opened up the whole file that contains all of the the website information so the index CSS Etc and then to add it to the website and this applies for basically all websites you're going to be putting these on you need to scroll down to the bottom of the page sort loads last you will see all these script tags where where it says script script script we can in this case delete the old one that I had in here and you can paste in this information here into this script section I can save it command s and I can click on this button up here to load this website live as you can see it's loading it from my files and here we have the template website with our widget popped up already you can minimize it down there we can click back in hello how can I help you today in the prompt I've put a a detail where if they ask for special offers it immediately asks for their lead information so let's try to trigger that and see if it's going to work and send it over to the to the air table special offers can change frequently um please provide your full name and phone number Liam Oley 21 here we go thank you Liam Motley for providing your information a member of the team will be in touch if we head over to as solo CRM we have leam Motley and the information has been saved and so that's how you can use ative to create a website lead generation agent that has a knowled base it can answer questions about your client's business but more importantly it can push them towards a conversion event in this case capturing their lead information and sending it to the CRM using Custom Tool now this is only just scratching the surface as I said you can take this exact same uh agent right now and put it onto WhatsApp and a couple clicks you can put it on your client's Facebook Messenger as well there's a ton of cool Solutions you can create using these deployments and finally I want to touch on another very powerful feature of agentive that no one else is offering right now which is versioning and Version Control so this is an agent that is published live on your client's website right now right if I was to come in here and edit it and make changes on the assistance API end it's just going to be updating those live to the agent so if you change the prompt and it doesn't really work as well automatically on your customer's website it's going to start changing how it behaves we don't want that of course we want to be able to make changes and test on agentive test it within this environment here make sure it's working better and then publish those changes in in a batch essentially so I want this new version to go live and this is done through our versioning featur so you can see it's not letting me edit it I have to click the edit button and what case it's going to create a new version here it says draft and any changes that I make here and any conversations I have are going to be just with an agentive and once I'm happy with the changes say for example my client wanted me to change the model I was using to something that's more expensive but more intelligent I can come in here within this draft editor I can change it gp4 turbo and now the publish button becomes available and I can click to publish my changes live to that deployment so this is how we can track our version history we have see here GPT 40 mini was the initial version that was what was on the website and every visitor would be interacting with that then I published a new version that has GPT 4 Turbo and because I published that it's now going to be sent to the website and all new users are going to be interacting with the new version that use a gp4 turbo so that's just scratching the surface of what we built for you all here um all the links mentioned will be down below agentive to sign up firstly but also the school Community where you can find all the resources for this the schema the documents all of the other stuff that I've mentioned are going to be on the school Community um within a post if you go to the YouTube resourc tab so this video has been a bit of a relaunch for all of these new features which are way more powerful for you as AI automation agency owners so I can't wait to see what you guys can build with it jump into it um and let us know if there's anything you'd like us to build in future so that's all for the tutorial I hope you've been able to follow along and I'm so excited to see what else you guys can build with a genive with all these new features we've put out for you if you're interested in learning how a genive fits into my entire plan within the AI space you can check out this video up here but aside from that guys that's all for the video thank you so much for watching and I'll see you in the next one