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
Conversation Status:
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
When to take manual control:
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
Quality indicators:
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
Stay in autopilot when:
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.