Appointment Pipeline Workflow
Initiation of Workflow
When an appointment is booked for a contact on the "appointments"calendar
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Add an appointment set tag
Remove bot follow-up tags
Mark as read
Remove from all workflows
Move into the appointments pipeline
sends multiple notifications leading up to the appointment to the user
Bot Booking Error Pipeline Workflow
Initiation of Workflow
An ai booking error tag is added to the contact when the Bot is unable to book an appointment. Adding the tag to the contact initiates the workflow
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Remove bot follow-up tags
Mark as read
Remove from all workflows
Move into the bot booking error pipeline
send internal notification of the booking error to the user
Interested Pipeline Workflow
Initiation of Workflow
User selects interested under the dispositions section
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Add interested tag
Remove from all workflows
Move to interested pipeline
sends 2 internal notifications advising user that the contact is interested in selling
Bot Responded Pipeline Workflow
Initiation of Workflow
when ai responded or bot responded tag is added to contact
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Mark as read
Move into the bot responded pipelineBot
Wants To Talk Now Pipeline Workflow
Initiation of Workflow
Wants to talk now selected by bot while working it's goals
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Mark as read
Move into the wants to talk now pipeline
add wants to talk now tag
sends internal notification to user notifying them that the contact wants to talk now
Website Lead(opt-in) Pipeline Workflow
Initiation of Workflow
Opt-in form needs to be selected within the trigger
when a contact opts-in on user's website
Actions Taken when Workflow is Triggered
Move into website leads opt-in pipeline
sends internal notification to user notifying them of a new opt-in lead
User Not Assigned Pipeline Workflow
Initiation of Workflow
When a contact goes through the initial steps of the initial workflow without a user assigned to them
Actions Taken when Workflow is Triggered
Move into user not assigned pipeline
contact removed from pipeline when a user is assigned to the contact
Bot Unsure Pipeline Workflow
Initiation of Workflow
Bot unsure selected by the Bot while working it's goals
contacts is missing a name on file
Actions Taken when Workflow is Triggered
Move into user not assigned pipeline
contact removed from pipeline manually by user, but contact will have to have a name added to not re appear in the pipeline.
Deceased Pipeline Workflow
Initiation of Workflow
User selects deceased under the dispositions section
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Add deceased tag
Remove from all workflows
Move to deceased pipeline
Mark as read
Listed With Realtor Pipeline Workflow
Initiation of Workflow
User selects listed with realtor under the dispositions section
Listed with realtor selected by the Bot while working it's goals
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Add a listed with realtor tag
Remove bot follow-up tags
Mark as read
Remove from all workflows
Move into the listed with realtor pipeline
Turns Bot off
Wait for 2 months
After 2 month wait moves to the Bot 1 month follow up workflow
Asking Too Much Pipeline Workflow
Initiation of Workflow
User selects asking too much under the dispositions section
Asking too much selected by the Bot while working it's goals
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Add a asking too much tag
Remove bot follow-up tags
Mark as read
Remove from all workflows
Move into the asking too much pipeline
Turns Bot off
wait 7 days
Added to Bot - 3 month follow up