Setting Up The AI Bot

1. Login to your Wise Agent account.
2. From the sidebar, select Integrations ➜ Settings.
3. On the Integration Settings page, find the AI Bot option on the left-hand side and select it.
4. Click the green Activate button, then enter a name for your AI Assistant in the provided pop-up window.
5. Click Activate again to confirm.
6. After activation, return to the AI Bot section and buy credits to get started. You can purchase a minimum of 10 conversations for $15 (or $1.50 per conversation). Once credits are purchased, you’ll be ready to start conversations from the Contact List, Contact Summary, or Lead Rules sections.

Note: Make sure Wise Texting is set up in your account before activating the AI Integration.

Managing the AI Bot for Multiple Contacts

1. From the sidebar, select Contacts ➜ Contact List.
2. On the Contact List page, check the box to the left of each contact name for whom you want to start an AI conversation. You can also use Select All above the first contact to choose everyone on that page (note that this selection applies only to the current page).
3. Use the Actions drop-down menu at the top of the page and select Add to AI Bot.
4. Once completed, go to each contact’s Contact Summary page. You should see the AI Bot icon in the status bar:
   Green icon: AI Bot is active.
   Red icon: AI Bot is muted or paused.
   Gray icon: AI Bot is inactive.

Managing the AI Bot for a Single Contact

1. From the sidebar, select Contacts ➜ Contact List.
2. Click on any contact to open the Contact Summary Page.
3. You should see the AI Bot icon in the status bar; select the icon to turn the AI Bot on/ off.
   

Activating the AI Bot for Lead Rules

The AI Bot can be set to automatically engage new leads as they enter your Wise Agent account using the Lead Rules feature. This automation allows the AI Bot to start conversations with leads from specified sources immediately upon entry.

🌎 For guidance on creating a Lead Rule, click HERE.

AI Bot Credit Pricing