Lyro - a quick setup

Setting up an entire AI agent for your business can seem daunting, but with Lyro in Tidio, it’s a quick and efficient process. In just 10 minutes, you can have a fully operational agent ready to assist your customers! This guide will walk you through the steps to get Lyro AI up and running on your website.

In each of the four steps, we will also provide links to other articles that cover each topic in much more detail.

In this article, you will learn:

• How to set up Lyro
• How to test and improve Lyro's performance
• How to go live with Lyro
• What further steps you can take

Step 1: Set up Lyro

To start your Lyro setup, go to the Lyro AI Agent section - and open the Data sources panel:

The first part of integrating the Lyro AI agent is preparing it for work. To achieve that, you need to add data sources which Lyro will use as its knowledge base.

Add your website URLs as a data source

Copy your relevant website URLs and paste them into Lyro's data source setup. The AI will learn the content of your page(s), understanding the context to answer visitor queries accurately.

Upload additional knowledge

For more comprehensive responses, upload internal knowledge bases in the form of question-and-answer pairs. This helps Lyro provide more accurate and relevant answers.

You can see more details about adding and managing Lyro data sources in this guide.

Step 2: Test and improve Lyro

Before going live, test your Lyro setup to ensure it functions as expected - and improve where necessary.

Use the Playground

Tidio provides a test environment where you can test Lyro’s responses. In the Playground section, ask questions that customers might submit and review Lyro's answers.

You can see more details in this guide.

Refine the responses

If you find irrelevant, missing, or inaccurate information, you can edit, delete, or add responses.

You can see more details in this guide.

Configure conversation settings

Decide when Lyro should take over conversations - whether it should always be the first line of contact or only step in when human agents are offline; how should it behave exactly during handoff; and which channels should Lyro be active on overall.

You can see more details in these guides: online and offline activation / handoff / channels.

Step 3: Go live

Once you’re satisfied with Lyro's performance and general setup, it’s time to go live!

Activate Lyro

Make sure Lyro is active and ready to handle live queries from your website visitors. You can manage that via the Configure section.

You can see more details in this guide.

Monitor conversations

Even after going live, keep an eye on the conversations Lyro is handling. You can join in if necessary or let Lyro manage on its own. Analyzing Lyro's performance is essential if you want to provide quality responses in the long run.

You can see more details in this guide. 

Step 4: Take it to the next level

Create Simple Actions and Smart Actions

The Lyro AI agent isn’t just about answering questions - it can also perform specific, tailored tasks. You can create Simple Actions as well as Smart Actions (although these require more advanced API knowledge). You can use the Actions tool as a way for Lyro to perform specific things in response to particular customer messages.

Please see this article on using Simple Actions, as well as this article for a detailed guide on using Smart Actions.

Instruct Lyro with Guidance

You can create sets of detailed instructions for Lyro - prompts that will inform Lyro how to communicate and behave in particular situations. On top of that, you can decide about other aspects of Lyro's behaviour, like the use of emojis or the general tone.

Please see this dedicated guide for more details on this feature.

Create a scheduler or lead generator

If your business involves booking appointments (e.g. real estate viewings), you can set up a scheduler. This allows Lyro to collect customer information directly through the chat, helping you book meetings or calls. You can also use this as a basic lead generator.

You can see more details in this guide.

Advanced configurations

Explore Tidio’s flow builder to create custom Lyro tasks tailored to your business needs. This can include personalized responses, FAQa, automated follow-ups, and more. You should also take advantage of Lyro's detailed settings.

Feel free to browse our available articles on Lyro here.

Conclusion

Setting up Lyro in Tidio is a quick and efficient way to automate customer interactions on your website (and other channels). With just a few steps, you can have a smart, responsive agent working for you, providing support and even generating leads or booking meetings.

If you want to test Lyro, take advantage of Tidio’s free trial, which includes 50 Lyro conversations at no cost. For any advanced settings or assistance, feel free to reach out to Tidio support anytime.