Ability to edit Genius Follow Up Workflow
gathering votes
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Jennifer Minnich
Genius would be great for long term follow up or files that haven't been touched in a certain amount of time like 5 days or 2 weeks, etc.
Like others have said, we want the ability to change how fast she responds, if at all.
Shawn Goebel
Merged in a post:
Get AI's Help
T
Ty Hosmann
It would be helpful if we could mention the AI in a note, to give us reminders at certain times or do scheduled follow up on our behalf.
Shelby Parker
Hello Ty Hosmann! I have a few more questions for you:
- Could you provide examples of the types of reminders or follow-ups you would like the AI to handle?
- What specific tasks would you like the AI to perform when mentioned in a note?
- How would you like the AI to notify you of reminders or completed tasks?
T
Ty Hosmann
Shelby Parker: Hi Shelby, thank you for the response.
- I think a general "Are you still in the market?" message could go a long way, another good example would be "Hey there customer, how did the conversation go with your spouse?" It could be mentioning the AI in a note like: "@AI Can you follow up with this customer in an hour to see how the talk went with their spouse?" or "@AI Can you follow up with this customer in a week to see if they are still in the market?"
- I would love to be able to @ the AI and have them do a follow up every so often, or if I request a specific reminder by mentioning them in a note, at the desired time they mention me in a note reminding me as requested.
- I think mentioning me in a note would be most ideal.
Shawn Goebel
Merged in a post:
Allow us to set how often Genius contacts folks
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Bradley Williams
Our Genius is getting a little out of hand with how often it is contacting folks and are getting annoyed. Please allow us to set how often they can respond.
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Rose Buck-Grossi
I find the genius to be a bit too responsive towards customers I am already in contact with or am intentionally waiting to/ have planned contact. I would also like if I could set how much in advance I would like it to confirm my appointments or set it to have only me confirm them manually.
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Sean Chase
Very much out of control and keeps on even after the sales guy has made contact
A
Andy Bailey
Sean Chase: this is costing me deals!
D
Daniel DeSchane
the rate of engagement should be something we can control.
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Jennifer, thanks for the feedback! Are you wanting Genius to do long term follow up on customers with open deals, or all customers in your database who haven't been contacted in a while? Just want to make sure we understand your request :)