Anam Avatar Deployment for Client Onboarding (Onboarding)

Anam Avatar Deployment for Client Onboarding (Onboarding)

1. 01

   Create client workspace in Anam dashboard

   Log in to Anam, navigate to the Workspaces section, and create a new workspace for the client. Assign the client's team members to the workspace and set their roles (Admin, Editor, Viewer) based on the access level they need.

2. 02

   Provision custom avatar in the Avatar Library

   Go to the Avatar Library, click 'Create Avatar', and upload the client's brand-aligned images or video samples. Configure the avatar's appearance, voice, and language settings. Note that the Free plan supports only 1 custom avatar, so for multiple avatars, ensure the client is on a paid plan or contact sales for a quote.

3. 03

   Configure avatar persona and conversation flows

   In the avatar settings, define the persona (tone, greeting scripts, FAQ responses) and map intents to the client's LLM (GPT-4o, Claude, Mistral, or custom). Use the no-code widget builder to create a widget that embeds the avatar on the client's website, or use the API/SDK for deeper integration.

4. 04

   Integrate with client's LLM and voice stack

   Use the Anam API to connect the avatar to the client's existing LLM and voice infrastructure. Test the integration in a staging environment, ensuring the 180ms latency target is met and real-time expression control works as expected.

5. 05

   Set up conversation handoff triggers

   In the conversation settings, configure triggers that hand off the conversation to human staff or a contact form when the avatar cannot resolve the query. Define escalation rules based on keywords, sentiment, or session duration.

6. 06

   Run pilot test with client stakeholders

   Schedule a live demo with the client's team, walking through the avatar's behavior in real-time. Collect feedback on persona, responses, and handoff logic, and iterate on the configuration before full deployment.

7. 07

   Document client-facing usage guide

   Create a usage guide that explains how the client can manage the avatar, monitor conversations, and adjust settings. Include instructions for accessing the Anam dashboard, viewing analytics, and contacting support for issues.