Notes Internal + AI Visible
complete
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Bryce DeCora
The ability to add notes in-thread of the conversation that can be displayed or hidden from the AI along with @-mentioning team members to notify them.
This will be helpful as well for DBRs where you may want a note before your DBR that says "Ignore messages above this unless you find relevant information to understand this person better since we are running a brand new campaign now"
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B
Bryce DeCora
updated the status to
complete
Pushing tonight with a GHL workflow action soon to follow to allow you to post aiVisible notes to contacts via GHL workflows (especially helpful to tell AI to ignore previous messages during DBRs)
B
Bryce DeCora
updated the status to
in progress
B
Bryce DeCora
Merged in a post:
Limit How Far Back Looking at Messages
B
Bryce DeCora
Job flow settings limit how far back in message history we bring into the bot's view
alain picard
if this is not possible, allow new conversations to be stored in another memory area like a custom field or database that can be reset. Instead of basing conversations on the entire chat history of ghl..
B
Bryce DeCora
Merged in a post:
Ability to set how far back an Agent can see previous message history
Jason Kramer
We run a lot of DBR campaigns and I have seen many instances that the agent references text messages that occurred months ago and even prevents the agent from booking the prospect due to a text they sent awhile back. Since many agencies use CB for DBR campaigns I think this is a key piece to be able to set at the job flow level