Ylopo AI texting is a powerful and dynamic tool that can be used to automatically facilitate communication, nurturing and conversion of your leads within the Follow Up Boss CRM. When AI texting is turned on for your leads the generated texts will appear in the lead activities as Notes.
Those outgoing texts sent to leads will have the text message included in the body of the activity, lead responses will be included in this section.
To stop leads from receiving text messaging by updating the opt-out (if the lead is currently opted-in) or opt-in (if the lead is currently opted-out) button in Stars:
The ‘current AI conversion’ only pertains to the presently-running AI chat the lead is engaging with, whereas the ‘all future texts’ option will remove the lead from eligibility to be texted regardless of future responses or site engagement. Leads can also be opted-out of all future texts within FUB by applying the NOTEXT tag as well:
Ylopo also has the ability to opt-out FUB leads based on the lead Stage and Assignee within the FUB dashboard:
This allows a FUB user to assign their leads to a stage or specific agent and those Ylopo leads will stop receiving AI texts immediately. Stages can be opted out by contacting your account manager or support.
The entirety of the text conversion can be viewed within the lead’s Stars account as well, within the Lead Message Inbox form:
Within this form, you are able to enter a message and text directly with the lead.
Ylopo also supports the following tags which are automatically generated by the AI logic based on lead responses, and applied to the leads on the FUB dashboard:
AI_ENGAGED - lead has responded to the AI text.
AI_NEEDS_FOLLOW_UP - lead has replied with interest and is ready to be engaged/texted/emailed by a live team member. The assigned agent(s) will also receive a priority alert letting them know the lead has been engaged.
AI_NOT_INTERESTED - lead has replied with negative sentiment to the AI text and will be automatically opted-out from further communication.
There will be two types of Priority Alerts generated by the AI text engagement, the first being a notification that the AI_NEEDS_FOLLOW_UP stage has been reached and the lead is ready to be handed off. This appears in the dashboard as:
The second type of Priority Notification will occur if the lead attempts to call the AI texting (forwarding) number directly, which appears as:
Last Update: 9/21/21 Colleen M.