EliseAI's new Prospect Owner feature allows leasing agents to take over and manage prospect conversations without disabling your AI Assistant. This important update allows you to:
- Make the most of your AI Assistant's ability to converse and follow up with prospects.
- Recognize agent contributions in guiding prospects through the leasing funnel.
We are currently adding Prospect Owner to CRMs integrated with EliseAI. Contact your CSM for the status of Prospect Owner as it applies to your organization.
Navigate to each section of this article with the links below:
- Prospect Owner: Before and After
- Assign a Prospect Owner
- Disable AI Assistant
- Prospect Owner Settings
Prospect Owner: Before and After
The table below provides a detailed Before and After breakdown of the Prospect Owner feature.
|
BEFORE PROSPECT OWNER LAUNCH |
AFTER PROSPECT OWNER LAUNCH |
| An agent's first message in a leasing conversation automatically disables AI Assistant responses and follow-ups. | An agent's first message in a leasing conversation does not impact AI Assistant responses and follow-ups. |
| Agents can automatically disable the AI Assistant. | Agents must manually disable the AI Assistant. |
| Agents can disable the AI Assistant without a clear reason. | Agents can disable the AI Assistant only by providing a clear reason. |
| Lack of clear visibility for agents managing a prospect conversation | Clear visibility for agents managing a prospect conversation, leading to improved recognition. |
Assign a Prospect Owner
Once the Prospect Owner feature launches for your organization, you can assign a prospect owner in your CRM or your Elise AI Portal.
Assign a Prospect Owner In Your CRM
NOTE: These instructions are a broad overview. Specific steps may vary depending on the CRM you use.
- Navigate to a prospect's guest card in your CRM.
- Click Edit Guest Card. This opens an Edit Guest Card window.
- Use the Agent dropdown menu to assign a prospect owner. Once assigned, the prospect owner can respond in a leasing conversation without disabling the AI Assistant.
Assign a Prospect Owner In The AI Portal
Depending on your CRM, you may be able to assign prospect owners directly on guest cards in Elise AI Portal. Reach out to your CSM or Contact Support for more information.
Disable AI Assistant
Follow these instructions to completely disable AI Assistant messages and responses in a prospect conversation.
NOTE: Avoid doing this unless absolutely necessary. The AI Assistant works best when it handles as much of the conversation as possible. This ensures that prospects receive prompt responses to all their questions.
- Navigate to a prospect's guest card through the Activity, Tasks, or Contacts page of your Elise AI Portal.
- Toggle the AI Assistant switch in a prospect's guest card. This opens the Disable AI Assistant Managed window.
- Select a time to reactivate the AI Assistant in the Until dropdown menu or with the Calendar widget on the right.
- Type in a reason for disabling the AI Assistant in the text box. You must submit a reason in order to disable the AI Assistant.
- Click Disable AI Engagement to disable the AI Assistant.
Prospect Owner Settings
You can adjust certain Prospect Owner settings if you have enabled your AI Portal's Teams page. See the Task Routing Settings article for more information.
Contact your CSM to learn more about the Teams page.