Step 5: What AI To Create? (Using a Quiz)
If you're unsure what kind of AI agent would best suit your business, this tool can help.
AI Quiz Video
Key Actions:
1. Access the AI Quiz GPT
- Visit salesbotsecrets.com/biz to load the custom GPT
- Sign in to your ChatGPT account if needed
- OR tell AI Manager about your business and it will recommend the right AI type and walk you through setup instantly
2. Take the Quiz
- Start the quiz to analyze your business needs through 6 key questions
- _Sample questions:_ Sales methods, client contact channels, main challenges, team size, current tools, and desired AI functionality
3. Get AI Recommendation
- Receive a tailored AI suggestion based on your responses
- _Example:_ "WhatsApp appointment setter + follow-up sequence"
4. Use the AI Builder Link
- Follow the provided AI builder link: salesbotsecrets.com/aitemplate
5. Generate the AI Prompt
- Enter your recommended AI type into the new GPT
- Input your business information (SOP, FAQ, landing page content)
- Specify your preferred call to action:
- Direct booking link integration (Calendly, Google Calendar)
- Or manual appointment collection for manager review
6. Copy and Implement
- Copy the generated system prompt
- Create a new AI agent in ABC Sales AI (example: "Appointment Setter AI")
- Insert the prompt
7. Set as Default AI Agent
- Make this AI your default responder for incoming WhatsApp messages
- Complete setup by testing and adjusting as outlined in Step 2
Common AI Types Recommended
- Service-based (appointments): Appointment Setter AI + Reminder Sequence
- E-commerce: Product Recommendation AI + Order Support
- Event/Webinar: Registration AI + Reminder Sequence
- Lead Generation: Lead Diagnosis AI + Follow-up Sequence
- Customer Support: FAQ Bot + Escalation to Human
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