👋 Let's get your Structurely AI Assistant setup with your FUB account.
You'll simply need create a filter in your Gmail account to forward your Follow Up Boss lead notification emails to your firstname.lastname@example.org email (found in your Structurely dashboard)
Here's how to get setup:
👉 Login to your Gmail account and click the "Gear" icon in the top right and select "Settings" 👇
👉 Click on the "Forwarding and POP/IMAP" tab, then select the "Add a Forwarding Address" button 👇
👉 Enter your email@example.com email address in this box. 👇
👉 Click "Proceed" 👇
👉 Click "Ok" 👇
❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗ ❗
❗ NOTE: We will need to confirm this step before you can move on the the next. Please shoot us a message via the floating live chat bubble in the bottom right and we will confirm this for you ASAP ❗
👉 Enter your verification code and click "Verify" 👇
👉 Ensure that "Disable forwarding" is selected! 👇
👉 After we've verified the above step, go to your Gmail account and click on "Gear" icon and select "Settings" 👇
👉 Click the "Filters and Blocked Addresses" tab 👇
👉 Scroll to the bottom and click "Create a new filter" 👇
👉 Copy the screenshot below. Enter "firstname.lastname@example.org" in the From field. Then enter "New Lead" OR "Lead Alert" in the Subject field. Then click the "Continue" button 👇
👉 Select the "Forward it to" field and enter your email@example.com email, then click "Create (or updated) Filter" 👇
❗ NOTE: The "Apply Label" field is optional ❗
🎊 Nice job, your FUB leads will now be responded to by your Structurely AI Assistant!
Okay, so here's how to make sure it's working
Go to a contact form that funnels to your Follow Up Boss account on your website and fill out the lead inquiry form.
Please use your own name and phone number to fill out this test form. 😅
👍 You should have now received a response from your AI Assistant via SMS through your Structurely AI Assistant's Phone Number to the number you filled out.
You should also see a new lead in your HomeChat Dashboard with the lead's contact details and with the message your Structurely AI Assistant responded with.
Tell us if it didn't work!
If you aren't receiving a response from your AI Assistant, or don't see the new lead in your HomeChat dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page 😃
Or you can send an email to firstname.lastname@example.org and I'll get back to you!
🚀 The Structurely Team