Session 3: How To Create Smart AI Automation

This session focuses on building intelligent automation workflows that leverage AI to engage with your leads and customers.

Understanding AI Automation

AI automation combines the power of artificial intelligence with automated workflows to create intelligent, responsive systems that can:

• Engage with customers at the right time
• Provide personalized responses
• Qualify leads automatically
• Schedule follow-ups based on customer behavior

Creating Your First Automation

In this session, you'll learn how to:

1. Design effective automation workflows
2. Set up triggers for your automations
3. Integrate your AI agent into the automation
4. Create conditional paths based on customer responses
5. Test and optimize your automation

Advanced Features

We'll also cover:

• Using tags to segment your audience
• Setting up delay conditions
• Creating multi-step sequences
• Implementing fallback options

Next Steps

In Session 4, you'll learn how to craft messages that convert, ensuring your automations are not just smart but also effective at driving sales.