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.
Just to clarify, there are two main advantages of the AI analyze option instead of normal automation:
- ability to analyze the context data provided, and make a Yes/No type decision. (for example: is this spam? or what type of customer is this?)
- ability to dynamically find and set data (example: what is their estimated income? what is their phone number?)
For static response like 'have they completed a manager survey' can be done with a normal filter/automation.
Just to clarify, there are two main advantages of the AI analyze option instead of normal automation:
- ability to analyze the context data provided, and make a Yes/No type decision. (for example: is this spam? or what type of customer is this?)
- ability to dynamically find and set data (example: what is their estimated income? what is their phone number?)
For static response like 'have they completed a manager survey' can be done with a normal filter/automation.
Ok 😔
It would be great to also use it to analyze for internal use as well. Bonus if that analysis could create tasks as well.
Ok 😔
It would be great to also use it to analyze for internal use as well. Bonus if that analysis could create tasks as well.
Okay next release is planned for tomorrow and I added a new 'Include All lead data' option for context that would include the survey details. you'd just need to include the specificts in the AI question:
'Add up the total ranking for warehouse audit manager survey and if the sum is less than 5 output exactly: poor'
something like that
Okay next release is planned for tomorrow and I added a new 'Include All lead data' option for context that would include the survey details. you'd just need to include the specificts in the AI question:
'Add up the total ranking for warehouse audit manager survey and if the sum is less than 5 output exactly: poor'
something like that
Awesome!!!
Awesome!!!
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