- Step1: Sign up for a Bolna AI account and log in to the platform.
- Step2: Create a new AI agent project from the dashboard.
- Step3: Ingest your documents, data files, or knowledge sources.
- Step4: Configure the knowledge base and semantic search settings.
- Step5: Design conversation flows using the low-code visual builder.
- Step6: Customize UI elements and set up integrations (Slack, Teams, web widget).
- Step7: Test the AI agent with sample queries in the preview mode.
- Step8: Deploy your agent to selected channels or via API.
- Step9: Monitor usage and performance through the analytics dashboard.
- Step10: Iterate on training data and conversation design to optimize responses.