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πŸ“˜ SalesRevv Training: AI Assistant Settings

Set global controls for Hailee’s activity, outreach, and reply behavior.

Updated over a month ago

Introduction

The AI Assistant Settings control how Hailee operates across your entire system. Unlike the client-level toggles found in a profile, these settings apply globally and determine whether Hailee is active, how she manages stack outreach, how she handles message replies, and how quickly she responds.
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Settings Overview

  • AI Assistant Enabled

    • This is the master switch for Hailee.

    • If toggled off, Hailee is fully disabled and will not execute tasks, send outreach, or reply to messages.

  • Stack and Task Outreach

    • Controls whether Hailee executes outreach tasks generated by stacks across the system.

    • When enabled, Hailee automatically handles these tasks.

    • When disabled, outreach tasks become staff tasks instead.

    • Note: This is a system-wide control, while the Inbox/profile toggles are client-specific.

  • Message Reply (System-Wide)

    • Determines if Hailee replies to all incoming client messages.

    • When enabled, Hailee responds across all conversations.

    • When disabled, staff must handle all replies.

  • Message Reply for Members

    • Allows you to turn off AI replies specifically for members.

    • Useful if your studio prefers staff to handle member communication directly, while still allowing Hailee to reply to prospects.

  • Message Reply Response Time

    • Controls how quickly Hailee responds to messages. Options include:

      • Dynamic (Recommended) β†’ Responds within 15–30 seconds during active conversations, and 3–5 minutes when the conversation is inactive. Feels most natural.

      • Instant β†’ Replies immediately to every message.

      • Fixed Time β†’ Replies at a consistent interval you choose.


Why This Matters

These settings give you full control over how Hailee communicates on a system-wide level. Whether you want to pause her completely, limit her responses to prospects, or adjust how fast she replies, the AI Assistant Settings let you tailor Hailee’s behavior to match your studio’s preferences.


Pro Tip: Keep Hailee set to Dynamic response time for the most natural client experience. It balances fast replies with realistic timing so conversations feel human.

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