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Next Steps

Congratulations! You've completed the basic setup. Here's what you can do next:

1. Test Your Agent​

  • Send a test message to your connected social network account
  • Verify that your agent responds correctly
  • Check that the personality and tone match your configuration

2. Customize Further​

  • Review and refine your agent's instructions based on real conversations
  • Update your organization information if needed
  • Adjust greeting and farewell messages

3. Explore Additional Features​

  • Templates: Set up message templates for common scenarios
  • Contacts: View and manage your customer contacts
  • Analytics: Monitor message volume and response rates
  • Members: Invite team members to collaborate

4. Set Up Message Templates​

  • Navigate to your integration's Templates section in the sidebar
  • Create message templates for common use cases
  • Templates must be approved by the platform before use (for WhatsApp)

5. Monitor and Optimize​

  • Check the Dashboard for message statistics
  • Review conversations in the Chat section
  • Continuously improve your agent based on customer interactions

Quick Reference​

Essential Pages​

  • Organization: /organization - Update business information
  • Agent: /agent - Configure AI agent behavior
  • Integrations: /integrations - Connect social networks and other services
  • Dashboard: / - View analytics and overview

Key Settings to Remember​

  • Keep your OpenAI API key secure and up-to-date
  • Regularly update your organization information
  • Refine your agent configuration based on real usage
  • Monitor your integration connection status

Need Help?​

  • 📖 Review the Prerequisites Guide for account setup
  • 💬 Check the Support page in your dashboard
  • 🔍 Review conversation logs in the Chat section to understand agent behavior
  • 📧 Contact support if you encounter technical issues

Summary Checklist​

Use this checklist to ensure you've completed everything:

  • Facebook Business Account verified
  • OpenAI API key obtained
  • Organization information filled out and saved
  • Agent created with meaningful configuration
  • Integration connected
  • Phone number verified and active (for WhatsApp)
  • Test message sent and agent responded correctly

You're all set! Your Simplifybot is ready to help your customers. 🎉