Connecting OpenAI's ChatGPT AI assistant on the Leeloo.AI platform
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Using OpenAI's ChatGPT AI assistant on the Leeloo.AI platform enhances communication efficiency with clients and improves their user experience. The assistant answers frequently asked questions, provides prompt informational support, helps users find necessary products or services, and operates in multiple languages. This allows your team to reduce time spent on processing repetitive inquiries and focus on more complex tasks, improving the quality of service and customer retention.
1. Registration
Visit the official OpenAI website and click the "Sign Up" button.
Enter your email address and click "Continue".
Enter your password and click "Continue".
Note: You can also sign up using Google, Microsoft, or Apple.
2. Account Activation
After registration, you will be redirected to the OpenAI platform.
Click on the "Gear" icon in the top-right corner of the screen.
Go to the Section Billing.
In the "Overview" section, check the status of your account. If you have just completed the registration, the status will be “Free trial”
Click “Add payment details” and fill in the required fields.
Top up your account with the recommended amount of $10.
You can set a minimum threshold for your account balance (Credits), at which automatic top-ups will be triggered. The amount for automatic top-ups can also be adjusted according to your preference.
3. Creating an AI Assistant
Go to the Page Playground
Select the “Assistants” section on the left and click “+Create”.
Specify the following parameters:
Name — The assistant's name on the OpenAI platform.
System instructions — The assistant's operation script.
Model — The model to be used for the assistant's operation. For more details about models.
4. Connecting the Assistant to the Leeloo.AI Platform
Log in to the OpenAI platform and go to Settings (gear icon).
In the API keys section, click "Create an API key to access the OpenAI API.".
Save the generated key in a secure location.
Important! Save your API key in a document or a more secure location. The key will not be available again. If lost, you will need to generate a new one.
Log in to the Leeloo.AI platform, navigate to Settings > Integrations > AI Assistants.
Click "+ New Assistant" and select "OpenAI.".
Fields:
API key — Paste your previously saved API key.
Name — The name of your assistant on the Leeloo.AI platform. This name is visible only to you and anyone with access to integrations on the Leeloo.AI platform.
Description — A textual description of your assistant, including its tasks and goals. This is visible only to you and anyone with access to integrations on the platform.
Prompt limit per subscriber — If needed, set a limit on the number of user queries to the Assistant to prevent misuse, as token usage incurs costs.
5. How to use the AI Assistant on the Leeloo.AI platform
The AI Assistant can be used in the following sections:
Chats:
AI Assistant enable (Activate\Deactivate) button.
The name of the active AI Assistant and its status.
Audience (Bulk Actions)
7. AI in Sales Tunnels (Red Block)
Launch smart interaction with the client from the very first second. Set up a greeting or any other system message that the AI assistant will send before the dialogue begins: address the lead by name, taking into account the context and predefined variables. Pass the offer, order details, or any personalization — and the client will feel the attention from the very first words. Maximum automation, minimum extra clicks.
More about the “Action” block
AI Assistant Writes First
LGT - entry point. Lead enters the sales funnel.
Message block. Request for information/data, greeting, announcement, etc.
Filter. Checking conditions, whether the lead has a number, tag, purchase (Yes/No).
Action block. Start of the AI Assistant.
Toggle switch to enable/disable the function for the AI to write first.
System message for the AI Assistant.
Initiated message window. What exactly to write to the AI Assistant in the first message.
Image analysis by AI assistant for specific tasks
The example shows a scenario of how an AI assistant can work with customers of an online store of leather goods (bags, wallets, etc.). The customer sends an image of a bag they like via Instagram or Telegram — the AI assistant analyzes the photo and recognizes the model, color, and other key characteristics.
Next, within the example, the assistant can:
Check additional details with the customer (color, delivery method, payment method, etc.);
Form a preliminary application with the collected information;
Send the application to the manager for confirmation and final processing of the order.
Thus, in this example, the customer receives a quick response without lengthy correspondence, and the manager receives complete information for processing the order, which reduces the sales time and increases conversion.
Personalized message from AI Assistant
This functionality allows the AI assistant to use pre-defined variables to create personalized messages to clients.
How it works:
System Message is a system message that we send to the AI assistant before it generates a response to the client. It sets the conditions, context, and instructions for the assistant.
The "Add variables" button - with its help, you can insert various variables into the System Message that will be used in responses.
Variables are data that can contain any information about the client or scenario:
Last dates of activity in the sales funnel
Tags or custom fields (e.g. clothing size, niche, budget)
Any other values that are needed for personalization
Result - after adding variables, the AI assistant generates a message taking into account this data.