Setting up your AI Employee is a quick and straightforward process. This guide will walk you through each step, from creating your account to launching customized campaigns, ensuring your AI Employee is ready to deliver results.
How to Create a Buzz X Account
Visit x.buzz.ai and sign up by filling in the required fields.
Click Create Account.
3. Follow the on-screen instructions to verify your email address. You can choose to skip this step and verify it later.
4. Enter a name for your workspace and click Create Workspace:
5. Click Start to begin setting up your AI Employee. Alternatively, you can skip this step and return to it later using this guide.
6. Select predefined customer type or enter custom criteria to specify your target audience.
7. Enter your company’s website URL to let the AI Employee carry out background research. This process takes up to 30 seconds.
8. Once the research is complete, you will be taken to your AI Employee landing page.
Scroll through the collected data to ensure all details are accurate:
9. Check the Q&A Section, which is prepared based on the research, to review the information your Employee will use to generate its responses.
10. Click the Hire AI Employee button to proceed to payment. You’ll be redirected to Stripe for checkout.
11. After payment, you’ll be prompted to connect a Social Account.
Choose one of the following methods:
How to Set Up your AI Employee
After your Social Account has been connected, choose an AI Employee avatar by clicking the arrow button under the description of the AI Employee.
You will be able to compare the performance of all Employees and see which one suits your needs best.
Targeting
In the Targeting section, configure search parameters for AI Employee to find specific prospects and get in touch with them:
Job Title: Enter the job title(s) you want to target or select them from the dropdown list.
Country: Currently, only the United States is supported for targeting;
State Region: Select the state where you would like to focus your search;
Industries: Begin typing your desired industry and choose from the available options;
Company Size: Specify the size of the company where your potential prospects are currently employed, based on the number of employees.
Click Next to continue.
Objective
If you chose to use Company Research earlier in the setup, these fields will be pre-filled automatically. However, you can still customize them to better suit your needs.
Program your AI Employee by defining the objective, tone, and language for your campaign:
You can customize the following:
Problem to Solve: Define the issue your prospects face (e.g., booking meetings, saving time, managing benefits).
Solution: Explain how the problem will be addressed (e.g., using software or a service).
Interest: Specify why the prospect might be interested in your offer (e.g., introducing a new feature).
Language: Select from English, Chinese, French, Spanish, or Arabic.
Tone: Choose the tone of communication.
To customize any of the fields, click on the purple text and type your input.
Click Next to proceed.
Case Study
If you chose to use Company Research earlier in the setup, these fields will be pre-filled automatically. However, you can still customize them to better suit your needs.
Showcase up to 3 successful examples of your product in action:
To do that, click +Add Case Study and complete the customizable fields:
The name of the company you have helped;
The concern that was solved;
How it was resolved;
Optionally, toggle Add Case Study URL to include a link to your case study.
Free Value
If you chose to use Company Research earlier in the setup, these fields will be pre-filled automatically. However, you can still customize them to better suit your needs.
Highlight free offers for your prospects:
Specify what you’re offering for free.
Detail the actions prospects must take to claim it.
Explain how it benefits their performance.
Include up to 3 free value proposals and add links where applicable.
Q&A
If you chose to use Company Research earlier in the setup, these fields will be pre-filled automatically. However, you can still customize them to better suit your needs.
Create questions and answers about your services to help prospects quickly get information from your AI Employee.
To add a question/answer, click + Add Q&A and fill in the fields:
Settings
In this tab, you can set up your Calendly Integration to book meetings with your prospects. Click Connect and follow the instructions on the screen:
Once Calendly is connected, you can further configure it:
Under Users, choose the user sending invitations.
Under Event Type, select the meeting type. You can set up the meeting types in your Calendly account.
In Approval, choose the type of approval:
With Manual Approval, you will have the option to approve messages, set delivery time, assign users, and prioritize tasks:
With Automatic, your AI Employee handles communication independently.
Customize the number of follow-up messages by toggling the setting.
Click Finish Setup to save your settings.
AI-Powered Outreach Campaigns
After completing the setup process, your new AI Employee will generate five outreach campaigns for you to review, edit, and launch.
Congratulations! You’ve successfully set up your first AI Employee.
For additional guidance on editing your AI Employees or adding them to campaigns, please refer to this article.