👋 Let's get your Structurely AI Assistant setup with your Follow Up Boss account.
You'll simply need create a filter in your Outlook account to forward your Follow Up Boss lead notification emails to your email@example.com email (found in your Structurely dashboard)
Here's how to get setup:
👉 Log in to your Outlook account from a web browser
Note this Rule needs to be built by logging into your Outlook account from a web browser, not through the Outlook desktop app
👉 Select the "Settings" icon from the top right then select "View all Outlook settings" at the the bottom. 👇
👉 From the Settings pop-up, select Rules on the left and then "Add new rule" at the top. 👇
👉 Name your New Inbox Rule "FUB" (or whatever you like) and select from the first dropdown, the condition "From"
👉 Enter "firstname.lastname@example.org" in the sender field and be sure to hit "enter" on your keyboard. 👇
👉 After you add the sender address, select "Add another condition"👇
👉 From the "And" dropdown, select the condition "Subject includes"
👉 Enter the subjects "Lead Alert" and "New Lead", hit enter after typing in each subject 👇
👉 Select from the dropdown, the action "Redirect to"
👉 Enter your email@example.com email found in your Structurely Dashboard and hit "enter" on your keyboard. 👇
👉 Make sure your New Inbox Rule matches as shown below, and if it does, select "Save" 👇
🎊 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