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Defining Custom Conversation Tags and Summary Fields with ServiceRep.ai
ServiceRep.ai introduces a new feature that enhances your ability to customize conversation history extraction and apply specific tagging to your outreach efforts. This guide walks you through the benefits and applications of these new capabilities, ensuring you can effectively manage and filter thousands of conversations with ease.
Why Customize Conversation Histories and Tags?
Our typical customer is a real estate wholesaler or acquisition firm that reaches out to hundreds of people each day. With thousands of conversations created each month, each managed by the AI over a multi-month period, it’s really important for the operator to be able to quickly jump in and take over a conversation.
ServiceRep.AI enables you to create those segments yourself, simply by defining them in plain English!
Customizing conversation histories and tags is crucial for managing large-scale outreach campaigns. It allows you to:
- Filter conversations quickly and focus on the right ones
- Segment conversations so you can bulk move-them to another flow
- Identify and prioritize leads by tagging conversations with custom labels, such as "hot lead," based on predefined conditions.
This customization is particularly beneficial in scenarios where prompt and targeted follow-up can significantly impact the outcome, such as foreclosure outreach programs.
Tagging Conversations
Defining Tags
With ServiceRep.ai, you can use AI to sort and label your conversations! Simply set your conditions in everyday language and let the system do the work. For instance, label a chat as "hot lead" if it's with a homeowner who's late on payments and considering support programs.
Viewing Tags
The platform supports the creation of custom tags based on the specific needs of your outreach. These tags are applied in real-time and can include a wide range of criteria, such as emotional state (e.g., "frustrated") or engagement level. Custom tags enable you to quickly filter and prioritize conversations for follow-up.
In this particular case, we added the “Hot Lead” tag and it shows up in the conversations list:
Extracting Key Conversation Details
In addition to tagging, ServiceRep.ai allows for the extraction of critical information from conversations, presenting it in an easily digestible format. This feature is designed to highlight important details without the need for manual data entry or sifting through entire conversation histories.
Key Fields Extraction
You can configure the system to extract specific fields of information that are crucial for your outreach efforts. For instance, in a foreclosure outreach scenario, you might focus on extracting details like:
- Number of months behind on payments
- Interest rate of the property
- Remaining balance on the property
These details are extracted in real-time and displayed prominently within the conversation view, enabling quick assessment and decision-making.
Once you set things up, you'll see the extracted info and tags right in the conversation interface. This means you can quickly spot the key details and tags for each chat, making it a breeze to manage and prioritize your outreach efforts.
With ServiceRep.ai, you have the power to tailor the way you extract conversation details and apply tags. This supercharges your outreach strategies, letting you spot and act on the most promising leads or urgent issues faster than ever.
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