Configuring the AI
What the bot asks, how it decides a lead is qualified, and how matches are scored.
- How the bot builds its conversationWhy there is no script, what the bot is actually given, and how to steer it.
- What your bot finds outHow your bot decides what to ask next, what each question's reason and priority do, the core questions, how it helps a lead who is not sure, and where each answer came from.
- Intake fields: what the bot asksAdding and changing the questions your bot finds out, choosing their types, and what "must know" commits you to.
- Your sales approachThe choices only you can make about how your bot treats a lead, what each one means for the person on the other end, and examples from four industries.
- Qualification rules that actually filterHow a lead is judged, why the verdict comes last, hard versus negotiable, and what the lead hears in each case.
- Matching dimensions and weightsWhich fields are compared, how a score is built, and when to reach for a hard filter.
- Field and rule types referenceEvery field type, what it accepts, and the values that surprise people.
- How your bot soundsThe introduction, the style example and the personality: what each one changes, how to write them, and examples from six industries.
- Emergencies and safetyWhat your bot does when a lead writes that someone is in danger or says they are under 18, which phrases it listens for, how to choose the kind of business, and how to write your own emergency message.
- Asking AI to change your setupThe Ask AI box, the answers it can give, the preview you Keep or Undo, and the things it will never change for you.
- What your bot may tell leadsThe facts your bot answers from, the kinds you can write, what it will never say on its own, and what happens when a lead asks something you have not written down.
- How your bot sellsWhat your bot does to help a lead say yes, how hard it pushes, the selling material you can write, when it never sells, and what it will never do.
- What your bot may offer when a lead misses a ruleHow your bot negotiates within your limits, the order it works in, how to write an offer and its condition, examples from five industries, the team check, and how an accepted offer reaches your team.
- Showing options to leadsHow your bot shows a lead the few records that fit them in the chat, what the lead sees on each channel, which fields you let out, what happens on every kind of answer, and how your team sends options by hand.
- Adding photos to your recordsHow to give your records photos, what happens to a photo when you add it, how many you can have, and how to choose which photos a lead sees.