Train Your AI Assistant For Yourself!

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Which Bot Do You Need To Update?

AI Assistant Full Training

Business Name

LC Phone Number (Twilio Number)

Agency Default Email Sender

Provide the email to be used as your sending email. This will be the default email used by your CRM to send appointment confirmations and reminders to your leads and to your internal notification recipient below.

Agency Email Sender

E.g. [email protected] or [email protected] or [email protected]

Internal Notification

Provide the email and phone number where you would like to receive notifications regarding new leads or other important matters that require your attention.

Email For Notifications

Phone For SMS Notifications

Links & URLs

Appointment Status Form URL

Go to Sites > Forms > Copy the 'Appointment Status' URL > Paste it into this field.

Calendar Booking Page URL

AI Assistant ID

Go to https://platform.openai.com/assistants > Create Assistant > Copy the Assistant ID > Paste it into this field.

AI Open AI API Key

AI Demo URL Page or Form

Account Domain

Software White label Name

White Label Login URL

Branding & Design

Company Logo URL

Primary Color Code

Secondary Color Code

AI Assistant Details

Your responses will help us tailor the AI to best suit your company's needs.

AI Assistant Name

Your AI Assistant will use this to introduce themselves to your leads.

AI Personality

Add personalities to your AI that match your business. Select 1-2 personalities for best results.

Company Specialty

Describe your company's specialization. Start your description after the phrase "We specialize in...". The more specific you are, the better your AI can respond.

E.g. installing and repairing residential roofs. Our services include shingle replacements, full roof installations, and repairs.

AI Controller Form

This URL will populate the 'AI Controller' Trigger link used in internal notifications. The link lets account users activate or deactivate the AI that is engaged with contacts.

Go to Sites > Forms > Copy the 'AI Controller Form' URL > Paste it into this field.

Booking Bot

Your responses will help us tailor the AI to best suit your company's needs.

Conversation Flow:

Please follow this formatting example:

C1. Context: Get details about their current workout routine, including frequency, duration, and types of exercises.

C2. Goals: Identify their fitness objectives: muscle gain, weight loss, or overall health improvement.

C3. Challenges: Discuss obstacles they face, like motivation, time, or plateauing progress.

C4. Solutions: Offer personalized solutions like training programs, nutrition guidance, or accountability support.

C5. Urgency: Assess how soon they want results, considering events, health concerns, or personal milestones.

These guidelines will set your AI's conversational instructions to allow it to be more flexible in what questions it asks to qualify the leads prior to booking.

Frequently Asked Questions

Please follow this formatting:

Q1. Question 1...

A1. Answer 1...

This will help your AI assist customers effectively.

Calendar Link

This booking link will be used by your AI to send to prospects interested in booking.

Booking Keyword

This keyword will be used by default to trigger your Booking Bot through multiple channels.

Database Reactivation Bot

Let our AI reactivate past leads or clients to help you grow your revenue!

Database Reactivation Offer

This is going to be a message sent to the client to start the database reactivation campaign.

For Example:
Hey [[contact.first_name]],

This is [[user.first_name]] from [[location.name]].

"We're running a limited time promotion where you can get 50% off any service.
Let me know if you're interested."

Database Reactivation Offer Details

Please follow this formatting:

1. Detail 1...

2. Detail 2...

DBR Link

Where can people purchase or book to get this offer?

Sales Bot

Train your AI Sales bot to sell online products. Provide it with product details and product benefits to help is sell.

Product Name

Product Description

Product Price

Product Category

E.g. Software, Service, etc.

Product Benefits

Please follow this formatting:

1. Benefit 1...

2. Benefit 2...

Purchasing Link

This link will be used by your AI to send to prospects interested in purchasing your product.

Sales Keyword

This keyword will be used by default to trigger your Sales bot through multiple channels.

AI Assistant Details

Your responses will help us tailor the AI to best suit your company's needs.

AI Assistant Name

Your AI Assistant will use this to introduce themselves to your leads.

AI Personality

Add personalities to your AI that match your business. Select 1-2 personalities for best results.

Company Specialty

Describe your company's specialization. Start your description after the phrase "We specialize in...". The more specific you are, the better your AI can respond.

E.g. installing and repairing residential roofs. Our services include shingle replacements, full roof installations, and repairs.

AI Controller Form

This URL will populate the 'AI Controller' Trigger link used in internal notifications. The link lets account users activate or deactivate the AI that is engaged with contacts.

Go to Sites > Forms > Copy the 'AI Controller Form' URL > Paste it into this field.

Booking Bot

Your responses will help us tailor the AI to best suit your company's needs.

Conversation Flow:

Please follow this formatting example:

C1. Context: Get details about their current workout routine, including frequency, duration, and types of exercises.

C2. Goals: Identify their fitness objectives: muscle gain, weight loss, or overall health improvement.

C3. Challenges: Discuss obstacles they face, like motivation, time, or plateauing progress.

C4. Solutions: Offer personalized solutions like training programs, nutrition guidance, or accountability support.

C5. Urgency: Assess how soon they want results, considering events, health concerns, or personal milestones.

These guidelines will set your AI's conversational instructions to allow it to be more flexible in what questions it asks to qualify the leads prior to booking.

Frequently Asked Questions

Please follow this formatting:

Q1. Question 1...

A1. Answer 1...

This will help your AI assist customers effectively.

Calendar Link

This booking link will be used by your AI to send to prospects interested in booking.

Booking Keyword

This keyword will be used by default to trigger your Booking Bot through multiple channels.

Don't let leads fall through the cracks!

Let our AI Assistant manage your leads on auto pilot

How AI Helps Convert More Leads To Sales

AI auto-responders have revolutionized the way businesses operate, offering unparalleled efficiency in booking appointments, selling low ticket products, and reactivating dormant databases. By automating these processes, businesses can capture leads and facilitate transactions at any hour, ensuring that no opportunity is missed?

The importance of speed to lead cannot be overstated;

in today's fast-paced digital landscape, consumers expect quick and immediate responses. Any delay can mean a lost sale or a disgruntled potential client.

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Never miss another lead with AI

Don't let leads fall through the cracks

Manual outreach, although personal, often falls short due to human limitations – we can't be available 24/7 and can inadvertently miss out on touch points or follow-up opportunities. AI fills this gap, providing businesses with a relentless and efficient tool that keeps their operations running smoothly, even in their absence.

Book, Sell, Reactivate

You're missing out on revenue you didn't even know you had!

Many companies, due to human oversight or limited resources, miss out on these hidden gems that could have driven growth and innovation. AI, with its data-driven insights and predictive capabilities, serves as a beacon, illuminating these overlooked avenues.

As such, integrating AI solutions can empower businesses to seize chances they weren't even aware existed, ensuring they are always at the forefront of growth and opportunity.

Premium Updated Trainings

The Agency Foundations 2.0

Get over a dozen hours of our best trainings on how to create an irresistible high ticket offer, add hundreds of FREE appointments to your calendar using organic marketing, our paid ads strategy that resulted in MILLIONS in revenue last year and our sales framework that will take your closing rate to the next level.

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