AI Conversion Agent: User Guide - Supported Cases

TABLE OF CONTENTS

• What is the AI Conversion Agent?
• Two Use Cases Currently Supported by the AI Agent
• AI Agent for Workshop Confirmation 
• AI Agent for Single-Question Text Reactivation 

What is the AI Conversion Agent?

The AI Conversion Agent is an AI agent - a virtual assistant 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 the AI Agent

AI Agent for Workshop Confirmation 

• AI Agent 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

AI Agent for Single-Question Text Reactivation 

• AI Agent 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