Case 1: Appointment Setter

For a task of the "Appointment Setting" type, follow these steps to properly configure the AI:

• Selecting the Lead Type:

  • Inbound: Set the AI to handle inbound leads, indicating that the contact originated from the lead itself, showing a pre-existing interest.

  • Outbound: Configure the AI to initiate contacts, adopting a less invasive and more respectful approach towards potential customers.

• Setting the Lead Temperature:

  • Cold: The AI will adopt an expansive communication style, ideal for cold leads who are not familiar with your company.

  • Warm: Set the AI for direct communication, with the goal of quickly qualifying the lead.

  • Hot: Set a very direct approach to efficiently set appointments.

• Qualification Criteria: Enter the criteria a lead must meet to be considered qualified in the specific text area. This will help the AI decide whether to proceed with the appointment or not.

• Funnel Context: Provide additional information about the current status of the lead in the sales funnel. This is not essential, but highly recommended as it can improve the accuracy of the AI's approach.

• Response Length: Set the average length of the responses you want from the AI.