Welcome to AISS – Your Automated Sales System
AISS is your AI-powered follow-up and lead management system that works 24/7 to nurture prospects. It automatically handles outreach, engages with leads through multiple channels, and books appointments directly into your sales calendar—all without requiring your constant attention.
With AISS working behind the scenes, your team can focus on high-value activities like closing deals instead of chasing leads. The system works seamlessly in the background, ensuring no opportunity falls through the cracks.
How do I login?
Click here to login to your AISS
NOTE: You were sent an email from RTDigital with login details. Use your email address and the password you chose. If you forget your password, choose forgot password! If all else fails - ask for help in your slack channel!
Pro tip: Bookmark your CRM page after it opens
Step 1: Client Setup & Customization
Login to your CRM here: https://crm.rtdigital.agency/
1
Connect Your Calendar
Go to Settings > Profile and set your availability preferences and connect your favorite calendar. This ensures AISS books appointments only when you're available to take calls.
2
Connect Social Media DMs
Navigate to Settings > Integrations to connect your Facebook and Instagram direct messages so AISS can respond to inquiries there. Just click Facebook and follow the prompts.
3
Set Up a Payment Mechanism
Go to Settings > Billing to connect your preferred payment mechanism for seamless transactions. This is important! Without this we can't send SMS or emails and will stall your build progress.
Download Your Mobile App
On your mobile phone - go to the App Store and download 'Lead Connector'. The icon looks like an orange cube ( see above )
How the AISS Engine Works
Lead Contact
Leads are immediately added to the AISS Pipeline, and contacted as soon as they come in through any connected channel.
AI Nurturing & Followups
The AI Assistant begins messaging and nurturing the lead through SMS, email, and social media responses.
Appointment Booking
When the lead is ready, they book a call directly into your AISS calendar with your salesperson.
Sales Handoff
The lead is automatically added to your Sales Team Pipeline for follow-up and closing.
This seamless process ensures that leads move through your sales funnel efficiently without requiring manual intervention until they're ready to buy.
Where Do Your Leads Come From?
Inbound Leads
  1. Website contact forms
  1. Social Media DMs
  1. Custom integrations
These all funnel potential customers directly into your AISS system. These leads are actively seeking your products or services.
Pro tip: Ask to refine the initial messages your leads are being sent!
Outbound Leads
  1. Past clients
  1. Past leads who didn't convert
  1. Past leads who were sent quotes, but didn't convert
AISS automatically reactivates these past leads who haven't converted. This recaptures potentially lost opportunities without any manual effort.
Pro tip: Ask to refine the initial messages your leads are being sent!
To identify a lead's origin, check the Opportunity Source field in your CRM. This helps you understand which channels are performing best for your business.
Contact, Nurture, Follow-up With All Leads
1
Initial Contact
AISS sends an SMS message and email immediately to establish contact and gauge interest.
2
Endless Nurturing
The system automatically sends 3 more SMS messages (after 10 minutes, after 24 hours, after 24 hours.
It also auto-sends nurturing emails ( after 2 days, then indefinitely every 3 days until the lead responds or converts ).
3
Response Handling
If they reply, the AI assistant engages in conversation and works to schedule an appointment.
4
Endless Follow-up
If leads go cold after initial engagement, AISS continues following up automatically—never giving up.
It will follow-up via SMS 3 times ( after 10 minutes, after 24 hours, after 24 hours ).
It will follow-up via email forever ( after 2 days, then every 7 days ).
This comprehensive nurturing sequence ensures no lead is ever abandoned, maximizing your conversion opportunities without requiring constant attention from your team.
What messages are my leads being sent?
  1. We customize the starter messages for each client. We will share the starter messages for your feedback over slack. Feel free to revise!
  1. After that AI takes over and the conversation is dynamic, as AI has been trained on the goals you set during your onboard call. We typically suggest sticking to 5 - 6 max. Less is more.
What objectives are typical for the AI to achieve during conversation?
  1. What type of service do you need?
  1. Is this an emergency?
  1. Contact Info ( Name, phone, email )
  1. Address
  1. Optional
  1. Residential or Commercial
  1. When do you need the service?
  1. What is your budget?
  1. Do you have photos you can send of the space?
What does my AI Answering Service do?
This service automatically picks up missed calls with an AI voice agent. The agent will ask:
  1. First Name
  1. Whether it’s an emergency
  1. Type of service they need
  1. If they’re the homeowner or decision-maker
  1. Residential or commercial
  1. Address
  1. Schedule them for a call
'Opportunities': The AISS Pipeline vs Your Sales Pipeline
AISS Pipeline (Automated)
  • Leads automatically enter this pipeline first
  • Runs hands-off via AI automation
  • Handles nurturing and appointment booking
  • View-only for monitoring purposes
Sales Team Pipeline (Manual)
  • Receives leads after appointment booking
  • Requires your team's active involvement
  • Focus on closing and relationship building
  • Where your salespeople spend most of their time
The dual-pipeline system ensures efficient lead management—automating early-stage nurturing while prioritizing human touch for sales-ready prospects.
Where do I see the pipeline? Go to 'Opportunities' → click the dropdown at the top of the Opportunities panel. Click here for a step-by-step guide
Jump In When You Need To
While AISS handles most interactions automatically, you can take manual control whenever needed:
Manual Messaging
Message any lead directly at any time through the platform, seamlessly taking over the conversation.
Click on a conversation, and you can send an SMS, an email, or make a call.
When to Intervene
Take control for complex questions, especially hot leads, or when you want to add a personal touch to the conversation.
Control Tags
Add the following tags to a contact to control the AI:
🛑🛑 ai-stop-nurture-stop-listening: stops nurtures AND stops bot replies and followups
🛑🟢 ai-stop-nurture-start-listening: stops nurtures BUT starts on bot replies andfd followups
🟢🛑 ai-start-nurture-stop-listening: starts nurtures BUT stops bot replies and followups
🟢🟢 ai-start-nurture-start-listening: starts nurtures AND starts bot replies and followups
Common Questions
1
Why didn't a lead get a message?
Check for conflicting tags like "ai-off" or verify that your integrations are properly connected. Sometimes message delivery can be affected by carrier restrictions.
2
Can I pause or edit follow-ups?
Yes, use the "ai-off" tag to pause automation for a specific lead, or simply reply manually to take control of the conversation. You can resume automation with removing the "ai-off" tag.
3
Where can I see my leads?
Click 'Opportunities' and notice the dropdown at the top. Check both the AISS Pipeline (for leads in automated nurturing) and the Sales Pipeline (for leads that have booked appointments). Each shows a different stage of your sales process.
4
How can my AISS reschedule a no-show?
Simply open the calendar appointment and mark the status 'No-Show'. That's it! AISS will take care of followup for a new booking.
5
Can I add a signature to my emails?
Of course! Go to settings → my profile. You can add an email signature there.
6
Can I manually add an opportunity?
Yep! First, you need to add your lead manually as a contact. Go to 'Contacts', and click the plus button. Next, you can click 'Opportunities' and 'Add an Opportunity'. Choose the contact you just created and add it to your pipeline and your desired pipeline stage.
7
How do I add a contact and add a tag?
Click here for a step-by-step guide ( including how to add a tag and test your bot! )
8
How do I delete a contact?
9
How do I update my calendar, video conferencing, email signature, and meeting availability ?
Click here for a step-by-step guide
10
My meeting location is empty in confirmation emails and SMS. How can I update?
Click on the Calendars → Calendar Settings→ Edit the 'AI Calendar' . Scroll down on the 'Meeting Details' tab. Be sure to set the 'Meeting Location' ( Zoom, Google Meet, Phone, etc. )
Pro Tip: Here is where you can add other members to the booking calendar too!
11
Still need help?
Contact your dedicated onboarding manager or message our support team through the platform. We're here to ensure your success with AISS.
Ready to Let AISS Work for You
Your System is Live
The AI Sales System is ready to go at: https://crm.rtdigital.agency/
Lead Sources Connected
Your website forms, social media, and other lead sources are now feeding directly into the AISS system.
Calendar Ready for Bookings
Your availability is set, and the system is ready to book qualified appointments into your calendar.
Now you can focus on what matters most—closing deals and growing your business—while AISS handles the time-consuming work of lead nurturing and follow-up.