Skip to main content
The AI responds to leads on your behalf. It handles the full conversation - from the first reply through booking an appointment.

​
What It Can Do

​
What It Cannot Do

  • Sell policies or collect payment
  • Take any action for contacts who have texted STOP
  • Respond when the AI is turned off for that contact

​
Turning the AI On / Off

Option 1 - Toggle in the conversation: Use the “Ant Bot Is: On / Off” toggle at the top of the conversation in your CRM. Option 2 - Tag: Add the ai off tag to a contact to disable the AI. Remove it to re-enable.
If you’re supplementing the conversation - offering extra times, adding context - leave the AI on. If you’re taking over completely, turn it off. See AI On / Off for more guidance.

​
Left on Read

If the AI sends a message and the lead doesn’t reply, it follows up automatically:
  • After 24 hours: one follow-up
  • After another 24 hours: a second follow-up
After that, the AI stops until the lead responds.

​
Agent Notifications

You’ll receive an SMS notification on your phone whenever the AI books, or cancels an appointment. These come from your CRM automatically - no setup needed.