AI Conversion Agent (AICA): User Guide - Supported Cases

Modified on Wed, 19 Nov at 2:37 PM

TABLE OF CONTENTS


What is the AI Conversion Agent?

The AI Conversion Agent, or "AICA" is an AI agent that handles lead conversion conversations for workshops and SMS text campaigns. It helps to significantly decrease in manual tasks for front office staff, and higher IE conversion rate than an average SMS campaign. 



Two Use Cases Currently Supported by AICA: 

AICA for Workshop Confirmation 

  • AICA has two tasks in this use case: 

    • Quick Confirm for the workshop 

    • Seek an appointment request if appropriate 


    Depending on the results of the conversation, the following actions may be performed: 
  • Phase Change: Quick Confirm 
  • Phase Change: Lead-New - Appointment Request 

     - BOOM Notification of Appointment Request 

     - Task for Appointment Request

  • Phase Change: Canceled-Workshop

  • Email notification of ReviewNeeded 


    Supported Funnels:
    • RTC 

    • Back Pain 

    • Knee Pain 

    • Pelvic Floor 

    • Balance 

    • Hip Pain 

    • Peripheral Neuropathy

    • Arthritis 

    • Neck Pain

AICA for Single-Question Text Reactivation 

  • AICA has one task in this use case: 

    • Seek an appointment request if appropriate

    Depending on the results of the conversation, the following actions may be performed: 
  • Phase Change: Lead-New - Appointment Request 

     - BOOM Notification of Appointment Request 

     - Task for Appointment Request 

  • Email notification of ReviewNeeded 


           Supported Template Campaigns: 
  • Single Question | General Check-In - AI Response
  • SMS | Appointments Available This Week - AI Response 
  • SMS | End of Year Deductible Reminder - AI Response 
  • SMS | General Shockwave Offer - AI Response
  • SMS | Summer Shockwave Special - AI Response 


          Custom SMS Campaigns 
  • Users can enable AICA for custom campaign blasts that have a basic goal of booking appointments 

     - The AI toggle is OFF by default for new campaigns and must toggled on
     - AICA is designed and tested to pursue a general appointment booking
          - It is not trained to handle campaigns with specific offers, such as open house dates, voucher discounts, etc.              - It is not trained to handle campaigns that do not have a goal of appointment booking.




If you have any questions on how the AI Conversion Agent works, please reach out to support@getbreakthrough.com


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