Assistants

Introduction

Kejue uses AI assistants to handle your calls. Assistants are organized into assistant groups, where each group shares the same role or goal, and each assistant within a group typically speaks a different language.

What are Assistant Groups?

An Assistant Group is a collection of assistants that share the same role or goal. For example:

• Lead Qualification: A group of assistants focused on qualifying leads
• Lead Reactivation: A group of assistants focused on re-engaging inactive customers
• Customer Support: A group of assistants handling support inquiries

Each assistant in a group typically speaks a different language, allowing the group to handle leads from various regions while maintaining the same conversation goals and quality standards.

Assistant Group ID vs Assistant ID

You can configure which assistant handles a call using either:

Precedence

If both assistant_id and assistant_group_id are provided, the assistant_id takes precedence:

assistant_id > assistant_group_id

Finding Assistant IDs

You can find both Assistant Group IDs and Assistant IDs on the Assistants page in your Kejue dashboard:

1. Navigate to the Assistants page in your dashboard
2. View the list of your assistants and assistant groups
3. Each assistant and group will display its unique identifier
4. Copy the ID you need for your API requests

WhatsApp Templates

Assistant groups can be configured with WhatsApp templates that are automatically sent after calls complete.

Viewing WhatsApp Templates

To view and manage WhatsApp templates for an assistant group:

1. Navigate to the Assistants page in your dashboard
2. Select the assistant group you want to configure
3. Click on the WhatsApp tab
4. View all available templates for that assistant group

Disabling WhatsApp

You can turn off WhatsApp functionality for an assistant group:

1. Navigate to the Assistants page
2. Select the assistant group
3. Go to the WhatsApp tab
4. Toggle WhatsApp off for that group

When WhatsApp is disabled, no messages will be sent after calls, even if templates are configured.

Template Selection Guidance

You can provide additional guidance to the system on how and which WhatsApp templates to choose when sending messages. This guidance helps the AI select the most appropriate template based on:

• Call outcome and success level
• Lead responses and interests
• Extracted variables from the call
• Custom business logic

Post-Call Settings

Assistant groups can be configured with various post-call settings that guide how calls are analyzed and what actions are taken afterward.

Callback and Appointment Guidance

Provide additional guidance for:

• Callbacks: When and how to schedule callbacks based on call outcomes
• Appointments: How to handle appointment scheduling requests from leads

This guidance helps the AI make better decisions about follow-up actions after calls complete.

General Call Analysis

Configure additional guidance for general call analysis, including:

• How to interpret call outcomes
• What information to extract from conversations
• How to categorize call results
• What actions to recommend based on call content

Call Success Level Definitions

Define what each success level means for your business:

• Excellent: Define what constitutes an excellent call outcome
• Good: Define what constitutes a good call outcome
• Fair: Define what constitutes a fair call outcome
• Poor: Define what constitutes a poor call outcome

These definitions help the AI accurately categorize call results and trigger appropriate follow-up actions.

Variable Extraction

We extract the following variables from the call:

• call_success (string) - The evaluation of the call
• lead.status (string) - The status of the lead after the call

Define custom variables to extract from calls, such as:

• budget (integer) - Extract the lead's budget range
• timeline (string) - Extract when they plan to make a decision
• company_size (integer) - Extract company size information
• Custom variables specific to your business needs

For each variable, you can provide:

• Type: integer, string, boolean, etc.
• Extraction guidance: Instructions for the LLM on how to identify and extract this information
• Validation rules: Ensure extracted values meet your requirements

Extracted variables can then be used in:

• WhatsApp template selection
• Callback scheduling logic
• Lead scoring and prioritization
• Integration with your CRM or other systems

Related Guides

• Calls - Learn about creating individual calls
• Campaigns - Learn about batch campaigns
• Call Context - Provide additional context to assistants
• Callbacks - Configure automatic retry logic

API Reference

• Create Call - Create calls with assistant configuration
• Create Campaign - Create campaigns with assistant groups