Admin: Smart Assistant Rules
The Spiro Smart Assistant Rules is a no-code way for companies to customize the proactive recommendations to their specific use cases. For example, companies that have both their sales and support teams using Spiro might want to have different kinds of recommendations that are tailored to each team's specific use case.
The Smart Assistant Rules will generate new reminders for users once a day but will monitor activity in real-time, and if Spiro notices that a reminder is no longer relevant, it will automatically remove the reminder so the user always has the most up-to-date information.
If you have questions about how to build Smart Assistant Rules or want some ideas to help get you started, please reach out to email@example.com or to your CSM.
How to build Smart Assistant Rules
To begin, go to Settings, and click on the Smart Assistant Rules tab. We'll build a rule to remind users to follow up on Tier 1 accounts if too much time has passed.
We'll go ahead and create a new rule, called Tier 1 Outreach. There will be a few fields you need to fill out.
Entity: you can choose from Companies, Contacts, and Opportunities. This is the entity that the user will be told to follow up with.
User Profile: This is a field on the user administration level, and helps you group your team into distinct buckets. When a profile has been selected in the rule, only users matching that profile will get reminders for this rule.
Description: This is the text description that will show up in the reminder telling users what this reminder is all about.
After you create the rule, you'll be able to start adding criteria, by clicking on the NEW+ button.
Now you can start building the different criteria. The first thing you need to do is pick the type of criteria.
There are a lot to choose from, giving you total flexibility over how to configure the rule. The general rule of thumb is that you just need to know where the field you want to reference in the criteria is stored, and that's how you know what Type to use. In this case, Tier is a custom field, so we'll start there.
Then you'll be be able to select any of the custom fields that are on the company level. I've gone ahead and built out the rule, by saying Tier is Equal To Tier 1. I could have also used operators like "Is Not Equal To" or "Is In" if I wanted to select multiple Tiers.
Your first criteria is complete! If you need to edit or delete it, you can click on the 3 vertical dots menu to the right of the criteria.
Now that the first criteria has been added, we recommend heading over the simulator to see how the results are progressing and if it matches what you are expecting to see. In this scenario, I know that these are all my Tier 1 accounts, so the rule is on track so far.
Let's go add another rule, this time for interaction date. I started by clicking the NEW+ button to start adding a new criterion. I chose If No Contact Interactions from the initial long list of options. Then I selected Default Interaction Kind since I don't have any custom activity types. If you do have custom activity types that you want to add to this rule, you would want to add a new criterion. I chose Any interaction kind because I don't care about a specific activity type, but if you wanted to set it to "Outbound Emails" for example, you can; you can choose from any activity type in Spiro. I set the Time Frame, picked the Time Unit, and the value.
Overall, this criteria tells Spiro to keep an eye out for any accounts that don't have any contact interactions in the last 30 days.
We're going to add one more criterion, called No Reminders. It's an option in the first dropdown list, and we're adding this criterion because it might not make sense to remind someone to reach out to an account if they already have a reminder scheduled.
Now our rule is built! Once we check the simulation one more time to make sure things are still as we expect, it's time to turn the Status Toggle to On.