Objective

This SOP outlines the steps to effectively train your AI assistant to qualify leads and respond accurately to inquiries.

Key Steps 

1. Identifying AI Responses 0:01

• Recognize AI responses by the presence of two stars or diamonds in the message.

• Understand that these responses come from your AI employee.

2. Understanding Lead Qualification 0:46

• The AI agent automatically activates when a lead form is completed.

• The agent's role is to qualify leads by determining their interests (e.g., townhomes vs. apartments).

3. Responding to Inquiries 1:09

• The AI agent will ask clarifying questions based on the lead's interest.

• If the lead expresses interest in townhomes, the agent continues the conversation; if apartments, it informs them of availability.

4. Providing Feedback on Responses 2:13

• Use thumbs up or thumbs down to indicate whether you liked the AI's response to a lead's question.

• Thumbs up indicates a satisfactory response; thumbs down indicates a need for correction.

5. Correcting AI Responses 2:36

• If you thumbs down a response, provide the correct answer to retrain the AI.

• Ensure corrections are made only for Q&A interactions.

6. Selecting the Knowledge Base 4:36

• Choose the appropriate knowledge base relevant to the conversation topic.

• If unsure, refer to the AI agents section to identify the correct knowledge base.

7. Accessing AI Agent Settings 6:01

• Navigate to the AI agents section to view and edit specific AI agent settings.

• Click on the three dots next to the agent to access the edit option.

8. Reviewing Bot Training and FAQs 8:04

• Check the bot training section to see which knowledge base is being utilized.

• Review FAQs to understand common questions and responses.

9. Adding or Editing FAQs 9:30

• You can add or edit FAQs based on the interactions and feedback received.

• Use the thumbs down feature to improve responses by providing accurate answers.

Cautionary Notes

• Be cautious when using thumbs up; it may lead to generic responses if not contextually appropriate.

• Avoid using thumbs up or down for non-Q&A interactions to prevent miscommunication.

Tips for Efficiency

• Regularly review AI responses to ensure they align with your expectations.

• Utilize the knowledge base effectively to provide accurate information to leads.

• Keep track of common inquiries to enhance the FAQ section.

Link to Loom

https://loom.com/share/fb45903696de405190291f40456a3962