AI Nutritionist Agent: Questionnaire and Product Selection

Overall Logic

The bot starts with a greeting and directs users into an AI-based dialog designed for dietary supplement consultation. The bot collects information about the user's health complaints, recommends suitable products from a knowledge base, and facilitates the purchasing process by gathering user contact details. After the interaction, vital information is stored for future reference, enabling tracking of leads.

Step-by-Step Analysis

Initial Greeting and AI Dialog

• Start Command: The bot begins with a welcoming message, preparing the user for interaction.
• AI Dialog Command: This section manages the main interaction, where the AI acts as a nutritionist. The dialog is structured to guide users through a series of predefined steps for effective consultation.

AI Dialog Blocks

1. AI Dialog Configuration:

   • The AI model is configured to use OpenAI's GPT model to analyze user input.
   • It specifies to use only products listed in the knowledge base, preventing unauthorized product suggestions.

2. Workflow Guidelines: A strict sequence is outlined:

   • Data Collection: The bot initiates a conversation by asking about the user’s health concerns.
   • Clarification: The AI asks additional questions for a better understanding of the user’s needs.
   • Product Recommendation: Based on the gathered information, the bot recommends 1-2 specific products and their benefits.
   • Proposal Step: It proposes the purchase of recommended products.
   • Contact Collection: If the user agrees, it captures their name and phone number.
   • Final Step: A closing message is drafted, listing the products and including payment links sourced from the knowledge base.

3. Tool Integration - Add Data:

   • This tool is triggered at the end of the dialog to save the user's information and decisions to a database. It ensures all relevant details, such as the user's name, health complaints, recommended products, and their response regarding payment links, are documented.

After AI Dialog Actions

• Text Block for Closing Message: The bot generates a message summarizing the interaction and confirming the user's provided details.

• Lead Notification Message: Another text block structured to notify the bot owner through Telegram about new leads, providing essential client information for further engagement.

Data Storage Integration

• Integration with Google Sheets: At the end of the dialog, the bot saves the collected lead data to a specified Google Sheets document, allowing for organized tracking and management. The integration entails:
  • Connecting Google Sheets in the integrations section.
  • Specifying the document and sheet names for storing lead information.
  • Mapping collected data to the corresponding columns in the spreadsheet.

Required Integrations and APIs

1. AI Provider: OpenAI is used for generating responses through its API, necessitating:

   • An active account with OpenAI.
   • An API key for authentication.

2. Google Sheets Integration:

   • The bot must connect to a Google Sheets account.
   • The correct permissions must be granted to allow data append operations to the specified spreadsheet.
   • Ensure the relevant spreadsheet ID and sheet names are accurately provided.

Knowledge Base for AI Dialog

For the AI function to operate effectively, it is crucial to populate the knowledge base with relevant information. This includes:

1. Uploading catalogs, price lists, and documentation to the knowledge base section of the bot.
2. Ensuring the knowledge base option in the AI settings is enabled.
3. Regularly updating the knowledge to keep the AI responses accurate and relevant.