Follow these steps and your ai Agent will conversate with your aged leads and book them on your calendar. Below are the steps to follow for using the Ai and modifying to your own style. If you are not familiar with any term here, just click on the Knowledge Base on the left menu of your account. The SMS and Inbox Ai system is always on, you just need to turn on the Ai status at the contact level when you want the Ai to answer and interact with your Leads.
Step 1 Mortgage Protection Tag - ALL leads must have a Line of Business Tag for the Ai Agent to know how to handle the Lead. Do this on Import or with the Add Tag Button.
Step 2 MP Lead Reactivation Tag - When you are ready to start your campaign, add the tag to all of the Leads you want to reach. Always test with your own Contact info first.
Step 3 Stop Bot - Turning Off the Ai (only for the contact that replied). - Before The Ai Bot will respond to any Leads that replies to a text message sent. If you want to take over the conversation, just add this tag.
