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Maax AI Documentation
  • Start Here
    • ▢️Welcome to Maax
      • How does it work?
        • Integrations
        • Dataflow
      • Accessing your account
    • πŸ“šSetting Up Your Knowledge Base
      • Uploading Content
        • Upload Best Practices
      • Testing Responses
    • πŸ’»Web App (Dashboard)
      • Maax AI Setup
        • Upload Content
        • Student Support
        • Sales
      • Leaving Feedback on Conversations
  • Setup Your AI
    • πŸ’ΈSales AI
      • 1. Product
        • 1a. Update Knowledge Base
        • 1b. Create a Product Description
      • 2. Strategy
      • 3. Goal and Goal URL
      • 4. Creating Your Sales AI
    • πŸ¦Έβ€β™‚οΈCustomer Support AI
      • Emergency Notification Setting
  • πŸ”„Setup Your Integration
    • V2 Sales AI - Zapier
      • 1. Send Question to Maax
      • 1a. Explanation of Python Code Step
      • 2. Catch and Map Response From Maax
      • 3. Catch and Map Follow Ups
      • 4. Set up Emergency Notifications
    • V1 Customer AI - Zapier
      • Step 1 – Starting your Zap
      • Step 2 – Use Zapier Python to Send Your Question to Maax
        • Follow-up Message Handling
      • Step 3 – Delay Your Request
      • Step 4 – Get the Answer
      • Step 5 – Map the Answer
    • Example Use Cases
      • Gmail Customer Support Automation with Zapier
  • Technical Guides
    • πŸ”—APIs
      • V1
        • Authentication
        • Base Url
        • Conversations
        • Products
        • Strategies
        • Goals
        • Sales AIs
      • V2
        • Authentication
        • Base Url
        • Outgoing Messages
        • Conversations
    • πŸ‡Explanatory Diagrams
      • Advanced - MAAX AI API Model Architecture
      • Answer Generation With MAAX AI
  • πŸ’¬ Building Good Prompts
    • [Use Case] Engage Cart Abandons
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On this page
  • File upload
  • File edit
  • Test the AI
  • Help and documentation
  1. Setup Your AI

Customer Support AI

Previous4. Creating Your Sales AINextEmergency Notification Setting

Last updated 1 year ago

File upload

One of the initial steps you'll take in the dashboard involves uploading your content into the system. This allows our Maax AI to aggregate and understand your materials, whether they are video course material, answer templates, or process documents. Everything that could help the AI provide precise answers is vital.

Here are the steps to follow when uploading a content file:

  1. Insert a title for the content you're uploading. This is for internal use.

  2. Provide a reference link, for instance, a link to course materials. This can be useful in cases where the AI needs to reference specific content & tell the customer to learn more by clicking on that specific link.

  3. Select the file on your computer that you wish to upload.

  4. Choose the type of file you're uploading, whether it's a video (which will need to be processed into text format) or a text PDF file. The supported file types are PDF and common video file formats.

  5. Click 'upload.' Once your content is uploaded.

  6. The last step after uploading your file is to click the "Feed to Maax AI" button to initiate processing.

File edit

Once your file has been uploaded and processed, you can make further changes by clicking 'edit' in the file list. This allows you to modify the file name (which is for internal use only) and the reference link (which the AI might utilize in its responses).

Test the AI

Once you've uploaded and processed all essential content, use this form to test Maax AI's responses. Try it with typical customer inquiries to gauge the accuracy of responses. If they're not sufficient, consider integrating additional helpful content to enhance the AI's understanding and response quality.

Here are the steps:

  1. Enter the question or inquiry you wish to test.

  2. Choose the response format: HTML for email-optimized responses, or plain text for basic text responses.

  3. Simply hit the 'Submit question' button to generate the AI's response.

Help and documentation

In the bottom left corner of your dashboard, you'll find our support email address readily available for any assistance you may need. Additionally, there's a link to our comprehensive documentation for quick access to more detailed guidance.

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