When your AI needs help responding to a prospect, it will hand-off the conversation by sending the prospect guest card to Yardi CRM IQ's New Conversation tab. 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 the New Conversations tab
- Open the Conversation Link
- Respond to the Flagged Question
- Your AI Learns From Your Team
Hand offs are sent to the New Conversation Inbox
When your AI cannot respond to a question, it will hand it off to your team by sending the guest card to the New Conversations section in CRM IQ. Any hand-offs will show there with an email that says "action required." Review and respond to hand-offs daily.
Open the Conversation Link
Open the email and you will see a conversation link. Copy and past the conversation link into your browser. This will open up 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 history. After you reply to prospect, your AI assistant will resume its follow up. If you respond elsewhere in Yardi, your AI will not be able to see or learn from your response. After responding from the conversation link, you can clear off the handoff from New Conversations section by clicking Archive.
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.