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2. Create a Text Greeting (Intro)

Oh, hi there! Preset text greetings determine how your AI assistant will introduce itself + your company. 🤝

Written by Emma Holmes

TL;DR

  • Input your preferred intro message as the Greeting for your Text AI Agent



Specifying your preferred intro text

  • Login to your Structurely Account here

  • Choose the appropriate Text AI Agent here to view/edit

Maneuver to the "Greetings" section 👇

Changes to the Greeting can be made within the gray box shown below (edits will be reflected in the "Defaults" preview) 👇

Did you know?

  • You can add a "Default" value by clicking on any merge field that is shown in red.. for example, you could input a default value of "there" for {name} so your Call Agent would say "Hi there" if the lead's name was not known.

  • There are other merge fields that you can add into these greetings if you like - the supported ones are accessible using the Add Slot { } button.

  • The basic preset values of {bot_name} and {agency_name} will be automatically set based on your Structurely account settings.

  • Be sure to carefully test that these fields are in fact being properly filled with data imported from your lead source / CRM, though default values are a useful stopgap if only a few leads will be missing that data. ⚠️



🎉 Nice job! 🎉

It's time to hit that "Update Agent" button and move on to the next section >>> where we'll take a look at Knowledge Bases.


Questions, comments, concerns? Let us help!

Reach out to us directly at help@structurely.com and we will get back to you!

- 🚀 The Structurely Team

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