Carrot CRM AI

The AI feature is an easier more seamless way of managing leads and collecting data in order to better automate processes like following on on leads and knowing which leads to mark as high priority.

To turn on the AI feature

1. Log into your Team then select Team Settings
2. Select AI from the menu
3. Clock on the toggle to Enable AI Features
4. Turn on all the toggles for the features you want to activate

SMS Compliance

This feature helps users to ensure the texts messages they are sending out are in compliance with 10DLC regulations to prevent the messages from getting marked as spam. The AI will re writes or edits any texts before they are sent out. Users still have an option to send out the original message or edit the AI text further.

To use this feature ensure the toggle is turned on in AI settings then

1. Select a specific Opportunity then scroll down to the Activity and Communications log
2. Click on Send Text
3. Type in the message in the Body section
4. You should see a pop up for the SMS AI Compliance

Click on send then the AI will review, If the message does not pass the 10DLC compliance, you should

1. The original text
2. the version edited by AI
3. An option to send the AI version of the text

🚨 IMPORTANT: You can only use SMS compliance in the activity and communications log, it does not extend to the integrated texting platforms at the moment.

AI Lead Scorer

The lead scorer allows users to create a metric ranging from 0% to 100% on what criteria they want to rank leads on. Users get to define the how the AI lead scorer ranks the leads based on the chosen criteria and scoring descripton, you can have as many as you want but keep in mind, the total must always add up to 100% for all of them.

To set it up

1. Select team Then click on Team Settings
2. Select AI
3. Click on Lead Scorer

The Most important bit of this is the Scoring Setup. While the total percentage for all sections should equal 100%, You can break it down to as many sections as you want, The percentage and scoring description is what the AI will use to rate the scoring in a lead, hence the language in the description must be very specific

Based on the language in the description, the AI tool will evaluate the communication with the seller based on the calls and text messages in that opportunity then cross reference with the language used in the description and determine how to score that opportunity based on the data collected. It will score on a scale of 0% to 100% of the percentage in the scoring set up. i.e If you have the scoring set up to 25% for Motivation to sell and the seller is 80% interested motivated as per the data collected, the system will calculate the 80 of the 25% and use that for ranking so that will be 20 out of the total 100% for that specific criteria.

1. You can use our default template and build from that or
2. Start fro scratch by clicking on Add Scoring Section
3. Click on save after making any changes

Opportunity and Seller Summaries

This feature gathers all the information in a specific Opportunity from the notes and seller communication then summarises it for a quick review. It will run periodically to incorporate any new additional information in the opportunity. To use it

1. Select a specific Opportunity
2. Click on the AI Management tab
3. Select Run AI Summary Gen Process

Then click on the info tab in that opportunity and you should see a pop up with the summary

Autonomous Lead Manager

The Autonomous Lead Manager replies to leads on your behalf using text messages following a defined clear purpose that you set up in terms of when to reply, the kind of language to use and follow up actions. It specifically checks out for opt out language and cues such as when the seller asks for a call to determine what action to carry out next using the Intervention Task, It can also carry on a conversation with a seller according the the instructions you set up.

To access the autonomous Lead Manager

1. Select Team then clcik on Team Settings
2. Select AI
3. Click on Autonomous Lead Managers

🚨 IMPORTANT: You can use our already existing template for Lead Managers and you can also have as many Lead Managers as you need.

To set up the Autonomous Lead Manager click on the Edit option

1. Put In a Name and descroption for the Lead Manager
2. Set up an Intervention Task for when the Lead Manager is unable to continue a followup( this will automatically assign the lead owner a task in tthe CRM.

The other set up instructions are

Intent Instructions

This allows the AI manager to respond to sellers with the aim of qualifying a lead or closing a deal by reviewing the context of the ongoing conversations, contact stage and property details. The language instructions here should be clear and concise to allow the AI manager to properly recomment the next steps in advancing an opportunity

Writer Instructions

This determines the kind of language you want the AI Manager to use while responding to sellers, It should be professional and conversational tone and tailored call for actions specific to the seller.

Follow Up Instructions

This should summarize the conversation, re-iterate the key points and propose the next action with a clear timeframe.

Schedular Follow-ups

This will schedule a followup with the seller using a 9am to 5pm local time after either 2 days or 2 weeks etc, depending on instructions.