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