This 20 AI Agent Team Automates ALL Your Work (GPT-01) (Relevance AI)

hi everyone so in this video I'll show you how to build a 20 AI agent team that can manage and automate literally almost any task or workflow across your entire Tex stack this is one of the craziest agent systems I've built up until today and I think these kinds of setups will be the future of AI agents and automations this agent team has access to all my softwares including all my communication channels WhatsApp LinkedIn email calendar slack and even voice calling it has access to my project management tools like my CRM notion Google Docs Google

drive it has three research agents to research any lead or topic and it has specialized content agents they can write and publish across my social medias and blog I can interact with my agent through voice messages on WhatsApp and the real strength of this system is that it can automate complex workflows across multiple softwares with a simple English sentence it can for example find flight options add them to a Google Docs and send it to someone on Whatsapp it can call a friend to reschedule lunch and update my calendar with the outcome it can research

New Leads that contacted me add them to my CRM and notify my team on slack if they are qualified it can write and publish blog and Linkedin post on the latest AI news and all from just a single request on WhatsApp and these are just a few examples the possibilities with this setup are really endless and in this video I'll give you a demo and a full step-by-step breakdown of the setup and the template will be available in my community so stick with me because I think it will blow your mind now if you don't

know me yet I'm Ben I've been building AI agents for businesses for over a year now I also run a community where I teach others how to build and sell AI agents and if you're a business looking to adopt AI into your business you can also book us in for a free call in the description below so I'll first show you a demo then I'll give you an overview of the setup for this system and then I'll give you a detailed step-by-step breakdown so you can learn how to build something like this yourself uh remember

the template will be available uh in my community and uh I'm just going to give you a few examples uh remember these are just a few examples the system is uh capable of a lot more uh but I think it will give you a good idea uh and another cool thing about this system is we can actually schedule messages of things we want our agent to do every day for example I instruct my agent normally to uh every morning create me a Google Docs uh with all uh messages that came in across all my uh

communication channels and with that document then I can start taking action with my agent but for example purposes I'll just instruct my agent uh manually now uh so you can see see how it works so I can uh leave a voice message if I want so I can say something like hey please retrieve all unread messages from all my communication channels um also check all my meetings for uh scheduled for this week and put them in a Google Docs and send them back to me now in the background my director agent who I call which

is the one I'm in contact with is going to delegate these tasks to his sub agent so to retrieve uh the these sort of unre messages from communication channels he has a communication manager who on itself has another six sub agents so the communication manager has uh a sub agent for WhatsApp LinkedIn slack all my communication channels and so basically my direct agent will delegate this to the communication manager will then instruct all the other uh agents to retrieve the unread messages and then uh that will be sent to my project manager who has access

to Google Docs will then put it in a Google Docs send that back to the director agent will'll then send it back uh through WhatsApp uh to me so we got it back as you can see so we get a little bit of a summary here on WhatsApp too and at the end we get the the Google Docs so let me let me open it up quickly so you can see we get sort of an overview of all the unread messages from all my channels so we have WhatsApp LinkedIn right Slack uh unread emails with

a summary and uh my calendar events for this week now based on this document I can start taking actions on these things and my agent of course can start taking actions so for example uh my mom here asks uh when are you coming to Holland right did you already book right so you can see actually here's my mom's message right so we can tell actually our agent something like this hi please uh check flights from sa Paulo to Amsterdam for the 19th of December uh check for the three cheapest options put them in a Google

Docs and send them to my mom on WhatsApp and ask her if these arrival times are good for her and then also send the Google Docs uh back to me now in this case it's actually using the Google Ser API to check for Google flights uh and basically we then try and find the three cheapest options again put it in Google Docs and then I'll use the WhatsApp agent to actually send it to my mom and we'll see it actually appear here but it will send it to my mom from my WhatsApp you can see

it sent it to my mom now here hi Mom I found three flight options from sapam right arrival at 11: right and you can see in the Google Docs we get we get the flight options too with the prices so uh of course maybe not the best example right as I'm already in WhatsApp but uh I just and you can see it send it back to me I think it's a good example to show what the system is capable of uh then we can also take actions on things unrelated to people of course uh I've

also connected it with my social media uh and my website for example so we can also say something like um hey please research uh the latest trends on AI coding agents uh write a blog post and and a LinkedIn post about uh the latest news on AI coding agents post the blog post to my website and add the LinkedIn post to my content calendar on notion please so in this case it's going to delegate it to the content manager we has specialized agents for writing blog post and Linkedin post uh if you've seen my other

video it basically has these fine-tuned uh um post writers that are that can write optimized post for uh different social medias and I'll actually show you that it will add a new article so these are my latest articles so you'll see that it it will add one all right we got it back um the blog post on AI coding agents uh has been successfully written additionally LinkedIn post draft has been crafted and added to your content calendar you can see it it posted it I think it made up the URL because it didn't get it

back yeah but here you go a AI coding agents revolutionizing software development with Landing capabilities AI coding agents enhanced software development with seamless integration right and it even added in images as you can see so let me check my notion LinkedIn content calendar me check go coding here AI coding agent Revolution AI coding agents are about to change everything here are some of the latest developments L Lang chain new AI agent can write code to solve task and improve itself over time super AGI is launching an AI agent and can code enti this is really

good actually Auto GPT so it gives a list the coding process will be automated and you can see it adds in my my name and my ctas of course we can also take actions on leads which I normally do for example if we have to unread LinkedIn messages wants to discuss creating agents for sage medic so I can go something like um like this right uh please research uh and scrape and scrape the LinkedIn of chrisan app from uh Sage mic add add the enrich data and lead and lead to my CRM and uh send

Oscar a second message um which on the lead and uh the contact email just an example right but yeah you can see it's like you can basically just combine because you have an agent system that has all of these different softwares working together we can sort of automate these workflows that require multiple steps uh and that I think is really the powerful uh sort of um setup for this system and I really think it's the future because we can basically start automating workflows with simple human language all right after accept we added Chris Christian to

your CRM with all enr details a select message has been sent to Oscar uh uh you can view the contact details in the Google Doc so it even puts it put it in the Google Doc with all the the info so let me check slack right this is Oscar you can see it comes from relevant sayi hoscar we have a new lead right with all the information right now let's check contact um what's his name Chris was it upful yeah here we go chrisan upall right we actually have the lead summary as you can see

here company summary company size email uh Etc well you get the idea right lots more possible I actually wanted to show you another one because these agent can actually call uh uh for me too so I can Lally uh tell my agent call this person I can Lally let my agent call anyone for example to reschedule uh a meeting or an appointment and uh it can then even update my calendar uh with the outcome of the call for example uh but I think you got a good idea of it let me go over the system

right now where I think you get an even better idea of all the possibilities uh for this system so as you can see it's quite a big setup uh but it looks more complicated than it is and uh I'll break it down step by step so you get a very good idea of how this is set up now first of all I've set up almost the entire system in relevance Ai and I used make.com to make some of the Integrations we don't have inside of relevance AI a little bit easier through m.com if you're completely

new to these platforms relevance AI is an AI agent and AI tool Builder and you can also build these really powerful multi-agent systems to to Really uh automate quite complex workflows uh through these agent teams right and make our comment a more traditional workflow automation tool with a big advantage of having lots of native Integrations with third party softwares now if you're completely new to this this is a little bit more of a complex setup I have many other tutorials on my YouTube channel too on both of these platforms but I'm going to break it

down uh in a detailed way and step by step so even if you're completely new to this um you'll probably be able to follow this and I highly recommend uh to follow it if you're interested in building uh no code AI agents and AI agent teams so let me get through the system so first here on the top we have the triggers right here we have our director agent how we call it and the director agent is the one we are in contact with through WhatsApp right then we have our manager agents here and here

we have our sub agents right and our sub agents also have tools and you can see here one manager agent also has three tools so in total these are 20 AI agents and more than 50 uh tools right and you might be wondering why I use so many AI agents and so many different tools now the main reason is because at the moment unfortunately L&M and AI agents they're not good uh yet at doing multiple tasks right so to get these systems where there are so many possibilities as reliable as possible right we want to

reduce down the responsibilities and the tasks for each of these different agents and each of these different AI steps as much as possible to get the system as reliable as possible so instead of giving lots of responsibilities to one AI agent right we want to reduce it down as much as possible so each of our agents has very specific tasks to get the reliability higher so how does this work in practice right so here we have our uh WhatsApp trigger right and of course that WhatsApp trigger in this case I send voice messages that goes

uh voice the text and that will be sent to my director agent now I put these here too because that's the interesting thing with this system I think which is if we want to start automating things on a regular basis for example every morning retrieve all my on red messages Etc we can just plan that in with your language right and this is I think the why I think it's the future is because we can start automating workflows without actually programming in a workflow automation Etc we can literally with human language schedule uh an automation

that runs every day for example so you could save something like this right the one I use retrieve all unread messages from all my coms channels and you can do that every morning at 7: a.m. right that will be sent to my uh director agent will then perform that and send it to my WhatsApp or wherever else I want right H but you can also do other things right research all new leads that contacted me through Linkedin email uh ad them to my CRM if they're qualified send them a message back right away with Cy

link Etc so that's I think the the the the amazing thing with this system is as soon as you see you start interacting with this team and you see that you start doing things on a regular basis then you could just build in a message to schedule every day to your agent and you don't even have to manually trigger that anymore right now from that of course it's being sent to our director agent I'm going to go through this step later um so a director agent already has four main responsibilities which is the first one

is breaking down our query then second according to the query he'll have to plan out what he has to do right to which sub agents or manager agents does he have to delegate these tasks then he has to evaluate if what the work that has been done by the manager agents and the sub agents has actually uh done correctly and if not send it back right and lastly he has to communicate back with me that's why we gave our uh director agent access to two tools the first one is send a WhatsApp message so he

can contact me right and the second one is get the current date sometimes you will need to know what the current date is uh if I for example ask retrieve messages from the last week something like that right now you might be wondering why didn't we just give this director agent access to all these 20 20 agents right why do we put four manager agents who then control another layer of Agents again it's because if we give our director agent access to 20 AI agents it's overkill for one AI for one AI agent right it's

going to make mistakes there's too many responsibilities you have to plan out and orchestrate a workflow automation uh across 20 AI agents that's going to go wrong right so again we want to limit down the responsibilities as much as possible and that's why we have these four manager agents right and these four manager agents of course we have the communication manager agent right who has all the agents that control my communication channels right so we have the voice agent the WhatsApp agent the LinkedIn agent the email agent the calendar agent and the slack agent so

what are the responsibilities of my community communication manager agent the first one again very similar orchestration and delegation right so he will have to decide which of these sub agents he has to use so in our example right retrieve all unread messages from all um communication channels of course you would have to use all of these um sub agents right but sometimes it might be only from one channel right then second again he has to make sure that what these sub agents have done is actually right and if not right he can send it back

and make sure that they do the right thing right and this this is the second advantage of having these multi-layered agent systems is we can have these sort of evaluation uh steps in there where agents can check what other agents have done and make sure that what they've done is right and if not they can actually send it it back until these sub agents actually do it right right and lastly of course you will have to communicate back to the director right now if you're unsure about this how does this actually work the delegation right

basically our director agent just prompts our uh manager agents on what to do so for example if I say retrieve all my onri messages from all my channels the executive director will prompt the communication manager to uh with something like hey please retrieve all unread messages for all Ben's uh uh communication channels right and then for example put it in a Google Docs once the communication manager has done that right the ex the director agent will then send that to the project manager who says please put this in a Google Docs right so that's s

of orchestration and delegation then the second agent is the project manager agent right same responsibilities again which is orchestration and delegation again evaluation making sure that what these sub agents have done is correct and of course communicate back with the direct agent right and here we have the CRM agent the Google Docs agent and the notion agent right and then we have the research manager agent right same responsibilities again right orchestration and delegation evaluation which is especially important for the research manager agent where sometimes you want to do in-depth research This research manager can really

double down on these sub agents to make sure that they do in-depth research so if they haven't done proper research he will send it back and make sure they do more right and again communication with the director agent and the last one is the content manager and the content manager has one more responsibility which is also he has three tools which is post to webflow post to LinkedIn and post to act so he can actually post onto my social channels right because why do we do that because for example if our LinkedIn uh writer agent

right uh writes a LinkedIn post we have another sort of check in place by sending it back to the content manager agent who can check okay is everything good does it make sense does it match the original query and then post it uh to LinkedIn right now as you can see these sub agents also have tools right and these tools basically allow our agents to interact with softwares or uh even do more like workflow automation right so in this case you see our slack agent has a tool where he can send slack messages he can

retrieve slack messages we have our calendar agent who can get calendar events create calendar events update calendar events and get calendar events and I'm not going to go through all the tools but you get the idea right so each of these agents basically controls like a software inside of my text stack and can perform actions inside of uh inside of these softwares right and by having all of these agents with all of these actions in these different softwares that's how basically we allow these agent systems to automate very complex workflows with human language and that's

I think why this is the future of AI agents because instead of mapping out a very rigid logic based workflow like we used to in the automation world right and probably will rely on that for a while still but once the L L&M get better and more reliable you can see that AI agents will be able to basically automate a workflow or process without building in this entire sort of uh logic based workflow now what I'm actually building in right now which will probably be available in the template too is another extra step because what

I'm not what I notice is sometimes because this director agent already has quite a lot of responsibilities and some of these queries can be extremely complex actually right he has to delegate between four or five agents right make sure that he prompts each agent with the right thing right doesn't prompt an agent with something he can't do for example uh so so of that breaking down a query and planning out is actually the hardest part I think or the hardest responsibility for this director agent and that's why I tried to build in a gp1 model

to actually do the planning for our direct agent to take that responsibility out of his hand because the gp01 models are of course very good at sort of system two level thinking right breaking down and planning out right so basically I'm building a gp01 model because unfortunately we can't use them in a agents yet um to First Look at the query that I gave it uh I gave it all the context on the whole system and the gp01 planner basically makes an detailed sop on exactly what to do with this query for the director agent

and instead of the director agent then actually having to plan before executing he can just execute on the SOP and therefore reduce his responsibility these and we can get this system more reliable I'm building this in right now uh so the system I showed you in the demo is without this step but uh I think I will add that in the template now again if you want to look at all the tools and all the agents in detail in your own time the template will be available in uh my community and I'll also make sure

to put the link of this overview here uh in the description below here now let me get you through relevance AI where I'll go through step-by step inside of relevance AI how these agents are set up and I'll uh get you through some of the tools and I'll also show you to set up these uh triggers so here we are on my relevant AI dashboard here we have uh some of the Agents of this agent team um now if you're going to clone this template make sure to First make a relevant SII account I think

sometimes it gives an error if you don't have an account yet uh so first make an account I'll make sure to put the link in the description below too and then if you're going to clone my my template um you can basically click the link and uh clone it and then you'll see these agents appear in in your own dashboard so I'll first uh break down how this actually looks in the background so you can basically see what our director agent did uh with the queries I showed you in my demo so you get a

good idea of how this system actually works sort of in the background right then I'll show you the setup for the director agent and the four manager agents quickly and maybe some sub agents and their tools uh and then uh lastly I'll also show you how I trigger the system from WhatsApp uh I'm going to show you that very quickly because I have a full WhatsApp agents video too if you're interested in that make sure to check that one out uh and then lastly also show you how how you can schedule these repetitive messages uh

on a daily basis for example to your director agent to automate your your workflows so uh let's go to the director agent so here we can basically see what happened in the background right so you can see here um how I triggered it for example here hey please retrieve all unread messages from all my communication channels also check all my meetings uh scheduled for this week and put uh put them in a Google Docs and send it back to me right now you can see uh This was done with uh voice to text right because

I send a voice message right that was triggered through make.com which I'm going to show you in a second then in make.com we went voice the text and then we send it here now you can see the voice text isn't perfect right also check all my meetings for scheduled for this week but it's good enough for our agent to understand right and here now we can see actually what our agent did in the background right so you can see it performed four steps in the background and the first thing it identified is that it has

to use the communication manager right and here we can actually see what a director agent prompted to our communication manager on what do right so you can see here retrieve all UNR unread messages from WhatsApp LinkedIn slack and email also retrieve all scheduled meetings uh for this week from the calendar right now this information uh it already filled out himself because he has this context on what this communication manager can do inside of the prompt of the director agent which I'll show you in a second and here we can see then what our communication manager

did right because he then delegated these um task Al also to his sub agents right so you can see he delegated a ref first to the WhatsApp agent where he basically instructed him right to retrieve the unread messages um from WhatsApp right the same for LinkedIn the same for slack the same for email and uh also for the calendar agent right so he gets all of that information back from all these these sub agents and then you can see this is what he sends back to our director agent right here The Retreat on red messages

uh for this week WhatsApp LinkedIn Etc right so the director agent receives that back and of course the director agent then has to uh actually make the Google Docs right so that's why he has to use the project manager right because the project manager has a sub agent which is the Google Docs and Google Drive agent right can who can actually make a Google Drive so you can see create a Google doc with the following details right he sends over all the onread messages right now the project manager delegates that again to the Google Drives

and Google Docs agent right who has a tool to make a Google Docs so you can see the Google Drives agent right got prompted with the same prompt basically right um to and you see he used one tool in the background which is create a Google doc tool right and you can see created a Google doc can show you this quickly right you see all the text and in the response we got the Google Doc right he sends that back to the project manager who then sends it back to uh our director agent who then

of course sends us uh the WhatsApp with all the information so you can see he send us a quick summary of all the unread messages and of course the link to the Google dos with all the messages so that's sort of how it works in the background right so you can see so the hardest thing for these agents is sort of breaking those queries down and and sort of orchestrating which tools and which sub agents has to use to perform this task right but that's also the power of these agents right we can come with

these very Dynamic queries and it can just knows which sub agent that has access to which tools and then can sort of think through okay I first have to use him then him to actually perform this entire workflow right now you can see here for the second one right hi please check flights from Sao to Amsterdam for the 19th of December check for the three cheapest options put them in a Google Docs and then send them to my mom on WhatsApp and ask her if these arrival times are good for her so in this case

it actually first has to do research right on the flights right so in this case you'll see he first uses the research manager agent who in his turn has access to two sub agents you can see find the three cheapest flight options from s Pao to Amsterdam right include details such as Airline departure arrival times and prices right so you can see what a research manager did he delegated it to one of his sub agents which is the travel agent and the travel agent has access to tools to get flights to get hotels uh and

things like that so you can see the travel agent what he did in the background right he used the get flight option right found the three cheapest options sent that back to the research manager who then again sends that back to the director agent then he delegated of course again to the project manager agent to create a Google Docs out of it right so you can see we got a document he delegated of course to the Google Docs agent and lastly of course the WhatsApp has to be sent to my mom right so it's delegated

again to the communication manager agent who can send whatsapps right so you can see sent the following message to Mom on WhatsApp hi Mom I found three flight options from sou poo now how does he know what number my mom has you can see here the WhatsApp agent actually has a tool to find the number from from a name in this case I call my mom in the database Mom right but he has a database uh with names and phone numbers so you can retrieve a phone number from a name right so you can see

what he did here right he filled out the name and got back a phone number right so then he used the send WhatsApp tool to actually send uh the WhatsApp to my to my mom right again he sends that back to me what he has done I'm sorry to the director agent and he then sends uh all the information to me I found three FL uh flight options right and the document right so that's sort of how it works in the background um now let me show you quickly uh the setup for this uh director

agent here above you have our agent settings right and here you can see first we have our agent profile now the agent profile is not that important in this case it's more important for if this is a sub agent right so here we have the agent name right and here we have the agent description now why is this important for sub agents because basically the agent description will be read by the manager agent to know what this sub agent can do right so whenever that you have a sub agent it's important to fill out this

agent description to uh basically let your manager agent know what this agent can do right and then we have another section here which is the trigger section we have lots of triggers we can use you can see we actually have WhatsApp for business too here uh in relevance AI now I didn't use it because with this one we can't we can't use uh voice interpretation Google Docs interpretation or image interpretation that's why I set it up through make.com because then we can actually um receive those types of messages too I'm going to show you that

later so here then we have the agent instructions right the core instructions which is basically our agent prompt right now if you're new to this uh right agent prompting is a little bit different than normal prompting uh and I always use my agent prompting Tool uh which I created myself is a perfect no but it will help you write them a little bit faster I think and sometimes a little bit better and the agent prompting tools also available in my community so uh how's this agent prompt structured basically first we have the role always very

important right in these agent prompts right uh your benal spindle's executive director agent responsible for overseeing and orchestrating the workflow of four manager agents right I give it the names of the manager agents win turn manage a total of 15 specialized a sub agents right your then we have the objective which is sort of the high level overview of what this agent has to do right and you can see right his first one is delegation and orchestration right break down task by bend down into subtasks and assign each subtask to the appropriate manager agents make

sure you provide clear instructions to your sub agents but ensure that the tasks you're assigning to each sub agents are actually doable by them now this part is actually very important right the first time I created this system that's actually where it went wrong uh a few times uh because if you don't uh Clearly say this what sometimes can happen is that your director agent is going to prompt uh a task to a sub agent which that sub agent can actually not do so for example in this example I give like if you say retrieve

all unread messages and add it to a Google Docs it might say to the communication manager agent uh retrieve all unread messages and put it in the Google Docs but of course the communication manager can't make a Google Docs right that's the project manager agent right so that in that case something could happen where the the communication manager says I can't do that uh sorry and the system breaks right so it's very important that our director agent only prompts our his sub agents with tasks that that they can actually perform right that's why I have

this right and that's why it's also very important to give a lot of context to this director agent on what all of these sub agents can do right and what they cannot do now the second thing here you can see is quality assurance verify that the manager agents have executed tasks accurately and delivered outputs that align with the original instructions if not provide detailed feedback and requests revisions until the outcome is are sa satisfactory right and the third of course is reporting to Ben compile and send all relevant details of completed task and outcomes back

to Ben via send WhatsApp to Ben tool right that's his only tool including entire message content links and results right now here I have an sop where I basically break down these three task in even more steps so it knows exactly how to do this so delegation this quality assurance and the reporting right so I just break it down step by step right what to do right review the input from B and determine if the task involves multiple types of outputs uh or workflows that require collaboration across different manager agents right if so break down

the task into subtask Etc right same for the quality insurance assurance and the reporting to bend and this part then is very important right which is giving that context to this director agent of what these agents can actually do right this is this is one of the most important parts in a system like this with so many agents right it's giving a lot of context on what these other agents can do right so you can see I give it I I instruct it very clearly what they can do right manages communication I even describe which

sub agents our communication manager agent has right the key tools they have right and even an example task right now I do that for all the manager agents and then uh some instructions the instructions are always good to sort of double down on important rules right for example send it use to send WhatsApp to Bol to deliver a deal to and comp trans report to Ben right and then uh we have some examples right now the queries can be really dynamic in these agent uh systems especially in an agent system like this so it's hard

to come with you know examples input output uh but it's still good to give an example of how it should approach a certain query right so in this case you're just given an example of a query right and basically you tell him what he would do or should do in that sort of U uh specific query right so you can see the action steps right assign the LinkedIn post task to the content manager etc etc so so he knows sort of gets context on on what to do with a certain query right now this is

exactly also what my agent prompting tool helps with right this will sort of generate it for you automatically if you fill out some other details you also have to double check if it actually does it perfectly right but a lot of times it does and it saves you a lot of time right and these examples really do um enhance the performance of these agents right so I have a second example here right and then again the note section this is to double down on important rules cuz again right uh L&M take uh instructions given to

them in the end and in the beginning of the prompt more into account than instructions in the middle of the prompt right so important roles always put them here you can see I put in another one here because it struggled with that first the first time I tried this it is vital to my career you only prompt your sub agents with tasks that they can actually perform based on their capabilities right now we have the flow Builder option too right now I didn't use that this case uh because the flow Builder is more if we

have a very specific sort of set of actions our agent has to perform in a specific sequence then the flow Builder is really good to sort of double down on that now in this case of course the variety of tasks and sort of orchestration can be very uh big so we don't actually want to limit that through the flow Builder right so that's why I didn't use it in this one then we have the abilities here we can label tasks if we want it's just for here in the sidebar how it labels tasks right and

then we have actually have an option of scheduling messages inside a relevance AI now uh this is unfortunately a business uh uh plan um feature so I I'm only on the team plan so I also don't have access to this so I'm going to show you a workaround how we can still schedule messages without uh without this feature or without having the business plan then we have also have to escalate to humans which can be very uh useful especially for like more like chat Bots and things like that I I show you an example also

in the WhatsApp agents video uh can be very useful if you want to to escalate it you can escalate it through slack or through email then we have the tools in this case we only have one tool which is send WhatsApp to Ben tool of course right to communicate back with me and here we have the sub agent section right and here we have our four sub agents right and here we have some extra settings right the first one is the approval mode so we can actually decide if we want uh to let this or

director agent run this commun communication manager agent automatically or if you want to have approval required now for some use cases that can be very useful when we send out a really important email or something we always want to check before it actually sends it then we can use these human in a loop steps basically with the approval required now in this case we want a completely automated system so I put all the uh agents on auto run right and then here we have some extra settings which are also important in these uh agent systems

uh prompt for how to use right so here again we give it uh more context on what this sub agent can do right very important for director agent again to know what this agent can do so here we just double down on that again right so we we we tell it what his responsibilities are what it can do right the key tools it has access to and an example task right and then we have one more option which is the template for communication and here we can basically uh decide what prompt our director agent should

use when it communicates with the communication manager agent right so we can sort of decide that for them already right so we can say something in this case right retrieve uh all messages from right and then we can even use uh variables right like this with the double curly brackets and those variables are basically prompt another prompt right a prompt inside of a prompt right so basically this you will always have to send and this is what we leave sort of open for our director agent to fill out himself and here we can describe to

our director agent how we should fill out that variable right so we could say the channels right to retrieve info from right or messages from now in this case I didn't use uh the template for communication because you can imagine that if we use a template of course we also limit a little bit of the uh you know option of how to communicate with the communication manager and in this case there's so many options possible in this system that we don't really want to put these limitations on the system um because it might limit the

amount of workflows we can actually automate right so in this case we didn't use it but can be very useful if you have a little bit more of a rigid system um to get more reliability inside of the system right then we have the advanced settings important to always use the best models for these agents right in this case I use GPT 40 uh but you can also choose other models right and CLA so uh that's it for the for the director agent now let me get you through uh the four manager agents quickly so

let me first show you the research manager right so uh the research manager uh basically has two sub agents right and I'm going to show you this Lo and you can see here in the agent profile the research manager I put a quite a big description because again right this is what our director agent reads right again to really understand what this agent does right so we have uh the core instructions right again role objective right it's quite similar um to the director agent right in terms of his objectives of course because he also is

a manager right then we give it some context and his sub agents right we have the travel agent in this case and the research agent so I'm going to show you the travel agents in a second too and the research agent right and we give it an S so too and uh some examples right very similar structure to the director agent right nothing really special here you can see we have the travel agent and the research agent and no tools available right now important for the research manager agent you can see also in the core

instructions is to review the work that was submitted to ensure it m matches the original task and requirements right so these are important sort of tasks for these manager agents that are in between to right to make sure that what these sub agents have done uh is actually right right because they're sort of in the middle between communication between the director and the sub agent and sometimes contacts get lost that's why these re these these manager agents this this role is also important for them right so um I will show you quickly uh the travel

agent for example um so you can see we have the travel agent the travel agent actually has access to Google Ser API to to do searches for Google flights and um Google uh uh hotels right so you can see you're this is a lot more of a simpler prompt as you can see right because this this agent only has access to four tools right it's a get airport code right get uh iata airline code get Hotel option and get flight options now these ones are to get specific codes uh for specific Airlines right which are

necessary to use when you call the Google Ser API right let me show you quick example you can also see how these tools are set up for agent instructions here it's a pretty straightforward one right as you can see objective your goals to assist B in planning as travel by number one searching for uh flight options right using the required airport and Airline codes and searching for hotel options right uh and ensuring an efficient use of available tools right so pretty straight forward you see thep here with a description of the tools and some examples

right so if I just give the same example uh like please look for uh flights well from Amsterdam to sa all right uh for let's say the third of uh January 2025 so as you can see in the background it first gets the airport codes of both right because these are necessary uh to to do the flight search for and I noticed if I don't use these in a database sometimes actually puts in the wrong code and then of course we can't do the the search through the Google Ser API which I'm going to show

you in a second too how that's set up so you can see we got it back here right here are some flight options right now we can of course also specify this we can for example ask it uh for which specific Airline and then we'll actually also use the yet airline code tool right and these tools are basically databases so I can show you quickly right to get the airport code what happens here in the background inside of the tool so you can see if you're completely new to tools right tools are basically um logic

based automations right where we have an input field here which we save in a variable and then uh we can do go through steps logic based steps to automatic process right and of course we can Implement these AI um steps in there too now in this case it's a very simple one only one knowledge search right so as as you can see what this is is basically a knowledge base right of all the airport codes right where we have destination with the airport code and basically it just our agent right fills in this variable right

in this case the city or country to find the airport codes for right so we have the destination if filled that out with Amsterdam right now that variable we use for the query of our database right and it G it's going to uh retrieve the most similar results right now in this case I use search type keyword because that's the most efficient way to retrieve data for these specific types of searches now let's say you want you have a customer support agent that wants to uh retrieve an answer for a specific question that's where you

probably won't use keyword but uh the the vector right so you can see here Vector now uh normally the best uh way to do knowledge retrieval in relevant a actually through the advanced knowledge retrieval where we have some extra settings so instead of going either vector or keywords we can actually go hybrid which in my experience works best uh we can also uh choose the fields to vectorized right and we can do do retrieval postak processing uh which in this case is just a very simple search right uh we want to go to Amer and

that's directly in the database so we can do this use the search type keywords to get an efficient outcome so you can see if I run this you can see we get Amsterdam back right and the code right and you can see here I the page size here you can basically decide how many uh results you want to retrieve so this case this gets sent back to our agent so it knows the airport codes right uh now in this case we didn't specify an airline but otherwise would use this similar tool to retrieve an airline

code right and then it's going to use Google Ser API to actually find flight flights right so you can see in this tool right so we have the departure airport code right the arrival airport code right the flight date of course in a specific format right which are again specified in here right if you don't notice agents will actually read these descriptions here to know what to fill out so if you have specific formats Etc make sure to uh mention them here in the description so your agent knows how to fill fill out these fields

and what to fill out right then have the return flight date in this case I didn't say that right uh and the flight class we can also decide right e economy class premium business class Etc then we have the airline code in this case we didn't specify it right now it's important that you leave those options that are not always necessary or are not always given necessarily by the user uh on on non-required right because otherwise your your agent's just going to make something up right in this case uh this one is is not required

right so it left it empty right and I also instructed that right leave leave empty if user didn't specify specific Airline right amount of people to book for right use one if unsp specified which I do for me because I'm alone uh then uh the two-letter country code of the the uh country the users visiting these are just sort of necessary to do the API call uh for to the Ser API now I used make.com to set up uh because make.com already had has the Ser API set up so I can show you that one

quickly so so there we go find flight options now as you can see we have we have the Ser API here now if you don't know Ser API is basically directly from Google right and you can set it up here in the surf API and you can do actually some really interesting things with the surf API as you can see we can actually um start getting data from Google search API Google Maps Google jobs all these Google products we can uh use with the Google Ser API right now in this case I used uh the

Google flights right but you can see there's there's lots of interesting use cases here Google News Google Trends right uh so there's lots of interesting use cases with the Google Sur API now you can do 100 searches a month for um for free and after that you'd have to pay a monthly subscription right you also have YouTube search API so very interesting use cases there and then you can set it up directly here in uh you get you make your account you get an API key it's pretty easy to do uh and you add the

API key to make here right and then you have the the Ser API and you can see you can do all these things so how does this work right if you're completely new to this right how do I make my agent sort of send information and retrieve information uh from this make scenario uh it's pretty easy all you can see here right we just use an API step here in uh relevance right if you're completely new to this I have a full video on how to do this also on my YouTube channel so I'll go

through it very quickly here so you just click post right you use the web hook that you you get from make so first in these scenarios you create a custom web hook in this case I can't do it because I already have one but you create a custom web hook right so you just look for web hooks create a custom web hook and in one click you basically get a web hook right so you copy that web hook you create in this case here right copy this you go back to relevance in the API call

method post right you post um the URL in there right and then you can decide what you want to send over to make now in this case I sent over all these variables right so you can just add more here if you want right and here I put in the variables that are agent filled out right so basically make sure that all this information is separated and sent to make right and then for make we can then use it into the Google Ser API right so it can see in this case I set up a

router right so if the airline's not defined right or if the airline is defined so you can see I have a filter here airline code is undefined right then it goes here because otherwise it will give an error right uh so in this case Airline not defined one way right and this is uh back and there and back basically and the same here right this is where where Airline is defined uh one way and where the airline is defined uh back and uh there and back so in Ser API you can see all we need

is the Deport departure airport code right the arrival airport code the outbound date return date right and we map that the values we get from the web hook right the country travel class we have some more options but they weren't relevant for me so that's it and then Google will search for flights for that specific one then we use an array aggregated to bundle all the results right it actually gets lots of results so I just choose the option of best best flights right and then we send that back to Rel sayi with a webook

response right so I send back the array the outcome of the array right the bundled so the outcome of the Google search uh API and then we send that back to relevance Ai and then of course we can send that back to uh to our agent so I can show you a quick example how this would work right you can see we get the flights back and this flight options back we got lots of flight options back that will be sent back to our agent now of course in my example my demo I said choose

the three cheapest ones or agent actually you know reduce it down to the three cheapest ones right and then send it back to the manager agent so that's how this this one works and for the hotel options very similar right it's also with this Sur API right I can show you very quickly and I'll just do a a search of the so find hotels now this case lot lot simpler although we actually had to set this one up a little bit more manual as you can see because we didn't have the Google hotels option directly

in the Google Sur pip yeah so a lot more straightforward but uh yeah similar process right so that's it for the travel agent now let me show you very quickly um the general research agent so here we have the research agent now the research agent we have equipped with uh three tools right we have a Google search uh so you can basically do a Google search for any any any topic right we he can do a web web scraping right and he has a LinkedIn scraper now we can add lots more if you want uh

I have a full scraping agent tutorial also on my YouTube channel if you're interested in scraping other things in my specific use case I only need this but you can also set up social media scrapers um visual scrapers anything you want here in your research agent or even perplexity if you want uh things like that but it does a pretty good job with only these three because with the LinkedIn scraper in this case I'm going to show you through the example right search from My Demo right search for uh Christian upos LinkedIn uh right using

the Google Search tool and then scrape his profile using the LinkedIn scraper tool right now this was already instructed by the research manager agent on which tools to use right because of course he has context also what this agent can do right but you can see we don't we didn't even have a LinkedIn from Christian right and he just used the Google Search right you can see Christian H even filled in the the the company name because he had that data point and then linkedin.com he got back the Google search results for that and basically

found his LinkedIn profile from those right then he used the LinkedIn scraper tool right to scrape all of the data from his LinkedIn as you can see he had lots of data right and then he made sort of a summary here are the details right which of course this thing can be used to uh to actually you see email he found too to actually uh update our CRM which he did right and he even sent a a LinkedIn message I think uh but yeah you can see this Google This research agent is very important uh

to actually do research on leads but it can also research topics right and you can make this as fancy as you want in my other video I have lots of other scraping tools available which you can add to this agent too so that's it for the scraping agent I can show you very quickly in terms of the core instructions it's not not not rocket science right using search tools right your goal is to assist B in conducting online research right using the search tools to find relevant information and scrape useful data from website or LinkedIn

profiles right delivering detailed and clear reports to the communication manager right so pretty straightforward I think that's it then let me go through uh the next agent I think an interesting one is the communication agent right who has access to all my communication channels so let me start with the manager agent right so for the manager agent this this manager agent of course has uh six sub agents as you can see email agent call agent the WhatsApp agent the calendar agent the slack agent and the LinkedIn comms agent right now why did I call this

comms because we actually have another LinkedIn agent who creates content right um so for the core instructions right similar what to the the other manager agents right we're in the middle right has usually have three different responsibilities again delegating the task right or trting second quality insurance and in this case reporting back to the director agent right again as always give it lots of context on what the sub agents can do right and uh some examples so let me show you quickly the sub agents which I think can be interesting uh I'm going to skip

over the email and a calendar agent because I actually show those two uh in my um personal assistant agent uh video right if you're interested in those two they're they're pretty simple right then we have I think an interesting one is call agent right so he can actually call uh on my behalf right and it's pretty simple agent actually all he has all we have given him is two tools right which is first of all database of my contact so it can actually retrieve phone numbers from names right you can see tools right get phone

number tool now this one's pretty straightforward unfortunately I can't show you an example uh now because I'm actually recording with my phone but uh if you want to see an example I I uh show an example of the the call agent or a sales agent that calls people uh in another video which I'll also make sure to link up here so I'll show you quickly the tools how to set up so get phone number really easy right again I just have a database and I do a knowledge search right so fills out the name or

phone number and gets back the results right so I just use Google contacts to download a list of all my my contacts put them in a database if you don't know in relevance a right pretty easy to get to set up a database right here knowledge right you could just create a table upload a CSV right and that's how you create the knowledge base then after you would uh it will will appear here in your knowledge sources so that's how this one works pretty straightforward and then we have the call someone now the nice thing

in relevance is you actually have this sort of integrated right making the phone call now I think this is set up through vapy but we don't actually have to be inside of vapy to set it up which is the nice thing here say I and the second nice thing is we can actually personalize The Prompt right and that's exactly what we do here right because of course if I say for example reschedule uh call uh call my friend right re um ask him if we can reschedule lunch for Saturday at 1 p.m right then uh

every time my requery will be different so that's what in here in the input Fields right what I have is of course the phone number which you'll normally use first to find the phone number you'll fill that out and then depending on my query it will fill out the goal and details for this call right describe in as much detail what should be done in this call right and the first name of course of the person to call now we use this make phone call step right where we of course the variable is the number

right we have the assistant uh system prompt your Ben uh Ben's personal assistant helping him call people in his Network right here we have a pretty simple prompt and of course we put in the goal right of above here in the objective right so every time I give a different query or or voice agent is going to call uh with a different sort of script and different outcome of course and that he also understands why he's calling right and of course here I make sure that you know you will first greet the user mention that

Ben from spendo asked me to reach out to you right now I can optimize this a bit more right if you want to see more optimized promt also check out that other video the sales multi- Channel sales agent video uh that's it and then we have one more step here is where we actually retrieve the call details right uh so basically we got a transcript back we can even get the whole recording back if you want but in this case just get the transcript back because of course if I asked my friend if he could

reschedule for Saturday at 12:00 p.m. and he said yes then we actually also want to know that of course that that was confirmed and then our agent can send that back that that was confirmed and of course then we can send it to the calendar agent to actually schedule in the meeting right so that's it for the voice agent uh then I can show you quickly the the LinkedIn agent I think is interesting or the WhatsApp agent the the WhatsApp agent is has actually quite a few tools right as you can see we have six

tools I'm going to show you why right and I'm going to show you these tools because I think there's lots of interesting use cases and this is from my personal WhatsApp as you see saw right it was sent directly from my own uh WhatsApp but yeah again if you're really interested in WhatsApp I do have a full WhatsApp agent video too uh so basically what we do with these tools here and I'll show you through the example right you can see this is the demo right retrieve all un red uh WhatsApp mess from today and

report back with sender names right so what it first does is get the unread WhatsApp chats right now I'm going to show you that very quickly it's basically just an option in the WhatsApp module right so we get all chats right and basically uh what you can see in uh in the second step I get all the chats back right and it in the chats basically means uh you just get uh the names of the people the phone number and if you have unread messages basically and then I identify right extract all the Json objects

from the chats where unread count is more than zero right meaning he'll retrieve back all the messages or all the conversations that have an unread count in it meaning all the unread chats but we can't actually in this step in this specific step um the get all chats right we don't get back the the the actual messages inside of the conversation yet right that's why we have a second tool so it's a get unre unread WhatsApp messages tool as you can see and basically in the input field there as you can see we have the

chat ID which is also what that first tool brought back right uh it's chat ID and through that chat ID we use the get conversation option I think in the WhatsApp module to get the conversations right to get the messages back from that specific conversation right so you can see filled out the chat ID and here we have get all messages from chat right and then that of course is sent back to our agent again right to get the actual conversations and you can see it uses that for each of the unread uh chats we

have right so it uses a different chat ID to retrieve the messages from each of the ones where we have on right messages right and then it can also get the name from a chat ID right all right so which is basically the database right and uh then in the end you can see we get the unread messages so a little bit of a a setup but works quite well so that's it for the WhatsApp agent of course you can also send messages right as you can see here right send a WhatsApp message to Mom

right so uh that message right where we uh we have the same we have the database to actually find the phone number right for my mom right and then it uses the send WhatsApp tool right where it needs the phone number and the message right and we use that same module but then s the send send a message option again this is not official WhatsApp API right so you can literally do this with your personal uh WhatsApp number so you can see can start new chat right I usually use this one because then we can

use the phone number we can also use the send message in the chat but then we need the then we need the conversation ID which would be would have been possible too but uh even if the chat has already started you could still use this one anyway that's uh it's a little bit more technical but that's the WhatsApp one now for the LinkedIn one very similar process right uh I can show you I'll just go through it very quickly so as you can see right we have the same thing right get on red chats first

right then we have get messages from the conversation where we have the unre messages right then we have the send LinkedIn message and we have one more here which is send send the LinkedIn invite right and in this case we don't have a phone number right but in this case uh we need to for example send a LinkedIn message or send a LinkedIn invite we need the LinkedIn URL so in this case we actually uh let our uh research agent right that has the LinkedIn scrap or the Google search he will find the LinkedIn profile

before sending a message or an invite on LinkedIn for example right so here you can actually see it did it right with that Christian up for if first found his LinkedIn profile with the research agent right that was then sent back to the comms manager agent the LinkedIn profile he reported that to the LinkedIn com's agent uh to actually you can see right you instructed in with this and right and you can see he used to send LinkedIn message to actually sent this message right in my demo I I didn't notice but yes I did

it so it's good to also build the guard rails in but it seems to be good he sent my cently out that's what I asked him to so oh good uh so yeah that's it for the LinkedIn agent now for the email and uh calendar agent check out my personal assistant if you if you're interested uh now let me go through uh to the project manager agent here we have the project manager of course the project manager again is a manager right so very uh similar UH responsibilities as these other manager agents right of course

task uh delegation orchestration quality assurance and Reporting back to the director and of course this one has three sub agents the hotspot agent in this case uh for my CRM right notion agent and a Google Drive and dox agent right now I'll go over them very quickly uh so for the hotspot agent right here we have the Hotspot agent uh of course what he can do in this case I I gave him a few tools but we can do a lot more if we want right if we want to expand on this in this case

the most common use cases for me are add a contact to hopspot right uh get a hopspot contact right get get information back for a contact right and update a contact inside of my Hotpot but you can uh add lots more sort of actions inside of your Hotpot if you want right uh basically allowing your agent to do any task inside of your H hotspot almost so in this case as you can see here same example right the research agent did all the research on uh this new lead right sent that back to the director

send it to the project manager of course passed this on to the hopspot agent who then had the task to uh write add Christian to hopspot right so you can see add use the tool add contact to hotspot I'll show you very quickly so here we basically gave it lots of input Fields if for if he can find extra data Etc we want to all save that inside of our CRM right so you can see we have the email the job title L LinkedIn URL lead summary right in this case he doesn't have the company

LinkedIn URL so important again right you can see I have these all on non-required why because if that information was not available in the research right then of course uh it would error if he doesn't have the information but here you can see they did find the company side so uh it filled that out right so it fills out everything it can fill out right and then we just use the hopspot API call here which is a built-in module here in relevance right all you'd have to do if you use hpot is find the endpoint

right to find the PATH right which you can find in the hopspot documentation right so in this case the path for creating a new contact is this one and the method is post and then all we use is this uh where where this is the the the property name inside of uh hpot right and this is the variable of course that our agent fills out right so uh even if you don't know how to code this this is really simple right that's it so it'll basically update uh update rcrm and add that contact right and

that's what it did so that's it for the for the HubSpot of course it can do some other actions right you can also get uh get uh contacts right can update contact and if you want you can add lot lots more capabilities to to your agent too so that's it then for um let's check the notion agent right so notion agent of course can has quite a few tools actually he has a tool to get my to-do list to update my to-do list inside of notion so these are basically databases inside of notion right get

my YouTube content calendar update my YouTube content calendar update my LinkedIn content calendar get my LinkedIn content calendar and it can can also create an ocean page right now relevant say I doesn't have a native integration with notion so in this case I use the same setup with make.com right I'm not going to show you all of them in detail on this one again blueprints will be available too for all the make scenarios to uh in the template right so that's what it can do you can see right in the background same thing for the

demo right it uh the our LinkedIn content writer agent right wrote the LinkedIn piece right that was sent to the project manager who then added it to uh my LinkedIn contact calendar right you can see right and again we use that make . to send it over to make it easier to update our notion right that's it for the notion agent then we have the Google Drives and Doc now again uh no native integration uh with Google Drives and Google Docs in relevance AI uh again I kept this one simple but you can add a

lot more right so in this case you can create a Google Docs right and you will actually save it right away to um to my drive too and it can get Google drive files right so as you can see here in the example again right same example we got all that research information it also made a Google doc right as you can see right so how does that work right same thing right I send it over to uh to make.com to to make the dock right with the API call so pretty straightforward I think and

I one more uh thing here which is HTML format right to actually make it look sort of decent here as you can see so that's it and then we have the API call where we send it to make where we have to Google Docs uh module already built in we sent that text over there put put it in the Google Docs and the Google Docs web view link is getting sent back right so that's it last manager agent is going to be their content I'm going to keep this one brief um because also have lots

of videos on content agents and I reused some actually uh so so here we have the content manager now the content manager has four sub agents right and actually this manager agent is different from the others because he actually also has tools right he has the options to actually post directly to LinkedIn post to webo my website right blog articles and post act um now why do we give that to the content manager agent it's because we get that double check right we get the extra check like I said before right is instead of giving

it directly to let's say the blog writer agent we actually get uh the content manager agent to first check if everything's all right that it matches sort of what we were looking for with the original query and then he can decide to actually post it right so we have those three tools and now again I use m.com for most of these to make these Integrations easier with these platforms but if you know want to know more in detail I explain it in detail my repurposing video um a lot of referrals in this video to other

videos but it's because I reused quite a bit so for the sub agents right we have I'm not going to go through them all uh because I show it also in the repur in the repurposing agent video and for this content agents what I think really interesting setup is uh giving them specialized fine-tuned uh models for uh each of the uh platforms right because AI in my opinion they struggle the most with replicating a sort of natural tone of voice especially for these uh uh specific platforms like LinkedIn right so I give them fine tune

models now again if you want to know more about fine-tuning I have a full video on it also how you fine tune uh based on LinkedIn uh for yourself or for other people but you can of course do this for all uh all different content types or or or social media right so uh that's I can show you the LinkedIn one too but I do have a full video also on on LinkedIn assistant right so so you can see here uh we gave the LinkedIn assistant a few tools it can actually also do some ideation

right so it can find similar post again if you want to know this in detail this is from the LinkedIn video right so I can actually find similar post from people I like in the space right it can uh query a LinkedIn datase to retrieve specific uh LinkedIn posts about specific topics right and um then I have my fine-tuned LinkedIn post writer tool that basically uses my fine-tuned LinkedIn post writer tool that writes it in tone of voice uh good tone of voice for LinkedIn he writes four variations and then our agent system right they

can actually choose which one they like best right so that's how it works now uh lastly I'm going to show you very quickly uh how you actually uh can schedule messages right to your um to your director agent so you can actually automate workflows on a repetitive or daily basis and I'll show you very quickly uh how you can set up that WhatsApp trigger so uh we go back to mate.com uh that's the workaround right we use mate.com to actually trigger this so um so basically all we do is we create a new scenario right

and here we can create um an API call to our relevance AI agent right now uh in this case unfortunately make.com doesn't have any native integration with relevant say yet so we have to set up an HTTP call which I'm going to show you very quickly so uh we we click here on HTTP make a request right there we go to make a request right and here in the URL if we go back to our agent right we go uh to API right and here we have an endpoint right we're going to copy that endpoint

and go back to make and we paste that in then the method is always going to be Post in this case right and then we need two headers right the first one it's going to be content type right and you can also I'll show you later where you can find this and the value is going to be application application Json right now I'm going to show you where you find this here in the sample Cur you'll see header One content type right application Json I actually put it wrong all right and the second header is

going to be the authorization right and that's going to be your API key right so I'm not going to show you my API key but you can generate it here by clicking on this button your API key will be generated you copy that and you paste it in here then you have your header set up then uh you need to select the body type which is going to be raw right the content type is going to be Json right and then we need the request content it's like where what are we going to send right

so we go back here and here we have the request body and we're going to copy that and we're going to paste it in in now as you can see here in the request body we have the agent ID and the agent ID basically tells re say to which agent we want to send this right now we don't only want to send it to this agent we also want to send it uh to the same conversation because if we send it uh to the same agent but not to the same conversation it will start a

new chat and it basically loses all the chat history right and sometimes we want our agent of course to have chat history especially in a system like this right so we actually also want to add in a conversation ID so you can go in here we can actually copy this part right we add in a comma right we add in this part agent ID and then we change the agent ID to conversation ID that's it and then you can literally decide here the value right so you could do one two three if you want right

and basically this will tell the API call to always send it inside of this conversation right so that's it and then here of course now in the message we can Define what we want to send so let's say we want to schedule our agent to every day retrieve the unread messages uh from all my communication channels then here in the content this is literally the message we're going to send to our agents so we can literally go retrieve all onread messages from all my comm's channels right put it in a Google doc right Etc but

we can say anything here right it's like research all the new leads that came in right add them to my CRM Um send a LinkedIn invite to them um right we can you know do whatever we want really and that that's really the power here because once you've set this up right you can literally clone this and put in five different messages to send out every day now once you've done this that's it you've have it set up right and all you do here then is you can schedule this right so we're going to save

this quickly right and now we can schedule when to run this uh API call right so we can go at regular intervals for example every day you know at whatever 8 8:40 a.m. right this is going to run right so every day it's going to send that message to our agent right and we'll receive that document with all the unread messages inside of uh our WhatsApp right so of course again right you can clone this and set up five or six right that's that's I think the power of this now let me show you very

quickly uh the WhatsApp setup right now this is going to be a little bit more complicated and if you want to know this in detail right uh check out my WhatsApp agent video uh where I I show you this setup in in detail right so here we have uh the integration with the WhatsApp business cloud and as you can see it might look a little bit complicated but basically what this does is again this is the API call that I just set up right uh but to Rel sayi and here this is the WhatsApp module

so basically this WhatsApp module gets triggered every time a message is received on to this WhatsApp now if you don't have this this is the WhatsApp business API uh if you don't if you want to set up the WhatsApp business API but you don't know how to do it I also um uh explain it in one of my other videos which I'll make sure to link up here at the end of the video I'll show you how to set up the WhatsApp business API right now if you don't uh want to set go through that

whole Hassle and uh you still want to be able to uh use this system um you can still do it the only thing limitation will be that you don't you can't do it with voice messages uh and documents or or images right the way you would do that is you go to your agent here in the triggers and you clicking on the premium triggers right you do need to be on the uh the team plan I think in Ren evance uh but you can click this and you can basically connect your own personal uh WhatsApp

uh to this agent and you can trigger it through text messages um from your own WhatsApp so this is a possibility if you have and if you want to set up the WhatsApp business API uh then you can have this system and here you basically have the router here all it does is these are media types so this download the media types saves it in Google Drive right then depending on if it's a voice message it goes speech to text right and then sends it to our agent right if it's an image it goes image

to text or describes the image so our agents understands what what has been sent right and here's a a a document and it will transcribe the document right now might not be that useful for this specific setup but you know transcribing documents and images from WhatsApp directly there are a lot of use cases for it I I literally know a startup here in souo who just raised a lot of money uh that sort of has a startup around this where it literally all it does is interprets documents and images put extracts information and outputs it

into a uh into a database right because WhatsApp is used so much uh that that is actually really powerful use case for many for many different businesses so a lot of different use cases for this setup I think if you want to know it in detail again right the template I'll also put in the community and if you want to know it in detail check out my WhatsApp agents video so that's it for this video uh thank you so much for sticking with me if you're still watching and um yeah I didn't even go through

everything yet but again if you want to check out everything in detail really want to replicate it um uh you can join my community if you want to of course I'd love to see you there uh besides on my templates I also have oneone Tech help um and some other cool things in the community so if you're interested and in taking sort of building these system serious I think you will uh like the community uh if not fine too I will keep making a lot of videos on YouTube too anyway if you got any value

out of this I highly appreciate a like a comment and a subscribe I'd appreciate it a lot and uh let me know if you have any questions in the comments below uh thank you so much and hope to see you in the next one