Customer Inquiry & AI Auto Research Template

Waveon Customer Inquiry & AI Auto Research Template Guide

The Customer Inquiry Management & AI Auto Research Template is designed to record customer inquiries received via the web in a table format. Based on the inquiry details, AI automatically searches for key information about the customer and inputs it into the template.

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1. Editing the Landing Page

Editing the Landing Page

To customize the default landing page to fit your company’s needs, follow these steps:

1

Click the 📄 document icon on the left of the "Lead Landing" tab.

2

Click "Edit Page."

1) Editing Text

Editing Text

Double-click the text you want to edit or modify the content from Design > Text on the right panel.

In the Design section, you can adjust text color, font weight, alignment, and other detailed settings.

2) Editing Images

Editing Images

Click the image you want to replace, then click the Upload button in Design on the right panel to upload your desired image.

2. Embedding the Landing Page/Form

To receive inquiries using this template, you must embed the Inquiry Submission Landing Page or form into your company’s website.

Linking the Landing Page

  1. Click the 📄 document icon on the left of the "Lead Landing" tab and copy current URL.

  2. Paste the copied URL into your website’s HTML editor to link.

3. Conducting Customer Research Using AI

When a customer submits an inquiry through the landing page/form, the inquiry details are automatically recorded in 'Lead Management'. Based on the provided information, AI can conduct research on the customer.

1) Researching a Specific Customer

Researching a Specific Customer

Click the play button (▶) next to the customer’s name to start the research.

  • Run Sequentially: Uses previous results to refine the search

(e.g., when searching for company size, it utilizes name, email, others and company name).

  • Run Parallel: Searches for all details simultaneously for faster results.

2) Researching Specific Information for Multiple Customers

Researching Specific Information for Multiple Customers
1

Select the checkbox next to the customers you want to research.

2

Click the play button (â–¶) for the specific information you wish to investigate.

3) Retrieving Information Again

Retrieving Information Again

If the retrieved information is unsatisfactory, click the play button (â–¶) in the corresponding cell to initiate a re-search.

4. Modifying Inquiry Management Fields

Modifying Inquiry Management Fields

To change the GPT model used or customize the research fields, follow these steps:

1

Click the 📄 document icon on the left of the "Lead Management" tab.

2

Click "Edit Page."

3

Click the customer inquiry list table, then select Data on the right panel

1) Changing the AI Model

1

Click the (>) in the field you want to modify in the Header Settings.

2

Select the AI model you wish to use under Model.

2) Customizing Research Fields

Customizing Research Fields
1

Click the (>) in the field you want to modify in the Header Settings.

2

Modify prompt to specify what kind of information you want to search for.

To include results from other fields in the search, select the relevant columns from the Current Row Data.

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