Design with purpose
Each journey should have a clear goal - for example, selling an intro offer, upselling an expiring plan, or re-engaging a lapsed lead. When you know what success looks like, it’s easier to measure performance and fine-tune your AI’s responses.
Match your brand voice
In AI → Customizations → Brand voice, you can adjust tone and urgency so messages sound like you — not a script.
Whether your brand is high-energy, supportive, or laid-back, consistency helps leads trust your replies and take action faster.
💡 Small changes in tone often make a big impact on conversion.
Use each tool for its strength
Think of Sequences and Sales Agent as a team. Let Sequences start the conversation and the Sales Agent finishes it:
Sequences educate and nurture — send welcomes, FAQs, testimonials, and reminders.
Sales Agent handles real-time conversations — answering questions, resolving objections, and guiding the lead to book.
💡 : To increase engagement with your sequences, design your sequences with user-end questions that will prompt your customers to respond. Using questions such as “Have you tried Pilates before?’
Make the most of intent detection
Sales Agent interprets a lead’s tone and intent in every reply.
Positive intent: Offer the next step or direct booking link.
Neutral intent: Ask clarifying questions and reduce barriers.
Negative intent: Present a fallback offer or pause the conversation.
Monitoring how the AI reacts helps you shape future responses.
Keep improving
Review transcripts weekly to spot trends — where do leads hesitate or drop off?
Update copy, adjust timing, and test new offers to keep your messaging fresh and relevant.
💡 Iterating regularly turns your AI into a sharper, more natural extension of your team.
Need help refining your messaging or journey setup? Reach out to [email protected] for guidance.
