Each AI Assistant is connected to an active tag. This tag is used as a trigger in workflows to turn on the AI Assistant and allow it to be used within the workflow.
The tag is automatically added to the contact, so there is no need to manually add it.
The tag is simply used to connect the contact to the appropriate AI Assistant and activate it within the workflow.
Active AI Tags
mp_new_sms
Connected to the Load Fresh MP Leads workflow.
Designed for new Mortgage Protection (MP) leads.
mp_aged_sms
Connected to the MP Lead Reactivation workflow.
Designed for aged/old Mortgage Protection (MP) leads.
fex_new_sms
No workflow is currently available.
Designed for new Final Expense (FEX) leads.
fex_aged_sms
Used for the FEX Lead Reactivation workflow.
Designed for aged/old Final Expense (FEX) leads.