Friends, are any of you using Knock and Elise AI? How are you handling lead owner? We've just added Elise AI and we're getting a bit stuck here. We typically would change the name as soon as the agent starts working with them, but then that eliminates Elise continuing to also follow-up. Would love your guidance.
Ellie Norton if it’s coming in assigned to house, can’t you reassign to Meet Elise? We are now on Zuma, but this is what we did when we used Meet Elise.
Meet Elise handles all email leads. The only time we take over is if she assigns to the property for a question she can’t answer. For the majority, we just keep the lead. We get very few. You could always answer the question and then reassign back to Meet Elise.
Leave it in EliseAI and let her do her thing. If there’s a point that a human needs to step in, then switch ownership. When someone schedules appt and tours, switch ownership to a human. On-site associates build relationships in person, they should take over post visit follow up from AI