How to Use Shipable AI

Step 1: Sign Up

To get started with Shipable, begin by clicking the 'Sign Up' button located prominently on the homepage. This action will direct you to a simple registration form. Fill in the required fields such as your email address and create a secure password. Once all information is entered accurately, submit the form to initiate your account creation. It’s essential to use a valid email address that you can access, as this will be your primary means of communication for account management.

Step 2: Confirm Your Email

Once you have submitted your registration form, check your email inbox for a confirmation message from Shipable. This message typically contains a verification link. Click on this link to verify your email address, which is a crucial step in activating your account. If you don’t see the email within a few minutes, be sure to check your spam or junk folder.

Step 3: Log In

After confirming your email, you can return to the Shipable homepage. Click on the 'Login' button to access your account. Enter the email address and password you set during registration. If you encounter any issues logging in, double-check your credentials for any typos or consider resetting your password if you’ve forgotten it.

Step 4: Set Up Your Profile

Once logged into your account, the next step is to set up your profile. Navigate to the profile settings section, which is typically accessible from the dashboard. Here, fill in additional details like your name, company title, and any other relevant information. Completing your profile helps tailor your experience within the platform and assists in any customer support interactions in the future.

Step 5: Explore the Dashboard

Now that your profile is complete, take some time to familiarize yourself with the Shipable dashboard. This interface provides an overview of essential functions available on the platform. Look for navigation options such as creating agents, accessing help documentation, and exploring community templates. Understanding the layout will enhance your user experience as you begin creating your agents.

Step 6: Create Your First Agent

Now comes the exciting part—creating your first AI-powered agent. To start this process, locate and click on the 'Create agent now' button. This action will guide you through a series of prompts to set up your agent. You will need to choose the type of agent you want to create based on its purpose—whether it’s for customer support, sales assistance, or onboarding users into your services. Each purpose will have tailored options and settings to suit your needs.

Step 7: Customize Your Agent

After you've created the foundational settings for your agent, the next step is customization. Shipable offers a variety of community templates that you can use as a starting point. Spend some time customizing your agent’s responses, appearance, and overall functionality to align with your business needs. Ensure that you take advantage of pre-connected, context-aware templates that can save you time and improve your agent’s performance. Personalizing the agent enables it to better reflect your brand's voice and engage with users effectively.

Step 8: Test Your Agent

Before launching your agent to the public, it’s crucial to run a series of tests. Engage with your agent in various scenarios to ensure it handles user inquiries correctly and efficiently. Check for its responses, the accuracy of information provided, and its overall interaction quality. Testing is a vital step in ensuring that your agent will meet user expectations and function flawlessly when it goes live.

Step 9: Launch Your Agent

Once you’re satisfied with the agent’s performance after testing, you can launch it across your desired platforms. Shipable allows you to deploy your agent in various environments, including chat, voice, and directly within your applications. Confirm the launch settings according to your operational requirements so that users can start interacting with your agent immediately.

Step 10: Monitor Performance

Post-launch, it’s imperative to monitor your agent’s performance continuously. Shipable’s dashboard features robust analytics tools that help you track user engagement and other crucial metrics. Regularly reviewing this data allows you to identify any areas for improvement and make necessary adjustments. This proactive approach not only enhances user satisfaction but also helps to evolve your agent's capabilities based on real-world interactions.