The AI Bot - What it does, how to enable/disable it, how to increase conversations etc.

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The AI Bot - What it does, how to enable/disable it, how to increase conversations etc.

 

 

The AI Bot is a powerful tool that helps you connect with your leads and pre-qualify them through SMS messages.

 

Step 1 If you'd like to check if your bot is currently active, or activate it for the first time, please go to Administration > AI Bot Settings.

 


 

If you haven't activated your bot yet, you will be able to see an "enable" button that you will click on.

 

 

You will be able to select one of the suggested plans

 

 

Then, you will be taken to the following screen:

 

 

If your bot is already Active, the screen above will be your starting point.

 

At any point, you can change your subscription plan by clicking on Change Subscription Plan.

 

 

Step 2 When a lead replies to a text message while the AI Bot is enabled you will notice that you have the: Chat Bot active.

 

 

While the option next to it will be toggled on: YES.

 

 

Step 3 In case you actually want to step in once the lead replies and not have the Bot respond for you, you can simply just toggle this off to: No. Once you do so, the Bot will not respond to the lead any further. You can also toggle it on if you feel it necessary.

 

 

Step 4 There is also an option to view the data collected by the AI Bot.

 

 

Note - While the Bot is having conversations, it's collecting data based on keywords and key phrases that the lead is using when they are communicating back to you.

Step 5 You will know that the AI Bot has stepped into a conversation based on this little Bot icon right here. 

 

 

In this example, the lead has sent a message to the Bot to let them know that they are thinking about moving in the summer. 

 

 

Once that message was delivered you as an agent will receive an e-mail from the system that says that the: AL Bot has marked this lead as "Interested" because the Bot has now responded to the lead's text message, which they perceive as an interested candidate.

 

 

 

 

 

Step 6 If you have the CRM app, you're also going to see push notifications coming through on your cell phone when the AI Bot replies.

 


Note - You're will not necessarily see the responses from the Bot itself, but you're definitely going to be receiving the responses from the lead. 

Step 7 A sign that the Bot is active for a specific lead is the green circle next to it. 

 

 

Step 8 If you are going to reply to a lead, you will turn off the AI bot so that it does not respond on your behalf. 

 


 

Note - This is very important to prevent double texts.

 

Step 9 As you go back into the lead's profile, you will be able to view the data that has been collected.

 

Click on: View data collected to see what the bot is determining based on the conversation with the lead. 

 

 

Step 10 Here we can see that the Bot is collecting all this data for you so you're able to utilize it to your best advantage.

 

 

For example: Here the AI Bot is researching, the timeframe is summer, the minimum price has been determined etc.

 

 

That way you can always use all of this data for your follow up, in order for it to be more personalized and catered to the aspects that have already happened during the conversation.

 

Step 11 For allocating, increasing conversations and adjusting who is entitled to have the Bot activated (if you happen to work in a team) you will go to: Administration and then: AI Bot Settings

 

You can also refer to this flowchart to see in which cases the bot would be triggered.
 

The AI Bot - What it does, how to disable it, how to increase conversations etc.

 

 

The AI Bot is a powerful tool that helps you connect with your leads and pre-qualify them through SMS messages.

 

Step 1 If you'd like to check if your bot is currently active, or activate it for the first time, please go to Administration > AI Bot Settings.

 


 

If you haven't activated your bot yet, you will be able to see an "enable" button that you will click on.

 

 

You will be able to select one of the suggested plans

 

 

Then, you will be taken to the following screen:

 

 

If your bot is already Active, the screen above will be your starting point.

 

At any point, you can change your subscription plan by clicking on Change Subscription Plan.

 

 

Step 2 When a lead replies to a text message while the AI Bot is enabled you will notice that you have the: Chat Bot active.

 

 

While the option next to it will be toggled on: YES.

 

 

Step 3 In case you actually want to step in once the lead replies and not have the Bot respond for you, you can simply just toggle this off to: No. Once you do so, the Bot will not respond to the lead any further. You can also toggle it on if you feel it necessary.

 

 

Step 4 There is also an option to view the data collected by the AI Bot.

 

 

Note - While the Bot is having conversations, it's collecting data based on keywords and key phrases that the lead is using when they are communicating back to you.

Step 5 You will know that the AI Bot has stepped into a conversation based on this little Bot icon right here. 

 

 

In this example, the lead has sent a message to the Bot to let them know that they are thinking about moving in the summer. 

 

 

Once that message was delivered you as an agent will receive an e-mail from the system that says that the: AL Bot has marked this lead as "Interested" because the Bot has now responded to the lead's text message, which they perceive as an interested candidate.

 

 

 

 

 

Step 6 If you have the CRM app, you're also going to see push notifications coming through on your cell phone when the AI Bot replies.

 


Note - You're will not necessarily see the responses from the Bot itself, but you're definitely going to be receiving the responses from the lead. 

Step 7 A sign that the Bot is active for a specific lead is the green circle next to it. 

 

 

Step 8 If you are going to reply to a lead, you will turn off the AI bot so that it does not respond on your behalf. 

 


 

Note - This is very important to prevent double texts.

 

Step 9 As you go back into the lead's profile, you will be able to view the data that has been collected.

 

Click on: View data collected to see what the bot is determining based on the conversation with the lead. 

 

 

Step 10 Here we can see that the Bot is collecting all this data for you so you're able to utilize it to your best advantage.

 

 

For example: Here the AI Bot is researching, the timeframe is summer, the minimum price has been determined etc.

 

 

That way you can always use all of this data for your follow up, in order for it to be more personalized and catered to the aspects that have already happened during the conversation.

 

Step 11 For allocating, increasing conversations and adjusting who is entitled to have the Bot activated (if you happen to work in a team) you will go to: Administration and then: AI Bot Settings

 

You can also refer to this flowchart to see in which cases the bot would be triggered.
 

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