Step-by-Step Guide: How to Make Edits to Your AI Setter
1. Login and Initial Setup
Login to Charlie Dashboard: Check your Slack for a message from the team asking you to log into your Charlie dashboard to make any necessary edits.
Pre-Launch Call: After completing your edits, the team will schedule a pre-launch call.
2. Accessing Your AI Center
Select Your AI Center: Choose the AI Center that you need to edit from the list on your dashboard.
3. Editing the AI Center
Intro Message:
Navigate to the Intro Message: Begin by editing the intro message.
Make Edits: Add or delete content as necessary. Changes are automatically saved.
Qualifications:
Navigate to Qualifications: Next, go to the Qualifications section.
Make Edits: Review and edit the examples provided. Ensure all content is accurate and relevant.
Call to Action (CTA):
Navigate to CTA: Edit the CTA to ensure the correct link is provided (e.g., booking link, low ticket page).
Ensure Accuracy: Verify that the link directs users to the appropriate page.
Hunts (Follow-ups):
Navigate to Hunts: Review the follow-up sequences (Hunts) to ensure they align with the specific message.
Make Edits: Make any necessary adjustments to the content of the follow-ups.
4. Knowledge Base
Access the Knowledge Base:
Click on the Knowledge Base: This will take you to the entries created based on the provided marketing and branding materials.
Review and Edit:
Ensure Accuracy: Review the entries to make sure they are correct. Edit any content that is inaccurate or outdated.
5. Settings Adjustments
General Settings:
Edit Wait Time: Adjust the wait time between messages (recommended 7-10 seconds, up to 20 seconds).
Set Persona: Choose the persona and tone of voice for the AI (e.g., professional, blunt, energetic).
Adjust Language Style: Set the language style (e.g., slang, technical, emotional).
Add Accents: Select an accent (e.g., American, British, Australian).
Include Emojis/Typos: Optionally add emojis, typos, or uncapitalized sentences.
Information Verification:
Review Information: Ensure all static messages and information are correct.
Edit DQ Messages: Modify any DQ (disqualified) messages, and set redirects if necessary (e.g., to a website or social media).
Hunt Schedules:
Set Hunt Schedules: Schedule Hunt activities from Monday through Sunday, 8 AM to 8 PM. This prevents the AI from sending messages at inappropriate times.
6. Testing and Final Adjustments
Test in Playground:
Role-Play with Charlie: Engage in a role-play session with Charlie to ensure functionality.
Evaluate Responses: Check that Charlie’s responses are appropriate, functional, and do not sound unusual or confusing.
Optimization:
Initial Focus: The goal here is to ensure that everything is working properly, not perfection.
Further Optimization: Once data and leads start coming in, the team will move to the next phase to optimize Charlie for high performance.
7. Completion
Finalize Edits: Once you are satisfied with the changes and testing, notify the team to proceed with the pre-launch call.