Video Overview: Building an AI Agent with Make

Introduction

• Scenario: Business needing 24/7 responsiveness
• Objective: Build an AI agent with Make (no coding required)
• Benefits: Automate email responses, improve customer service

Getting Started

1. Sign Up & Tools Needed
   • Free signup with Make; link provided for access
   • Partnership with Make for step-by-step guidance
   • Free account with one month Pro plan

Building the AI Agent

1. Accessing Make Dashboard

   • Navigate to AI agents section
   • Create new agent

2. Connect to AI Model

   • Select AI model provider (e.g., Grok, OpenAI)
   • Use Grok for open-source models like Llama-3
   • Obtain and enter API key from grok.com

3. Agent Setup

   • Name: Customer Service Agent
   • Model selection (e.g., Llama-3-70b for versatility)
   • Define system prompt for behavior and tone

Adding Tools for the AI Agent

Tool 1: FAQ Access

• Purpose: AI access to customer FAQs stored in Google Docs
• Process:
  • Retrieve Google Doc content using Make's scenario designer
  • Connect scenario to document ID or Drive location

Tool 2: Email Capability

• Purpose: Email customers directly
• Process:
  • Define scenario inputs (customer email, subject, content)
  • Map inputs to email platform (e.g., Gmail)

Bringing Components Together

1. Scenario Design

   • Use Tally form for customer input
   • Make AI agent respond using tools
   • Personalize response using customer name and additional info

2. Testing & Activation

   • Test with example submission
   • AI agent delivers real-time automated responses

Conclusion

• Flexibility & Customization: Adapt AI tools using Make’s ecosystem
• Objective: Enhance operations like support, marketing
• Next Steps: Subscribe for tech tutorials and updates

Try It Yourself

• Link: Access and start building for free
• Call to Action: Subscribe for more content