Steps to Set Up Your AI Persona:
Go to the Main Page:
We’ve already built our conversation funnel using the funnel builder.
Now, we’ll configure the settings and set up our Persona.
Create a New AI Setter:
Example: I'm creating one called "Iggy's Dental Setter."
Choose a color for easy identification—I'm going with Dodge Blue.
Configure Basic Settings:
Set a delay for responses (e.g., five seconds).
Choose the persona’s tone: friendly and neutral, suitable for both men and women.
Opt for a slightly feminine, encouraging, and nurturing tone for a dental practice.
Use casual language with no slang and subtle emotional intelligence.
Enable emoji usage for a more engaging conversation.
Add Business Information:
Provide necessary details like business name, owner name, industry, and services offered.
Example: "Dental World" for business name, focusing on implants and teeth cleaning services.
Include any additional information relevant to your business.
Set Rules and Custom Values:
Use the native model for best performance.
Add rules for automating responses if needed.
Input custom values to reference leads by name during interactions.
Final Steps:
Everything gets auto-saved, so no need to worry about clicking save.
Once the basic setup is complete, we're ready to start building out the conversation funnel.
Conclusion: Now that we've configured our AI Persona, we're prepared to move forward. In the next video, we'll start giving the AI setter our conversation funnel. I'm excited to see how this will enhance your lead management system.
See you in the next one!