This article explores the latest feature that uses artificial intelligence to automatically categorize and score all inbox conversations, offering a clear view of where to focus efforts and investments.
Automatic Categorization and Scoring
Artificial intelligence (AI) now categorizes all inbox conversations and assigns a score to each lead. To start the evaluation:
- Click the "Evaluate open conversations" option in the top left corner of the screen.
- Select the desired inbox.
- Click "Start evaluation". The AI will process the conversations and assign a score (stars) to each contact. Each evaluated conversation consumes one AI credit.
Detailed Contact Analysis
After evaluation, the system presents a score for each contact, indicating the potential of each lead. For a more in-depth analysis:
- Click on a specific contact.
- In the right-hand panel, you can:
- Re-evaluate the contact after a new conversation.
- Define the traffic source (e.g., if it came from a campaign, a specific video), which is displayed as "Unknown source" if not defined.
Optimizing Your Customer Base
This feature allows you to analyze all contacts at once, creating a lead ranking. This makes it easier to identify the most promising contacts ("hot leads") within your entire customer base, optimizing the focus and energy of your sales or support team.
Conclusion and Key Takeaways
The new AI-powered automatic categorization feature offers a complete set of tools to manage and optimize interactions with leads and customers.
Key Benefits:
- Efficiency: Automatic categorization and scoring save time and resources.
- Strategic Focus: Helps identify the most valuable leads, directing efforts more effectively.
- Detailed Insights: Provides understanding of traffic sources and contact progress to refine strategies.
- Continuous Improvement: The ability to re-evaluate contacts after new interactions ensures that the score is always up-to-date.
Be sure to check out this new and powerful tool to transform the management of your conversations and leads.