How to Manually Initiate an AI Conversation to a Lead

STEP 1:  To initiate a conversation manually, Click on the Lead ID to open the Lead from the Skyler360 Lead List

STEP 2:  The Leads View will display

STEP 3:  Click Initiate AI

STEP 4: Enter the Branch ID or enter a word or phrase and Skyler360 will display the Branches that contain the word or phrase

STEP 5:  Click the relevant Branch you want Skyler360 to send to the Lead.

STEP 6:  Depending on the Lead response, Skyler360 will continue the conversation

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