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Automate Leads Qualification and FAQs

Embrace the future of customer engagement with AI-driven automation. By setting custom prompts, businesses can automate responses to key queries like appointment bookings, lead qualification, and Q&As, effortlessly. Here’s how AI can redefine your interaction strategy:

  • Automate Lead Qualification: Quickly identify and prioritize high-value leads.
  • Streamline Appointments: Enable 24/7 booking without human intervention.
  • Efficient Q&A Handling: Provide instant answers to frequently asked questions.
  • Personalized Interactions: Tailor conversations for a customized user experience.
  • Save Time and Resources: Redirect focus to strategic tasks by automating routine inquiries.

Triggering a flow

You may often want ChatGPT to trigger a flow instead of proving a text response. In this case, you only need to tell ChatGPT to return a step ID in your prompt. If ChatGPT returns only a FLOW or STEP ID, your bot automatically triggers the flow.

For example, if you have a flow that allows users to book an appointment, if the flow ID is 12345678, you can include in your prompt, “When the user wants to book an appointment, return only the code 12345678.”

Steps to setup Trigger

Name Your Automation:

  • Example Name: “Lead Qualification Bot”

What Does the Trigger Do?

  • Trigger Definition: Activate the automation when a user initiates contact with a question related to services, products, or booking inquiries.

What Data to Collect:

  • Questions to Ask:
    • “What service are you interested in?”
    • “Would you like to schedule an appointment?”
    • “Can you provide your email for further communication?”
  • Custom Fields for Information Storage:
    • Service Interest
    • Appointment Time Preference
    • Customer Email

What Flow Is Triggered:

  • Specific Flow Example: After collecting the necessary information, a “Thank You Flow” is triggered, thanking the user for their inquiry and informing them of the next steps. If an appointment is requested, a “Follow-Up Flow” is also initiated to confirm the date and time.

What Is the Output Message:

  • Output Message: “Thank you for reaching out! We’ve received your inquiry about [Service Interest]. Our team will be in touch shortly at [Customer Email] to provide more details and confirm your appointment. Have a great day!”

Note: This feature only works when ChatGPT is enabled to handle the “Default Reply” in settings.