Mastering Conversation AI in Surplus Systems CRM

Unlock the power of artificial intelligence to enhance customer interactions with the Conversation AI feature in Surplus Systems CRM. This guide provides an in-depth look at how to set up, customize, and efficiently use Conversation AI to automate responses, accelerate query resolution, and improve overall communication efficiency.


1. Navigate to the Settings option.

1 Click on "Settings".

2. Now look for and select the Conversation AI option.

2 Click on "Conversation AI".

3. This is the Bot Settings

3 Then, click on "Turn off Conversations AI.".

4. Disable the Conversations AI feature.

4 Upload

5. Set the chat window status to Off.

5 Click on "Off".

6. Auto Pilot sends message automatically

6 Next, click here.

7. In this step, click on the Supported Channels to see options.

7 Afterwards, click on "Supported Channels".

8. If you wish to avail AI Bot Trila, click Go to Bot Trial button

8 Click here.

9. Next, you need to navigate to Advanced settings and provide Business Name

9 Click on "Advanced settings".

10. Configure Auto Pilot Mode

10 Click on "Advanced settings".

11. Move ahead by selecting Bot Trial.

11 Afterwards, click on "Bot Trial".

12. Fill in details in this text box for your Chatbot and hit Send.

12 After that, click on the element.

13. Search General questions that has saved into the chatbot.

13 Click here.

14. Select Reset Conversation option if you wish to do so.

14 Click on "Reset Conversation".

15. Next, navigate to the Bot Training section.

15 Following that, click on "Bot Training".

16. Click on the Web Crawler section.

16 Once that's done, click on "Web crawler".

17. Enter URL for your domain then hit Get Data.

17 Click on "Uploaded Links".

18. You can check your uploaded links here!

18 Upload

19. Proceed to the Customize bot responses section.

19 Following that, click on "Customize bot responses".

20. Select the Configure Intents option next.

20 Next, click on "Configure Intents".

21. Click on Support and general question and answer.

21 Click on "Support and general question and answer".

22. Click on the Appointment Booking option.

22 Once that's done, click on "Appointment Booking".

23. Now, select the Pick a Calendar option.

23 Click on "Pick a calendar".

24. Follow the guide by clicking on the marked area.

24 Click here.

25. Lastly, end this guide by clicking on Save button.

25 Once that's done, click on "Cancel".
Did this answer your question?
😞
😐
😁