Using Auto-Pilot Mode for Conversation AI
What is Auto-Pilot Mode?
Auto-Pilot Mode is a feature within the Conversation AI system that enables your CRM to automatically and instantly respond to incoming messages from leads. This ensures that potential customers receive timely engagement, even outside of regular business hours, helping to capture leads and drive appointment bookings more effectively.
Accessing Auto-Pilot Mode
To enable Auto-Pilot Mode, navigate to your Sub-account settings and locate the Conversation AI settings. Within these settings, you will find a tab labeled Bot Settings. Here, you can select the new Auto-pilot mode to activate the feature.
Key Features
Inbound Message Handling
The AI bot is designed to wait for a configurable period before responding. This allows it to collect all messages from a conversation and craft a single, comprehensive reply that addresses the contact's full inquiry.
Channel Availability
Auto-Pilot Mode can be configured to operate across multiple communication channels. You can set it up to handle conversations from SMS, Facebook, and Instagram directly within the Bot Settings tab.
Sleep Mode
To prevent the bot from interfering with human agents, it will enter a sleep mode for 2 hours if a message is sent to the contact manually or via a workflow. This ensures a smooth handover to your team.
Feedback Mechanism
Every message sent by the Auto-Pilot Bot includes options to provide a thumbs up or thumbs down. This feedback is crucial for training the AI and improving its future responses.
Appointment Booking
A primary function of the bot is to facilitate appointment bookings. It can automatically send a scheduling link from your connected calendar directly to the contact.
Advanced Auto-Pilot Settings
Business Name
You can customize the bot's identity by setting a specific business name for it to use in conversations.
Wait Time Before Responding
You have control over how long the bot waits before sending a reply. This delay, which can be set anywhere from 1 second to 5 minutes, allows the bot to gather multiple messages for a more contextual response. The default setting is 2 minutes.
Maximum Message Limit
To prevent overly long automated conversations, the bot will go to sleep after sending a default limit of 10 messages within a single conversation. To reactivate the bot, simply mark the conversation as Read.
Training the Bot
Training is essential for optimizing the bot's performance. You can train the AI using your website URL or by building a set of Frequently Asked Questions (FAQs). This trial and training phase is provided free of charge. For a detailed guide, please refer to the article on Training the Conversation AI Bot.
Pricing
While bot training and the trial period are free, a usage charge applies once you activate the bot. Changing the setting from 'Off' to either 'Suggestive' or 'Auto-pilot' mode will incur a charge of five cents per AI response generation.
Frequently Asked Questions
How do I access Auto-Pilot Mode?
Go to the Conversation AI settings within your Sub-account settings and select Auto-pilot in the Bot Settings tab.
Can I change the wait time before the bot responds?
Yes, you can configure the wait time between 1 second and 5 minutes in the advanced Auto-Pilot settings.
Is there a charge for training the bot?
No, the training and trial period for the bot is free of charge.
How can I give feedback on the bot's responses?
Use the thumbs up and thumbs down options included with every message the Auto-Pilot Bot sends.
Can I set a custom business name for the bot?
Yes, this can be configured in the advanced Auto-Pilot settings.
Is there a limit to how many messages the bot can send?
Yes, the bot will stop responding after a default limit of 10 messages in a single conversation.
How do I wake the bot up after it goes to sleep?
Mark the conversation as Read to reactivate the bot.
How does the bot handle a contact sending multiple messages at once?
The bot waits for the configured period to collect all messages, allowing it to understand the full context and reply to everything at once.
Which platforms does Auto-Pilot Mode support?
It can be configured for SMS, Facebook, and Instagram conversations.
Can I test the bot before turning it on for leads?
Yes, you can use the free trial to test the bot's responses to various messages before fully enabling it.
What happens if a team member sends a manual message?
The bot will go to sleep for 2 hours to allow your team to take over the conversation.
Is an unlimited usage plan available?
An unlimited plan is currently under development and will be available soon.
Can the bot reply almost instantly?
Yes, you can set the wait time to as low as 1 second for near-instant responses.