When your AI needs help responding to a prospect, it will hand-off the conversation by sending the prospect guest card to Funnel’s MyQueue. Respond to hand-offs quickly so that prospects get the information they need, and so your AI can continue to learn from your responses.
- Hand offs sent to MyQueue
- Open the Conversation Link
- Respond to the Flagged Question
- Your AI Learns From Your Team
Hand offs are sent to the Unassigned To-Do list in MyQueue
When your AI cannot respond to a question, it will hand it off to your team by sending the guest card to Funnel’s MyQueue as a task in the Unassigned To-Do list. Review the Unassigned To-Do list regularly, and respond to hand-offs daily.
Open the Conversation Link
To respond to the hand off, first open the conversation link in the guest card’s Activity Log. Here, you will find the conversation history showing the back and forth between your AI assistant and the prospect, including the question that needs a response.
Respond to the Flagged Question
Respond to the prospect right in the conversation link. Your AI assistant will resume its follow up, and the guest card will be removed from the queue. If you respond elsewhere in Funnel, your AI will not be able to see or learn from your response.
Your AI Learns from Your Team
If your AI picks up new information in your response that may be relevant to other prospects, it will suggest adding it to your knowledge bank. Community managers and org admins should review Pending Knowledge in AI Portal or Elise Sidekick to reduce hand-offs over time.