👋 Let's get your Structurey AI Assistant setup with your Connection account.
Here's how to get setup:
👉 Log in to your Outlook account
👉 Select the "Settings" icon from the top right then select "Options" from the drop down. Lastly, click "Inbox and sweep rules" from the left hand menu 👇
👉 Click the "+" icon in the Inbox Rules panel 👇
👉 Name your New Inbox Rule "Connections incorporated" (or whatever you like) and select from the first dropdown "From" 👇
👉 Enter "firstname.lastname@example.org" in the It was received from... field and be sure to hit "enter" on your keyboard. Then click "OK" 👇
👉 Now in the Add an action dropdown, select "Forward to" 👇
👉 Enter your email@example.com email found in your Structurely Dashboard and hit "enter" on your keyboard. Then click "OK"👇
👉 Make sure your New Inbox Rule matches as shown above, and if it does, select "SAVE" 👇
🎊 Nice job, your Connections incorporated 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 Connections incorporated 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