Expanded Guide

1.Cover #

Reference Manual

Version Number: 1.0

2.Overview #

This manual is organized into sections according to the menu available in Skyler360.

  • The first section covers analytics and overview.
  • The second section covers the information on Leads.
  • The third section covers the information on property.
  • The fourth section covers the information on setting and personalizing your Skyler360

3.Dashboard #

The Dashboard of Skyler360 is the page that you are brought to immediately upon logging in and displays vital information regarding the platform.  The Dashboard can be customized by user preference in regard to what is displayed as well.

3.1.Lead Statistics #

The Lead Statistics window shows different graphical representations of Leads. By selecting different tabs on the top of the window different displays can be shown such as a timeline of follow ups and Leads sorted by groups.

3.2.My Events #

The My Events window shows a weekly calendar by default but it can be customized to show a monthly calendar or daily agenda by using the Showing dropdown menu in the top right corner as shown below.

4.Leads #

There will be cases where you won’t be able to tend to all of your clients’ calls. This is where Skyler360 comes to play. Skyler360 keeps a record of your Leads, and its cutting edge conversation mechanism addresses your clients without letting them know that they are conversing with an AI platform.

4.1.How Does This Work? #

When your client attempts to contact you, Skyler360 starts to track your call records and then it automatically stores them. To see your Leads list in Skyler360, go to the Leads submenu under the main Contact menu. Then the Leads List screen appears:

This screen will automatically capture your clients’ numbers and/or their social media profile, and record their names through internal packages, and then save the records in Skyler360 under the Leads List.

You can use the action button to View, Edit and Delete Leads.

4.2.Adding a Lead #

You can add Lead details using the ADD Leads Form. This screen is divided into three tabs:

  • Lead
  • Preference
  • Admin

Lead Tab

You can add all of the basic details related to a Lead using the ADD Leads Form.

Controls

  • Follow up – Allows you to set the date you want to follow up on the Lead.
  • Quick Notes – Allows you to enter any information related to the Lead.
  • Full Name – Allows you to enter the full name of the Lead
  • Company – Allows you to enter the company associated with the Lead
  • Email – Allows you to enter the email of the Lead
  • Mobile – Allows you to enter the mobile number of the Lead
  • Office Number – Allows you to enter the office number of the Lead
  • Group – Allows you to group a cluster of Leads together.
  • Label – Allows you to categorize a cluster of Leads within a group.
  • Program – Allows you to assign an automated action to the Lead
  • Property – Allows you to assign a property that the Lead is interested in
  • Sync Google Contact – Allows you to synchronize the Lead with your google contact book
  • Share To – Allows you to share the Lead details with selected agents
  • Share All – Allows you to share the Lead details with all the agents
  • Agent – Allows you to assign an agent to the Lead.

Preference Tab

You can store the Lead preference using the Preferences tab.

Controls

  • Frequency – ???
  • Unsubscribed – Allows you to cancel a subscription on selected communication medium
  • Line – Allows you to assign a number to a Lead through which an SMS to the Lead is generated

Admin Tab

You can manage the admin settings using the Admin tab.

Controls

  • Notes – Allows you to write brief ideas and points on the Leads
  • Activated – Allows you enable or disable the Lead login in the front end. However, the Lead will be able to login via the links you have shared with him even if the Lead is not activated.
  • Voice Mail – Allows you to store or delete the voicemails
  • Lead Skyler360 – Allows you to store or delete the Skyler360360 text
  • Property Stats – Allows you to store or delete the statistics related to properties browsed by the Lead.
  • Group Multi Update – ???
  • Lock Status – Allows you to lock the selected fields making them uneditable.

After you are done with entering the Lead details, press ADD Leads button at the bottom of the screen.

4.3.Viewing a Lead #

You can view the Lead details using the Skyler tab of Leads View screen. This screen lists all the information associated with the Lead along with the conversation history. It is divided into 16 tabs:

  • Text History
  • Lead Email
  • Active Lead Programs
  • Recordings
  • Notes
  • Appointments
  • Network
  • Pocket
  • MLS
  • Lead Sales
  • Files
  • Agreements
  • Preference
  • Admin
  • Property Stats
  • Client Network

Besides the tab, the Leads View form title bar contains an Edit button. Use  on the title bar to edit the Lead.

Text History Tab

You can view the overview of a Lead using the Text History tab.

Admin Tab

You can view the administrative settings that you have applied to the Lead using Admin tab.

Lead Email Tab

You can set the email auto message to respond to the Lead using the Lead Email tab.

You can either choose a saved template using Email Auto Message field or you can also create a new email. To create a new email enter the subject to the email in Email Subject field and the content in the Email Content field.

Once you are done, press ADD Lead Email.

Active Lead Programs Tab

You can view the programs that are assigned on the Lead using the Active Lead Programs Tab.

Recordings Tab

You can view and listen to the voicemail history with the client using the Recordings tab.

You can also add a new voicemail record using the button available in the utility bar. Pressing on the button will open ADD Recording Form in the new tab.

For more information on adding voicemail, refer to the Recordings section.

Notes Tab

You can view the notes assigned to the Lead using the Notes Tab.

You can also add a new note using the  button available in the utility bar. Pressing on the  button will open ADD Notes Form in the new tab.

For more information on adding note, refer to the Notes section.

Appointments Tab

You can view your appointments with each Lead using the Appointments Tab.

You can also add a new appointment using the  button available in the utility bar. Pressing on the   button will open ADD Appointments Form in the new tab.

For more information on adding appointments, refer to the Appointments section.

Network Tab

You can view the connections of the Lead using Network tab.

You can also add a new network using the  button available in the utility bar. Pressing on the   button will open ADD Network Form in the new tab.

For more information on adding networks, refer to the Networks section.

Pocket Tab

You can view the property listings for a particular Lead using the Pocket Tab.

MLS Tab

You can view the Lead assigned to the property listing from MLS site using the MLS Tab.

Lead Sales Tab

You can view the Lead sales record using the Lead Sales Tab.

You can also add a new Lead sales using the  button available in the utility bar. Pressing on the  button will open ADD Lead Sales in the new tab.

For more information on adding Lead sales, refer to the Lead Sales section.

Files Tab

You can view the files shared with the Lead using Files Tab.

You can also add a new file using the  button available in the utility bar. Pressing on the  button will open ADD Files Form in the new tab.

For more information on adding files, refer to the Files section.

Agreements Tab

You can view all the agreements made with the Lead using the Agreements Tab.

You can also add a new agreement using the  button available in the utility bar. Pressing on the  button will open ADD Agreements Form in the new tab.

For more information on adding agreements, refer to the Agreements section.

Preference Tab

You can view the preferences set for the Lead using Preference Tab.

Property Stats Tab

You can view the statistics related to properties browsed by the Lead using the Property Stats Tab.

Client Network Tab

You can view information related to the client network in the Client Network Tab

4.4.Editing a Lead #

You can edit the Lead details using the Leads Edit Form. This screen is divided into three tabs:

 

  • Lead
  • Preference
  • Admin

 

Lead Tab

You can edit the basic details related to a Lead using the ADD Leads Form.

 

Controls

  • Follow up – Allows you to set the date you want to follow up on the Lead.
  • Quick Notes – Allows you to enter any information related to the Lead.
  • Full Name – Allows you to enter the full name of the Lead
  • Company – Allows you to enter the company associated with the Lead
  • Email – Allows you to enter the email address of the Lead
  • Mobile – Allows you to enter the mobile number of the Lead
  • Office Number – Allows you to enter the office number of the Lead
  • Group – Allows you to group a cluster of Leads together.
  • Label – Allows you to group a cluster of Leads belonging to a specific group together.
  • Program – Allows you to assign an automated action to the Lead.
  • Property – Allows you to assign a property that the Lead is interested in.
  • Sync Google Contact – Allows you to synchronize the Lead with your google contact book.
  • Share To – Allows you to share the Lead details with selected agents.
  • Share All – Allows you to share the Lead details with all of the agents.
  • Agent – Allows you to assign an agent to the Lead.

 

Preference Tab

You can edit the Lead preference using the Preferences tab.

 

Controls

  • Historical Inquiry #2 – Allows you to store the ID of the property that the Lead showed his/her last interest in. For example: If the Lead showed interest in property with ID 100, it will be saved in the property field. But when the Lead shows interest in property with ID 101, the new property ID will replace the property field and the property with ID 100 will be moved to Historical inquiry #2. The property with ID 99 that was previously in Historical Inquiry #2 will be moved to Historical Inquiry #3. Similarly, any IDs that was in Historical Inquiry in #3 will be moved to Historical Inquiry #4 and Historical Inquiry #4 will be moved to Historical Inquiry #5.
  • Historical Inquiry #3, #4, #5 – Allows you to store the property ID that the Lead was interested in.
  • Frequency – ???
  • Unsubscribed – Allows you to cancel a subscription on a selected communication medium
  • Line – Allows you to assign a number to a Lead through which SMS to the Lead is generated

 

Admin Tab

You can manage the admin settings using the Admin tab.

 

Controls

  • Notes – Allows you to write brief ideas and points on the Leads
  • Activated – Allows you to enable or disable the Lead login on the front end. However, the Lead will be able to login via the links you have shared with them, even if the Lead is not yet activated.
  • Voice Mail – Allows you to store or delete the voicemails
  • Lead Skyler360 – Allows you to store or delete the Skyler360 text
  • Property Stats – Allows you to store or delete the statistics related to properties browsed by the Lead.
  • Group Multi Update – ???
  • Lock Status – Allows you to lock the selected fields, making them uneditable.

After you are done with entering the Lead details, press the Leads Edit button at the bottom of the screen. These changes will be reflected in Lead details.

5.Lead Engage #

Skyler360 allows you to send bulk SMS or email messages to your Leads. You can engage a group of Leads with offers, announcements, or general inquiries using the ADD Skyler360 Engage form. Skyler360 also allows you to schedule your offers, announcements, or general inquiries for the future so that you don’t miss any follow ups or information circulation.

 

To add Lead Engage, navigate to the Lead Engage submenu through the Settings menu. The Skyler360 Engage List will appear:

Press to expand the Skyler360 Engage.

Each row will stretch to produce the Leads assigned to one of the three mediums – SMS, Email and Lead Programs. The Skyler360 tab lists the Leads assigned to SMS medium. The Lead Email tab lists the Leads assigned to Email medium. The Active Lead Programs tab lists the Leads assigned to Lead Programs medium.

5.1.Adding a Skyler360 Lead Engage #

To add a new Skyler360 Engage or Lead Engage, press the icon available on the utility bar. The following screen appears:

 

Controls:

  • Lead Group – Allows you to add all the Leads mapped to a group into the new engage list
  • Between Group and Label – Allows you to set a logic to connect Group and Label
  • Lead Label – Allows you to add all the Leads mapped to a label into the new engage list
  • SMS Auto – Allows you to select a template sms that you want to send to the Lead list
  • Short Msg – Allows you to set a custom message that you want to send to the Lead list
  • Email Auto – Allows you to select a template email that you want to send to the Lead list
  • Email Subject – Allows you to set subject to custom email that you want to send to the Lead list
  • Email Body -Allows you to add custom email text that you want to send to the Lead list
  • Attachment1 – Allows you to add attachment to the custom email you want to send to the Lead list
  • Attachment2 – Allows you to add attachment to the custom email you want to send to the Lead list
  • Program With Email – Allows you to assign a program that you would like to assign to the Lead list
  • Delivery Date – Allows you to set a schedule to trigger the new Skyler360 Engage
  • Agent – Allows you to assign an agent to the new Skyler360 Engage

 

When you add a new Skyler360 Engage, you have the option to add either of the three engage mediums – SMS, Email or Programs.

 

  • Check the box next to the Lead Group to the select all the Leads assigned to the group. You can select multiple groups at a time. Note the drop down next to the Lead Group

Use this drop down to define the logical connection between groups. Select AND if you want to add the Leads common to the groups that you have selected. Select OR if you want to add all the Leads assigned to the group(s) that you have selected. Select NOT if you want to exclude the Leads assigned to the group(s) that you have selected.

 

  • Set a logical connection between labels and groups using the Between Group and Label drop down. Select AND if you want to add only those Leads that have both the label(s) and group(s) you have selected. Select OR if you want to add all the Leads that have either the group(s) or the label(s) that you have selected. Select NOT if you want to exclude the Leads that have both the group(s) and the label(s) that you have selected.

 

  • Check the box next to the Lead Label to the select all the Leads assigned to the label. You can select multiple labels at a time. Note the drop down next to the Lead Label

Use this drop down to define the logical connection between labels. Select AND if you want to add the Leads common to the labels that you have selected. Select OR if you want to add all the Leads assigned to the label(s) that you have selected. Select NOT if you want to exclude the Leads assigned to the label(s) that you have selected.

  • Choose the medium that you want to use to communicate with your Leads. Note that you can only select one of the following five mediums at a time. An attempt to choose a different medium after selecting or setting a medium, will clear the previous entry and activate the recent selection.
    • Choose SMS Auto if you want to approach the Lead list with a saved SMS template
    • Choose Short Message if you want to approach the Lead list with a custom SMS
    • Choose Email Auto if you want to approach the Lead list with a saved Email template
    • Choose Email Subject, Email Body, Attachment1 and Attachment2, if you want to approach the Lead list with a custom email message
    • Choose Program With Email, if you want to approach the Lead list with an active Lead program.
  • Schedule a date and time to engage the new Lead List.
  • Assign an agent associated to the new Lead List.
  • Press ADD Skyler360 Engage to navigate to Skyler360 Engage Preview screen.
  • Press Confirm to find the new Lead list in the Skyler360 Engage List screen. Press Modify to make changes to the new Lead List.

6.Text History #

Skyler360 allows you to view all the SMS conversation with a Lead. It creates a text repository that holds all the text message delivered to and received from a Lead.

To view the text history, navigate to Text History sub menu through the Contact menu.

The Skyler360 List or Text History screen appears:

It lists all the available text history with the Lead.

You can check the status of the text using the Status column of the Skyler360 List screen. There are five different statuses:

  • Received – Set when the text was was sent by Lead.
  • Pending – Set when the text is still in draft
  • Approved – Set when the text is ready to be delivered
  • Delivered – Set when the text is sent to the Lead
  • Error – Set when error occurs during the delivery

You can use the Actions button in this screen to Create, View, Update or Delete the text history with the Lead. You can also delete and update multiple text history at the same time.

6.1.Creating a Text History #

You can create a text response to send to the Lead via ADD Skyler360 Form. Press the icon available on the utility bar to create a new text history.

Controls:

  • Lead – Allows you to set a Lead to the text conversation
  • SMS Auto Message – Allows you to select the sms template to converse with the Lead
  • Short Msg – Allows you to set a custom sms to send to the Lead
  • Status – Allows you to set the status to the new text message. There are four different text statuses:
  • Delivery Date – Allows you to set the intended delivery date to the text
  • Share To – Allows you to share the text with selected agents
  • Share All – Allows you to share the text with all the agents
  • Agent – Allows you to assign an agent to the text

Once you have provided the sufficient information in the ADD Skyler Form press ADD Skyler. It will list in the Skyler List screen with status Approved.

6.2.Viewing the Test History #

You can view a text’s detail using the Skyler View Form. Press  button to load Skyler360 View screen.

6.3.Editing a Text History #

You can edit the text history details using the Skyler360 Edit Form. Press  button to load Skyler360 Edit screen. This screen lists all the details associated with the text history and allows you to edit the details.

Controls:

  • Lead – Allows you to set a Lead to the text conversation
  • SMS Auto Message – Allows you to select the sms template to converse with the Lead
  • Short Msg – Allows you to set a custom sms to send to the Lead
  • Status – Allows you to set the status to the new text message
  • Delivery Date – Allows you to set the intended delivery date to the text
  • Share To – Allows you to share the text with selected agents
  • Share All – Allows you to share the text with all the agents
  • Agent – Allows you to assign an agent to the text

Once you have provided the sufficient information in the Skyler360 Edit Form, press Skyler360 Edit. The changes will reflect in the existing text history.

7.Emails #

Skyler360 allows you to view all the email conversation with a Lead. It creates a email repository that holds all the email message delivered to and received from a Lead.

To view the email history, navigate to Emails submenu through Contact menu.

 

The Lead Email List screen appears:

 

It lists all the available email history with the Lead.

You can check the status of the email using the Status column of the Lead Email List screen. There are five different statuses:

  • Received – Set when the email was sent by the Lead
  • Pending – Set when the email is still in draft
  • Approved – Set when the email is ready to be delivered
  • Delivered – Set when the email was sent to the Lead
  • Error – Set when error occurs during the delivery

You can use the Actions button in this screen to Create, View, Update or Delete the email history with the Lead. You can also delete and update multiple emails list at the same time.

7.1.Creating a Lead Email #

You can create a email response to send to the Lead via ADD Lead Email Form. Press the icon available on the utility bar to create a new email history.

 

Controls:

  • Lead – Allows you to set a Lead to the email conversation
  • Email Auto Message – Allows you to select the email template to converse with the Lead
  • Email Subject – Allows you to set subject to the custom email to send to the Lead
  • Email Content – Allows you to set content to the custom email to send to the Lead
  • Email Status – Allows you to set the status to the new email message. There are four different email statuses:
    • Pending – Set when the email is still in draft
    • Approved – Set when the email is ready to be delivered
    • Delivered – Set when the email is sent to the Lead
    • Error – Set when error occurs during the delivery
  • Delivery Date – Allows you to set the intended delivery date to the email
  • Attachment 1, 2 & 3 – Allows you to attach files to send along with the custom email
  • Share To – Allows you to share the email with selected agents
  • Share All – Allows you to share the email with all the agents
  • Agent – Allows you to assign an agent to the email

Once you have provided the sufficient information in the ADD Lead Email Form, press ADD Lead Email. It will list in the Lead Email List screen with status Approved.

7.2.Viewing the Email History #

You can view an email’s detail using the Lead Email View Form. Press button to load Lead Email View screen.

7.3.Editing an Email History #

You can edit the email history details using the Lead Email Edit Form. Press button to load Lead Email Edit screen. This screen lists all the details associated with the email history and allows you to edit the details.

Controls:

  • Lead – Allows you to set a Lead to the email conversation
  • Email Auto Message – Allows you to select the email template to converse with the Lead
  • Email Subject – Allows you to set subject to the custom email to send to the Lead
  • Email Content – Allows you to set content to the custom email to send to the Lead
  • Email Status – Allows you to set the status to the new email message. There are four different email statuses:
  • Delivery Date – Allows you to set the intended delivery date to the email
  • Attachment 1, 2 & 3 – Allows you to attach files to send along with the custom email
  • Share To – Allows you to share the email with selected agents
  • Share All – Allows you to share the email with all the agents
  • Agent – Allows you to assign an agent to the email

Once you have provided the sufficient information in the Lead Email Edit Form, press Lead Email Edit. The changes will reflect in the existing email history.

7.4.Deleting a Lead Email #

You can delete the email history using Lead Email List screen. Press button to delete the history.

You will be prompted to continue. If you choose to continue, the record will be deleted.

8.Recordings #

Skyler360 allows you to view all of the recorded voicemail conversations with a Lead. It creates a recording repository that holds all of the recorded messages delivered to and received from a Lead.

To view the recording history, navigate to the Recordings sub menu through Contact.

The Recordings List screen appears:

It lists all the available recording history with the Lead.

You can use the Actions button in this screen to Create, View, Update or Delete the email history with the Lead. You can also delete and update multiple emails list at the same time.

8.1.Creating a Recording #

You can create a recorded response to send to the Lead via ADD Recording Form. Press the icon available on the utility bar to create a new recording history.

Controls:

  • Followup – Allows you to set the intended follow up date for the recording
  • Label – Allows you to group a cluster of customers belonging to a group.
  • Lead – Allows you to set a Lead to the voicemail conversation
  • Property ID – Allows you to assign a property about which the Lead is conversing
  • Original URL – Stores the token of any voice conversation in twilio once the call is done
  • Local URL – Allows you to store the recording clip of voice conversation in twilio. It also allows you to upload the voice message from your computer.
  • Notes – Allows you to set a brief record of points or ideas
  • Share To – Allows you to share the recording with selected agents
  • Share All – Allows you to share the recording with all the agents  
  • Agent – Allows you to assign an agent to the recording

Once you have provided the sufficient information in the ADD Recording Form, press ADD Recordings. It will now be listed in the Recordings List screen.

8.2.Viewing the Recording History #

You can view the recordings details using the Actions button. Press the  Actions button and navigate to View Recordings. Click on it to load the Recordings View screen.

8.3.Editing the Recording History #

You can edit the recordings history details using the Recording Edit Form. Press  button to load the Recordings Edit screen. This screen lists all the details associated with the recording history and allows you to edit the details.

Controls:

  • Followup – Allows you to set the intended follow up date for the recording
  • Label – Allows you to group a cluster of customers belonging to a group.
  • Lead – Allows you to set a Lead to the voicemail conversation
  • Property ID – Allows you to assign a property about which the Lead is conversing
  • Original URL – Stores the token of any voice conversation in twilio once the call is done
  • Local URL – Allows you to store the recording clip of voice conversation in twilio. It also allows you to upload the voice message from your computer.
  • Notes – Allows you to set a brief record of points or ideas
  • Share To – Allows you to share the recording with selected agents
  • Share All – Allows you to share the recording with all the agents  
  • Agent – Allows you to assign an agent to the recording

Once you have provided the sufficient information in the Recordings Edit Form, press Recording Edit. The changes will reflect in the existing recording history.

9.Network #

Skyler360 allows you to connect two Leads to form a network of Leads related to each other. You can connect an existing Lead to another existing Lead. You can also connect an existing Lead to a new Lead. The network of Leads allows you to group the Leads who may be friends and/or relative so that you can spend more time on qualified Leads.

To view the available network of Leads, navigate to Network submenu through the Contact menu.

The Network screen appears:

It lists all the available Leads that are interconnected. The Status column defines the relationship between the Leads.

You can use the Actions button in this screen to View, Update or Delete the network between the Lead. You can also delete and update multiple networks at the same time.

9.1.Creating a Network #

You can create a network between two Leads via ADD Network form. Press the icon available on the utility bar to create a new network.

Controls:

  • Follow up – Allows you to set the date when you want to connect the Leads
  • Leads – Allows you to select the Lead via whom the network is established
  • Connection – Allows you to select the Lead, existing or new, to connect with the primary Lead.
  • Status – Allows you to set the relationship status between the Lead and connection.
  • Comment – Allows you to add brief points and ideas on this network
  • Share To – Allows you to share the text with selected agents
  • Share All –  Allows you to share the text with all the agents
  • Agent – Allows you to assign an agent to the text

After you have provided the sufficient information in the ADD Network form, press ADD Network. It will list in the Network List screen.

9.2.Viewing the Network #

You can view a network detail using the View Network Form. Press button to load View Network screen.

9.3.Editing a Network #

You can edit a network between two Leads via Edit Network form. Press the icon available on the utility bar to edit a new network.

Controls:

  • Follow up – Allows you to set the date when you want to connect the Leads
  • Leads – Allows you to select the Lead via whom the network is established
  • Connection – Allows you to select the Lead, existing or new, to connect with the primary Lead.
  • Status – Allows you to set the relationship status between the Lead and connection.
  • Comment – Allows you to add brief points and ideas on this network
  • Share To – Allows you to share the text with selected agents
  • Share All –  Allows you to share the text with all the agents
  • Agent – Allows you to assign an agent to the text

After you have provided the sufficient information in the Edit Network form, press Edit Network. The changes will reflect in the existing network.

9.4.Deleting a Network #

You can delete the network using Network List screen. Pressbutton from Actions dropdown to delete the history.

 

You will be prompted to continue. If you choose to continue, the record will be deleted.

10.Lead Sales #

Skyler360 allows you to keep track of the properties that your Lead is following. Any Lead who shows interest in the property listings that appear in your website and have submitted their contact information will automatically appear in the Leads Sales List. However, you can also add the Leads sales record manually through ADD Leads Sales Form.

To view the Lead sales list, navigate to Lead Sales submenu through Contact menu.

The Lead Sales screen appears:

It lists all the available Leads sales record. The Status column defines the current status of sales.

You can use the Actions button in this screen to View, Update or Delete the Lead sales. You can also delete and update multiple Lead sales at the same time.

10.1.Creating a Lead Sales #

To create a new Lead sales record, press the icon available on the utility bar. The Add Lead Sales Form appears.

Controls:

  • Lead – Allows you to assign the Lead who has shown interest in the property
  • Follow up – Allows you to set the date when you want to connect the Leads
  • Property ID – Allows you to set the identification number of the property.
  • Notes – Allows you to write brief ideas or points on the Lead sales.
  • Label – Allows you to tag customers with similar interest together
  • Price – Allows you to set a price for the property
  • Status – Allows you set a current status of the sales
  • Share To – Allows you to share the text with selected agents
  • Share All – Allows you to share the text with all the agents
  • Agent – Allows you to assign an agent to the text

After you have provided the sufficient information in the ADD Lead Sales form, press ADD Lead Sales. It will list in the Lead Sales List screen.

10.2.Viewing a Lead Sales #

You can view a Lead sales detail using the View Lead Sales Form. Press button to load View Lead Sales screen.

10.3.Editing a Lead Sales #

To edit a Lead sales, press the icon available on the utility bar. The Edit Lead Sales Form appears.

Controls:

  • Lead – Allows you to assign the Lead who has shown interest in the property
  • Follow up – Allows you to set the date when you want to connect the Leads
  • Property ID – Allows you to set the identification number of the property.
  • Notes – Allows you to write brief ideas or points on the Lead sales.
  • Label – Allows you to tag customers with similar interest together
  • Price – Allows you to set a price for the property
  • Status – Allows you set a current status of the sales
  • Share To – Allows you to share the text with selected agents
  • Share All – Allows you to share the text with all the agents
  • Agent – Allows you to assign an agent to the text

After you have provided the sufficient information in the Edit Lead Sales form, press Edit Lead Sales. The changes will reflect in the Lead sales record.

11.Agreements #

Skyler360 allows you to keep track of all the documents sent to and received from Leads. Skyler360 uses Legal E-sign service to authorize documents from Leads.

Skyler360 offers you two different ways to send an agreement – using the ADD Agreements Form using Agreements Form.

To view the add an agreement using the ADD Agreements Form, navigate to Agreements submenu through the Contact menu.

The Agreements List screen appears:

It lists all the available agreements done with the Leads. The Status column defines the status of the authorization of the document.

  • Delivered – The document has been sent to the Lead but is yet to be authorized.
  • Downloaded – The document has been authorized and sent back to us.

You can use the Actions button in this screen to View, Update or Delete the agreements. You can also delete and update multiple agreements at the same time.

11.1.Creating an Agreement #

You can create an agreement with the Lead via ADD Agreements form. Press the icon available on the utility bar to create a new agreement.

General Tab

Controls:

  • Lead – Allows you to select the Lead to whom you want to send the agreement
  • Label – Allows you to tag customers with similar interest together
  • Property – Allows you to set the identification number of the property.
  • Share To – Allows you to share the agreement with selected agents
  • Share All –  Allows you to share the agreement with all the agents
  • Agent – Allows you to assign an agent to the agreement
  • Status – Allows you to set the status of agreement

Agreements Tab

Controls:

  • Automessage – Allows you to select a message template that will be sent to the Lead
  • Signed Doc – Allows you to upload a signed document if you already have the authorized document from the Lead. Uploading a Signed Doc will replace the need to ask for authorized document using AutoMessage field.

After you have provided the sufficient information in the ADD Agreements form, press ADD Agreements. It will list in the Agreements List screen.

11.2.Viewing an Agreement #

You can view an agreement detail using the View Agreements Form. Pressbutton from Actions dropdown to load View Agreements screen.

General Tab

Agreements Tab

11.3.Editing an Agreement #

You can edit an agreement with the Lead via ADD Agreements form. Press the button from Actions dropdown to load Edit Agreements Form.

General Tab

Controls:

  • Lead – Allows you to select the Lead to whom you want to send the agreement
  • Label – Allows you to tag customers with similar interest together
  • Property – Allows you to set the identification number of the property.
  • Share To – Allows you to share the agreement with selected agents
  • Share All –  Allows you to share the agreement with all the agents
  • Agent – Allows you to assign an agent to the agreement
  • Status – Allows you to set the status of agreement

Agreements Tab

Controls:

  • Automessage – Allows you to select a message template that will be sent to the Lead
  • Signed Doc – Allows you to upload a signed document if you already have the authorized document from the Lead. Uploading a Signed Doc will replace the need to ask for authorized document using AutoMessage field.

After you have provided the sufficient information in the Edit Agreements form, press Edit Agreements. The changes will reflect in the existing agreement.

11.4.How is it Done? #

  • Once you choose to send an agreement to the Lead using Skyler360, an email is forwarded to the Lead’s email address. If the agreement is sent, the Status of the agreement in the Agreements List screen changes to “Delivered”.

 

  • An email will appear in the Lead’s email inbox with a link that can redirect him/her to LegalESign website.

 

  • If the Lead follows the email, s/he will land in the page that has the agreement form.

 

  • The Lead can enter the details in the template form. If s/he chooses to continue, a sidebar will appear asking him/her to confirm the terms and condition.

  • Accepting the terms and condition will redirect you to the page that will allow the Lead to download the document.

 

  • Skyler360 will automatically capture the signed document. If the agreement is received, the Status of the agreement in the Agreements List screen changes to “Downloaded”. You can download the signed document by pressing the link under the Signed Doc column for the particular Lead.

12.Schedule #

Skyler360 allows you to keep track of all the appointments you have fixed with the Leads. Skyler360 uses short messages to remind you of any upcoming appointments.

Skyler360 offers you two different ways to set an appointment – using the ADD Appointments Form or using floating ribbon. A Lead can set an appointment using the front end website.

To add an appointment using the ADD Appointments Form, navigate to Schedule submenu through Contact menu.

The Appointments List screen appears:

It lists all the available appointments with the Leads. The Booking Status column defines the status of the appointment:

  • Pending – The appointment has yet to be approved by you
  • Approved – The appointment has been approved by you
  • Cancelled – The appointment has been cancelled by you

You can use the Actions button in this screen to View, Update or Delete the appointments. You can also delete and update multiple appointments at the same time.

12.1.Creating an Appointment #

You can create an appointment with the Lead via the ADD Appointment Form.  Press the icon available on the utility bar to create a new agreement.

Controls:

  • Meeting Date – Allows you to specify the meeting date
  • Meeting Time – Allows you to specify the meeting time
  • Notes – Allows you to set a brief note to the appointment
    • Lead – Allows you to select the Lead with whom you want to schedule the appointment
    • Property ID – Allows you to set the identification number of the property.
  • Booking Status – Allows you set the status of the appointment
  • Calendar Label – Allows you to set a color to the appointment in Skyler360 calendar
  • Calendar Option – Allows you to add, update or delete an appointment
  • Alert SMS – Allows you to enable the option to send SMS reminder
  • SMS Content – Allows you to add message that you want to send to your Lead.
  • Share To – Allows you to share the agreement with selected agents
  • Share All – Allows you to share the agreement with all the agents
  • Agent – Allows you to assign an agent to the agreement

After you have provided the sufficient information in the ADD Appointments form, press ADD Appointments. It will list in the Appointments List screen.

12.2.Viewing an Appointment #

You can view an appointment detail using the View Appointments Form. Press button from Actions dropdown to load View Appointments screen.

12.3.Editing an Appointment #

You can edit an appointment with the Lead via ADD Appointments form. Press the button from Actions dropdown to load Edit Appointments Form.

Controls:

  • Meeting Date – Allows you to specify the meeting date
  • Meeting Time – Allows you to specify the meeting time
  • Notes – Allows you to set a brief note to the appointment
    • Lead – Allows you to select the Lead with whom you want to schedule the appointment
    • Property ID – Allows you to set the identification number of the property.
  • Booking Status – Allows you set the status of the appointment
  • Calendar Label – Allows you to set a color to the appointment in Skyler360 calendar
  • Calendar Option – Allows you to add, update or delete an appointment
  • Alert SMS – Allows you to enable the option to send SMS reminder
  • SMS Content – Allows you to change the message that you want to send to your Lead
  • Share To – Allows you to share the agreement with selected agents
  • Share All – Allows you to share the agreement with all the agents
  • Agent – Allows you to assign an agent to the agreement

After you have provided the sufficient information in the Edit Appointments form, press Edit Appointments. The changes will reflect in the existing appointment.

13.Notes #

Skyler360 allows you to add brief notes about ideas and points.

Skyler360 offers you two different ways to create a Note- using the ADD Notes Form or using the Notes field available in different forms throughout Skyler360.

To add a note using the ADD Notes Form, navigate to Notes submenu through Contact menu.

The Notes List screen appears:

You can use the Actions button in this screen to View, Update or Delete the notes. You can also delete and update multiple notes at the same time.

13.1.Creating a Note #

You can create a note with the Lead via ADD Notes Form. Press the  icon available on the utility bar to create a new note. The ADD Notes Form is divided into two tabs:

Notes Tab

Controls:

  • Followup– Allows you to set a follow up date on the note.
  • Label – Allows you to tag customers with similar interest together
  • Notes – Allows you to set brief ideas and points on this note
  • Share To – Allows you to share the note with selected agents
  • Share All –  Allows you to share the note with all the agents
  • Agent – Allows you to assign an agent to the note

 

Connections Tab

Controls:

  • Lead – Allows you to select the Lead to whom you want to assign the note
  • Property – Allows you to set the identification number of the property the note is about

 

After you have provided the sufficient information in the ADD Notes form, press ADD Notes. It will list in the Notes List screen.

13.2.Viewing a Note #

You can view a note detail using the View Notes Form. Press  button from Actions drop-down to load View Notes screen.

Notes Tab:

Connection Tab:

13.3.Editing a Note #

You can edit a note Lead via Edit Notes Form. Press thebutton from Actions drop-down to load Edit Notes Form. The Edit Notes Form is divided into two tabs:

Notes Tab

Controls:

  • Followup– Allows you to set a follow up date on the note.
  • Label – Allows you to tag customers with similar interest together
  • Notes – Allows you to set brief ideas and points on this note
  • Share To – Allows you to share the note with selected agents
  • Share All –  Allows you to share the note with all the agents
  • Agent – Allows you to assign an agent to the note

Connections Tab

Controls:

  • Lead – Allows you to select the Lead to whom you want to assign the note
  • Property – Allows you to set the identification number of the property the note is about

After you have provided the sufficient information in the Edit Notes form, press Notes Edit. The changes will reflect in the existing note.

14.Files #

Skyler360 allows you to keep track of all the documents send to and received from the Lead.

To add a file, navigate to Files sub-menu through Contact menu.

The Files List screen appears.

You can use the Actions button in this screen to View, Update or Delete the files. You can also delete and update multiple Files at the same time.

14.1.Creating a File #

You can create a file via ADD Files form. Press the icon available on the utility bar to create a new file. The ADD Files form is divided into two tabs:

Files Tab

Controls: 

  • Description – Allows you to set a description about the file.
  • Choose – Allows you to upload a file from your computer
  • Doclink – Allows you to set a url link to the file on the internet/intranet
  • Share To – Allows you to share the file with selected agents
  • Share All –  Allows you to share the file  with all the agents
  • Agent – Allows you to assign an agent to the file

Connections Tab

Controls:

  • Lead – Allows you to select the Lead to whom you want to assign the file
  • Property – Allows you to set the identification number of the property the file is about

After you have provided the sufficient information in the ADD Files form, press ADD Files. It will list in the Files List screen.

14.2.Viewin A FILE #

You can view a file detail using the View Files Form. Pressbutton from Actions drop-down to load View Files screen.

Files Tab:

Connection Tab:

14.3.Editing a File #

You can edit a file via Edit Files form. Press thebutton from Actions drop-down to load Edit Files Form. The Edit Files form is divided into two tabs:

Files Tab

Controls:

  • Description – Allows you to set a description about the file.
  • Choose – Allows you to upload a file from your computer. You can use this field to delete the existing files and upload a new file. Choosing a new file without deleting existing file will replace the older file.
  • Doclink – Allows you to set a url link to the file on the internet/intranet
  • Share To – Allows you to share the file with selected agents
  • Share All –  Allows you to share the file with all the agents
  • Agent – Allows you to assign an agent to the file

Connections Tab

Controls:

  • Lead – Allows you to select the Lead to whom you want to assign the file
  • Property – Allows you to set the identification number of the property the file is about

After you have provided the sufficient information in the Edit Files form, press Files Edit. The changes will reflect in the existing file.

15.Integrations #

Integrations are an important and powerful feature of Skyler360. By integrating Skyler360 with your other business accounts you can advertise, sync, and communicate efficiently.

 

Email (gmail and outlook) integration is essential to utilize Skyler360 email services but beyond that dropbox integration can be used to access files, Facebook, Twitter, LinkedIn, Tumblr, and WordPress integration can advertise your company with Skyler360 on these platforms and Google Calendar Integration syncs your schedule with Skyler360.

15.1.Adding an Integration #

  1. To add an Integrations, navigate to General submenu through Settings menu and select Integrations
  2. From the Integrations page press the icon available on the utility bar to access the ADD Integration Form.                                          
  3. Once the ADD Integration Form is opened fill in the following information.

Agent- The Agent who the integration will be for

Media- The source of the integrations (Gmail, Twitter, Facebook, etc)

Auth Name – The name of the user

Auth Email – The email associated with the account being integrated

  1. After pressing the ADD Integration button in the bottom right corner check the Auth Email account submitted and follow the instructions in the email.
  2. Once the Integration has been successfully added the Status on the Integration List will change from Pending to Approved

16.Tags #

Tags allow you to catalog your tree. It also allows you to maximize your searching abilities. You can add tags using the floating ribbon available in Skyler360.  When utilizing an AI Driven Tree two types of tags exist. There are tags to label a specific message or tags to categorize Leads.  

16.1.Creating an Tag #

You can create a tag using the instructions described in the Quick Start Guide by utilizing the floating ribbon shortcut or following the instructions as followed.  

You can add tag details using the ADD Tags Form under settings.

This screen is divided into two tabs:

  • Language
  • Settings

Language Tab

You can the title of the tag using the ADD Tag Form.

Settings Tab

You can store the tag preference using the Settings tab.

Controls

  • Label Color – Allows you to set the color of the tag 
  • Area – Allows you to determine what area of Skyler360 the tag will apply to
  • Field– Allows you to select group of label
  • App Notify – Allows you to receive App notifications when corresponding tag is applied to a record
  • Desktop Notify – Allows you to receive App notifications when corresponding tag is applied to a record
  • Pass Call to Mobile – Forwards phone calls from clients with that tag applied to them directly to your phone
  • Agent – Allows you to assign an agent to the corresponding tag
  • Share To – Allows you to share the tag with selected agents
  • Share All –  Allows you to share the tag with all the agents

16.2.Viewing a Tag #

You can view a file detail using the View Tag Form. Pressbutton from Actions drop-down to load View Tag screen.

16.3.Editing a Tag #

You can edit a Tag via Edit Tag Form. Press thebutton from Actions drop-down to load Edit Tag Form. The Edit Notes form is divided into the same two tabs established above in creating tags.

After you have provided the sufficient information in the Edit Tag form, press Edit Tag. The changes will reflect in the existing tag.

17.Automessages #

Automessages allow you to send pre-written email and SMS Messages to Leads in an organized and efficient manner.   

17.1.Creating an Automessage #

You can add tag details using the ADD Automessage Form. This screen is divided into two tabs:

  • Setup
  • Email
  • SMS

Setup Tab

You can edit the general settings of the Automessage using the Setup tab.

Controls

  • Category– Allows you to assign a category for the Automessage.
  • Automessage – Allows you to name of the Automessage
  • Message Type Allows you to determine if the message will be an Email or SMS
  • Status Share To – Allows you to share the automessage with selected agents
  • Share All –  Allows you to share the automessage with all the of agents
  • Agent – Allows you to assign an agent to the corresponding automessage

Email Tab

You can store the email preferences using the Email tab.

In this tab, the email automessage can be written exactly how the user wishes it to be sent.  

SMS Tab

You can store the SMS preferences using the SMS tab.

In this tab, the SMS automessage can be written exactly how the user wishes it to be sent out

17.2.Viewing an Automessage #

You can view a file detail using the View Automessage Form. Press the  button from Actions dropdown to load View Automessage screen.

17.3.Editing an Automessage #

You can edit an Automessage via Edit Automessage form. Press thebutton from Actions dropdown to load Edit Automessage Form. The Edit Automessage form is divided into the same two tabs established above in creating Automessage.

17.4.Sending an Automessage #

You can send an automessage in two ways.  The first way is to trigger an automessage based on a response in an AI Text Tree, and the second is to send the message to a specific Lead or a Group manually.

In order to send the Automessage through an AI Text Tree Response, go to the Add Intent or Edit Intent menu for the question that you want to trigger the Automessage and type the Subject Line of the pre-made message in the Trigger Email line to select it or press the symbol next to the Trigger Email create and Automessage.

In order to manually send an Automessage open up the Lead that you want to send the automessage to and Claim the Lead.  In order to Claim the Lead select the Claim Program Status.  After you Claim the Lead you are able to select the SMS Automessage that you want to send from the dropdown menu.

To send an Email Automessage select the Lead Email Tab and select the Email Automessage from the Email Auto Message drop down menu.

18.Skyler 360 AI Text #

Skyler360 Text List maintains a conversational flow through a series of queries and their possible intents. (An intent is an abstract description of an operation to be performed)

Skyler360 allows you to add a text response that you can send as natural query. It also allows you to add multiple sub branches to the text response as possible intents or replies to the query.

Interaction through Skyler360 Tree List will leave an impression of natural conversation to the end-user.

To view the texts, navigate to Text via Skyler360 submenu under Settings menu.

18.1.Starting a Text Tree #

Skyler360 Tree is the trunk of Skyler360. It allows you to create complex networks of text responses and intents.To create a new tree, press that Add New tree icon on the utility bar.

The ADD Skyler360 Tree Form will appear:

Controls:

  • Text – Allows you to add text response that will appear as initial query.
  • Wildcard Alert – Allows you to set the text response as a discrete reply to initial query.
  • Text Label – Allows you to classify and organize text responses in the Skyler360 Tree List. Refer to Adding Label section for more information on adding a new text label.
  • Share To – Allows you to share the text with selected agents
  • Share All – Allows you to share the text with all the agents
  • Agent – Allows you to assign an agent to the text

18.2.Adding a Text Response #

You can set the text response by following the steps below:

  1. Enter a text response that you want to send to the end-user using Text textbox. You can group the text response using Text Label checkbox. You can also set the text response to be a wildcard entry using Wildcard Alert checkbox.
  2. Press ADD Skyler360 Tree button to add the text response in the Skyler360 Tree.

18.3.Adding an Intent #

Intents are the possible replies to the text response. Skyler allows you to add new intents to the text response.To mange the order of the intents, press the Actions button  and navigate to Intent.

The Add Intent Form will open.

Controls:

  • Text – Initial text response
  • Intent – Allows you to set the possible answer of the end-user.
  • Wildcard Option – Allows you to set the intent as a discrete answer to initial query.
  • Alternatives – Allows you to set the possible alternative answers of the end-user.
  • Group – Allows you to group a cluster of customers together. Example: A group of buyer or seller or realtor or patient
  • Label – Allows you to group a cluster of customers belonging to a group. Example: A label for hot buyer or cold buyer or shopper
  • Assign New Agent – Allows you to set a particular agent or user to handle the intent.
  • Next Text – Allows you to set the next successive response to be sent to the end-user.
  • Trigger Email – Allows you to auto send an email to the assigned agent.
  • Trigger Program – Allows you to trigger a program whenever the tree is invoked
  • Agent – Allows you to assign an agent to the tree

18.4.Continuing the Tree #

You can add to the next layer of the tree by setting the intents by following the steps below:

  1. Navigate to ADD Intent Form. This form will allow you to add intents to its corresponding text response.
  2. Enter a possible reply or intent that the end-user might feed into Skyler360 using the Intent textbox.
  3. If you want to set the intent as a reply to any irrelevant inquiry to the Text response, check the Wildcard Option box.
  4. Set the response that a Lead may send as an alternative intent in the Alternative textbox. You can enter more than one alternative. Press enter to mark a text as alternative.
  5. Define the group for the tree. Select Append group to add the tree to selected group. Select Replace to remove all existing trees except the current tree from the selected group.
  6. Define the label for the tree. Select Append label to add the tree to selected label. Select Replace to remove all existing trees except the current tree from the selected label.
  7. Assign an agent to the tree
  8. Set the next response that you want to send to the end-user if s/he selects the particular intent using Next Text textbox. Press the icon on the right of Next Text textbox to open the following form:

  9. Set the Automessage that will be triggered every time the current tree is invoked.
  10. Set the program that will be triggered every time the current tree is invoked.
  11. Assign an agent to the tree

After you are done, press ADD Text Tree.

18.5.Managing Intent Order #

Skyler360 allows you to sort the order of the intents. It prioritizes an intent over the other so that it can quickly compare the available intents and trigger the next response.

For Example: Let us consider we have three intents for a response in Skyler360 Tree in the order – Blue, Red and Light Blue. If the client sends Light Blue as an intent, the system will trigger the next response related to the intent Blue because you have prioritized any Blue intents over Light Blue intents.

To manage the order of the intents, press the Actions button and navigate to Intent Order:

The Order Intent Form appears. It lists all the intents associated to a text response.

You can change the order of the intents by dragging an intent over or below another intent. Once you are done, press the Save button to save the order of the intent.

18.6.Text Tree Graphic View #

Skyler360 allows you the flexibility of adding and managing the intents using the Graphical View interface. It provides a very friendly environment to drag and drop the intents and text response so that you can easily create a complex Skyler360 Tree.

To manage the intents graphically, press the Actions button and navigate to Intent Graphic View.

 The Skyler360 Tree with Actions Form appears. It form a tree like structure of all the responses and their corresponding intents.

Important: Every Text Response is marked in Blue and Every Intent is marked in Green. If a loop is created, it will be marked in Red.

Managing a Text Response

You can view the text in the response directly through the Graphical view. To add a new intent, press  on top right corner of the response that you want to add an intent to. The ADD Intent Form appears.

Managing Intents

You can view the intents directly through the Graphical view. To edit the intent press  on the top right corner of the intent. To remove the intent, press  on the top right corner of the intent.

Expanding a view

To expand a view press  available under every collapsed node of the tree.

Collapsing a view

To collapse a view press  available under every expanded node of the tree.

18.7.Viewing the Intent's Performance #

Skyler360 allows you to view the performance of the intents in the Skyler360 tree. It gives the real time performance overview of each intents against all the available intents.

To view the performance of the intent, press the Actions button and navigate to Dashboard.

The Intent Performance Form appears. You can use this form to get an overview of all the available intents associated with the text response. It also shows the percentage frequency of the invoked intents.

You can also use this form to edit the intents. Press  on the top right corner of each intent to edit the intent.

18.8.Copying an Intent #

Skyler360 also allows you to copy the intent and its attributes.

To copy an intent, press the Actions button and navigate to Intent Copy.

You will be prompted by the browser to continue the action. If you agree to continue, the intent will be copied and you will be directed to Edit intent Form.

Use this form to make changes to the intent. Once you are done, press Edit Intent.

19.Programs and Program Flow #

Skyler360 allows you to organize the way it responds to Leads. It lets you set up rules based on the business logic i.e. Skyler360 uses programs to trigger events.

To see the programs list, navigate to the Programs submenu under Settings menu and the following screen will appear with your Skyler Programs

19.1.Adding a Program #

Skyler360 allows you to add programs using the icon available on the utility bar. The following screen appears:

Controls:

  • Program Name – Allows you to edit the name of the new program
  • Description – Allows you to edit the description of the new program
  • Program Status – Allows you to change the status of the program.
  • Group – Allows you to change the group associated to the program.
  • Label – Allows you to change the label associated to the program.
  • Idle Days – Allows you to change the minimum number of days that Skyler360 will not trigger an event to communicate with a customer.
  • Line –  Allows you edit the line/phone number.
  • Schedule –  Allows you to change the next follow up schedule on the client.
  • Assign –  Allows you to choose if the client has an email or not.
  • Share To – Allows you to change the agents with whom you want to share the programs
  • Share All –  Allows you to share the programs with all the agents
  • Agent: Allows you to assign an agent to the program

After you are done with adding the program details, press the Save and Continue button at the bottom of the screen to establish the Program Flow or Save and Exit to go back to the Program Menu. This action will add a new program to the program list.

19.2.Program Flow #

Skyler360 allows you to draw the flow of program through its interactive interface.

You can drag icons in the Element Pane available in Program Flow Drag & Drop Form and drop it in the graph area present in the center of the screen.

You can create program flow using the Actions button. Press the Actions button and navigate to Programs Flow. The Program Flow Drag & Drop Form appears:

Controls:

Refer to the following table to understand the purpose of each of the icons in the Element Pane in the left of the Programs Flow screen:

Element Description
Home

It denotes the starting point of the flow. Every Program flow should start from this element.
Auto SMS

It denotes that automatic SMS reply has to be initiated.
Email

It denotes that an automatic email sequence will be launched. This is a configurable element. Press the icon on Email element to open Auto Message Email Form.

 

To add Lead email, choose a pre-defined message template from AutoMessage field and assign it to Group and Labels. You can also add Wait time before this program gets triggered. Once you are done, press ADD Lead Email.

Controls:

  • Automessage: Allows you to select a pre-defined sms created by the agents.
  • Group: Allows you to group a cluster of Leads together.
  • Label: Allows you to group a cluster of Leads belonging to a group.
  • Wait: Allows you to set minimum waiting days before this program is triggered.
AI Tree

It denotes that Skyler360 would initiate conversation through AI Tree. It is configurable element. Press the icon on the AI Tree element to open AI Tree.

 

To add AI Tree, enter the text response ID and select the response you want to initiate from the drop down. Assign the response to Group and Labels. You can also add Wait time before this program gets triggered. Once you are done, press ADD Skyler360 Tree.

Controls:

  • Text: Allows you to assign a AI text response to the program
  • Group:Allows you to group a cluster of Leads together.
  • Label:Allows you to group a cluster of Leads belonging to a group.
  • Wait: Allows you to set minimum waiting days before this program is triggered.
Read

It denotes that the email has been read.
Unread

It denotes that the email has not been read.
End

It denotes that the program flow has reached to the end. Every program flow stops when it reaches this element.
Messenger Bot

It denotes that Skyler360 would initiate conversation through Facebook Messenger bot. It is configurable element. Press the  icon on Messenger Bot element to open Facebook Bot.

 

To add Facebook Bot, select a question that you want to send to your customer once the facebook bot is initiated. Assign the response to Group and Labels. You can also add Wait time before this program gets triggered. Once you are done, press ADD FB Bot.

Controls:

  • Question: Allows you to select a question that you want to send to your customer once the facebook bot is initiated
  • Group:Allows you to group a cluster of Leads together.
  • Label:Allows you to group a cluster of Leads belonging to a group.
  • Wait: Allows you to set minimum waiting days before this program is triggered.
Connector

It connects two different elements and/or defines a path for the program flow.

After you have created a program flow, you can validate it using the Validate Flow button on the top right corner of the Program Flow screen. If your flow has errors, an error message will be displayed on the top of the screen asking you to take appropriate actions. If your flow is validated without errors, you can save it using the Save Flow button right below the Validate Flow button.

19.3.Sample Program Flow #

19.4.Viewing a Program #

You can view the Lead details using the Actions button . Press the Actions button and navigate to View Programs. Click on it to load Programs View screen.

This screen lists all the details associated with the programs.

19.5.Editing a Program #

You can edit the Lead details using the Programs Edit Form. This screen lists all the details associated with the program and allows you to edit the details.

To open the Programs Edit Form, goto Program List and navigate to Edit Programs through the Actions button. The following screen appears:

Controls:

  • Program Name – Allows you to edit the name of the new program
  • Description – Allows you to edit the description of the new program
  • Program Status – Allows you to change the status of the program.
  • Group – Allows you to change the group associated to the program.
  • Label – Allows you to change the label associated to the program.
  • Idle Days – Allows you to change the minimum number of days that Skyler360 will not trigger an event to communicate with a customer.
  • Line –  Allows you edit the line/phone number.
  • Schedule –  Allows you to change the next follow up schedule on the client.
  • Assign –  Allows you to choose if the client has an email or not.
  • Share To – Allows you to change the agents with whom you want to share the programs
  • Share All –  Allows you to share the programs with all the agents
  • Agent: Allows you to assign an agent to the program

After you are done with adding the program details, press Programs Edit button at the bottom of the screen. This action will change the details associated with the program.

20.Setting Up a Phone Line #

You can set up a phone line quickly using the instructions described in the Quick Start Guide but below we will go into the in depth features that Skyler360 offers

You can add phone line details using the Edit Line Form. This screen is divided into four tabs:

  • Line
  • Routing
  • Lead
  • SMS Match

Line Tab

You can edit the general line information using the Edit Line Form.

Controls

  • Line – The locked phone number provided by and associated to the Skyler360360 account.
  • Status – Line description.
  • Program Allows you to select a program to associate with the line
  • Repeat Program – Allows you to determine if the program will be repeated if called again from the same incoming source.  
  • Share To – Allows you to share the line with selected agents
  • Share All –  Allows you to share the line with all the agents
  • Agent – Allows you to assign an agent to the corresponding line

Routing Tab

You can store the routing preferences using the Routing tab.

Controls

  • Switch– Allows you to determine what kind of action will be taken upon receiving a call
    • Message- A voicemail is played and the program follows after
    • Message+Random- A random voicemail is played and the program follows after
    • Forward- The call is forwarded to an Agents cell phone number
    • Massage+Forward: A voicemail is played and the call is forwarded to an Agent. (ex: company message is played and then the phone call is transferred to an available Agent(
    • Marketing: Allowing the caller to take part in a conversation dependent on an specific input.  
    • Message+Marketing: A voicemail is played and then the caller can take part in a conversation dependent on an specific input
    • MainLine:
    • IVR: A numbered option list is used to guide/tag the conversation
    • Pass All Calls- All calls get pushed directly to the Skyler360 App
  • Message (1-5) – Allows you to upload up to five possible voicemail options
  • Forward (1-5) Allows you to enter up to 5 forwarding phone numbers
  • Sipend (1-5) – Allows you to enter up to 5 sip endpoint numbers
  • Alert – Allows you to determine if an Agent will be alerted when the line is called

Lead Tab

You can store the Lead preference using the Lead tab.

Controls

  • Lead Group –  Allows you to assign a Lead who calls the line to a specific group
  • Lead Label  – Allows you to automatically assign a Label to a Lead who calls the line
  • Lead Share To –  Allows you to change the agents with whom you want to share the incoming Lead
  • Lead Share All – Allows you to share the incoming Lead with all the agents
  • Roundrobbyn Agent – Allows you to assign an agent to the Lead from the selected agents

SMS Match Tab

You can store the Texting Preferences using the SMS Match tab.

Controls

  • No Match – Allows you to assign a Lead who calls the line to a specific group
  • Program – Allows you to select a program to associate with the line when a text message is received
  • Repeat Program – Allows you to determine if the program will be repeated if texted again from the same incoming source.  

20.1.Editing a Phone Line #

You can edit a phone line via Edit Phone Line Form. Press thebutton from Actions dropdown to load Edit Phone Line Form. The Edit Phone Line Form is divided into the same four tabs established above in setting up tags

After you have provided the sufficient information in the Edit Phone Line form, press Edit Phone Line. The changes will reflect in the existing line.

21.Disclaimer #

* SKYLER360 CONFIDENTIAL *

__________________

*  [2018] SKYLER360 LLC

*  All Rights Reserved. *

NOTICE: All information contained herein is, and remains the property of SKYLER360 LLC and its suppliers, if any. The intellectual and technical concepts contained herein are proprietary to SKYLER360 LLC and its suppliers and may be covered by U.S. and Foreign Patents, patents in process, and are protected by trade secret or copyright law. Dissemination of this information or reproduction of this material is strictly forbidden unless prior written permission is obtained from SKYLER360 LLC.

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