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

Gabe Monroy
26 Mar 202408:11

TLDRIn this instructional video, Gabe outlines a strategy for bypassing the gatekeeper in B2B communications using a new agent editor. He demonstrates creating a flow builder to handle different scenarios, including speaking with the business owner or dealing with an assistant. The video includes a practical test of the flow builder with simulated calls, showcasing how it navigates positive and negative responses to effectively schedule meetings and gather feedback.

Takeaways

  • 📝 Gabe discusses a strategy for bypassing the gatekeeper in B2B scenarios, specifically using the new agent editor.
  • 🎥 The video is a tutorial on creating a conversation flow to handle different responses from a business owner's assistant.
  • 🌟 The new agent editor is recommended over the standard or previous advanced editor for its improved functionality.
  • 📌 The flow starts with identifying the prospect's name and whether they are available to talk.
  • 🔁 Two branches are created based on the response: one for when the prospect is available and another for when they are not.
  • 💬 The AI is designed to understand positive or negative responses, even if the language used is slightly different.
  • 📆 If the prospect is not available, the system captures their preferred time for a callback.
  • 🗣️ The video includes a test call scenario where the assistant provides a time for the best availability.
  • 📞 Another test call scenario demonstrates a successful connection with the business owner, discussing their satisfaction with a service.
  • 👍 The conversation flow includes questions about what the prospect likes most about the service and any potential improvements.
  • 🔄 The video emphasizes the flexibility of the new agent editor, allowing for multiple branches and paths in the conversation flow.

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 in the video?

    -The speaker in the video is Gabe.

  • What is the new tool introduced in the video for handling B2B communications?

    -The new tool introduced in the video is the new agent editor, which is designed to improve the handling of B2B communications.

  • How does the new agent editor work in terms of handling responses?

    -The new agent editor works by presenting different scenarios based on the responses given, such as 'yes' or 'no', and it captures what is said even if the language used is slightly different. It aims to identify positive or negative responses to guide the conversation accordingly.

  • What is the purpose of the 'Prospect name available' question in the script?

    -The purpose of the 'Prospect name available' question is to determine if the business owner or the person of interest is available to talk, which then guides the conversation flow in the script.

  • What does the speaker do when the prospect is not available?

    -When the prospect is not available, the speaker asks for a better time to call back and reviews their subscription details.

  • What is the main goal of the conversation when the prospect is available?

    -The main goal of the conversation when the prospect is available is to ensure they are happy with the services provided and to discuss any potential improvements or changes they might want.

  • How does the speaker handle a positive response from the prospect about the services?

    -When the prospect provides a positive response about the services, the speaker expresses appreciation and confirms that they are satisfied with the services, reinforcing the value of the subscription.

  • What is the purpose of the test calls made in the video?

    -The purpose of the test calls is to demonstrate how the new agent editor works in real-life scenarios, showcasing its ability to navigate different conversation paths based on the responses received.

  • What feedback does Dr. Monroy give about the services?

    -Dr. Monroy appreciates the valuable content provided by the subscription, enjoys staying on top of trending topics, and does not mention any improvements needed, indicating high satisfaction with the services.

  • What does the speaker suggest at the end of the video for viewers?

    -The speaker suggests that viewers can book a time to talk with him if needed and encourages viewers to like the video if they find the content valuable.

Outlines

00:00

🚀 Introduction to B2B Gatekeeper Strategy

Gabe introduces a strategy for navigating gatekeepers in B2B scenarios. He plans to demonstrate a simple method from scratch using the newly released agent editor, emphasizing its advantages over previous versions. The strategy involves creating a flow builder with options for the gatekeeper to respond positively or negatively, capturing their response for further action. The goal is to get in touch with the business owner and ensure their satisfaction with the services provided.

05:03

📞 Testing the Gatekeeper Strategy

Gabe conducts a test of the gatekeeper strategy by making mock phone calls. The first call involves a scenario where the prospect is not available and the assistant suggests a better time for a callback. The second call goes down a different path where the prospect is available and a discussion about their satisfaction with the services follows. Gabe emphasizes the flexibility of the new agent editor and how it can handle different scenarios, improving the overall B2B communication strategy.

Mindmap

Keywords

💡Gatekeeper

In the context of the video, a 'gatekeeper' refers to an individual or entity that controls access to someone or something of importance. 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.

💡B2B (Business-to-Business)

B2B, or Business-to-Business, is a commerce transaction that occurs between two businesses, rather than between a business and a consumer. The video focuses on strategies for effective communication and interaction in B2B environments, specifically addressing the challenge of reaching the right person within an organization.

💡Agent Editor

The 'Agent Editor' is a tool or platform mentioned in the video that allows users to create and manage conversational flows or scripts for interactions, presumably in a business context. It is described as an improved version of previous tools, offering a new way to build and navigate conversation paths.

💡Flow Builder

In the context of the video, 'Flow Builder' refers to a feature within the Agent Editor that enables the creation of branching conversation paths or 'flows'. These flows are designed to guide interactions with the goal of reaching a specific outcome, such as scheduling a meeting or gathering information.

💡Prospect Name

In sales and marketing, a 'Prospect Name' refers to the name of a potential customer or client. In the video, it is used as a placeholder for the actual name of the person the caller is trying to reach, emphasizing the importance of personalization in business communication.

💡Call Back

A 'call back' in this context refers to the act of contacting someone again at a later time, typically after an initial interaction where a follow-up was deemed necessary or more appropriate. The video discusses scheduling call backs as part of managing B2B communication.

💡Subscription

In the video, 'subscription' refers to a service or product that a customer regularly pays for, in this case, a magazine subscription. It is the central topic of the conversation flow that the video is building, with the goal of ensuring customer satisfaction and continuity of the service.

💡AI (Artificial Intelligence)

AI, or Artificial Intelligence, in the context of the video, refers to the technology that powers the Agent Editor. It is implied that the AI is capable of understanding and processing language to some extent, allowing for smart responses to various prompts during a conversation.

💡Positive/Negative Response

These terms refer to the type of feedback or reaction one might receive during a conversation. In the video, the AI is designed to identify whether the response from the prospect is positive (e.g., agreement, interest) or negative (e.g., disagreement, disinterest) to guide the flow of the conversation.

💡Customer Satisfaction

Customer satisfaction is a key goal in business, referring to the contentment of a customer with the products or services provided. In the video, the call is designed to ensure that the customer is happy with their subscription and to address any potential issues, which directly contributes to maintaining customer satisfaction.

💡Sales Script

A 'sales script' is a prepared dialogue used by sales representatives to guide their interactions with potential customers. In the video, the conversation flow created in the Agent Editor serves as a sales script, designed to navigate the initial contact and engage in a productive discussion about the magazine subscription.

Highlights

Gabe discusses a strategy for bypassing the gatekeeper in B2B communication.

The video is about creating a simple flow to navigate business-to-business interactions effectively.

Gabe introduces the new agent editor for creating dialogue flows, expected to be released in the current week.

The new agent editor is recommended as the best way to build dialogues, replacing the standard and previous advanced editors.

The first step in the new flow builder is to identify if the prospect's name is available.

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

The flow builder is used to create two branches based on the response: one for positive (available) and one for negative (not available).

In the positive branch, Gabe demonstrates how to express eagerness to talk and ensure the prospect is happy to continue the conversation.

The negative branch leads to scheduling a better time for a callback and reviewing the subscription details.

Gabe shows how to handle the scenario where the assistant says the prospect is not available but can take a message.

The flow builder is also used to ask the prospect about their satisfaction with the services and if there's anything they would improve.

Gabe emphasizes the importance of refreshing the flow builder after saving to ensure everything stays in place.

A test call is made to demonstrate the flow builder in action, with a focus on reviewing a magazine subscription.

Gabe provides an example of how to handle different responses from the gatekeeper and how the conversation can proceed accordingly.

The video concludes with Gabe encouraging viewers to book a time to talk with him and to like the video for valuable content.

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