Main features

The main feature of the automation includes several key steps: 

1.Trigger via Email: Since the website data collection didn’t have an API, we used the email as the trigger. A purpose-built Gmail account receives the emails. 

2.Data Logging: The data from the emails is logged in Google Sheets, ensuring the information is always accessible. 

3.Automated Responses and Notifications:

•An automatic thank-you email is sent to the individual.

•A notification is posted in the Slack channel with a link to the updated Google Sheet, informing the team of the new inquiry. 

4.Data Processing with GPT:

•The data is sent to GPT to summarize the personalization bit and sort the data.

•The sorted data is then input into the CRM tool to log customer progress. 

5.Customer Service Notification:

•The customer service team receives an email with the AI-generated summary of the issues, allowing them to address specific concerns in the first call and increase the chances of closing the deal.

Key Features

Automated Responses

Streamlined Notifications

Personalized Customer

ServiceI mproved

Customer Engagement

Enhanced Communication

Efficient Data Management