Open AI Follow

Salesmate Smart Flow now includes an OpenAI action, allowing users to automate AI-driven tasks within workflows. 

Topics covered:

• How to Configure OpenAI action.
• Practical Example

How to Configure OpenAI Action

• While setting up a Smart Flow, select the Open AI as action.

Once the OpenAI action is selected, configure it by providing the following details:

• Name: Assign a clear and descriptive name to the action to easily identify its purpose in the flow.
• Description: Add a description for better understanding.
• Action Type: Here you need to select the action that needs to be taken further on data.
  • Analyze and Return Data: Uses a custom AI prompt to analyze text and extract meaningful insights.
  • Analyze Text Sentiment: Identifies whether text sentiment is Positive, Negative, or Neutral.
  • Moderate Data: Detects and flags inappropriate content, including Hate, Violence, and Self-Harm.
  • Classify Text: Categorizes text into predefined classifications for better organization.
  • Create Translation: Automatically translates text into the selected target language.
  • Summarize Text: Generates a concise summary of the provided text for quick understanding.
• Each action type has its own input and output structure. You can map Smart Flow variables in prompts where applicable.
• Model: Here you need to select the module for the OpenAI.
  • GPT-4.0
  • GPT-4.0-mini
• Test Run: It allows you to preview results with sample inputs.
• Once the configuration is completed, hit Save.

Practical Example:

Here, we will use OpenAI to extract key data from incoming leads sourced from various channels. Based on the extracted industry information, leads will be assigned to the appropriate sales representatives. This automation ensures efficient lead distribution, minimizes manual effort, and improves response time.

Step 1: Extract Contact Details

• When a new lead is received, OpenAI will extract essential details, such as:
  • Name – Helps personalize outreach.
  • Email – Used for communication and follow-ups.
  • Company Name – Provides business context for lead qualification.
  • LinkedIn URL – Helps reps gather more insights before reaching out.

Step 2: Identify Industry Using OpenAI

• OpenAI will analyze the extracted information (e.g., company name and LinkedIn URL) to determine the industry type of the lead.
• This ensures that each lead is categorized correctly without manual input.

Step 3: Assign Leads Based on Industry

• Using Branching Logic, leads will be automatically assigned to the right sales representative based on the industry type.
• Example:
  • Leads from the Tech Industry → Assigned to Rep A.
  • Leads from the Healthcare Industry → Assigned to Rep B.
  • Leads from the Finance Industry → Assigned to Rep C.

This automated workflow saves time, improves accuracy, and ensures that each lead reaches the most suitable sales rep for a higher chance of conversion.