AI Voice Monthly Performance Report

This report provides an overview of the progress Ylopo AI Voice made the previous month in nurturing leads and generating appointments and transfers. Let’s dive into each section and feature of this monthly performance report. 

Know the Numbers:

Know The Details:

• Leads who have successfully been transferred to an agent are marked with the disposition/tag: ISA_TRANSFER_SUCCESSFUL. 
• Date represents the date of the last AI Voice Call

• Leads we have attempted to transfer but no realtor picked up are marked with the disposition/tag: ISA_ATTEMPTED_TRANSFER_REALTOR_UNAVAILABLE. (Since no agent picked up, these leads should be monitored daily to be followed up with by an agent. AI Voice will no longer work these leads.)
• Date represents the date of the last AI Voice Call

• Leads who got disconnected while waiting for the transfer are marked with the disposition/tag: ISA_TRANSFER_UNSUCCESSFUL. (Since the transfer couldn't occur, these leads should be monitored daily to be followed up with by an agent. AI Voice will no longer work these leads.)
• Date represents the date of the last AI Voice Call

• Leads that consented to be transferred to a realtor but requested to be called back at a specific date/time or leads that have indicated that they are busy and can't talk at the moment are marked with the tag/disposition: CALLBACK_SCHEDULED. 
• Date represents the date of the last AI Voice Call

• Leads who have an interest in buying/selling in the future but maybe not ready to talk with an agent right now are marked with the tag/disposition: NURTURE. (AI Voice will stop calling these leads.)
• Date represents the date of the last AI Voice Call
  
  
  

Email Provider Rendering Test Results:

We have conducted extensive testing on this HTML-based email to ensure its visual appeal and functionality across various platforms. Our design is optimized to work seamlessly with most email providers, providing a high-quality experience for over 95% of users. However, it is important to note that there are certain email platforms where the design may not render perfectly. Despite these rendering discrepancies, the accuracy and legibility of the data remain intact.

Below are the email platforms where the design may not be fully optimized, along with suggested workarounds when applicable:

• Outlook: Emails may initially load without images.
  • Workaround: To ensure proper email display, please ask users to select the “Trusted Sender” and “Show Images” options. This will allow Outlook to render the email as intended.
    
    
• Yahoo: Inconsistent margins
  • The design should mostly load correctly for Yahoo users. Users may experience an issue where the Header Label sections of the detailed Lead lists by call outcome may not fully extend to the right margin of the email.
    
    
    
• AOL: Inconsistent margins
  • Similar to Yahoo, over 95% of the design should load correctly. A potential issue may arise where the Header Label sections of the detailed Lead lists by call outcome might not extend fully to the right margin for some users.
    
     
• Third-Party Email Applications (e.g., SuperHuman, Gmail App):
  • Third-party email applications may alter the HTML structure when transposing the email into their user interface. As a result, certain design elements might be distorted or appear inconsistent. While the visual design may change, users should still have full access to the data within the email.
    

FAQs: 

Q: When are these emails sent out?

A: We will target to send the email out during the first week of each month. Each report will contain the performance metrics from Leads generated during the previous month (the reporting period).

Q: Who receives this monthly report?

A: Any User listed in the Ylopo system as a recipient of the Client Health Report (CHR) and Marketing Report (MR). By default, the License Owner is the one receiving CHR & MR but sometimes, the Ylopo License Owner is requesting other users or assigns someone to receive the report instead of them.

Q: How can I add additional recipients to receive this report?

A: Connect with our Support team at [e-mail]

Q: How do I know if my AI Voice is performing as expected?

A: To assess whether your AI Voice is performing as expected, you should review the key performance metrics provided in your monthly AI Voice performance report. For a deeper dive into your AI Voice performance, please consult with your client success team. They can help you understand the data more thoroughly and suggest tailored strategies to improve performance.

Q: How do I find these leads in my CRM?

A: The report contains clickable hyperlinks that are designed to take you directly to the Lead profile in FUB, simply click on the Lead Name.

What training is offered for AI Voice?

Required for AI Voice to Launch:

Master Lead Follow-Up with AI² (Online Coassemble Course) 

Master Lead Follow-Up with AI² (Live Training)