AI Controls
Turn AI On or Off
This will not disable outgoing messages. It will prevent the AI from responding to any incoming messages.
Information People Often Ask For
This field is used by Next Level AI to provide answers to commonly asked questions.
If people commonly ask for information, such as how to find your office (if it's difficult to find), add that here.
Edit these as necessary, or add your own, and paste them into the box above.
"People often can't find our office because it's hidden. We tell them [what you tell them]."
"Are you fee based or commission?" "We tell people [what you tell them]."
Default: Kait Sabot
(Kait's a bot)
READ THIS FIRST
Do not give the AI your name or the name of anyone else in your office or on your staff.
The AI is programmed to pass off questions about financial planning to a real human on your account.
If you give the AI your name and someone asks the AI a question about financial planning, to your lead/client it will appear as though you are telling them you don't know enough to answer basic financial planning questions.
A lead/client may have become personally comfortable with your or a member of your staff and decide to share personal information with the AI, thinking it is you/your staff. That information would then be accessible not just by your staff, but employees and contractors of DRIVE/Next Level Advisors as well.
By giving the AI its own unique name, you can avoid potential problems of appearing incompetent or improper impersonation.
AI Escalation Notifications
Add a list of comma separated emails and SMS numbers for AI conversation escalations.
What is an AI Conversation Escalation?
An "escalation" occurs when a contact asks the AI to perform a task that the AI is unable to complete, but the AI agrees to the task anyway.
While the Next Level AI has a significant suite of abilities, people may ask for things it cannot do. Such as texting the AI right before an appointment something like "can you have John bring updated beneficiary forms for my life insurance policy to our meeting?" or asking something like "you mentioned yesterday you had an article you were going to send me but I can't find it. Can you resend?"
The AI tries to be very accommodating and will say "yes", even though it is entirely unable to fulfill either of those requests.
When an escalation is detected, instead of agreeing to the task, the AI is set to respond that it will forward the request to someone else to take care of/follow up about/return a call/etc.
Emails and SMS numbers entered below will be notified when an escalation occurs. They will be provided with the contact information, a summary of the conversation, and the person's request. The assigned user is always provided a copy of the escalation notifications.