Monitor, manage, and control AI-driven conversations with prospects. Switch between full automation and manual control as needed for optimal results.
Operation Modes
Autopilot Mode
Fully automated operation:- AI handles all conversations independently
- No human intervention required
- End-to-end management from connection to meeting booking
- 24/7 operation without monitoring needed
- Scales to multiple conversations simultaneously
Copilot Mode
AI assistance with human oversight:- AI handles conversations with option for manual intervention
- Take control of specific conversations when needed
Conversation Monitoring
Inbox Overview
Real-time tracking:- View all active conversations
- Monitor conversation status and progress
- Track prospect engagement levels
- See AI responses and prospect replies
- Active: Ongoing AI-managed conversations
- Paused: Conversations under manual control
- Completed: Successful meeting bookings or closures
- Inactive: Prospects who stopped responding
Manual Control Options
Taking Control
Pause specific conversations:- Navigate to Inbox
- Select the conversation with target prospect
- Click “Pause” in top-left corner
- AI stops responding, manual control activated
- Complex prospect questions requiring human expertise
- High-value prospects needing personalized attention
- Sensitive negotiations or objection handling
- Strategic conversations requiring custom approach
Resuming Automation
Return to AI control:- Select paused conversation
- Choose “Resume” to reactivate AI agent
- AI continues conversation from current point
- Maintains conversation context and history
AI Response Behavior
Natural Timing
- Response time: 1-8 minutes after prospect replies
- Human simulation: Random timing to appear authentic
- Immediate availability: AI always ready to respond
- Context maintenance: Remembers full conversation history
Conversation Flow
- First message: Sent 20 minutes to several hours after connection acceptance
- Follow-up responses: Contextual replies based on prospect responses
- Question handling: Addresses prospect questions using offering knowledge
- Objection management: Handles common objections professionally
- Closing: Secures meetings when genuine interest detected
Monitoring Best Practices
Regular Reviews
Recommended monitoring:- Check conversation quality and AI performance
- Review successful meeting bookings
- Identify areas for prompt or offering improvement
- Monitor prospect engagement patterns
- Natural conversation flow
- Appropriate AI responses
- Successful objection handling
- Meeting booking success rate
Intervention Guidelines
Take manual control when:- Prospect asks highly technical or specific questions
- Conversation requires strategic decision-making
- High-priority prospect needs special attention
- AI responses seem off-track or inappropriate
- Standard qualification conversations
- Common objection handling
- Routine follow-up sequences
- AI performing well independently
Conversation Optimization
Performance Analysis
- Response rates: Track prospect engagement levels
- Conversation length: Monitor dialogue progression
- Booking success: Measure meeting conversion rates
- Common patterns: Identify successful conversation flows
Improvement Actions
- Prompt refinement: Adjust based on conversation performance
- Offering updates: Enhance AI knowledge base
- Targeting adjustment: Modify prospect criteria
- Response optimization: Fine-tune AI behavior
Effective conversation management balances AI automation with strategic human intervention, ensuring optimal results while maintaining conversation quality.