ClientBridgeLLC
[ AI CONFIGURATION ]

AI CONFIGURATION

Customize your AI behavior, routing, and responses to match your workflow.

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Configuration Progress
1

Custom Scripts

Define scripts that give your AI a voice aligned with your brand.

Custom Scripts

Define scripts that give your AI a voice aligned with your brand.

Script Details

  • Add greetings, FAQ answers, escalation paths
  • Use fallback responses to keep conversations flowing
  • Create new scripts in the dashboard interface
  • Test scripts in sandbox mode before deployment
  • Monitor script performance and optimize responses
  • Version control for script updates and rollbacks

Setup Steps

1

Create a new script in the dashboard

Navigate to AI Configuration → Scripts and click "New Script" to begin.

2

Add greetings, FAQ answers, fallback responses

Define your brand voice with custom greetings and responses to common questions.

3

Test script in a sandbox environment

Use our testing mode to preview how your script performs before going live.

Example Script Snippet

{
  "greeting": "Welcome to ClientBridgeLLC, how can I help you?",
  "fallback": "I'll connect you with a team member right away."
}
2

Call Routing

Ensure calls and chats reach the right person or team.

Routing Examples

Route VIP clients directly to account managers
New leads → AI Scheduler → booking link
After-hours calls → voicemail or AI assistant

Routing Rules Table

ConditionRouteFallback
VIP client detectedAccount ManagerSenior Support Agent
New lead inquiryAI SchedulerSales Team
After-hours callVoicemail + Auto-responseEmergency Line
Billing questionBilling BotFinance Team
Technical supportTech Support QueueSenior Engineer
3

Response Templates

Save time with reusable response templates for common scenarios.

Template Examples

Appointment confirmations
Billing questions
Multi-language support replies

Tip

Templates can be adapted per channel (email, chat, SMS).

Quick Tips

"Use sandbox mode to preview scripts before going live."

"Start with prebuilt templates, then layer on advanced logic."

Need Help Fine-tuning Your AI?

Our team can walk you through AI configuration and help optimize your automation workflows.

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