Air.ai New Editor Demo - How to get past the [GATE KEEPER] πŸ›‘

Gabe Monroy
26 Mar 202408:11

TLDRIn this informative video, Gabe discusses a strategy for bypassing the gatekeeper in B2B communication, utilizing a new agent editor to create a dynamic conversation flow. He demonstrates how to construct a branching dialogue that adapts to responses, aiming for effective engagement with business owners or their assistants. Through testing calls, Gabe illustrates how the system navigates different scenarios, emphasizing the potential for personalization and efficiency in communication.

Takeaways

  • πŸ“ Gabe discusses a strategy for bypassing the gatekeeper in B2B scenarios, specifically using a new agent editor.
  • πŸš€ The new agent editor is recommended over the standard or previous advanced editor for its improved functionality.
  • 🌟 The process begins by creating a 'gatekeeper' flow and starting with a simple yes/no question to determine the prospect's availability.
  • πŸ—£οΈ The AI is designed to understand different language variations for a 'yes' or 'no' response, even if the language used is slightly off.
  • πŸ‘ For a 'yes' response, Gabe suggests expressing eagerness to talk and ensuring the prospect is happy to continue the conversation.
  • ⏰ If the prospect is not available, the AI inquires about a better time to call back, aiming to reschedule the conversation.
  • πŸ’¬ The flow includes questions about the prospect's satisfaction with the services and what they like or dislike, to gather feedback.
  • πŸ“ž The script includes a demonstration of test calls to show how the flow works in practice, with different outcomes based on the responses.
  • πŸ”§ Gabe acknowledges that there is room for improvement in the script, such as adding a 'please hold' message and refining the introduction.
  • πŸ“ˆ The video serves as a tutorial for using the new agent editor to create conversational flows that can adapt to different scenarios and responses.
  • 🎯 The goal of the strategy is to effectively communicate with business owners or gatekeepers and ensure customer satisfaction.

Q & A

  • What is the main topic of the video?

    -The main topic of the video is about creating a strategy to get past the gatekeeper in B2B (business-to-business) communications using a new agent editor.

  • Who is the speaker of the video?

    -The speaker of the video is Gabe.

  • What is the new tool Gabe is going to use for the strategy?

    -Gabe is going to use the new agent editor for the strategy.

  • What is the first step in the new agent editor process?

    -The first step in the new agent editor process is to determine if the prospect's name or contact person is available.

  • How does the AI handle different language variations in responses?

    -The AI is designed to be smart enough to understand yes or no responses, even if the language used is slightly different.

  • What does Gabe suggest doing with the information provided by the gatekeeper?

    -Gabe suggests using the information to determine the best course of action, such as scheduling a callback or proceeding with the conversation if the contact is available.

  • What is the purpose of the follow-up question about the magazine subscription?

    -The purpose of the follow-up question is to gather feedback from the customer about what they like most about the subscription and if there's anything they would improve.

  • How does Gabe demonstrate the effectiveness of the new agent editor?

    -Gabe demonstrates the effectiveness of the new agent editor by creating a scenario with a gatekeeper and showing how the editor can guide the conversation down different paths based on the responses.

  • What is the main takeaway from the video?

    -The main takeaway from the video is that the new agent editor provides a user-friendly and efficient way to navigate B2B communications and engage with potential clients or customers.

  • How can viewers book a time to talk with Gabe?

    -Viewers can book a time to talk with Gabe by using the calendar link provided in the video description.

  • What does Gabe encourage viewers to do after watching the video?

    -Gabe encourages viewers to like the video and make use of the new agent editor to improve their own B2B communication strategies.

Outlines

00:00

πŸš€ Introduction to B2B Gatekeeper Strategy

In this paragraph, Gabe introduces the topic of navigating gatekeepers in B2B scenarios. He explains the intention to create a simple guide to help businesses bypass the initial hurdles when reaching out to potential clients. Gabe mentions using the new agent editor for this purpose, which is more efficient than the previous versions. He outlines the process of building a conversation flow starting with identifying the prospect's name and determining their availability. The paragraph details the creation of two branches in the flow builder - one for when the prospect is available and another for when they are not. Gabe emphasizes the importance of the AI's ability to understand different ways of responding and capturing the essence of the message. The positive response leads to a conversation about the prospect's satisfaction with their current subscription, while the negative response prompts a question about a better time to call.

05:03

πŸ“ž Testing the Gatekeeper Strategy with Calls

This paragraph demonstrates the practical application of the gatekeeper strategy through two test calls. The first call involves a situation where the prospect, Dr. Monroy, is not available, and the AI successfully navigates the conversation to schedule a callback at a more convenient time. The second call shows Dr. Monroy being available and ready to discuss the magazine subscription. Gabe highlights the AI's effectiveness in adapting to different scenarios and its potential for improvement, such as refining the introduction and hold commands. The paragraph concludes with Gabe expressing his satisfaction with the new editor's capabilities and encouraging viewers to engage with the content and book a time to talk with him if needed.

Mindmap

Keywords

πŸ’‘Gatekeeper

In the context of the video, a gatekeeper refers to an individual or entity that controls access to someone or something. In business-to-business (B2B) scenarios, this often means getting past an assistant or receptionist to reach the decision-maker. The video discusses strategies for navigating this initial barrier in communication.

πŸ’‘B2B (Business-to-Business)

B2B refers to transactions or relationships between businesses, as opposed to business-to-consumer (B2C). The video is focused on strategies for effective communication and interaction in a B2B environment, specifically on how to engage with potential clients through an initial contact point, such as an assistant.

πŸ’‘Agent Editor

The Agent Editor is a tool or platform mentioned in the video that allows users to build and manage conversation flows, presumably for AI agents or chatbots. It is a new release that the video creator intends to use to demonstrate how to engage with potential clients and overcome gatekeepers in B2B scenarios.

πŸ’‘Flow Builder

Flow Builder is a feature within the Agent Editor that enables users to construct a series of questions and responses, creating a branching conversation flow. This tool is used to tailor the interaction based on the responses given by the person being called, allowing for a more dynamic and personalized communication experience.

πŸ’‘Conversation Flow

A conversation flow is the sequence of interactions or exchanges that occur during a conversation, particularly in the context of AI or chatbot interactions. It is designed to guide the conversation towards specific outcomes, such as gathering information orδΏƒζˆδΊ€ζ˜“. The video demonstrates how to create a conversation flow to engage with a business prospect and address potential gatekeepers.

πŸ’‘AI (Artificial Intelligence)

AI refers to the simulation of human intelligence in machines that are programmed to think and learn like humans. In the context of the video, AI is likely used to power the Agent Editor and the conversation flows, enabling the AI to understand and respond to different inputs from the person being called, such as affirmative or negative responses.

πŸ’‘Prospect

In sales and marketing, a prospect is a potential customer or client who may be interested in the products or services offered by a business. The video is focused on strategies for engaging with prospects in a B2B context, particularly in getting past initial barriers to reach the decision-maker.

πŸ’‘Subscription

A subscription is a model of business where customers receive continuous products or services for a recurring fee. In the video, the subscription is related to a magazine or content service, and the conversation flow is designed to review and ensure the satisfaction of the client with their subscription.

πŸ’‘Engagement

Engagement in the context of the video refers to the process of interacting and communicating with potential clients to build a relationship and understand their needs or concerns. The video demonstrates how to effectively engage with prospects by using a conversation flow to navigate through initial barriers and reach a decision-maker.

πŸ’‘Call Back

A call back is a follow-up communication attempt made after an initial contact. In the video, the call back is used as a strategy to reach the prospect at a more convenient time, as determined by the information provided by the gatekeeper or the prospect themselves.

Highlights

Gabe introduces a method to navigate gatekeepers in B2B scenarios.

The new agent editor is recommended for its improved functionality over the standard and previous advanced editors.

The process begins by creating a new flow and selecting the 'gatekeeper' scenario.

The first step involves asking if the prospect's name is available, with options for 'yes' or 'no'.

The AI is designed to understand variations in language and still identify a 'yes' or 'no' response.

If the response is 'yes', the script proceeds to confirm the prospect's willingness to continue the conversation.

For a 'no' response, the script inquires about a better time to call back.

The script includes a section to capture feedback on the subscription service.

The call flow is tested with a scenario where the prospect is not available, and a time for a callback is scheduled.

Another test call demonstrates a successful connection with the prospect, leading to a discussion about the magazine subscription.

The prospect, Dr. Monroy, appreciates the valuable content provided by the subscription.

Dr. Monroy is satisfied with the services and does not suggest any improvements.

The call concludes with a positive note, reinforcing the effectiveness of the call strategy.

Gabe emphasizes the simplicity of the process and the potential for further refinement.

The new agent editor is presented as an improvement over older versions, with more options for customization.

Gabe invites viewers to book a time to talk and provides his calendar link.

The video content is shared with the intention of providing value to the audience.