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So, what we can do with the Platform?
How do I know if my company needs a chatbot?
Register and login
First Steps - Creating your project
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Platform Glossary
Changing the Platform Language
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Artificial Intelligence
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Zero Shot Learning
WeniGPT
Weni Platform AI Module
Repository - Overview
What is an Intelligence?
Intents and Entities
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Creating an Intelligence
Training your Intelligence
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Integrate an intelligence to your project in the Weni Platform
Introduction to Content Intelligence
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Split by Intent: Using Classification Artificial Intelligence
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Channels Introduction
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How to use the integrations module
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How to create a channel with whatsApp demo
Whatsapp: Weni Express Integration
How to create template Messages: Whatsapp
Creating a Microsoft Teams Channel
Whatsapp Business API
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Human Attendance
Weni Chats: Introduction to the Chats module
Weni Chats: Setting Up Human Attendance
Weni Chats: Human Service Dashboard
Weni Chats: Human Service Management
Weni Chats: Attendance distribution rule
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Ticketer: Ticketer on Rapid Pro
Ticketer: How to integrate Rocket.Chat as a ticket service on the Weni Plataform
How to send message templates through RocketChat
RocketChat call routing
RCAdmin API: Agent-Activity
U-Partners - Proper use of features
Using groups to organize human attendance
Data and BI
How to Install and Use the Weni Data Connector for Power BI
Incremental Update - Power BI
Explore Weni's Database Documentation
Tips for Data Modeling in Power BI
Filter using Contact Fields in Power BI
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- Initial concepts
- First Steps - Creating your project
First Steps - Creating your project
Updated by Manu da Silva
Getting Started - Creating Your Project
During the registration and login step, you already created your first organization and project. To add a new organization, simply click on "Create Organization" button.
Here, you will need to enter the following information:
- Organization Name: This will be the name that appears on the home screen.
- Description: A brief description of your team and activities.
- Project Name: The name you will assign to your project to differentiate and organize it.
- Next
After filling in the fields above, click the "Next" button and proceed to the next step to create your project. You can choose between creating a custom agent or using a template. To start by creating an agent, simply fill in the following fields:
- Agent Name;
- Goal;
- Content (Optional).
Templates are pre-built flows with specific purposes, divided into three categories: support, integrations, and sales. When you click on any of the cards related to a template category, a pop-up will appear detailing its general use.
Choose between creating a personalized agent or using a template to complete the final step of your project. Dóris will appear on your screen, indicating that your project was successfully created. See the image:
After following the steps to create an organization and project, you can start adding your team by configuring permissions.
Add members to your organization by clicking the dropdown menu and then "Manage Members." See the image:
(1)Enter the email of the person you wish to invite and click "Add" (1). Set the permission (2) for each person as needed. Once you're done, you can click the "Add" button.
The members you add will receive an invitation email to join the organization. See the image:
After creating your organization, project, and adding your team members, you'll be ready to fully leverage the potential of the Weni Platform.