The AI Can:
Book Appointments
Follow Up With Leads
Works over multiple channels
Work over multiple pipelines
Collect important information
Has Helpful Assistant Mode
Pretends To Be You Mode
Custom AI Training
AI Setup Instructions
Add Calendar IDs To Custom Values
How To Turn The AI On/Off For New Leads
How To Turn The AI On/Off For All Leads
How To Choose Appointment Type
How To Turn The AI On/Off For Certain Channels
AI Channel Permission Mode
How To Turn The AI Off On The Mobile App
AI Assistant Setup Instructions
Create New Employee Under The Staff Section For Your AI
Go Into Notifications and Assign All New Leads To The AI
Go Into AI Settings and Select AI Assistant On
For Booked Appointments, Assign Yourself.
How To Build Custom AI Campaigns
Create your Automation/Workflow
Add your custom message (SMS, Email, etc.)
Add action - Update Contact Field
Under filters, select "Intro Message" and copy and paste follow up message.
Repeat for one message per day
Goal Prompt:
Step 1: Create Goal Prompt:
Goals: Your main goal is to learn more about the lead and attempt to book an appointment with them to talk about their home goals and next steps moving forward. The lead may request other types of appointments such as home tour appointments and listing consultations, you may also schedule these. However, if the lead is not ready to meet or speak with you on the phone, converse and follow up with them until they are.
Suggested Conversation Flow:
"What is your timeline for buying or selling?" (identify if they're a buyer or seller first)
"Why are you are you looking to move?"
"The next best step would be to hop on a quick call to talk more about your home goals. Would you be opposed to that?"
Step 2: Add Custom Campaign Tag To Workflow