<h1 class="PlaygroundEditorTheme__h1" dir="ltr">Intro Booking Bot</h1>The Intro Booking Bot is designed to streamline the process of handling new leads. Quickly respond to inquiries. Qualify leads by getting crucial information. Schedule a callback in your calendar. <iframe data-lexical-youtube="miqwJNP1XYc" width="560" height="315" src="https://www.youtube-nocookie.com/embed/miqwJNP1XYc" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="true" title="YouTube video"></iframe> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Objectives of the Bot</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Quick Responses: Engage new inquiries promptly while they're active online</li><li value="2" class="PlaygroundEditorTheme__listItem">Gather Information: Collect details about their vehicle, its condition, and their specific requirements</li><li value="3" class="PlaygroundEditorTheme__listItem">Schedule Callbacks: Seamlessly book a time in your calendar for a follow-up discussion</li></ul><h2 class="PlaygroundEditorTheme__h2" dir="ltr">Bot Operation</h2><ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">1.Initial Contact:</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">On receiving a new lead, an automated message is sent to confirm their identity.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">2.Gathering Information:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Once confirmed, the bot asks several questions about their vehicle and requirements, such as:</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Make and model of the vehicle.</li><li value="2" class="PlaygroundEditorTheme__listItem">Duration of ownership.</li><li value="3" class="PlaygroundEditorTheme__listItem">Usage and maintenance details.</li><li value="4" class="PlaygroundEditorTheme__listItem">Condition of the paintwork.</li><li value="5" class="PlaygroundEditorTheme__listItem">Reasons for seeking ceramic coating.</li></ul></li></ul></li><li value="3" class="PlaygroundEditorTheme__listItem">Interest Evaluation:</li></ol><ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">The bot will gauge their interest level on a scale of 1-5.</li><li value="2" class="PlaygroundEditorTheme__listItem">For scores of 1-3, the bot offers to answer questions and encourages a callback for detailed answers.</li><li value="3" class="PlaygroundEditorTheme__listItem">For scores of 4-5, the bot proceeds to schedule a callback during business hours.</li></ul></li></ol> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Bot Identity</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">The bot will act on behalf as your business, and is not designed to be a person</li><li value="2" class="PlaygroundEditorTheme__listItem">HOWEVER, if asked, the bot will refer to himself as Rob, Rob Otai</li><li value="3" class="PlaygroundEditorTheme__listItem">(short for RobotAi 😉)</li></ul> Technical Details<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Calendar Integration: The bot links to your "[SERVICE] - Ai Intro Booking Bot" calendar. Its default availability is set from 9-5PM Mon-Fri. These times can be edited to your preferred times.</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Opportunity Stage: Inside of the service pipeline, once a appointment is booked it will automatically move them to the Request A Callback Stage</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Confirmation Notification: Once booked, it will send you and them a confirmation message of the appointment.</li><li value="2" class="PlaygroundEditorTheme__listItem">Call: 1 minute before the appointment is due to start, it will call your mobile. The system can detect whether the call was accepted or declined, and will tag appropriately.</li><li value="3" class="PlaygroundEditorTheme__listItem">Bot Knowledge: The bot focuses on gathering information and directing leads to specialists for detailed answers. It avoids specifics about services or pricing.</li><li value="4" class="PlaygroundEditorTheme__listItem">Q&amp;A Google Sheet: The bot has access to a reference sheet with answers to frequently asked questions. This ensures accurate and consistent responses.</li></ul> Before Appointment<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">When the appointment is booked OR before the appointment starts, review the conversation with the lead to tailor the discussion around their car, wants, and needs.</li><li value="2" class="PlaygroundEditorTheme__listItem">If you decide that a call isn't suitable for them and they're actually not the right fit, explain over email AND cancel their appointment so they do not receive further follow up</li></ul> Importance<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Engaging with leads is so important to forming relationships. It's essential to understand their needs before offering solutions.</li><li value="2" class="PlaygroundEditorTheme__listItem">This bot ensures you connect with leads promptly and gather crucial information, setting the stage for a successful follow-up call.</li></ul> Tags &amp; Notifications Fallback_Reached Tag:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">If the bot can't answer a query, the 'fallback_reached' tag is added, alerting you to intervene.</li><li value="2" class="PlaygroundEditorTheme__listItem">You will receive a notification</li></ul> Killswitch:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Stops the bot after 20 replies or if manually activated.</li><li value="2" class="PlaygroundEditorTheme__listItem">Apply this tag if you ever need to turn off the bot &amp; takeover</li></ul> Follow Up/Outreach<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">If the person does not reply AND has not booked an appointment, the system will automatically follow up with that person 1 HOUR LATER during working hours (9-5PM)</li><li value="2" class="PlaygroundEditorTheme__listItem">You can takeover at any point by applying the killswitch tag</li></ul> Frequently Asked Questions <details open="false"><summary>Q: What if there's a scheduling conflict?</summary><div data-lexical-collapsible-content="true">A: Coordinate with the customer to find a suitable time and adjust the calendar booking time.</div></details> Q: What if there's a scheduling conflict?A: Coordinate with the customer to find a suitable time and adjust the calendar booking time. Q: Should customers know it's an AI bot?A: We advise no. If explicitly asked, the bot identifies itself as an automated assistant. Q: If someone has been through the booking bot sequence before, if they sign up again will they get all the questions and follow up again?A: No. Once a person has gone through the booking sequence, once it's confirmed it will apply a tag stating it's been through. If applied they will not be able to enter the intro booking sequence again. Q: How do I stop the bot?A: Apply the Kill_Switch tag to the contact, this will mean the bot will not replyOR, remove the tag associated to the contact, it should include the follow up type that it's doing, e.g. 'cc - ai intro booking bot' Q: What happens if the bot fails?A: It will apply the Fall_back tag, which will send you a notification to take over. If you don't want it to continue after then you need to apply the Kill_switch tag Q: How do I edit my calendar appointment times/availability?A: Login to the Auto Growth App via Desktop &gt; Calendars &gt; Find the Ai Booking Bot calendar &gt; Edit your availability to your preferred times Q: Where is the knowledge base Google spreadsheet that's used for my Ai bot to reference?A: You should have received an invite to the spreadsheet to your email address. Please check your emails, the name of the document contains 'Ai Knowledge Base' Q: I want to edit my FAQs on the Google Knowledge Base spreadsheet?A: Please feel free to edit your answers Q: I want to add over 30 rows of FAQs, so the bot knows completely about the business. Is this ok?A: The bot can only be trained up to 30 rows natively, if you wish to add more rows to the business then there is an additional charge of £10. The reason is this requires a specialist programming tool. Q: Can I use the Ai Booking Calendar for anything else?A: No, please use the other calendar types.

# Intro Booking Bot

The Intro Booking Bot is designed to streamline the process of handling new leads. Quickly respond to inquiries. Qualify leads by getting crucial information. Schedule a callback in your calendar.

## Objectives of the Bot

* ****Quick Responses****: Engage new inquiries promptly while they're active online
* ****Gather Information****: Collect details about their vehicle, its condition, and their specific requirements
* ****Schedule Callbacks****: Seamlessly book a time in your calendar for a follow-up discussion

## Bot Operation

1. 1.****Initial Contact****:
2. * On receiving a new lead, an automated message is sent to confirm their identity.
3. 2.****Gathering Information****:
4. * Once confirmed, the bot asks several questions about their vehicle and requirements, such as:
 * * Make and model of the vehicle.
 * Duration of ownership.
 * Usage and maintenance details.
 * Condition of the paintwork.
 * Reasons for seeking ceramic coating.
5. ****Interest Evaluation****:

1. * The bot will gauge their interest level on a scale of 1-5.
 * For scores of 1-3, the bot offers to answer questions and encourages a callback for detailed answers.
 * For scores of 4-5, the bot proceeds to schedule a callback during business hours.

## Bot Identity

* The bot will act on behalf as your business, and is not designed to be a person
* HOWEVER, if asked, the bot will refer to himself as****Rob, Rob Otai****
* (**short for RobotAi**😉)

****Technical Details****

* ****Calendar Integration:****The bot links to your "\[SERVICE\] - Ai Intro Booking Bot" calendar. Its default availability is set from 9-5PM Mon-Fri. These times can be edited to your preferred times.

* ****Opportunity Stage:****Inside of the service pipeline, once a appointment is booked it will automatically move them to the Request A Callback Stage

* ****Confirmation Notification:****Once booked, it will send you and them a confirmation message of the appointment.
* ****Call:****1 minute before the appointment is due to start, it will call your mobile. The system can detect whether the call was accepted or declined, and will tag appropriately.
* ****Bot Knowledge:****The bot focuses on gathering information and directing leads to specialists for detailed answers. It avoids specifics about services or pricing.
* ****Q&A Google Sheet:****The bot has access to a reference sheet with answers to frequently asked questions. This ensures accurate and consistent responses.

****Before Appointment****

* When the appointment is booked OR before the appointment starts, review the conversation with the lead to tailor the discussion around their car, wants, and needs.
* If you decide that a call isn't suitable for them and they're actually not the right fit, explain over email AND cancel their appointment so they do not receive further follow up

****Importance****

* Engaging with leads is so important to forming relationships. It's essential to understand their needs before offering solutions.
* This bot ensures you connect with leads promptly and gather crucial information, setting the stage for a successful follow-up call.

****Tags & Notifications****

****Fallback\_Reached Tag:****

* If the bot can't answer a query, the 'fallback\_reached' tag is added, alerting you to intervene.
* You will receive a notification

****Killswitch:****

* Stops the bot after 20 replies or if manually activated.
* Apply this tag if you ever need to turn off the bot & takeover

****Follow Up/Outreach****

* If the person does not reply AND has not booked an appointment, the system will automatically follow up with that person 1 HOUR LATER during working hours (9-5PM)
* You can takeover at any point by applying the killswitch tag

****Frequently Asked Questions****
<details><summary>Q: What if there's a scheduling conflict?</summary>

A: Coordinate with the customer to find a suitable time and adjust the calendar booking time.</details>

****Q: What if there's a scheduling conflict?****

****A:****Coordinate with the customer to find a suitable time and adjust the calendar booking time.

****Q: Should customers know it's an AI bot?****

****A:****We advise no. If explicitly asked, the bot identifies itself as an automated assistant.

****Q: If someone has been through the booking bot sequence before, if they sign up again will they get all the questions and follow up again?****

****A:****No. Once a person has gone through the booking sequence, once it's confirmed it will apply a tag stating it's been through. If applied they will not be able to enter the intro booking sequence again.

****Q: How do I stop the bot?****

****A:****Apply the Kill\_Switch tag to the contact, this will mean the bot will not reply

OR, remove the tag associated to the contact, it should include the follow up type that it's doing, e.g. 'cc - ai intro booking bot'

****Q: What happens if the bot fails?****

****A:****It will apply the Fall\_back tag, which will send you a notification to take over. If you don't want it to continue after then you need to apply the Kill\_switch tag

****Q:**** ****How do I edit my calendar appointment times/availability?****

****A:****Login to the Auto Growth App via Desktop > Calendars > Find the Ai Booking Bot calendar > Edit your availability to your preferred times

****Q: Where is the knowledge base Google spreadsheet that's used for my Ai bot to reference?****

****A:****You should have received an invite to the spreadsheet to your email address. Please check your emails, the name of the document contains 'Ai Knowledge Base'

****Q: I want to edit my FAQs on the Google Knowledge Base spreadsheet?****

****A:****Please feel free to edit your answers

****Q: I want to add over 30 rows of FAQs, so the bot knows completely about the business. Is this ok?****

****A:****The bot can only be trained up to 30 rows natively, if you wish to add more rows to the business then there is an additional charge of £10. The reason is this requires a specialist programming tool.

****Q: Can I use the Ai Booking Calendar for anything else?****

****A:****No, please use the other calendar types.

<h1 class="PlaygroundEditorTheme__h1" dir="ltr">Intro Booking Bot</h1>The Intro Booking Bot is designed to streamline the process of handling new leads. Quickly respond to inquiries. Qualify leads by getting crucial information. Schedule a callback in your calendar. <iframe data-lexical-youtube="miqwJNP1XYc" width="560" height="315" src="https://www.youtube-nocookie.com/embed/miqwJNP1XYc" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="true" title="YouTube video"></iframe> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Objectives of the Bot</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Quick Responses: Engage new inquiries promptly while they're active online</li><li value="2" class="PlaygroundEditorTheme__listItem">Gather Information: Collect details about their vehicle, its condition, and their specific requirements</li><li value="3" class="PlaygroundEditorTheme__listItem">Schedule Callbacks: Seamlessly book a time in your calendar for a follow-up discussion</li></ul><h2 class="PlaygroundEditorTheme__h2" dir="ltr">Bot Operation</h2><ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">1.Initial Contact:</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">On receiving a new lead, an automated message is sent to confirm their identity.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">2.Gathering Information:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Once confirmed, the bot asks several questions about their vehicle and requirements, such as:</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Make and model of the vehicle.</li><li value="2" class="PlaygroundEditorTheme__listItem">Duration of ownership.</li><li value="3" class="PlaygroundEditorTheme__listItem">Usage and maintenance details.</li><li value="4" class="PlaygroundEditorTheme__listItem">Condition of the paintwork.</li><li value="5" class="PlaygroundEditorTheme__listItem">Reasons for seeking ceramic coating.</li></ul></li></ul></li></ol>

Intro Booking Bot

<h1 class="PlaygroundEditorTheme__h1" dir="ltr">Intro Booking Bot</h1>The Intro Booking Bot is designed to streamline the process of handling new leads. Quickly respond to inquiries. Qualify leads by getting crucial information. Schedule a callback in your calendar. <iframe data-lexical-youtube="miqwJNP1XYc" width="560" height="315" src="https://www.youtube-nocookie.com/embed/miqwJNP1XYc" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="true" title="YouTube video"></iframe> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Objectives of the Bot</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Quick Responses: Engage new inquiries promptly while they're active online</li><li value="2" class="PlaygroundEditorTheme__listItem">Gather Information: Collect details about their vehicle, its condition, and their specific requirements</li><li value="3" class="PlaygroundEditorTheme__listItem">Schedule Callbacks: Seamlessly book a time in your calendar for a follow-up discussion</li></ul><h2 class="PlaygroundEditorTheme__h2" dir="ltr">Bot Operation</h2><ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">1.Initial Contact:</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">On receiving a new lead, an automated message is sent to confirm their identity.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">2.Gathering Information:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Once confirmed, the bot asks several questions about their vehicle and requirements, such as:</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Make and model of the vehicle.</li><li value="2" class="PlaygroundEditorTheme__listItem">Duration of ownership.</li><li value="3" class="PlaygroundEditorTheme__listItem">Usage and maintenance details.</li><li value="4" class="PlaygroundEditorTheme__listItem">Condition of the paintwork.</li><li value="5" class="PlaygroundEditorTheme__listItem">Reasons for seeking ceramic coating.</li></ul></li></ul></li><li value="3" class="PlaygroundEditorTheme__listItem">Interest Evaluation:</li></ol><ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">The bot will gauge their interest level on a scale of 1-5.</li><li value="2" class="PlaygroundEditorTheme__listItem">For scores of 1-3, the bot offers to answer questions and encourages a callback for detailed answers.</li><li value="3" class="PlaygroundEditorTheme__listItem">For scores of 4-5, the bot proceeds to schedule a callback during business hours.</li></ul></li></ol> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Bot Identity</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">The bot will act on behalf as your business, and is not designed to be a person</li><li value="2" class="PlaygroundEditorTheme__listItem">HOWEVER, if asked, the bot will refer to himself as Rob, Rob Otai</li><li value="3" class="PlaygroundEditorTheme__listItem">(short for RobotAi 😉)</li></ul> Technical Details<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Calendar Integration: The bot links to your "[SERVICE] - Ai Intro Booking Bot" calendar. Its default availability is set from 9-5PM Mon-Fri. These times can be edited to your preferred times. </li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Opportunity Stage: Inside of the service pipeline, once a appointment is booked it will automatically move them to the Request A Callback Stage</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Confirmation Notification: Once booked, it will send you and them a confirmation message of the appointment. </li><li value="2" class="PlaygroundEditorTheme__listItem">Call: 1 minute before the appointment is due to start, it will call your mobile. The system can detect whether the call was accepted or declined, and will tag appropriately. </li><li value="3" class="PlaygroundEditorTheme__listItem">Bot Knowledge: The bot focuses on gathering information and directing leads to specialists for detailed answers. It avoids specifics about services or pricing.</li><li value="4" class="PlaygroundEditorTheme__listItem">Q&amp;A Google Sheet: The bot has access to a reference sheet with answers to frequently asked questions. This ensures accurate and consistent responses.</li></ul> Before Appointment<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">When the appointment is booked OR before the appointment starts, review the conversation with the lead to tailor the discussion around their car, wants, and needs.</li><li value="2" class="PlaygroundEditorTheme__listItem">If you decide that a call isn't suitable for them and they're actually not the right fit, explain over email AND cancel their appointment so they do not receive further follow up</li></ul> Importance<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Engaging with leads is so important to forming relationships. It's essential to understand their needs before offering solutions.</li><li value="2" class="PlaygroundEditorTheme__listItem">This bot ensures you connect with leads promptly and gather crucial information, setting the stage for a successful follow-up call.</li></ul> Tags &amp; Notifications Fallback_Reached Tag: <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">If the bot can't answer a query, the 'fallback_reached' tag is added, alerting you to intervene.</li><li value="2" class="PlaygroundEditorTheme__listItem">You will receive a notification</li></ul> Killswitch: <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Stops the bot after 20 replies or if manually activated.</li><li value="2" class="PlaygroundEditorTheme__listItem">Apply this tag if you ever need to turn off the bot &amp; takeover</li></ul> Follow Up/Outreach<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">If the person does not reply AND has not booked an appointment, the system will automatically follow up with that person 1 HOUR LATER during working hours (9-5PM)</li><li value="2" class="PlaygroundEditorTheme__listItem">You can takeover at any point by applying the killswitch tag</li></ul> Frequently Asked Questions Q: What if there's a scheduling conflict?A: Coordinate with the customer to find a suitable time and adjust the calendar booking time.Q: Should customers know it's an AI bot?A: We advise no. If explicitly asked, the bot identifies itself as an automated assistant.Q: If someone has been through the booking bot sequence before, if they sign up again will they get all the questions and follow up again?A: No. Once a person has gone through the booking sequence, once it's confirmed it will apply a tag stating it's been through. If applied they will not be able to enter the intro booking sequence again.Q: How do I stop the bot?A: Apply the Kill_Switch tag to the contact, this will mean the bot will not replyOR, remove the tag associated to the contact, it should include the follow up type that it's doing, e.g. 'cc - ai intro booking bot'Q: What happens if the bot fails? A: It will apply the Fall_back tag, which will send you a notification to take over. If you don't want it to continue after then you need to apply the Kill_switch tagQ: How do I edit my calendar appointment times/availability?A: Login to the Auto Growth App via Desktop &gt; Calendars &gt; Find the Ai Booking Bot calendar &gt; Edit your availability to your preferred timesQ: Where is the knowledge base Google spreadsheet that's used for my Ai bot to reference?A: You should have received an invite to the spreadsheet to your email address. Please check your emails, the name of the document contains 'Ai Knowledge Base'Q: I want to edit my FAQs on the Google Knowledge Base spreadsheet?A: Please feel free to edit your answersQ: I want to add over 30 rows of FAQs, so the bot knows completely about the business. Is this ok?A: The bot can only be trained up to 30 rows natively, if you wish to add more rows to the business then there is an additional charge of £10. The reason is this requires a specialist programming tool. Q: Can I use the Ai Booking Calendar for anything else?A: No, please use the other calendar types.

<h1 class="PlaygroundEditorTheme__h1" dir="ltr">Intro Booking Bot</h1>The Intro Booking Bot is designed to streamline the process of handling new leads. Quickly respond to inquiries. Qualify leads by getting crucial information. Schedule a callback in your calendar. <iframe data-lexical-youtube="miqwJNP1XYc" width="560" height="315" src="https://www.youtube-nocookie.com/embed/miqwJNP1XYc" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="true" title="YouTube video"></iframe> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Objectives of the Bot</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Quick Responses: Engage new inquiries promptly while they're active online</li><li value="2" class="PlaygroundEditorTheme__listItem">Gather Information: Collect details about their vehicle, its condition, and their specific requirements</li><li value="3" class="PlaygroundEditorTheme__listItem">Schedule Callbacks: Seamlessly book a time in your calendar for a follow-up discussion</li></ul><h2 class="PlaygroundEditorTheme__h2" dir="ltr">Bot Operation</h2><ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">1.Initial Contact:</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">On receiving a new lead, an automated message is sent to confirm their identity.</li></ul></li><li value="2" class="PlaygroundEditorTheme__listItem">2.Gathering Information:</li><li value="3" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Once confirmed, the bot asks several questions about their vehicle and requirements, such as:</li><li value="2" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Make and model of the vehicle.</li><li value="2" class="PlaygroundEditorTheme__listItem">Duration of ownership.</li><li value="3" class="PlaygroundEditorTheme__listItem">Usage and maintenance details.</li><li value="4" class="PlaygroundEditorTheme__listItem">Condition of the paintwork.</li><li value="5" class="PlaygroundEditorTheme__listItem">Reasons for seeking ceramic coating.</li></ul></li></ul></li><li value="3" class="PlaygroundEditorTheme__listItem">Interest Evaluation:</li></ol><ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem PlaygroundEditorTheme__nestedListItem"><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">The bot will gauge their interest level on a scale of 1-5.</li><li value="2" class="PlaygroundEditorTheme__listItem">For scores of 1-3, the bot offers to answer questions and encourages a callback for detailed answers.</li><li value="3" class="PlaygroundEditorTheme__listItem">For scores of 4-5, the bot proceeds to schedule a callback during business hours.</li></ul></li></ol> <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Bot Identity</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">The bot will act on behalf as your business, and is not designed to be a person</li><li value="2" class="PlaygroundEditorTheme__listItem">HOWEVER, if asked, the bot will refer to himself as Rob, Rob Otai</li><li value="3" class="PlaygroundEditorTheme__listItem">(short for RobotAi 😉)</li></ul> Technical Details<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Calendar Integration: The bot links to your "[SERVICE] - Ai Intro Booking Bot" calendar. Its default availability is set from 9-5PM Mon-Fri. These times can be edited to your preferred times.</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Opportunity Stage: Inside of the service pipeline, once a appointment is booked it will automatically move them to the Request A Callback Stage</li></ul> <ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Confirmation Notification: Once booked, it will send you and them a confirmation message of the appointment.</li><li value="2" class="PlaygroundEditorTheme__listItem">Call: 1 minute before the appointment is due to start, it will call your mobile. The system can detect whether the call was accepted or declined, and will tag appropriately.</li><li value="3" class="PlaygroundEditorTheme__listItem">Bot Knowledge: The bot focuses on gathering information and directing leads to specialists for detailed answers. It avoids specifics about services or pricing.</li><li value="4" class="PlaygroundEditorTheme__listItem">Q&amp;A Google Sheet: The bot has access to a reference sheet with answers to frequently asked questions. This ensures accurate and consistent responses.</li></ul> Before Appointment<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">When the appointment is booked OR before the appointment starts, review the conversation with the lead to tailor the discussion around their car, wants, and needs.</li><li value="2" class="PlaygroundEditorTheme__listItem">If you decide that a call isn't suitable for them and they're actually not the right fit, explain over email AND cancel their appointment so they do not receive further follow up</li></ul> Importance<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Engaging with leads is so important to forming relationships. It's essential to understand their needs before offering solutions.</li><li value="2" class="PlaygroundEditorTheme__listItem">This bot ensures you connect with leads promptly and gather crucial information, setting the stage for a successful follow-up call.</li></ul> Tags &amp; Notifications Fallback_Reached Tag:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">If the bot can't answer a query, the 'fallback_reached' tag is added, alerting you to intervene.</li><li value="2" class="PlaygroundEditorTheme__listItem">You will receive a notification</li></ul> Killswitch:<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Stops the bot after 20 replies or if manually activated.</li><li value="2" class="PlaygroundEditorTheme__listItem">Apply this tag if you ever need to turn off the bot &amp; takeover</li></ul> Follow Up/Outreach<ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">If the person does not reply AND has not booked an appointment, the system will automatically follow up with that person 1 HOUR LATER during working hours (9-5PM)</li><li value="2" class="PlaygroundEditorTheme__listItem">You can takeover at any point by applying the killswitch tag</li></ul> Frequently Asked Questions Q: What if there's a scheduling conflict?A: Coordinate with the customer to find a suitable time and adjust the calendar booking time. Q: Should customers know it's an AI bot?A: We advise no. If explicitly asked, the bot identifies itself as an automated assistant. Q: If someone has been through the booking bot sequence before, if they sign up again will they get all the questions and follow up again?A: No. Once a person has gone through the booking sequence, once it's confirmed it will apply a tag stating it's been through. If applied they will not be able to enter the intro booking sequence again. Q: How do I stop the bot?A: Apply the Kill_Switch tag to the contact, this will mean the bot will not replyOR, remove the tag associated to the contact, it should include the follow up type that it's doing, e.g. 'cc - ai intro booking bot' Q: What happens if the bot fails?A: It will apply the Fall_back tag, which will send you a notification to take over. If you don't want it to continue after then you need to apply the Kill_switch tag Q: How do I edit my calendar appointment times/availability?A: Login to the Auto Growth App via Desktop &gt; Calendars &gt; Find the Ai Booking Bot calendar &gt; Edit your availability to your preferred times Q: Where is the knowledge base Google spreadsheet that's used for my Ai bot to reference?A: You should have received an invite to the spreadsheet to your email address. Please check your emails, the name of the document contains 'Ai Knowledge Base' Q: I want to edit my FAQs on the Google Knowledge Base spreadsheet?A: Please feel free to edit your answers Q: I want to add over 30 rows of FAQs, so the bot knows completely about the business. Is this ok?A: The bot can only be trained up to 30 rows natively, if you wish to add more rows to the business then there is an additional charge of £10. The reason is this requires a specialist programming tool. Q: Can I use the Ai Booking Calendar for anything else?A: No, please use the other calendar types.

Browse our help docs about Rob, your AI assistant, or other parts of our AI services.

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