AI DM Funnel · Step One Of Four
AI DM System Overview
How leads start the conversation, the two AI setups, taking over in your CRM and the optional dedicated number.
AI DM System Overview
System Diagram
Your AI DM Funnel
Facebook + Instagram → AI conversation → Human handover
- We manage the advertising around your business and services.
- The next step is a form submission or a direct message.
- Outcome
- New interest
- Next
- Two ways to enter
Two ways to enter
Either entry point starts a DM conversation
- The form provides the lead’s information before the DM conversation.
- The AI then continues the conversation in Facebook or Instagram.
- Outcome
- Form enquiry
- Next
- Both routes join the same system
- The AI speaks with the lead inside your Facebook or Instagram inbox.
- It collects the phone number during that conversation.
- Outcome
- DM enquiry
- Next
- Both routes join the same system
Both routes join the same system
- Tracking covers the AI conversation and the client follow-up that happens afterwards.
- You can review lead details and conversations, take over and keep the pipeline stage updated.
- Outcome
- One view of each opportunity
- Next
- AI handles the conversation
AI handles the conversation
- The conversation happens through Facebook or Instagram DMs.
- We choose the approach based on what we think will work best for your business.
- Outcome
- Configured for your business
- Next
- One of two AI configurations
One of two AI configurations
We configure one approach for your business
- The AI aims to get commitment without hard-closing the lead.
- Recommended when you are good at sales and can reliably manage calls.
- Outcome
- Human closes the booking
- Next
- Configured outcome reached
- Typically used when you cannot reliably manage your calls.
- The AI aims to secure the booking; you handle remaining details and follow-up after handover.
- Outcome
- AI attempts the booking
- Next
- Configured outcome reached
Configured outcome reached
- With Option 1, call the lead and work towards closing the booking.
- With Option 2, manage the booking and handle any remaining details.
- You can also deactivate the AI yourself and take over whenever needed.
- Outcome
- Human handover
- Next
- Your communication setup
Your communication setup
The dedicated phone number is optional
- Messages reach the customer as normal SMS from your dedicated number.
- The setup also supports follow-ups, booking reminders and review requests.
- This phone setup is not currently available for our New Zealand clients.
- Outcome
- Calls + SMS in one place
- Next
- Follow up and record the result
- You still have the AI DM conversation and CRM to organise leads.
- Calling and SMS through a built-in dedicated number are not enabled.
- Outcome
- CRM + your own phone
- Next
- Follow up and record the result
Follow up and record the result
- The AI does the heavy lifting with the initial conversation.
- You handle the follow-up required after handover and keep the CRM updated as each opportunity progresses.
- Outcome
- Organised leads and bookings
What This System Does
This is our AI DM funnel, an advanced system where our AI agent has conversations with leads inside your Facebook and Instagram inboxes.
We run ads with messaging, offers and targeting designed to attract the type of customer you want.
How Leads Start the Conversation
A lead enters the system in one of two ways:
- They submit a form, which starts the Facebook or Instagram conversation.
- They send a direct message, and the AI collects their phone number during the conversation.
From there, the AI has a proper conversation, answers their questions and works towards an outcome based on how we’ve configured it for your business.
The Two AI Setups
Based on what we think will work best for you, we configure the AI to follow one of two approaches.
Option 1: Get a commitment without hard-closing the lead.
The AI pre-sells the service, answers questions and aims to get a time window for you to call.
You then take over, get on the phone and close the booking.
Option 2: Take them through the whole sale.
The AI answers questions, breaks down packages and quotes, and aims to collect a deposit and book them into your calendar.
You take over to handle any remaining details or follow-up.
For a higher-ticket service, a proper phone conversation gives you more opportunity to build a personal connection and close the booking.
Taking Over and Using Your CRM
Once the AI reaches its configured outcome, it’s deactivated and responsibility passes to you.
Depending on your setup, that could be an agreed call window or a confirmed booking.
The whole journey, including what happens after the AI conversation, is tracked in your CRM.
- You can see lead details and conversations in one place, deactivate the AI whenever you need to and take over.
Your Optional Dedicated Phone Number
We can also set you up with a dedicated phone number, which we may have discussed with you.
After the AI conversation, you can switch from DMs to SMS in the same software.
- The customer receives normal text messages from a real, dedicated number built into your system.
- You can call and text leads in one place, and trigger follow-ups, booking reminders and review requests. We’ll cover those later.
This isn’t mandatory, but it helps keep your communication in one place.
Without it, you can still manage DMs and update the CRM, but you make calls from your own phone.
The dedicated SMS and calling number isn’t currently available through our setup for clients in New Zealand.
Your Role
The AI does the heavy lifting with the initial conversations and moves leads towards a call or booking.
You take over when needed, follow up on unresolved opportunities and keep your pipeline updated.
That Is The Overview
Next, get set up on desktop and mobile so you can follow along in real time.
