Welcome to Siena! You're about to make a significant leap in CX efficiency and personalization with your new AI agent. This concise guide ensures a swift and straightforward setup, enabling you to harness the full power of Siena from day one. Each step below is linked to a Loom video tutorial for easy understanding and swift action. Let's get your system up and running in about 30 minutes.
Quick Setup Checklist
This checklist is designed to guide you through each essential setup action, with each step linked to a Loom video tutorial for easy navigation and completion.
1. Accept Our Invite and Create Your Siena Account
- Account Creation: Begin by accepting the email invite from Siena and create your account:
2. Connect Your Platforms
- Helpdesk Integration: Connect your helpdesk and enable at least one channel. We recommend email.
- Gorgias integration
- Zendesk integration
- Kustomer integration
- Gladly integration
- Intercom integration
- Slack Integration
Ecommerce and Subscription Tools: Integrate Shopify and/or your subscription tool
- Siena x Shopify Integration
- Module: Recharge
- Siena x Skio Integration
- Siena x StayAi Integration
- Siena x Order Groove Integration
- Siena x Wonderment Integration
- Siena x Smartrr Integration
- Siena x Prive Integration
3. Enable Essential Settings
For each setting below, click the link to watch a quick setup video.
- Internal Notes
- Gorgias Copilot (Gorgias only)
4. Setup your Persona
- Build your AI Persona(s) and assign them per your enabled channels by following our guidelines in here AI Persona - Guideline, Best Practices & Cheatsheet or in the video below:
5. Activate Knowledge Sources
- Ensure Siena can access all necessary information to assist your customers.
- Knowledge Sources
- Add your Shopify Product Catalog
- Add additional Knowledge Bases like G- Docs, or Website Pages
NOTE: Make sure you enable the channels for Knowledge Sources from the Knowledge Sources Settings.
6. Enable the First Action-Based Automations
- Implement AI Flows for the most common customer inquiries such as:
- WISMO (Where Is My Order?)
- Cancel my order
- Request to change shipping address
It's recommended to start with your top 5-10 automations (can be a combination of action-based or non action-based). This approach allows you to focus on a manageable number of automations, making it easier to fine-tune and review them.
Starting small is a best practice in the automation world. It ensures that you can concentrate on perfecting these initial automations before adding more to your repertoire. This way, you can ensure each automation is running smoothly and efficiently before moving on to the next.
7. Test in The Playground
- After you build some automation and upload your Knowledge Sources, test in your Sandbox environment. Go conversational and challenge Siena to find areas of optimization.
8. Next Steps After Setup
Official Kick-Off with Your CSM
Once you've completed the setup, the next step is to meet with your Customer Success Manager (CSM). This kick-off session is your opportunity to:
- Review your setup
- Discuss any initial questions
- Get access to the Siena AI Manager’s Checklist
- Plan your strategy for building out further automations and optimizing your CX!
💡 Making It Effortless
We've designed this guide to be incredibly straightforward, aiming for you to complete your setup within 30 minutes. Each linked Loom video provides a visual, step-by-step walkthrough, ensuring clarity and ease of use.
By following this guide, you'll quickly become familiar with Siena's core features, enabling you to start building effective automations. And remember, your CSM is always here to help you strategize and optimize, ensuring Siena becomes an integral part of your CX success.
If you have any questions or need further assistance with the getting started steps, don't hesitate to reach out to our Customer Success team via Slack or at success@siena.cx.
Welcome to the future of CX with Siena! 🫶
Comments
0 comments
Please sign in to leave a comment.