How to Get the Best Assistance from Your Assistant
Explore the available features and experiment with different prompts to see how the assistant can best assist you. Adjust their context and preferences to tailor the assistance to your needs. Be sure to update the context regularly to ensure optimal help.
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Adjusting Assistant Context
Once you’ve selected your preferred assistant, you can update their context to improve the quality of assistance. To do this, click on the Training Context to make adjustments.
Tips for Effective Assistance
Be Specific: Clearly state your request and include any relevant details to help the assistant understand your needs.
Use Keywords: Incorporate specific keywords related to the desired outcome for more accurate responses.
Be Concise: Keep your request clear and to the point, avoiding unnecessary information.
AI-Assisted Communication
AI Handles All Inbound Text Messages: AI responds to all inbound text messages unless it is paused.
AI Communication Flow:
All AI outreach comes from stacks. (Stacks refer to the cadence built for all lead outreach in SalesRevv.)
Leads go through the "stacks" as part of their sales journey or cadence.
Each stack has defined steps, which can be found at the top of the stack under “steps.”
AI will manage all text outreach within a stack.
Client Management in Stacks:
Pausing a Client: If a client indicates they are busy, out of town, injured, etc., AI will pause the client in the stack for the appropriate number of days.
Stopping a Client: If a client indicates they are no longer interested, AI will stop the client in the stack completely. This ensures the client won't receive unnecessary messages and helps prevent them from unsubscribing from future communications. Clients can always reply with "STOP" to unsubscribe.
AI Features and Limitations:
AI does not star or close messages in the inbox.
AI will inform clients if a class is full. If a client wishes to be on the waitlist, a staff task will be created.
AI takes notes on clients for important information, such as booking time preferences, frequency, injuries, or being out of town.
These notes are utilized during the booking and purchasing process.
Staff members can view these notes in the client notes section.
AI will only respond when a response is necessary. If no response is required, AI will remain silent.
AI does not send SMS campaigns.
Currently, AI is not trained to lead with a promotion; it will always offer what it knows is available.
AI will not respond if a client reacts to the text message with a like, heart, or other reactions.