Admin: Smart Assistant Rules
Overview
The Spiro Smart Assistant Rules is a no-code way for companies to customize 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 support@spiro.ai 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.
Assistant Actions
Assistant Rules can now trigger certain actions in Spiro. For now, the only action is "Update Field" but we'll have more in the future.
Action: Update Field - When your Assistant Rule is triggered, you can choose to update fields on the page where the trigger occurred or on related entities. The most common example we see if to update the Company status after a won opportunity. In that case, you would build the action like this:
Action: Execute - The actions can be executed either when a record meets the criteria, or when the record stopped meeting the criteria for some reason. In this example, we want the action to execute when the criteria is met - when the company becomes a customer. In some cases, the record would no longer meet the criteria for a customer and you can have the status update to ex- customer.
IMPORTANT: try to always put a date qualifier. If you have historical data, Spiro will update it if it matches the rule. In the example above, you would need to update the criteria to the one below if you don't want it to include historical data. Change the date to whatever today's date is.
Notifications
In the Notifications section, you can choose to have:
1) A popup or push alert. This sends a popup to your web and mobile CRM app and alert to your Alert Center.
2) An email. You can now customize the emails you get from Assistant Rules. The default template users just merge fields, but you can choose to change the text and add your own. Choose "merge attributes" from the dropdown to customize the email and provide relevant information.
If a manager always needs to be notified in addition to the record owner, you can hardcode their email address in the CC field below.
Spiro's Assistant Dashboard
Spiro’s assistant dashboard offers you a quick insight into where you or your team should be focusing attention. Each card is tied to the alerts on your Assistant page and displays a dynamic overview of the total number of companies, contacts, or opportunities that require attention, along with the overall dollar amount associated with those alerts.
Depending on user permissions, users can quickly see a summary of their own alerts, their team, or other users at the company, which you can then drill into to view the individual recommendations made by Spiro.
All alerts that are turned on for your organization will display to relevant users by default. Admins may disable any from showing on this dashboard by opening the assistant rule from Settings / Assistant Rules and clicking the ‘Show on the dashboard’ toggle. If you need assistance with setting up your dashboard, please reach out to your customer success manager or email support@spiro.ai. The previous dashboard view is still available from the dropdown at the top right of the screen.
