How to automate Trial Extensions with AI Intent and Mission and REST API

[Chapter 1: The Problem: Manual Trial Extensions Requests]

so many times when your customer get stuck in a trial as ended situation they're going to open the chat and start a conversation by asking can I get my trial extent how many times this happened to your team and probably got internal processes to manage this

[Chapter 2: The Solution: Aura AI Handling a Trial Extension Request]

manually let me show you how Bora can handle this on autopilot without any of your team in between ready let's get started what is going to happen is Bora is identifying this specific intent of the trial extension and the first thing she's going to ask me for those are the project that I'm managing so I'm going to extend this one she's going to ask me some questions so could you please uh let me know the reason why need a trial extension the feature you will be trying during the extended period and which planner you are interested in I'm going to uh use the pro okay so I'm going to just respond to that and uh the other questions are still required so she's going to ask me more about the reason and the features so our team couldn't try this out and uh I would love to try by

your AA AI now what she's going to do is uh of course collecting the data structuring the data but now she's basically doing the work under needs to understand how many times I asked for an extension if I am eligible for that and it seem I am based on a property I'm going to show you later what's the property look like um based on those she calculated the Unix time stamp to send back to our backand and extend the trial that was ended I'm going to say wow this was an amazing experience to the SE because she deserved it now let's check if she actually did it wellow that was it that was it the free trial Banner went away and now I can still test out project as you can see no one was in between okay let's go back and check what happened on your inboxes let's

check what was this conversation on your end okay so of course um like you would

[Chapter 3: What happened on your end]

go under your aura inboxes and of course you close the conversation so it's not open anymore let's go to closed and let's check this one so this was my conversation on the other hand as you can see um the first message triggered AI assistant and the second message triggered the chat trial extension uh we're going to see later how that uh works here I can see all my projects and I selected my project and all the conversation went great here I can actually see what was the request to uh the back end so here we're going to find all the conversation properties she basically set for us uh try our try

[Chapter 4: Automated Info collection]

extent reason our team couldn't try this out try for a lot to try hour and try extension day time St so this was everything made from her and there is another property that she was checking and setting that was the trial extension this property is the actual validation but of course you can do your validation on your side um this is the the easiest way you can set up a chat flow so let's check the chat flow out to manage your Tri and extension request on autopilot

[Chapter 5: How to Build the Intent Chatflow]

so this would be your Tri and extension chat flow here on the triggering event of course there going to be an AI recognized intent I specified audience just to try this out with my account only before setting it live and as you can see here as specified an intent description for AI recognition so just as simple the customer wants to extend the trial period here we can provide different matching intance examples to Aura and also non-matching intent example so whenever you see Aura is matching something that is not supposed to be matching this intent you would put the example over here and whenever you see something that is not matching but should you should put it over here under matching internet sample now this is fairly simple this is um choosing the company because we two manage different company as you can see now this is the gold in

this AI training the mission goal is basically how would you train

[Chapter 6: The Prompting Explained]

your agent to to perform certain actions and it's it's it's going to be actual like a description of what you would do so to Extended trial we need to understand the reason why what they are going to try during the extended period and which plan are they interested to there's no free trial for Enterprises growth plans if they ask after collecting this info uh check if they're eligible for a free trial extension verifying the number of trial extension the property do not ask the customer you remember this was a a contact property in my profile with triy extension set to chew because I already um before and so this was the second time if I'm going to try to ask again for another extension then that would be firing the nl's if it's more than two tell the customer they have reached the maximum number of a TR extension

they need to buy a plan to continue using custom now of course this is completely up to you what you want to do but this is the kind of logic you can put in a conversational way and match it with your own data the person is eligible so if it's null basically it's not set or less than two then set the tri extension daytime which is this other property over here to UNI time stamp of today plus 13 days and tell the customer we're going to check and extend your trial in a few hours now I can put minutes because that happened in less than 1 minute but that's okay so this was the first mission right so whenever she completed that mission if you remember she went into thank you for sharing the details we'll check and

[Chapter 7: The REST API Connector]

extend your trial in a few hours in between these two she basically sent this data to the rest API we got in the back end to extend the trial now I put the company ID I was collecting before and I've got the barer token which is an M variable and then I put the time with the conversation property trial extension daytime all of this is super easy to do and of course you can capture the response but this is not our case because whenever there is a success that means the trial has been extended otherwise it would be a failure now in case of failure I would assign this to our support team to see what was going on but um it seems that everything was running smoothly and basically after uh in between these two messages after

[Chapter 8: The confirmation prompt]

receiving the success from the rest API she went again on a mission mode and basically this Mission goal was increase the number of trial extension by one and tell the customer the trial has been correctly extended and to enjoy the two weeks more if they need any help they can open a new chat conversation here check this out yeah enjoy two weeks more if you need any help you can open a new chat conversation here and basically she closed the conversation as expected and sent the sees out this is the way you

[Chapter 9: Conclusions and benefits]

can manage trial extensions with customly aura with your team not involved in it this is Magic this is pure magic the way you can interact with your own data with the backand in Aver conversational way convert conversations convert support tickets into Happy customers in no time this is massive and it's massive for you and for your customers because your team now can manage like success can go to uh sell more to create more qualitative uh interactions with your customers while Aura is managing at her best the incoming conversation super easy to manage nobody is with this AI thank you so much for watching this I hope you enjoy it and I hope I give you some inspiration on how to improve your customer service thank you