Do AI Helpers Work All By Themselves?
People often ask if Alex's AI helpers can work completely by themselves or if they need people to watch over them. This guide explains how AI helpers can work on their own and when people should help them.
Different Ways AI Can Work
Alex's helpers can work in different ways:
- All By Themselves: Helpers do everything from sending first emails to finding good customers without human help
- Mostly By Themselves: Helpers do regular tasks but ask for help with hard things
- With Human Checking: Helpers write messages and suggest what to do but wait for people to say "okay"
- With Human Leading: Helpers give ideas and information while people lead the conversations
You can choose how your helpers work based on what you like, what you want to achieve, and how complex your selling is.
What Helpers Can Do By Themselves
When set up to work on their own, Alex's helpers can:
- Send first emails using patterns and making them special for each person
- Answer common questions using information you've given them
- Send reminder emails to people according to schedules
- Find good customers based on your rules and what they say
- Set up meetings when people show interest
- Update records with conversation details and customer status
- Send helpful stuff that matches what the person is asking about
- Handle objections using prepared answers and thinking
Ways People Can Watch Over Helpers
Even with helpers that work mostly by themselves, Alex gives you several ways to stay in control:
Check Before Sending
You can set up approval steps for:
- First outreach messages
- Certain types of answers
- Messages to important people
- Messages with certain words or feelings
Get Alerts Right Away
Get messages when:
- Someone asks a hard question
- The conversation reaches an important point
- Someone seems unhappy
- A possible customer meets your rules
- There's a chance to make a sale
Take Over When Needed
At any time, you can:
- See conversations happening now
- Take over the conversation from the helper
- Edit messages before they're sent
- Add notes to guide the helper's future answers
- Pause the helper for a while
Setting Up How Much Help Your AI Needs
To adjust how much your helpers work on their own:
- Go to the Agents section
- Pick the helper you want to set up
- Choose how you want it to work:
- Autopilot: Helper does everything on its own
- Manual: Helper writes messages but waits for you to say yes
Human Checking vs. Fully Automated
When to Have Humans Check
- Complex Sales: Expensive products with long sales cycles and many decision-makers
- Rule-Heavy Industries: Banking, healthcare, legal, etc.
- New Campaigns: When trying new messages or talking to new groups
- VIP Customers: When talking to very important possible customers
- Sensitive Topics: When discussing price, contracts, or handling objections
When to Let AI Work Alone
- Lots of Outreach: First contact with many possible customers
- Regular Follow-ups: Routine check-ins and keeping in touch emails
- Basic Checking: First screening of possible customers
- Setting Up Meetings: Coordinating calendars and sending reminders
- FAQ Answers: Answering common questions about what you sell
Good Ways to Watch Over Helpers
To keep the right balance between automation and human touch:
- Start With More Watching: Begin with more human involvement and slowly increase automation as you feel more comfortable
- Check Regularly: Even with full automation, regularly look at conversation records to ensure quality
- Divide By Importance: Use more human oversight for important customers and more automation for others
- Clear Hand-Off Rules: Define exactly when and how helpers should ask humans for help
- Keep Training: Regularly update your helper's knowledge and answers based on past conversations
Checking How Well It's Working
Even automated helpers need checking:
- Look at Answer Quality Scores to make sure conversations stay good
- Review Success Rates to verify automated sequences are working
- Watch Customer Happiness to catch any bad experiences
- Track How Often Help Is Needed to find areas where helpers need improvement
Questions People Ask
Q: Can I change how much my helper works on its own? A: Yes, you can adjust automation levels any time without disturbing ongoing conversations.
Q: Will people know they're talking to an AI helper? A: You can choose whether to tell people they're talking to an AI. Many companies include a small note for honesty.
Q: What happens if a helper can't handle something? A: Helpers are made to know their limits and will ask a human team member for help when they find situations they can't handle.
Q: How do I make sure my automated helpers sound like our company? A: Alex gives you many ways to set up the helper's personality and continuously learns from your edits and approved messages to keep a consistent company voice.