How to I turn this feature on?
Go to the behavioral messaging section underneath communications. Once in the Behavioral Messaging section, turn on the toggle for AI texting. This is separate for each agent, this is not for the whole team.
What causes an AI conversation to begin?
When a lead replies to a behavioral message text, the AI bot will take over the conversation. The end goal for the conversations is to set an appointment with the lead. If we reach a point that requires agent interaction or the goal of appointment request, we will notify you.
How do I know a lead is in a conversation with AI?
On the lead dashboard you will see an icon in the registered column that says ‘AI Comm Lead’ with a robot head icon.
What does an AI conversation look like in a lead record?
We will display a robot icon beside any messages we send to the lead via AI automation.
When will an AI conversation with the lead end?
AI conversations end when an action is required by a person. One example of this is a lead requesting an appointment be set. At this point, we’d end the conversation with the lead & send the agent a notification.
AI conversations will also end if the agent sends the lead a text or when the agent changes the pipeline to "Appt Set."
How will I know when I need to take action after an AI conversation?
If you have turned on AI notifications, we will send you a notification (email or txt depending on your subscription status) with a link to the lead record asking you to go to the lead, review the AI conversation, and reach out to the lead.
What happens if I send the lead a text message & they are in the middle of an AI conversation?
We will end the AI conversation if you send the lead a text message. This is because you have now taken over for the AI system and we will stop the automation on that lead. If you try to send a lead in AI conversation a text message from the desktop CINC platform, we will notify you that it will end the AI conversation at that time. For the beta trial, there is no notification for the mobile app.
What will happen if the lead is reassigned in the middle of an AI conversation?
We will end the AI conversation b/c the agent that the communications have been coming from has changed.
How will the AI work with ‘Speed to Lead’ AutoTracks?
If the lead responds to a text in Speed to Lead, the AI will disable Speed to Lead and begin a conversation with the lead. When we determine that the lead needs to have an actual agent intervene, we will end the conversation & notify the agent that they need to step in.
Will this disable any of my other drip campaigns?
No, it will not.
How can I find leads that have completed or are active in AI conversations?
Use the AI conversation filter to find these leads.