Aubrey AI Assistant: Capabilities & Use Cases
Aubrey is an AI assistant that proactively messages sales assistants to prompt lead follow-up and capture lead status updates based on their responses. Rather than replacing the sales agent, Aubrey acts as a lightweight engagement and tracking layer that ensures leads are actively managed and accurately updated. Proactive Follow-Up Prompts What Aubrey does Aubrey sends […]
AI Summaries (Aubrey)
Our AI sales assistant, Aubrey, helps your agents close more leads by automatically summarizing incoming lead information in a clear, sales-friendly format. AI Summaries are shown to agents when they are offered a lead, helping them quickly understand whether the lead is a good fit before accepting. How AI Summaries Work When a lead is […]
Dashboard
The dashboard provides in-depth analytics on how the business and sales team are responding to leads. Dashboard Features: This feature will allow you to determine return on investments and identify which agents are performing optimally. There is an exportable version that is accessible by clicking the download button in the top right corner. This provides […]
Understanding the Users Page
The Users page is the best place to create, edit, and manage your current list of users. In the left sidebar click Roster>Users to get started. On this page, you will see a list of all the users in this company, a summary of their information, and some quick action settings (listed below). Click on […]
Contact Settings
Agents can manage their personal contact preferences — including updating phone numbers, email settings, and SMS opt-in status — directly from their Contact Settings page.This ensures you receive lead notifications in the way that works best for you. Accessing the Contact Settings Page This page is only visible to you and cannot be accessed by […]
Managing a Reach Structure
The Reach feature allows parent companies to manage lead distribution across a hierarchy of child companies. From the Reach tab, you can view and control the structure, enable or disable reach, and quickly navigate to user management pages. Viewing the Company Hierarchy From the Reach tab, you’ll see a list of all companies within your […]
Audit Log
The Audit Log provides full transparency into how our lead routing system makes decisions. It shows you exactly which agents were considered, which rules applied, and how the final scores were calculated. This helps you understand why a specific agent received (or didn’t receive) a lead. How It Works When a lead enters the system, […]
Lead Routing Factors
Lead routing ensures that the right lead reaches the right agent at the right time. To do this effectively, our system evaluates multiple factors when determining where a lead should be routed. Below are the key considerations: 1. Lead Tags Tags provide context about the lead, such as property type, source, or customer interest. By […]
How you can be notified
Bluebird offers several methods of notification to ensure agents never miss a lead. These include: SMS and Email A user’s notifications can be altered from the Users page. In the left sidebar, go to Roster>Users, select the user you would like to change and toggle their email and SMS radio boxes The SMS and email […]
Types of Notifications
In Bluebird, agents and admins are sent notifications for varying reasons. This document will go over the different types of notifications your agents and admins should expect and how to manage these notifications. Agent Notifications Lead Offer When an agent is offered a lead, they will be sent a lead offer notification. This could be […]