This guide explains how to configure Uzair in Lifesycle. It covers opening Uzair, inputting data, and managing Uzair brain sections for effective CRM organization.
1. Select Uzair
Begin by selecting the Uzair profile at the top of the dashboard to start the training process.
2. Open Teach Uzair Section
Access the teaching section to begin configuring the Uzair brain.
3. Review Uzair Brain Sections
Explore the various sections of the Uzair brain that organize CRM information and AI functions.
4. Initiate Uzair-Guided Setup
Start the setup where the system asks questions to guide you through configuring Uzair.
5. Enter Answer to Uzairs Questions
Input bullet points to provide concise information for Uzair to process and learn from.
6. Confirm Input
Confirm the entered information to proceed with the AI training configuration.
7. Provide Response
Enter a response to indicate agreement or confirmation within the setup process.
8. Send Input
Submit the entered information to save and apply it within the AI training module.
9. Switch to Lifesycle Application
Change the view to the Lifesycle application to continue managing AI training and settings.
10. Open Brain Progress
Access the brain progress indicator to review the current completion status of AI training.
11. Open Uzair Brain Section
Navigate to the Uzair Brain and structured intelligence section to manage AI configurations.
12. Review Call Summary Structure
Examine the completed call summary structure and plan to complete remaining sections for full AI training.
