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How to train your AI Lead Qualifier in LeadTruffle

How to train your AI Lead Qualifier in LeadTruffle

How to set up and train your AI lead qualifier in LeadTruffle.

Bryan Shankman avatar
Written by Bryan Shankman
Updated over a month ago

Introduction

Your AI agent in LeadTruffle acts as an automated employee, handling conversations from website inquiries and missed calls. Setting up and training your AI agent is a simple process, and this guide will walk you through it step by step.

1. Set Up Your Account and Basic Company Information

  1. Go to Settings: Navigate to Settings > Company Settings in your LeadTruffle dashboard.

  2. Enter Your Company Website: Ensure your company website is added and saved.

  3. Update Company Description:

  4. Use the "Scrape Website" feature to automatically populate details about your company, services, and offerings.

  5. Pricing information is not scraped automatically, so enter that manually.


2. Configure Your Lead Qualifier

  1. Your AI agent includes two lead qualifiers:

    1. Website Texting: Handles website chat inquiries.

    2. Missed Calls: Handles follow-ups on missed calls.

  2. To set up your lead qualifier:

    1. Go to Website Texting and select the Lead Qualifier tab.

    2. Set an Initial Text: If you want the AI to send the same message every time, enter it here.

    3. Otherwise, leave it blank to allow the AI to generate a dynamic response.

  3. Customize Messages Using Variables:

    1. You can use placeholders like {{companyName}} and {{companyWebsite}} to personalize messages.

  4. Generate AI Instructions from Your Website:

    1. Click "Generate from Website" to scrape your website and automatically update AI instructions.

  5. This process takes about 10-20 seconds.

  6. Apply the generated instructions to give the AI essential business context.

3. Test Your AI Agent

  1. Run Demo Chats:

    1. Start a new demo chat to see how the AI responds.

    2. Observe the initial greeting and follow-up questions.

  2. Review and Adjust AI Instructions:

    1. Open the AI instructions box to see the structured prompts guiding conversations.

    2. Modify them as needed (e.g., change “Request a picture if necessary” to “Always request a picture”).

  3. Save any updates.

  4. Ensure Logical Conversations:

    1. If a lead says “My AC is broken,” the AI should respond with something like, “When were you hoping to schedule a repair service?”

  5. Adjust responses to fit your specific business workflow.

4. Use Structured Format (Optional)

  1. For advanced users, LeadTruffle offers a Structured Format mode, which allows you to:

  2. Define specific data fields that must be collected.

  3. Provide additional context for more detailed lead qualification.

  4. Customize how the AI gathers information.

  5. Tip: If you’re interested in structured formatting, check out our separate guide and video linked in this article.

Best Practices for Training Your AI Agent

  • Run test chats before going live to ensure smooth interactions.

  • Refine AI instructions to better match your industry and customer needs.

  • Monitor AI responses periodically and make adjustments as needed.

  • Use structured formatting if your business requires detailed lead qualification.

By following these steps, you can ensure that your AI agent in LeadTruffle efficiently captures and qualifies leads, acting as a 24/7 sales rep for your business.

Need further assistance? Check out our support resources or contact us for help!

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