Agent Settings: Configure your AI Agent

The Agent Settings allows you to customize and control your AI agent's behavior, including how it tracks lead statuses and escalations. To access settings, go to the Agent section and click on Settings for the specific TailorTalk agent.

TailorTalk Agent Settings Interface

Lead Escalation Management

Escalation settings allow you to decide when a lead should be escalated to a human. This ensures that critical leads requiring personal intervention don't get stuck in automation.

  • Basic and Advance Modes: You can choose between Basic and Advance modes for escalation.
    • Basic Mode: Best for standard escalation where only one rule is needed.
    • Advance Mode: Allows you to escalate to multiple teams based on multiple escalation criterias.
  • Defining Escalation Criteria: You can instruct the agent to escalate when a lead explicitly asks to talk to a human or if their queries go beyond what the AI can handle.
  • Admin WhatsApp Number: You can provide WhatsApp numbers where the escalation summary should be sent. In Advance mode, each rule can notify different numbers.
  • Locking Escalated Leads: When enabled, the agent will no longer respond to the lead after escalation to ensure a smooth handover to a human.
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Follow-up Configuration

Customize how your TailorTalk agent maintains contact with leads through automated follow-ups.

  • Enable/Disable: Toggle follow-ups to activate automated lead engagement
  • Follow-up Period: Set the time interval (in hours) between follow-up messages
Follow-up Settings

Status and Custom Tags

Your TailorTalk agent can track lead statuses such as Converted, Hot, Warm, Cold, and Dead. Each status has a predefined meaning, but you can also customize them to better match your business needs.

  • Custom Definitions: You can update how each lead status is defined based on your sales process.
  • Manual Tags: These allow you to tag leads manually for better tracking and segmentation. For instance, you can create tags like Needs Demo or Budget Constraint. These tags help your team filter and prioritize leads accordingly.
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Autolock

Define rules to autolock the leads.

  • Enable/Disable: Toggle autolock to activate automated locking of leads that meet specified conditions.
  • Autolock Condition: Define the conditions for autolocking leads.

For example:

1. When user is going off topic and have malicious intent.
Autolock Settings

Notification Setup

Configure where and how you receive notifications about lead activities and agent performance.

  • Notification Triggers: Select the types of events you want to be notified about, such as Converted, Booking, etc.
  • Admin WhatsApp Numbers: Define one or more WhatsApp numbers that should receive real-time notifications of these events.
Notification Settings

Timezone Configuration

Set the local timezone for your agent to ensure that all time-based activities, follow-ups, and daily summaries are timed correctly for your business.

  • Select Timezone: Choose your city or region from the dropdown to synchronize the agent's internal clock with your local time.
Timezone Settings
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