AI Conversion Agent (AICA): "Review Needed" Triggers

Modified on Wed, 18 Mar at 5:04 PM

The AI Conversion Agent will send a "Review Needed" email notification for situations where it is needed for you or someone from your clinic staff to step into a text conversation with a contact. If an appointment is requested, the AI Agent will prompt a "Review Needed" email notification so that you can take the conversation from there - the AI Agent will automatically disable when you send a manual text message.


We have expanded the "Review Needed" email triggers for the AI Conversion agent, as we understand that conversations can sometimes take a nuanced turn, and the AI Conversion Agent will need a human to step in!


Please note: The AI Conversion Agent does not subscribe or unsubscribe contacts - you will be alerted of the request to manually unsubscribe them, unless the contact texts one of the specific supported unsubscribe keywords - in that case, this is done by the Breakthrough system automatically, and is NOT related to the AI Conversion Agent. More information on that here: Troubleshooting Text Messages


The AI Conversion Agent will trigger an alert for your office staff if:

  • AI Conversion Agent says it will follow up, pass along, make a note, etc.

  • Contact asks to be removed from marketing communications

  • Contact says they have moved out of the area

  • Contact is reported to be deceased

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