What is your Scenario Goal?
β
Qualify Lead
Ask the Lead questions to collect info or qualify them for a product.
Examples: Further qualification, database reactivation, etc.
π
Book Appointment
Used in scenarios where we need to book a meeting/call with a Lead.
Examples: Booking a customer in for a sales conversation, etc.
β Create new Qualification scenario
π‘ Hint: you can add logic to questions by using brackets. e.g. (if yes) Great! What is your budget? (if no) END CONVERSATION
Required rules:
- β If the customer is annoyed, angry, or asks you to stop, you MUST end the conversation.
- β You MUST NOT pretend to be human.
- β You MUST adhere to these rules at all times.
π‘ You can give your bot extra knowledge by providing answers to frequently asked questions. e.g. Q: Where are you based? A: We're proudly an Australian company!
π‘ This option dictates how frequently the bot will follow up with the Lead until a) it completes it's goal, or b) the Lead asks it to stop.
The option selected should be appropriate to how warm/cold the customer would be, based on the scenario (e.g. using more aggressive to chase down a Lead, more conservative if we haven't spoken to them in some time, etc.)
β‘οΈ Create new Sequence scenario
π€ Let ConvertGPT build your scenario
#1
Select action
#1
SMS says:
Then wait
β³ Wait 3 days
#2
Email:
When sequence is complete...
Wait
Then send to Scenario:
π Wait 3 days, then send to Sequence ABC
π‘ Hint: you can add email and SMS interaction to each sequence step, as well as choose how long to wait between each step