In this guide, we will look at the two ways you can create Conversation Flows:

  • Creating a new Conversation
  • Cloning an existing Conversation

Creating a new Conversation

To begin creating a new AI Conversation, first go to the campaign tab.

Select "Create a Campaign" from the upper right-hand corner.

Once created, you will see the section “Design AI Conversation Flow”. Click on "Customize AI Conversation Flow" to see the Paths (i.e the email messaging) that your AI Assistant will use for this campaign, including:

  • AI Assistant's Introduction
  • Lead is Not Interested
  • Lead Requests for Meeting
  • Lead Requests for Information
  • Lead Refers Someone

Cloning an existing AI Conversation

Cloning an existing conversation is useful when you already have an existing one with relevant messaging that you want to use but wish to make some edits and tweaks.

In the campaign tab, hover on the existing campaign with the messaging you wish to clone, and select "Duplicate".

This will create a carbon copy of your selected existing campaign. All the emails and attachments will be brought over to the duplicate copy.

What’s Next?

Once your Conversation is creating you can customize it further by editing paths and touchpoints, including adding attachments

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