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Lead Engage: Your 24/7 Virtual ISA

Qualify and Nurture Your Leads with AI-Driven Efficiency

Introduction

Lead Engage is a premium AI tool available to Sierra Interactive clients, providing a 24/7 virtual ISA designed to qualify and nurture leads via two-way text message conversations. Starting January 2025, Lead Engage will transition from a closed beta to an enhanced, flat-rate service, making advanced lead management accessible to all.

Permissions

The Primary Manager can activate Lead Engage for their account. During activation, they can decide whether other users can opt leads in. If not granted, other users can still perform actions like pausing conversations.

How Lead Engage Qualifies Leads

  • Buyer Leads:

Lead Engage assesses readiness, location, price range, number of beds/baths, financing status, contingencies, timeframe, agent status, and appointment scheduling.

  • Seller Leads:

Lead Engage evaluates the selling address, listing appointment, agent status, timeframe, and any relevant appointments.

Additionally, Lead Engage records details such as:

  • Lead motivation for moving.
  • Specific home styles or property types.
  • Desired property features or preferences.

Communication varies based on whether the lead is new or a “revival.” In both cases, conversations begin with an introduction before transitioning to lead qualification.

Setup Process

Lead Engage will be available to all clients starting January 2025. For setup or questions, contact support@sierrainteractive.com.

Engaging Leads with Lead Engage

You can engage leads via three methods:

  1. Lead Routing Rules: Enable auto-engagement in your lead routing rules.
  2. Lead Detail Page: Use the Lead Engage widget to opt-in leads.
  3. Sierra Automation: Automate actions like “Opt-In to Lead Engage,” “Pause Conversation,” and “Resume Conversation.”

Lead Engage Widget in Lead Detail Page

  • The widget shows the lead’s current status and available actions (e.g., pause or restart conversations). Significant lead changes, like assigning a new agent, may pause conversations and require manual re-engagement.
  • If a lead opts out of text communication or uses a landline, Lead Engage options will be restricted, and the button will be grayed out.
  • All communication is logged in the lead detail page, with a “View Activity” button for historical activity.
    ConversationalMessaging

Avoid Overlapping Communication

Avoid opting leads into AI conversations if they’re also assigned to an Action Plan to prevent overlapping communication. E-Alerts can run alongside Lead Engage without interference.

ErrorMessage

Error Notifications

If a lead is qualified, the status will change to Needs Follow-Up, with a corresponding notification. Manual text messages will stop automated conversations unless otherwise specified.

Lead Dashboard

Once enabled, a new Lead Engage column appears in your Lead Dashboard. It shows whether leads are opted in and whether they Need Follow Up. Advanced Search now includes “Opt-In” and “Needs Follow-Up” filters as Yes/No options.

Notifications

Enable email, text, or in-app notifications via the Sierra AI tile in Notification Settings. Notifications will alert you when:

•A conversation reaches Needs Follow-up.

•An existing conversation cannot continue.

•A new conversation cannot start.

Billing

Lead Engage will be available for $199/month starting January 2025, offering unlimited lead engagement. Closed beta participants have used it at no cost during the beta period.