In this guide, we will look at how you can:

  • Add and remove Paths
  • Edit touch-points
  • Add or remove follow-up touch-point(s)
  • Update similar Paths
  • Publishing your Topic

Add and remove Paths

To add a Path, click the '+' icon.

Select a Path to add from the available options.

To remove a Path, click the 'x' icon at the top right of the selected Path. This will automatically remove any Paths following this one.

Edit touch-points

Hover your cursor over the Path that you would like to edit touch-points, and click 'Edit Path'.

This will bring up the touch-point editor panel and the preview panel.

In the editor panel, you can customize your message in several ways:

  • Subject editor: Edit the subject of your email. 
  • Message editor: Configure your message here.
  • Insert merge tag: To customize your message, you can insert a merge tag. Put your text cursor where you would like to include a merge tag, and click on "{...}" at the bottom right to select the relevant merge tag. You can also add new merge tags bu adding Custom Fields in Customize Assistant.
  • Insert image: You can insert an image into your message.
  • Add attachments: You can include an attachment to your AI Assistant's email.

When your touch-point is ready, click "Save Email" to save your changes.

In the preview panel, you will see a preview of the messaging with the merge tags filled with sample lead information, and your AI Assistant's signature appended.

Add or remove follow-up touch-point(s)

To add a follow-up touch-point, select "Add Follow-Up Email" below the previous touch-point's save button.

This will create a new touch-point editor where you can customize the messaging and send schedule. 

  • Send Schedule: Configure when your AI Assistant will send the message. The days are counted as work days from when the previous email touch-point was sent
  • Send As: By default, your AI Assistant sends subsequent emails as replies to the original email thread, which is the recommended behavior. You can change this by selecting "A new thread" and setting a new email subject.

To remove a follow-up touch-point, click on the red "bin" icon of the selected touch-point.

Updating similar Paths

You will notice that as more Paths are added and your Topic Tree gets larger, there will be Paths that are repeated. You may see multiple similar Paths, such as "Lead is Not Interested", "Lead is Qualified", "Lead Requests for Information" etc., in your Topic Tree.

If you wish for each similar Path to have the same messaging, simply save the email on one of them, and select "Update x Paths" when prompted (where x is the number of similar Paths in your Topic).

This will automatically replicate your latest messaging for your selected Path (and all its touch-points) to the similar Paths in the same Topic.

Publishing your Topic

You will need to publish your Topic before it can be used in a campaign.

You can review your changes before publishing. Once you have finalized your Topic's touch-points and messaging, click "Publish" at the top right of the Topic's page to use begin using it in a campaign!

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