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The AI is trained to book appointments and answer general insurance questions. Most of the time, you can leave it on. But there are times you’ll want to take over.

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When to Turn It Off

Turn the AI off if:
  • You are having a very specific or complex conversation
  • You are handling something that could confuse or derail the AI
  • You want full control of the conversation
  • You closed the deal (see Post-Sale Workflow)

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When to Leave It On

You can leave the AI on if:
  • You are offering additional times
  • You are helping move things forward
  • You are adding to what the AI already said
If you are supplementing the conversation, keep it on. If you are taking over completely, turn it off.

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How to Turn It On / Off

Option 1 - Toggle in conversation: Use the “Ant Bot Is: On / Off” button at the top of the conversation.Option 2 - Tag: Open the contact, go to the Tags section, and add the ai off tag to disable. Remove it to re-enable.
Both methods do the same thing - use whichever is faster in the moment.
These two methods are proactive — they only prevent the AI from responding to future messages. If a lead already sent a message before you turned the AI off, it will still respond to that message. In that case, enable Do Not Disturb (DND) on the contact to block the response immediately. DND is a good last resort if you forgot to turn the AI off before the lead texted.