AIE-20 Hunting Mode - How Do I Assign A Contact To My Employee?

Modified on Mon, 7 Oct at 9:11 AM

This guide will walk you through the process of assigning work to your employee in Hunting Mode. You will learn how to navigate the application and select the appropriate options to assign tasks.

Go to app.closegpt.ai

1. Click here

Select the employee you wish to assign work to.

2. Click "Assigned Work"

Navigate to the "Assigned Work" section.

3. Click "Hunting Mode"

Select the "Hunging Mode" option. This mode will automatically assign customer to this employee, when all the conditions met from this screen.

4. Click "1"

The "max conversation setting attempts per contact" controls the amount of time between attempts, your AI Powered Employee will attempt to engage your customer

5. Click "Weeks"

This selection can set the unit of time, like days, weeks, or months.

6. Click "3"

The Max attempts per contact, controls the number of times, in total, that the AI Powered Employee will attempt to reach the customer without the customer responding.

7. Click "100"

This is the where you set the total number of new contacts can be assigned to your employee per day.

8. Click "12/28/2023"

Here you will put the end date of the campaign. If you want to allow the employee to work continually, choose a date far into the future. However, you may want the bot to automatically disable because a promotion is ending.

9. Click "Newest (Contact Create Date)Oldest (Contact Create Date)Newest (Conversation Last Messaged Date)Oldest (Conversation Last Messaged Dat)"

Now, you can choose the order of which the contacts are assigned. You can choose the oldest contacts, or the newest ones.

10. Filters

The last thing to do, is to choose what criteria must be met for the contact to be assigned to this employee.You have now setup Hunting Mode for your AI Powered Employee.