By following the strategies outlined in this article and actively engaging with your AI Assistant, you can ensure that it becomes a valuable asset in streamlining your workflow, enhancing user experience, and achieving your business goals. Your AI Assistant is trained by uploading materials such as files with full descriptions,
The AI Assistant is designed to streamline customer interactions by automating appointment bookings. For clients who prefer a simple solution to manage bookings, the AI Assistant can be configured to provide customers with a direct booking link whenever a booking-related request is made. This method allows the AI Assistant to
When the AI Assistant cannot give a satisfactory answer or solution, it signals the need for human input. This ensures that issues or queries are promptly addressed by the right personnel. Identifying Messages Requiring Human Intervention When the AI Assistant is enabled, messages that need human intervention are clearly labeled
Users with AI Assistant permissions can toggle the AI Assistant on or off for individual conversations within the Inbox. This feature provides more flexibility and control over AI interactions, allowing for customized assistance when necessary. This article details how to effectively use this functionality. In each new conversation in the
In your Inbox conversations, messages sent by the AI Assistant are distinctively marked to ensure clarity and transparency. Each message carries a green background with an AI icon, making it easy to identify interactions where AI has been actively involved. This guide will help you recognize and understand these AI-generated
You can track several Key Performance Indicators (KPIs) related to functionality within the AI Inbox Assistant. These metrics provide valuable insights into the AI Assistant’s performance and effectiveness. This article will guide you through the KPIs available and explain their benefits in optimizing workflows and enhancing productivity. The following KPIs
When users book appointments, they may occasionally need to reschedule them due to various reasons. To accommodate this flexibility, the AI Assistant is equipped with features that allow for seamless rescheduling based on business policies. Here’s how you can set up and manage these settings through the AI Assistant Settings
Once all permissions are set for your account, accessing the AI Assistant Settings page via the drop-down menu available in the upper right corner (under your business name) allows you to conveniently manage its activation and deactivation. This page serves as the central hub for controlling your AI assistant’s functionality,
The AI Assistant in Inbox can now be customised with conditions that dictate when and how appointments can be scheduled. These conditions serve as training materials for the AI, enhancing its ability to accurately manage booking requests based on predefined rules. To set up conditions for the AI Inbox Assistant,
This article explains how to set up SMS and email notifications to keep you informed whenever the AI Assistant interacts with your customers, such as when a human response is needed or when there is an update to your bookings (e.g., new, rescheduled, or canceled appointments). Follow these steps to
