How to Set Up Smart SMS Follow-Ups for AI Voice Calls in LeadTruffle
Overview LeadTruffle now enables intelligent SMS follow-ups that trigger automatically after an AI-handled call—based on what was discussed during the conversation. These post-call messages help close the loop with leads and customers by providing timely next steps, links, or resources. What You Can Do You can configure up to five follow-up messages. Each one includes: Trigger Context: Define when the message should be sent, based on what the caller said or needed. Message ConSome readersHow to train your AI Lead Qualifier in LeadTruffle
Introduction Your AI agent in LeadTruffle acts as a 24/7 team member, handling inquiries from your website via SMS. Setting it up is simple, and this guide walks you through how to configure the AI’s knowledge and behavior to match your business needs. 1. Set Up Your AI Knowledge Base Go to Settings Company Settings Add your website URL – this allows LeadTruffle to scrape your site for company info After scraping, revFew readersHow to Use the AI On/Off Schedule in LeadTruffle
Why Use the AI On/Off Schedule? By default, LeadTruffle’s AI responds to website texting leads 24/7. This is ideal for most businesses, but there are cases where you may want to pause the AI: You have a human sales team working specific hours (e.g., Monday–Friday, 9–5). You want leads captured during business hours but prefer your team to qualify them. You want to send a simple “Few readersHow to Update Your AI Prompts After Activating AI CRM Booking
📝 After enabling AI booking with your CRM, update your prompts so the AI books directly instead of just collecting time preferences. Table of contents Before you start Set AI booking mode for each lead source Update your prompt with ChatGPT Test the updated prompt ChatGPT prompt template frame (httpFew readersHow to Set AI Follow Ups in LeadTruffle
📝 Set up automated follow-ups so the AI re-engages leads who go quiet — across SMS, email, Yelp, and Thumbtack. Table of contents What follow-ups are Follow-ups and human takeover How follow-ups apply by channel Set your follow-up cadence Customize what the AI says Activate each follow-up (2-activate-each-fFew readersAI Data Collection vs Lead Status: What's The Difference?
📝 Learn the difference between AI data collection (automated) and lead status (manual) so you always know what each one means. LeadTruffle shows two status types on every lead. One is set automatically by the AI as it works the conversation. The other is set manually by you and your team. This guide breaks down both so you know exactly what you're looking at. Table of contents Overview AI data collection (automated) Lead statuFew readersHow to Build Your AI Knowledge Base in LeadTruffle
📝 Learn how to configure the AI knowledge base so LeadTruffle knows your business, services, pricing, and service area. Table of contents Overview Scrape your website Company description Products and services Pricing Service area Overview The AI knowledge base is the brain behind LeadTruffle's AI — it's what the AI knows about your business whenFew readers