ai analyze question
I have 4 optional fields on a lead. One to mark that images of jobs were uploaded, one to mark if a delivery report was filed, one for a return report and finally a warehouse audit. The first three are simple yes/no questions the fourth is a rating system select field.
Can I set a filter to capture leads after they are picked up to trigger a set field action for each one using ai analyze to set the fields? (bonus if it's in the same automation vs separate ones)
Do I have to put anything in the context column for it to analyze the whole lead itself?
Each action would look something like this (context column empty on all of them):
"Does the lead have images of inflatables are rides? output 'yes' or 'no' only"
"Does the lead have a delivery report available? output 'yes' or 'no' only"
"Does the lead have a manager survey available? output 'yes' or 'no' only"
"Does the lead have a warehouse survey available? Add up the available options and select one of the following '0-14', '15-19' or '20-25'"
It would probably be better to do an automation for each separately now that I'm thinking about it. But with that info, is that possible? Do I have to set context columns?
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The same question
Yes, I would think you need these filled out...let me check and see if this will work and with what context columns
Yes, I would think you need these filled out...let me check and see if this will work and with what context columns
Whatever info from the lead the AI needs in order to make decisions must be included via the AI Context. Otherwise it won't see anything on the lead.
The 'trigger' to activate these is as soon as the lead matches the filter being used. So you could filter on a certain lead status or something. In your case you might want to use 'confirmed' as the status and 'lead end date/time over X hours ago.
If the data it needs like 'manager survey' isn't in the AI Context drop-down, it won't do what you want.
Whatever info from the lead the AI needs in order to make decisions must be included via the AI Context. Otherwise it won't see anything on the lead.
The 'trigger' to activate these is as soon as the lead matches the filter being used. So you could filter on a certain lead status or something. In your case you might want to use 'confirmed' as the status and 'lead end date/time over X hours ago.
If the data it needs like 'manager survey' isn't in the AI Context drop-down, it won't do what you want.
Sweet!!! Thanks.
Sweet!!! Thanks.
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