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Automated selling for Product Management

Welcome to the how-to guide for utilizing airSlate SignNow's automated selling for Product Management. airSlate SignNow, from airSlate, offers businesses an easy-to-use and cost-effective solution for sending and eSigning documents.

Automated selling for Product Management

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this is an AI SAS for e-commerce before you go would you be interested if I could offer you a special discount to complete your purchase today today I'll show you how to recreate their entire solution in minutes so that you can start to sell it to e-commerce stores yourself and you won't have to write a single line of code let's get into it this platform is called a sales. and they're the world's first conversational AI for e-commerce and what the S does is recovers abandoned checkouts by using an outbound AI voice agent that's going to call people after they abandon their cart and say hey how are you doing is anything I can help you out with I noticed you abandon your card at checkout then they can ask back and forth answer any questions Etc but the key thing is that they can send a discount code or make a special offer to people who have abandoned cart and if the customer is interested it will send an SMS to the customer with a link to return to the checkout and the discount code included here we can see a little demo this Amanda who's this hi this is Lexi with nectar energy I just noticed you left some items in your heart did you have any questions about your order U no I'm okay thank you okay well before you go do you want me to check if I can get you a discount U no it's all right I'm just browsing right now um let me see what I can do for you Amanda to get sure attempt to get them an Al great just a heads up this code is only valid until the end of the day short of an emergency would there be any reason you can't use it tonight uh no great so you can just click that link to return to your checkout and we'll ship your product straight to you is there anything else I can help you with no SS good thank you okay no problem well it was a pleasure speaking with you Amanda I hope you have and so this's the system it's really simple sales script it's going to ask them how they're doing if there there any reason that they abandon the checkout and then it's going to push for sending them an SMS containing a discount code and a link to recover their checkout here you can see that the call Cost was 12 cents and they recovered 37 just from this example here so I saw this and I thought that sounds a lot like Ai and it sounds like we can do this pretty easily with the right tools and so that's what I've done and better yet I found a way to do it using absolutely zero code using a new platform that I've just talked about on the channel recently which is called zappia Central now this is particularly interesting because if you've been in the space for a while you know that e-commerce has been one of those niches that everyone wants to make solutions for but it's been pretty tricky to find something that actually provides a lot of value yes you can make a customer support agent but this kind of solution for e-commerce is so powerful because you're directly driving revenue for the business this is recovering these abandoned cards which was going to be lost Revenue anyway so using an AI outbound system to just dial all of these spend a few cents to try and recover it is a massive win for the business so I'm super excited to show you guys how to do this and for you guys to start selling this to your own customers the way we're going to be building this as mentioned is on zapia Central we're going to be setting up an abandoned cart trigger so whenever an abandoned cart is left let go to trigger an Automation and then the automation is going to send an outbound phone call with the information from the abandoned cut and then on that call the AI agent from Bland AI which we're going to be using for this build is going to attempt to send them a discount code and get confirmation that they want to get the discount and continue their purchase to get things started we need to create an account on zapia if you haven't already we're going to be using the new automation Builder called Central which I've covered recently on a video here here if you want to check that out for some more background on it um but we're going to be jumping straight into Central and building this thing out now once F to zap your central we want to create a new bot here on the left once we've created a new bot we can give it a name call it abandoned cart recovery and then we need to start setting up BS called behaviors and zapia Central now zapia Central allows us to nit together a bunch of different automations for example a trigger for an abandoned car to a send an outbound Voice using Bland Ai and we can knit together all of these different actions without having to line them up in sequence like we've traditionally had to do with automations by putting in instructions or prompting here we can instruct it how to chain together these actions it's really really cool you guys are going to want to stick around for this first things first the trigger for this action needs to be an abandoned cart of course so if we can go here and search up Shopify Shopify the action we want to be triggering based off is a new Abed cut I've already set up my connection but if you don't have one already you need to create a Shopify account and you need to set up the store as you like put a couple dummy products on it once you have that ready to go you can come back here and follow the setup wizard to connect your store to zapia once you have this connection set up it's fairly easy to do then we want to set up some information like this the abandoned card age let's put it at 0.1 hours and continue now we have this trigger of new abandoned card what you want to do is go over to your Shopify back end what i' like to do here is search for consent and we go to consent for marketing and check out here if we scroll down you can see the marketing options of email or SMS in order to be able to legally call these people they need to have opted in for our SMS so this isn't going to get every single abandoned car but it will get ones where they provided their phone number and they've also contented to SMS marketing what's handy to do here is to make sure that the shipping address phone number is either optional or required what this does is give us another way that we can capture their phone number in the checkout process so make sure the SMS is checked either optional or required shipping number when going save that then if I go through to my checkout I fill some things in the cart let's put maybe two of these things in here and we go to check out want to create some dummy data that's going to allow us to test this within zappi centrals and then here we can put in a phone when you're doing this make sure you put the phone that you want be receiving the testing calls to so in this case I'm going to use my Skype number so that I can receive them here on my computer and here is the SMS cons set which is accept updates on my order by phone then we can put in the same phone number here as well if you want to customize the text here like I have to be accept updates on my order by phone so that you get more opts we can go to the customiz sign up labels here and that same menu within the Shopify back end and then you go to the theme settings here and as you scroll down you'll see checkout and marketing accept SMS checkbox label and you can make this whatever you want so in my case accept updates on my order by phone sounds like it's got some benefit to them rather than just I think the default is text me with using offers so changing it a little bit might increase those opin rates nowu we go on here we can put a bunch of rubbish in here now that we've filled out all this dummy data we can close the page and we can go back to zap here and while we give our abandon cart a little bit of time to do its thing and Trigger as you can see we've got an abandoned cart age here of1 1 hour so we need to give it a little bit of time for it to process through the system in the meantime we can set up the next step which is going to be using Bland AI which is going to be what we use for our outbound phone call and we're going to do send a phone call here first thing you need to do is set up your Bland AI connection so there'll be a link down below to sign up the Bland AI this is not sponsored video no one's sponsoring this I'm not making a dive from any of these platforms Bland AI is just a handy one that I found with a zapia action we can use which makes it a lot easier than trying to have to do it the custom way so over on blad AI you need to sign up to an account once you have your account set up you need to come here and create a bland AI connection so mine's already connected but in your case it'll be connect a your connection and you go through this process of signing into zapia and then you need to provide your API key from Bland which you can find by clicking on your name here and on your API key section here and go to the API key section and you can either copy this or you need to create a new one and when you click on the profile here you will have your name this is the name you need to put in for the other field of setting up your Bland connection this Bland AI task has a lot of things we need to fill out first we have the phone number of the person we're trying to call this is going to be pulled from the PRI step the abandoned cart data that's going to be grabbed from Shopify the zappia central AI is going to be able to autofill this so we can leave this as AI generate the value and for the task here we're going to need to create a full prompt which I've already written for you which I'll show you in a second this task is basically describing what the AI should do on the call who it is the prompt basically all of the instructions in the script for what it should be following which we'll get to in a second reduce latency we can set to true voice we can set to the default one for now request data we can skip so do not include a value for this answering machine detection we can go false for now WEP do not include for this field for from we can go don't include a value for this field transfer phone number do not include a value for this field for record we're going to set it to a specific value of false just so we're all in the clear here legally wait for greeting we're going to set the specific value and change it to false for the first sentence we going to leave this AI to generate language we go to set a specific value of English Max duration we can set it to a specific value of 5 minutes Dynamic data we can not include data for this Interruption threshold we can skip this one as well for voice settings we can skip this one for should enabled answer bu we can do false start time we can skip as well in the model we can select a specific value and in this case I like to choose the enhanced one I find it performs the best and for temperature finally let's set it this to 0.1 and once we have all of this information filled out we can then add this as an action now we need to tell zap Central how to use these different actions and squs which in this case case I've already created it all here and we can copy this prompt over this prompt will be available on my school Community it's for free to join down in the description it'll be the first link there and then when you go to the YouTube tab once you're inside school it might take a few minutes to be l in but once you're inside School there'll be a YouTube Tab and you can click on the post related to this video and there going to be all the information required to copy this build so this prompt if I paste it in it'll show you a little bit of where we're going here but basically we're needing to give instructions about how the zapia central AI is able to use these different tasks so the first step is to trigger this automation when a new abandoned card is received and then first let's analyze the abandoned card data to see if they've firstly accepted SMS marketing and if they have then look for a phone number anywhere in the data provider that's why I toggled the shipping phone number option so that there's increased chance of us getting a more surface area for us to capture one of those phone numbers then if you find a phone number and they accept SMS marketing then send a phone call to blad AI to the number they provide it you then need to fill in the Bland AI task field again what I mentioned before Bland AI when to send a prompt way basically to tell this outbound phone call who it's supposed to be what it's supposed to do with the script is supposed to follow and so to do so input the following prompt describing the task make sure to replace the customer name variables with the customer name from the abandoned card data so you're starting to see how flexible the system is it's using AI to cleverly connect these different zaps together so here we have here we have the start of the prompt or the task we're going to send off to BL AI neor energy AI Voice Assistant script for a Bandon C followup so you can pause the video and take a look at how this Bland AI task has been written basically this is based off the a sales exact script word for word so it's going to be Nector energy offering them if they want to get a discount and at the end it's going to be saying hey I'll send you an SMS with the information from here up is what the AI is going to be autofilling that field in the Bland AI task so it figures out that this is what we want to put in and it's going to send that off as part of the instructions to make the phone call now we can quickly fill out the rest of the actions to complete this Automation and then I'll take you to the prompt and how it's all tied together so next one is going to be using a delay by zepia so what we want to do is when the call is underway we don't want to trigger the next step of the automation automatically so what we can do is use a delay for and time delayed set a specific value we want to delay it for say 5 minutes and delay for a Time unit of minutes add action so that's what's going to happen while we're waiting for the phone call to complete because after that we need to go back to Bland Ai and we want to get the transcript this time using the same Bland AI connection you had before then we have the call identifier which is based off the outbound call we just sent so the AI will have to insert this from the priz step so again very intelligently it can look back into the Bland AI information from the call that we sent and then pull the call identifier and automatically fill this part of the action we're can to add that there next we need to go in and get a URL shortener by zapia we want to shorten the URL and again we're going to use the AI to autofill the input for this the reason we have this URL shortening step is because in order to send the SMS as you can see it here in order to send this the Shopify Bandon cart URLs are very very long and twio we're going to be using to send the follow-up SMS with the uh discount code and the link to recover the checkout doesn't let you send messages more than 320 characters or something I think it's default for all SMS messages anyway but in order to get around this so that we can send the full URL we're going to use a link shortener and zap here has a handy one ready to go and then finally what we're going to do is use toio so if you haven't already you can H to toio and create an account and in order to be able to send these smss you're going to need to purchase a phone number you can go buy a number here you may have already had to do this for your Bland AI account setup anyway but once you have a number you can purchase it here and you'll see it in active numbers once it's good to go and then you can just go through the setup process of connecting your twio account here once you have it all set up then for the from number I'll pick a specific one of my numbers let's go this one I'll have ai generate the data for this and for the message I'll also allow the AI to do it because we're going to give it it in the prompt by now we have all of the actions added in that we're going to need to perform this automation but you can see this final bit of the prompt here that is the glue that ties it all together we we've been through how we're sending this prompt off to Bland a it toate the call but the bit after this is where it gets interesting so once you've sent the phone call use the delay action to wait for 5 minutes to give time for the conversation to happen once the delay is complete then you can use a get transcript action from Bland AI to fch the call transcript to get the transcript you'll need to use the call ID you received from the send phone call step earlier to look up the call that just happened so as I mentioned you need the call identifier and we go to pull this from earlier on the conversation and earlier on the automation by instructing it on how to get that information and where to use it once you have the transcript what you're looking for on the call is if the voice assistant says they will send a customer the SMS with a link to check out and a discount code if the assistant did mention sending some kind of SMS to the user then then you need to use the send SMS action from twio to send an SMS to the mobile number that we sent the call to earlier so again we're tying all of these actions together and instructing it in natural language how to use it and the sort of conditional statements we want to cover here so instead of using all the complex kind of tree diagrams and stuff like this we can just say if this happens do this if this happens do this and as you can see here if the transcript does not appear to have the full content of a call EG it's just got the the first few lines of it it may have fetched it before the call is finished so I instruct it here if this appears to be the case try to the transcript up to three more times in an attempt to determine if the SMS needs to be sent if after trying this three times there's still no mention of sending an SMS to the user then abandon this process entirely go no further as you'll see when we test it the delay by zapia doesn't really work within Central at the moment so this is my kind of little workaround and then we get into the final bit of sending this SMS so if they mentioned sending an SMS then we need to convert the abandoned cart recovery URL into a shortened URL using the shortened URL action once you have the shortened URL the SMS cont it should be as followed make sure you replace the variables in the data from the abandoned cart as the variables clearly show so hi first name pulling the information from the abandoned cart your 20% discount code is nect to 20 complete your purchase here and we're using new line characters to make sure that it's formatted I see in the SMS complete your purchase here then I have a dummy variable put in here of shortened abandoned cart recovery link cheers new line modern theed energy tape now what actually here we have the here syst is called corner so let's stick in line with that so let's make it in line with that make sure this SMS is less than 32 characters and contains no Emojis or it will be truncated by the 20 IPI so once we've done that I can click done and it's time to give this a spin so if we want to test it firstly we can just click test 10 let's go to create a new thread this is how zapy Central Works you've got like a one action is represented by one of these blocks and then and then it has has this thread that can pop out on the side so new abandoned cart we can see all the data here this is the phone number I put into the abandoned cart at checkout and then SMS consent collected the consent for the SMS marketing has been included as well if we go down does take quite a while the zapy central isn't the fastest platform at the moment but in a second we should receive a call from this Bland AI step we've set up here you can see the data from the abandon cart we have the SMS marketing consent collected from Shopify level single optin so we've consented to the SMS marketing where have the we also have the phone number that was left that check out as well and this gives us the information we need to go into the next step so here we go oh here we have the call coming in I can answer it on my phone [Music] here hey guys just finishing up the edit for this video here and I wanted to throw in that I'm going to be doing a giveaway SL hackathon and a prize Associated so $11,000 is going to be up grabs for the best zappy essential solution idea I think there's only so much my brain can do I want to give this to you guys as a community to come up with awesome new ideas and also give have the chance to win a bit of money for it as well so if you want to be part of that and you have some cool ideas that you think you can contribute to the community and come up with then you can join the free school Community down below there'll be a post attached to it with a $1,000 prize and you can join the conversation there so back to the video hello is this Liam oy yeah who's this hi this is Conor with nectar energy I've noticed you left some items in your cart do you have any questions about your order uh no I just I just wasn't ready to check out sorry I understand and I appreciate your interest in our products before you go would you be interested if I could offer you a special discount to complete your purchase today yeah sure how much is the discount full great please give me just a moment I'm checking to see what I can do for you fantastic news Liam I can offer you a 20% discount on your entire order this code is valid until the end of the day would there be any reason you couldn't use it tonight no I should be able to do it I've sent you a text with the discount code and a link to return to your checkout you can complete your purchase and we'll ship your product straight away is there anything else I can assist you with no that's all thank you bye all righty so that cool we well as you can see we're getting these errors from the delay from zapia I think this is something to do with them not being compatible with Central yet but anyway it does the job of delaying this thing um to give us time for the transcript to be fully complete so that we can analyze it properly so while it says there an error happening it's still kind of doing its job of delaying the next step uh so as you can see here it should do a transcript analysis right now yep action in progress so if we open up the blad I get transcript you can see that we've got the whole transcript and it splits it into nice messages down here so if we go down a little bit we can see um fantastic news I'll offer you a discount code I've just sent you a text with a discount code and a link to return to checkout so yes the transcript does contain something saying we're going to send them the link and that's what the AI is looking for then it's using the next action we instructed it to use which was to shorten that abandoned cart URL so that we can send it VI an SMS and then we've sent it by SMS we can see the data here yep all good to go and the final step to make this has all worked you may have heard that my Skype notification went off if I go to Skype yep and we have our text here High Lim your 20% off discount code is NE to20 complete your purchase here cheers corner and the connect the energy team and just like that we've been able to recreate this AI e-commerce SAS just by using zapia Central without writing a single line of code I hope you guys are as excited as I am about the potential of this technology as I mentioned in my earlier zapia Central video I think this stuff is the best thing that's happened for beginners trying to get into the AI automation agency space and create system and build solutions for businesses to allow them to adopt Ai and I almost forgot the final thing you need to do to turn this thing live and get this to work on every single abandoned card that comes through for your client's store or for your own is to click on this behaviors down here turn the switch to on and now every abandoned card that comes through is going to go through this process here and you'll be able to see it in this activity tab going through behind the scenes this is just a particularly awesome example and I'm sorry to the guys at AA sales you guys doing really cool stuff but um I think a lot of people are going to be jumping on this opportunity too now but hey that's how the capitalist system works and you and inions and new technology like this allows us to more people to get in and compete with you so if you've enjoyed the video and gotten anything out of it please hit down below and leave a like and hit that subscribe button while you're down there if you want to be in the loop for more AI Solutions like this that you can very easily create and sell to businesses that's what we're all about here on this channel so as I mentioned the prompt to create this is going to be available in my free school community so if you're not already on there you can join for free it'll be on the YouTube resources tab you can get this exact prompt and rebuild this in a few minutes if you want to see my other video breaking down zpp entral it's going to be available here but aside from that guys thank you so much for watching and and I will see you in the next one

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