Instalação
The initial configuration of the ByteGPT+ (Plus), which from now on will only be called “ByteGPT”, is a crucial process to ensure that your company can begin to enjoy the benefits of AI to optimize customer service via CRM Kommo. This detailed guide provides clear steps to configure the ByteGPT, allowing perfect and effective integration
Prerequisites
Before starting setup, make sure you have:
- One of the license Kommo on Advanced or Enterprise plans.
- One of the OpenAI account with access to the API Key and an Assistant ID or from any other GPT provider (for ByteGPT+ [Plus]).
Step 1: Creating an Account with a GPT Provider
NOTE: If you are using the ByteGPT+ (Plus), you can select other GPT providers and enter the requested ID and key.
ByteGPT e Kommo CRM: Detailed Guide with Tips and Hacks
Introduction
In this guide, we explain step by step how to get the OpenAI API key. For more details, visit our complete guide.
Introduction
In this guide, we will explain step by step how to get the Dify API key. Dify offers a powerful platform for AI integration, enabling developers and enterprises to create and integrate natural language models into their applications. To access the complete documentation, visit docs.dify.ai or access our complete guide.
ATTENTION: The ByteGPT works ONLY with type chatbot, both in Basic or Chatflow, in Dify. In other words, it does not work in the Agent type, as it has the “streaming” mode.
Step 2: Installation of ByteGPT+ (Plus) in CRM Kommo
Access the dashboard Kommo with your login credentials and follow the steps as shown in the images below.
- In the side menu on the left, go to Settings
- Navigate to the section Integrations ou Marketplace, depending on your CRM interface.
- Search for ByteGPT ou ByteGPT+ (Plus) and select the option to to install.
- Accept the terms of use and privacy policies to proceed.
Click on “Settings > Integrations” and then search for “ByteGPT"
Click on “I accept the privacy policies of Bytebio and grant access to the account Kommo” and then click “Install”
Click on “Settings > Integrations” and then search for “ByteGPT".
Click on “I accept the privacy policies of Bytebio and grant access to the Kommo account” and then click on “Install”.
Click on “Settings > Integrations” and search for “ByteGPT".
Click on “I accept the privacy policies of Bytebio and I grant access to the account Kommo” and click on “Install”.
Step 3: Widget Configuration ByteGPT+ (Plus)
- In the settings section of ByteGPT inside Kommo, enter the API Key and Assistant ID obtained from your GPT provider.
- Configure advanced options such as default language, response customization and specific business rules, if necessary.
- Save the settings to activate the ByteGPT in your CRM Kommo.
- Download the template and import it into your Kommo in “Settings > Communication tools > Salesbots”, click on “import a new bot” and import the downloaded template.
- Within the salesbot (template) created, define in the last message box which channel(s) you want it to respond to.
Form to fill in the fields for integration.
After filling out the form, add a GPT provider of your choice.
Select one of the GPT providers.
Add the requested data, such as ID and key.
Download the Template to import it into the Salesbots section.
After downloading the template, go to “Settings > Communication tools > Salesbots”, click on “import a new bot” and import the downloaded template.
Within the imported Salesbot (template), define which communication channel(s) you want it to act or respond to.
Form for filling out the fields for integration.
After filling out the form, add a GPT provider of your choice.
Select one of the GPT providers.
Add the requested data, such as ID and key.
Download the Template to import it in the Salesbots section.
After downloading the template, go to “Settings > Communication Tools > Salesbots”, click on “import a new bot” and import the downloaded template.
Within the imported Salesbot (template), define which communication channels you want it to operate or respond on.
files for download: https://bytebio.me/bytegpt_files
Step 4: Integration Testing
- In your account Kommo:
- Access Salesbot Settings in “Settings > Communication Tools”. In the table with the list of Salesbots, select the Salesbot you want to configure or create a new one.
- Configuring the flow ByteGPT:
- Within your Salesbot flow, connect “Start robot” directly to step 144, setting the “Message received” field to “customer message”. This will ensure that the ByteGPT be activated as soon as a message is received.
- Conversation Trigger:
- Set the conversation trigger “When conversations are started by an incoming message on any channel”. Thus, the Salesbot will be automatically activated when receiving a message.
- Performing Tests:
- Send a test message from any configured channel (eg, WhatsApp, Facebook, Instagram) to Salesbot. Check if the ByteGPT is responding as expected.
- Important: Clone the Template ByteGPT, to avoid changing the original template and keep a backup copy, follow these steps:
- No Kommo, access the template ByteGPT and make a copy of the template to make your customizations.
- Video Tutorial: For visual and more detailed guidance, you can watch the tutorial starting at minute 4:41 at the following link: Video Tutorial.
Conclusion
Remember that the quality of the responses ByteGPT it depends on the content and data it was trained with. Be sure to customize instructional prompts and configure responses appropriately for best results.
If you need further assistance or want to schedule a personalized meeting, you can activate the chat at the bottom and to the right or schedule a support service using the link: Services Bytebio.
The initial configuration of the ByteGPT It's just the beginning of a journey to transform your company's customer service. By following these steps, you will be well positioned to enjoy the benefits of AI in CRM Kommo, providing exceptional experiences for your customers. For additional support or specific questions, please contact Technical Support. Kommo or consult the detailed documentation available in the knowledge base.
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