Ask the AI - Condition that can change the course of your support sessions
The "Ask the AI" feature in SprintHub is a powerful tool to optimize support in CRM and 360º SAC. With it, you can use artificial intelligence to analyze interactions with leads and customers, allowing automatic decision-making based on the conversation context. In this article, we will explore how to configure and use this feature in both the CRM and the SAC, highlighting its particularities.
How Does the "Ask the AI" Condition Work?
The "Ask the AI" condition allows a question to be sent to the artificial intelligence (AI) model which will return an answer of "Yes" (True) or "No" (False). Based on that answer, the system will execute previously configured actions.
Practical Example in the chatbot: You can configure a question such as "Does the customer want to close the contract?".
If the AI answers "Yes", the system can:
Change send a notification to the salesperson to continue the service.
Trigger an automation to send a proposal.
If the AI answers "No", the action performed will be to continue the service with chatgpt.
SAC and CRM Example: In the 360º SAC, the logic is simplified: only positive actions are considered.
Example: Ask "Is the customer satisfied with the service?". If the answer is "Yes", the condition can:
Automatically close the service.
Request feedback from the customer.
Differences between CRM and 360º SAC
Chatbot: Positive and Negative Responses In the Chatbot, conditions can trigger actions for both "Yes" and "No" responses. This allows greater flexibility in sales strategies and lead follow-up.
360º SAC and CRM: Only Positive Responses In SAC and CRM, only the positive output is considered. This simplifies the process and ensures that actions are taken only when the AI analysis returns a favorable result, such as resolving the service or escalating to a human consultant.
Real Use Cases
1. Chatbot – Lead Qualification
Question: "Is the lead qualified to receive an offer?"
Positive Action: Advance the lead in the sales funnel by sending an email with the offer.
Negative Action: Mark the lead as "Follow-up" and create a task for the sales team.
2. 360º SAC and CRM – Closing Services
Question: "Did the customer confirm that the problem was resolved?"
Positive Action: Send a thank-you message and request a service evaluation.
Best Practices for Using the "Ask the AI" Condition
Formulate Direct Questions: Avoid complex questions or those with multiple interpretations.
Test Scenarios: Before activating conditions in production, run tests to validate the behavior of actions.
Track the Results: Monitor services and leads to verify if the AI responses are aligned with expectations.
Benefits of the "Ask the AI" Condition
Intelligent Automation: Reduces the need for human interventions in repetitive decisions.
Speed in Service: Enables faster and more personalized responses for leads and customers.
Resource Optimization: Directs efforts to real opportunities, increasing the team's efficiency.
Conclusion
The "Ask the AI" feature is an indispensable resource for companies that want to scale their support and sales processes. With simple and flexible configurations, it integrates artificial intelligence into the workflow, ensuring faster and more assertive decisions. Try implementing this feature in SprintHub and transform the way you interact with your customers!
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