Customer Inquiry & AI Auto Research Template
Waveon Customer Inquiry & AI Auto Research Template Guide
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Waveon Customer Inquiry & AI Auto Research Template Guide
Last updated
Was this helpful?
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.
To customize the default landing page to fit your company’s needs, follow these steps:
Click the 📄 document icon on the left of the "Lead Landing" tab.
Click "Edit Page."
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.
Click the image you want to replace, then click the Upload button in Design on the right panel to upload your desired image.
To receive inquiries using this template, you must embed the Inquiry Submission Landing Page or form into your company’s website.
Click the 📄 document icon on the left of the "Lead Landing" tab and copy current URL.
Paste the copied URL into your website’s HTML editor to link.
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.
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.
Select the checkbox next to the customers you want to research.
Click the play button (▶) for the specific information you wish to investigate.
If the retrieved information is unsatisfactory, click the play button (▶) in the corresponding cell to initiate a re-search.
To change the GPT model used or customize the research fields, follow these steps:
Click the 📄 document icon on the left of the "Lead Management" tab.
Click "Edit Page."
Click the customer inquiry list table, then select Data on the right panel
Click the (>) in the field you want to modify in the Header Settings.
Select the AI model you wish to use under Model.
Click the (>) in the field you want to modify in the Header Settings.
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.
