Steps to Set Up Actions:
Assessing Financial Capacity:
Example question: "How long have you run your practice?"
Next question: "Assess the financial capacity to invest in lead generation."
Creating Actions Based on Responses:
If a user can invest in lead generation:
Click "Action" and create a new action.
Example: "User has funds to invest."
Proceed to the next step if the user can invest in lead generation marketing campaigns.
If a user cannot invest:
Disqualify the lead.
Save the action and enable the condition.
Setting Disqualification Messages:
If the prospect cannot invest in lead generation, set a high priority and disqualify the lead.
Example disqualification message: "Thank you for your interest. Unfortunately, we cannot help you at this time as we require potential prospects to invest in lead generation."
Summary of Actions:
Configured the conversation funnel.
Built out the knowledge base.
Determined actions based on prospect responses.
Final Steps:
The next step is to test the AI setter in the playground to ensure everything works smoothly.
Conclusion: We’ve successfully configured actions for our AI setter. Now, let's move on to testing it in the playground to see how it performs. Excited to see you there!
See you in the next one!