Pular para o conteúdo principal

🤖 How to Create and Use Stevo AI (StevoManager V2)

📝 Description​

Complete tutorial exclusive for the Stevo community showing step by step how to create the private integration in GoHighLevel and activate the AI to its full potential with all available tools.

🟢 Step 1 – Access GoHighLevel​

  1. Log into your GoHighLevel
  2. Go to Settings
  3. Scroll to the bottom and click on Private Integrations

🟢 Step 2 – Create a New Private Integration​

  1. Click Create new integration
  2. Suggested name:
    • 👉 Stevo AI or Estevam AI
  3. Description is optional
  4. Click Create / Done

🟢 Step 3 – Select Scopes (Very Important)​

Check all scopes below, as they are necessary for the AI to work correctly:

🔹 Contacts​

  • ✅ View contacts
  • ✅ Edit contacts

🔹 Conversations​

  • ✅ View conversations
  • ✅ Edit conversations
  • ✅ View messages
  • ✅ Edit messages

🔹 Opportunities​

  • ✅ View leads
  • ✅ Edit leads

🔹 Calendars​

➡️ Check ALL calendar scopes, including:

  • ✅ View calendars
  • ✅ Edit calendars
  • ✅ Events
  • ✅ Occurrences
  • ✅ Group calendars

(Even those that seem unnecessary, check them all)

🔹 Forms​

  • ✅ Only View forms

🔹 Location​

  • ✅ Only View (read only)

🟢 Step 4 – Generate and Save the Key​

  1. After creating the integration, a Token will be generated
  2. ⚠️ IMPORTANT: Save this key in a secure location
    • After you leave the screen, you can only generate another one by rotating the key

🟢 Step 5 – Connect the Key in Stevo​

  1. Go to Stevo Chat
  2. Activate your Agent
  3. Paste the GHL Private Integration Token
  4. Save

✅ Done! The AI will be 100% functional, with all tools activated.

🟢 Step 6 – Main AI Settings​

🔹 OpenAI Key​

  • Enter your OpenAI API Key

🔹 Model​

  • Choose the desired model (GPT-4, GPT-3.5, etc.)

🔹 Prompt​

You can:

  • Create a prompt from scratch
  • Or use the Stevo Prompt Assistant, which:
    • ✨ Creates
    • 🔧 Adjusts
    • ⚡ Optimizes the prompt according to available tools

🟢 Step 7 – AI Pause Control​

  • You can pause the AI when taking over a conversation manually
  • Minimum pause time: 5 minutes
  • Can be increased according to your needs

🟢 Step 8 – Message Grouping (Delay)​

Defines the time the AI waits before responding.

Best practices:

  • ⏱️ Minimum: 3 seconds
  • ✅ Ideal: 10 seconds

This allows the customer to send multiple messages in a row before the AI responds completely.

🟢 Step 9 – Time Zone​

  • If you're in Brazil, select Brasilia
  • The system automatically adjusts the times

🟢 Step 10 – Audio Responses​

Stevo AI can:

  • 🎤 Understand audio messages
  • 📄 Process PDFs
  • 🖼️ Analyze images

To respond with audio:​

  1. Go to Keys / AI
  2. Enter your Eleven Labs key
  3. Choose:
    • Eleven Labs or
    • OpenAI (native voice)
  4. Select the desired voice
  5. You can listen to a preview before choosing

📌 Whenever the customer sends an audio message, the AI will also respond with audio.

🟢 Step 11 – Operating Hours​

You can configure the AI to:

  • 🕐 Work only during business hours
  • 🌙 Work outside business hours
  • 📅 Work on specific days
  • ⏰ Or operate 24/7

If you don't activate this option, it works 24 hours a day, 7 days a week.

🟢 Step 12 – RAG System (Company Documents)​

You can upload:

  • 📄 PDFs
  • 📝 Docs
  • 📋 TXT
  • 📁 Internal company files

The AI will perform semantic reading, using this information as a basis to respond with much more context and precision.

🟢 Step 13 – Custom Tools (Optional)​

If you want to integrate external tools:

  • Activate Custom Tool
  • Configure GET, POST, PUSH or your preferred method
  • Integrate custom APIs into the AI flow

✅ Completion​

From this point on, your Stevo AI is ready to use, fully integrated, intelligent and customized.

It's now available to everyone and ready to run! 🚀