[Video] Tips, tricks and admin walk through

This guide walks you through a hands-on discussion about setting up and using Twise.ai, featuring tips and insights shared by René (Twise.ai) during a live walkthrough with a customer.

1. Introduction to Twise.ai

• Overview of Twise.ai capabilities:

• Provides instant, intelligent, and personalized responses for website visitors.

• Allows businesses to train AI using existing website content, documents, and media.

• Offers multilingual support, customizable design, and advanced visitor insights.

• Goals of the discussion:

• Addressing specific use cases for a safari business.

• Learning best practices for training and using Twise.ai effectively.

2. Key Features Highlighted

Content Training:

• Methods: Scraping website content, uploading documents (e.g., PDFs), and manual input.

• Best practices: Use selective scraping or upload curated content to avoid irrelevant data.

• Example: Customizing knowledge cards with sample safari itineraries.

Custom AI Responses:

• How to edit responses to ensure they reflect accurate and natural language.

• Setting up clarifying questions before collecting visitor contact details.

Style Customization:

• Extracting website styles for seamless integration.

• Customizing the AI’s welcome message and response tone.

• Voice Options:

• Choosing or uploading a custom voice for AI interactions.

3. Advanced Setup Tips

Managing Content and Images:

• Adding images to knowledge cards for visual context.

• Associating images with specific answers.

Cleaning Data:

• How to delete outdated or irrelevant information.

• Using the “delete conversation history” feature to refresh AI memory.

Building Visitor Menus:

• Automatically generating navigation menus for FAQs and topics.

4. Practical Use Cases Discussed

Handling Visitor Inquiries:

• Example: Providing itineraries for Ethiopia safaris and tailoring responses based on uploaded content.

Simplifying Lead Qualification:

• Guiding visitors with clarifying questions.

• Collecting contact details through conversational prompts.

• Multi-Property Management:

• Setting up separate AIs for different business URLs or combining them.

5. Technical Insights

Embedding Twise.ai:

• Instructions for adding widgets to websites (e.g., embedding code on Wix).

• Sharing full-screen AI links for social media promotion.

Using Third-Party Resources:

• How Twise.ai interacts with embedded tools like Wetu for itinerary details.

• Workarounds for inaccessible content (e.g., uploading itineraries as PDFs).

6. Lessons Learned and Feedback

Importance of:

• Curating content for accuracy and relevance.

• Balancing automation with a human touch in customer interactions.

Observations:

• Small businesses can champion AI adoption to enhance customer engagement.

7. Next Steps

Actionable Takeaways for Users:

• Begin with curated content uploads and selective scraping.

• Test and refine responses through preview mode and conversation insights.

• Leverage Twise.ai’s full-screen links for broader engagement.

• Pro Tip: Use visitor insights to refine offerings and target customer needs.

8. Additional Resources

Related Help Articles:

Setting Up Twise.ai for the First Time.

Managing Knowledge Cards and Responses.

Tips for Optimizing Visitor Engagement.

This outline ensures the help article covers the critical points discussed in the video while providing actionable guidance for Twise.ai users.

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