How ASSIST AI Handles Leads
Understanding when the AI Assistant manages conversations and when agents should step in
With ASSIST, AI can help qualify leads automatically based on the rules configured by your admin. This means the AI can gather the information it needs from prospects, answer common questions, and guide them through the initial steps. Once the lead has provided all necessary details, the AI will either pass the information to the appropriate agent or schedule a tour date. The agent will need to confirm the scheduled tour.
Messages are color-coded to help you see who is communicating. Purple messages come from the AI Assistant, while green messages are sent directly by the agent. This visual distinction makes it easy to follow the conversation and quickly see where your input is needed.
Best Practices
Agents should monitor conversations where the AI has collected lead information, and step in when personal attention is needed, such as answering detailed questions, confirming a tour, or addressing unique situations. Always check the conversation history to stay up to date before responding.
Summary
The AI Assistant helps streamline lead qualification and initial engagement, while agents provide personalized support when required. Following these guidelines ensures leads are handled efficiently, responses are timely, and prospects have a smooth experience.