We are excited to introduce a significant enhancement to our CRM's AI Bot settings, which empowers agents with greater control over the bot's interactions with leads.
With the addition of "Stopping Clauses," agents can now define conditions under which the AI Bot should discontinue engagement. This update addresses a common client concern where the bot would continue responding when the lead was interacting with SMS messages sent by the agent, resulting in confusion and less professional conversations.
Stopping Clauses: In the AI Bot Settings, agents can now define "Stopping Clauses" based on specific criteria:
- By Tag: Agents can set stopping clauses based on lead tags. The bot will cease engaging when a lead meets the specified tag criteria.
- By Source: Stopping clauses can be configured based on lead sources. The bot's engagement can be stopped when leads originate from specific sources.
- By Lead Type: Agents can define stopping clauses based on lead types. The bot will discontinue its interactions when a lead falls under the specified lead type.
SMS Message Intervention: When an agent intervenes in a conversation by sending an SMS message, the AI Bot will automatically stop engaging with the lead. The AI Bot toggle in the SMS tab will turn OFF, preventing the client from re-enabling it following Structurely's policies.
Benefits of the Update:
- Improved Lead Experience: Stopping clauses ensure that the AI Bot does not interfere with lead interactions, especially when agents are communicating with leads via SMS. This enhances the professionalism and clarity of conversations.
- Agent Control: Agents have more control over when the AI Bot should engage or stop engaging based on specific lead attributes. This customization enhances the overall lead engagement strategy.
- Addressed Client Concerns: This update directly addresses client feedback and concerns related to bot engagement, resulting in more satisfying lead interactions.
- Ongoing Improvement: We remain committed to continually improving our settings based on client feedback, ensuring our CRM aligns with your evolving needs.
Introducing stopping clauses and SMS message intervention will significantly improve lead interactions and streamline agent-bot communications. If you have any questions or need assistance with these features, please do not hesitate to contact our support team at firstname.lastname@example.org.