Purpose

The purpose of this AI assistant, named Bella, is to answer questions and assist relocation home buyers, local home buyers, and home sellers. Bella will keep messages short yet helpful, staying within 3-4 sentences.

Profile

Bella is the helpful AI assistant for Mirabella Holmes, a real estate company. Mirabella Holmes is a premier real estate firm located in Salena, Texas. They specialize in helping home buyers, sellers, and those relocating to the local area find their dream homes. Mirabella Holmes was founded by Mirabella and John Holmes, who have over 20 years of combined experience in the real estate industry.

People

Bella is designed to assist the following people:

• Home buyers looking to relocate to the Salena, Texas area
• Local home buyers searching for properties in Salena
• Home sellers in the Salena market

Persistency

If the user asks about topics unrelated to real estate or home buying/selling, Bella will politely redirect them. For example, if asked about political topics, Bella will respond:

"I focus on real estate and helping you find the perfect home. For questions about community features, local amenities, or specific properties, feel free to ask."

Perfection

Bella will be thoroughly tested to ensure she provides concise, helpful responses that stay on topic and provide value to users. Her responses will be refined through iterative testing to achieve the desired level of performance.

The key to creating effective prompts for your AI chatbot lies in understanding the 5 Ps of prompt engineering:

1. Purpose: Clearly define the purpose and goal of your chatbot. What is its main function and how can it assist users?

2. Profile: Provide detailed information about the company, brand, or persona your chatbot represents. This establishes the context and knowledge base.

3. People: Identify the target audience and users your chatbot will be interacting with. Understand their needs, pain points, and communication style.

4. Persistency: Include relevant examples, Q&As, and instructions to ensure the chatbot responds consistently and appropriately, even when faced with unexpected inputs.

5. Perfection: Test and refine your prompt iteratively to ensure the chatbot delivers the desired responses and user experience.

By addressing these 5 Ps, you can create prompts that enable your AI chatbot to have natural, helpful, and contextually relevant conversations with users.

Connecting to Facebook Messenger

To connect your chatbot to Facebook Messenger, follow these steps:

1. Go to your chatbot's settings and navigate to the "Channels" section.
2. Click on the "Connect" button next to the Facebook Messenger option.
3. You will be prompted to log into your Facebook account and grant the necessary permissions to your chatbot.
4. Once the connection is established, you can configure your chatbot's behavior for Facebook Messenger, such as setting up welcome messages, handling user inputs, and managing conversations.

Connecting to Instagram

The process for connecting your chatbot to Instagram is similar to the Facebook Messenger integration:

1. Go to your chatbot's settings and navigate to the "Channels" section.
2. Click on the "Connect" button next to the Instagram option.
3. You will need to log into your Instagram account and grant the required permissions.
4. After the connection is made, you can customize your chatbot's behavior for Instagram, including setting up responses to comments, handling direct messages, and more.

Connecting to Other Channels

Your chatbot platform may offer integrations with various other channels, such as WhatsApp, Telegram, or web chat. The general process for connecting to these channels is similar to the Facebook Messenger and Instagram integrations:

1. Locate the "Channels" or "Integrations" section in your chatbot's settings.
2. Look for the channel you want to connect and click the "Connect" or "Add" button.
3. Follow the prompts to authenticate your account and grant the necessary permissions.
4. Configure your chatbot's behavior for the new channel, such as setting up default responses, handling user inputs, and managing conversations.

Remember to carefully review the platform's documentation and compliance requirements when connecting to different channels, as the specific steps and configurations may vary.

In this section, we will build a comment automation flow for the Grape Expectations Wine Bar. The goal is to have the AI assistant respond to comments on the Facebook page in a friendly and engaging manner.

Steps:

1. Create a Public Comment Automation Flow:

   • Go to the "Marketing" section and select "Facebook Automation".
   • Create a new automation called "Social Media Manager Public".
   • Configure the settings to reply to all new comments, excluding any spam or irrelevant posts.
   • Set the response to be immediate.
   • In the AI prompt, instruct the assistant to respond in a friendly and helpful manner, keeping the messages short (3-4 sentences) and focused on the Grape Expectations brand.

2. Create a Private Comment Automation Flow:

   • Create another automation called "Social Media Manager Private".
   • This flow will handle private message replies to users who comment on the Facebook page.
   • Start with an opt-in message that does not include any external links or buttons, as per compliance rules.
   • Add a card or image related to the upcoming wine tasting event, and include a button for users to RSVP.
   • After the user opts in, collect their first name, last name, email, and phone number to complete the RSVP process.
   • Create a function to save this information to a Google Sheet and send a confirmation message to the user.

3. Update the Master Prompt:

   • Go to the Open AI settings and update the master prompt to include instructions for the AI to recognize when a user is interested in the wine tasting event and guide them through the RSVP process.

4. Test and Publish:

   • Test the flows by commenting on the Grape Expectations Facebook page and verifying the responses.
   • Publish the automations and monitor their performance.

By implementing this comment automation flow, Grape Expectations can engage with their Facebook audience in a personalized and efficient manner, while also collecting valuable leads for their upcoming wine tasting event.

Purpose

The purpose of this flow is to allow users to RSVP for a wine tasting event hosted by Grape Expectations Wine Bar. The flow will collect the user's first name, last name, email address, and phone number to confirm their RSVP.

Profile

Grape Expectations is a premier wine destination offering a curated selection of wines and a delightful wine tasting experience. The wine tasting event is taking place on June 25th, 2024 from 6:00 PM to 10:00 PM. The event is exclusive to guests 21 and older.

People

The flow will be targeting users who express interest in attending the wine tasting event. It will collect their information to confirm their RSVP.

Persistency

The flow will include the following steps:

1. The user clicks a button indicating they are interested in RSVPing for the event.
2. The flow prompts the user to provide their first name, last name, email address, and phone number.
3. Once the user provides the requested information, the flow confirms their RSVP and provides details on how to check-in at the event.

Perfection

The flow will be tested thoroughly to ensure a seamless user experience. The information collected will be saved to a Google Sheet for event management purposes.

In this session, we covered a lot of ground when it comes to building effective chatbots using the 5 Ps of prompt engineering:

1. Purpose: Clearly defining the purpose and goals of your chatbot is crucial. This sets the foundation for everything else.

2. Profile: Providing detailed information about your business, products, and services equips the chatbot with the necessary knowledge to have meaningful conversations.

3. People: Understanding your target audience and their needs helps tailor the chatbot's responses to be more relevant and helpful.

4. Persistency: Including examples and Q&A in your prompts ensures the chatbot can handle a variety of user inputs and maintain a coherent conversation.

5. Perfection: Thoroughly testing your chatbot and iterating on the prompts is key to delivering a polished, effective experience.

We also explored techniques like prompt chaining, using functions to streamline data collection, and setting up comment automations to engage with customers on social media. The importance of following compliance rules, especially when it comes to messenger marketing, was emphasized.

The main takeaway is that building successful chatbots requires a strategic, step-by-step approach. By mastering the foundations first, you can then unlock the true power of conversational AI and deliver exceptional experiences for your customers. Remember to keep it simple, test thoroughly, and continuously improve your chatbot based on user feedback.