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Automations and AI Employees: From lead capture to follow-up, automatically

Vendasta Help & Updates

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Automations and AI Employees: From lead capture to follow-up, automatically

31 просмотр · 1 день назад
Vendasta Help & Updates
513 подписчиков
31 просмотр · 1 день назад
In this session of AI Jumpstart, host Nathan Yaworski dives deep into combining the power of AI Employees and Automations within Partner Center and Business App. Learn how to turn incoming leads captured by your AI Web Chat Receptionist and AI Voice Receptionist into fully automated engagement pipelines—including instant SMS outreach, conditional multi-step email drip campaigns, internal team notifications, and contact tagging. Plus, get key updates on the new My Tickets portal and tips on scaling workflows using custom account Blueprints! By watching this webinar, you will learn how to: Navigate the Automation Builder: Understand the core anatomy of an automation, including triggers (green), action steps (blue), and logic/decision branches (purple). Build an Instant SMS Follow-Up Workflow: Automatically trigger a personalized SMS response with dynamic fields (like first name) whenever a new lead interacts with your AI Web Chat or Voice Receptionist. Design Multi-Day Conditional Lead Nurturing Campaigns: Connect your AI lead capture to Campaigns Pro, add time delays, monitor link-click engagement, and route hot leads to team members while auto-tagging cold leads. Package and Scale with Blueprints: Discover how to build automations in a source account and package them into custom Blueprints to deploy across multiple client accounts. Access the New Partner Center Support Hub: Understand how to submit and track support requests via the unified My Tickets portal (and important timeline details regarding the deprecation of the support email address)