Best Practices for Training an AI SMS Chatbot

Effectively training an AI-powered SMS chatbot ensures efficient, accurate, and impactful interactions with your leads and customers. Follow these best practices to optimize your chatbot's performance:

Best Practices

1. Keep Prompts Concise and Direct

• Craft messages that are brief, clear, and action-oriented.
• Avoid unnecessary introductions or overly formal greetings.

2. Clearly Define Objectives

• Set specific chatbot objectives (e.g., scheduling appointments, handling customer inquiries).
• Ensure the chatbot maintains focus on these defined tasks without unnecessary detail.

3. Personalize Wherever Possible

• Use placeholder variables (like names, dates, locations) to personalize messages.
• Have fallback responses prepared if personalization details are unavailable.

4. Structured Conversation Flow

• Design conversation flows anticipating potential responses (positive interest, negative responses, questions).
• Clearly define appropriate chatbot responses to common interactions.

5. Limit Appointment Options

• Provide no more than two initial appointment options to streamline scheduling.
• Keep responses about the scheduling process brief and straightforward.

6. Delegate Complex Queries

• If users ask detailed questions, train the chatbot to delegate queries to human specialists.
• Clearly communicate to users that their detailed questions will be addressed by a specialist during the scheduled call.

7. Minimize Detail Overload

• Avoid providing unnecessary details about technical aspects of scheduled meetings (e.g., platform details) unless explicitly asked.

Steps for Updating Your AI SMS Chatbot in TalkWiz.ai

Follow these steps to effectively implement and test your custom AI scripts:

1. Log in to TalkWiz:
   https://app.talkwiz.ai

2. Navigate to AI Settings:
   Click AI Settings from the left navigation menu.

3. Access Custom AI Prompts:
   Select the Customer AI Prompts dropdown menu.

4. Insert Your AI Script:
   Paste your custom AI script into the provided input box.

   

   *BE SURE TO SAVE ANY EXISTING SCRIPTS TO A WORD DOC INCASE YOU NEED TO REVERT BACK

5. Test and Validate:
   Click the "Test & Save AI Settings" button to simulate an AI SMS conversation. Ensure the chatbot performs as intended by reviewing its simulated interactions.

By following these practices and steps, you will maximize your AI SMS chatbot's effectiveness and enhance user engagement.