Voice-Activated AI feature in the SMS-iT CRM

Voice-Activated AI Features in SMS-iT CRM This tutorial provides an overview of the voice-activated AI capabilities integrated into the SMS-iT CRM system. SMS-iT users can now or shortly be able to leverage voice commands to: - Compose emails and texts - Create workflow campaigns - Analyze data points (upcoming) - Write sales and marketing scripts - Develop funnels (upcoming) Our goal is to seamlessly integrate AI functionality across all aspects of SMS-iT, bringing the future of CRM to you today. As we continue to expand and enhance our AI capabilities, you'll find that every feature within the SMS-iT ecosystem will be empowered by our advanced AI technology, making your CRM experience more intuitive, efficient, and powerful than ever before.

SMS-iT AI in Action: Email Composition **Example: **Vocal prompt used - "Compose an email to new users of SMS-iT about the benefits and include a call to action" Ease of use: To begin, simply locate the text box and click the "Start" button beneath it. This action will activate the voice recognition feature, allowing you to speak your command and see the AI-generated content appear in real-time.

SMS-iT AI in Action: Text Composition Example: Vocal prompt used - "Compose a text to new users of SMS-iT about the benefits and include a call to action" Ease of use: To begin, simply locate the text box and click the "Start" button beneath it. This action will activate the voice recognition feature, allowing you to speak your command and see the AI-generated content appear in real-time.

Persona: The brains of the SMS-iT AI

Introducing SMS-iT AI Persona SMS-iT's patent-pending "Persona" feature allows you to train the AI on your specific business information: - Website content - Frequently asked questions - Company-specific data - Sales and marketing materials

This customization ensures that the AI generates responses tailored to your unique business needs.

Click on "Artificial Intelligence"

Click on "Custom AI Persona"

Creating Your AI Persona When setting up your AI Persona: - Choose a descriptive name for easy reference - Create multiple personas for different aspects of your business (e.g., sales, marketing, customer service) - Each persona can be specialized to handle specific tasks or departments

SMS-iT offers flexibility in AI model selection: - Choose from ChatGPT versions 3.5, 4, or 4o - Claude AI is also available as an option (coming soon) - SMS-iT uses a BYOK (Bring Your Own Key) model - Enter your GPT API key for access This approach provides more options and can help reduce costs

Training Your AI Persona To customize your AI Persona: - Add your website content - Include frequently asked questions and answers - Input any relevant business information - You can edit and add to this information at any time - Test your persona by composing emails and texts

Click "Save" to store the data

Add your API key

Click on "Artificial Intelligence"

Click on "Settings"

Click on "ChatGPT"

Enter your API key and click "Submit"

Note: This tutorial provides a brief overview of the SMS-iT AI Persona feature and its basic setup process. Future tutorials will delve deeper into advanced functionalities and best practices for optimizing your AI-powered CRM experience. Summary of the Tutorial: The SMS-iT CRM Voice-Activated AI Feature Tutorial introduces users to a powerful new tool that integrates artificial intelligence into their customer relationship management system. This user-friendly guide covers: - Voice-activated AI capabilities for composing emails, texts, and managing various CRM functions - Setting up and customizing AI Personas for different aspects of your business - Choosing and configuring AI models, including ChatGPT and Claude - Training your AI with company-specific information - Entering and managing API keys for seamless integration Important notes for users:

Remember to keep your API keys secure and never share them Regularly update your AI Persona with new information to improve its performance Experiment with different AI models to find the best fit for your business needs Closing statement: By leveraging the voice-activated AI features in SMS-iT CRM, you're embracing the future of customer relationship management. This powerful tool will help streamline your workflows, improve communication efficiency, and provide personalized interactions with your clients. Stay tuned for more in-depth tutorials to fully unlock the potential of your AI-powered CRM and take your business to new heights of success.

Need assistance? We're here to help! 1. For general inquiries, contact our support team: Email: [email protected] 2. For personalized guidance, schedule a one-on-one session: Visit: https://onboarding.smsit.ai

Our experts are ready to ensure you get the most out of your SMS-iT CRM experience.

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