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Client profiles, dashboard, automatic reminders and working hours

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CLIENT PROFILES AND ANALYTICS

The AI automatically builds a guest profile during a conversation. By default, the name and communication language are recorded. To collect additional data:
  1. Go to the “Client Profiles” section → “Field Settings”.
  2. Add the required fields (for example: guest type, preferences, visit date).
  3. In the Talent’s instruction specify under which conditions each field should be filled in.
Two modes are available — choose the one that suits you:
  • Realtime — the profile is updated after every message. Suitable for scenarios where data currency is critical. Uses more tokens.
  • Scheduled — updated on a schedule. Optimal for analytical tasks, saves significantly on tokens. The mode is configured in the “Client Profiles” section → “Update Mode”.
Analytics are available in several sections of the personal account:
  1. Dashboard → overall metrics for the last 24 hours, 7 days, 30 days.
  2. Profiles → field fill-rate statistics across the guest database.
  3. Chats → open any conversation → click “Response Analysis” next to an AI message for a detailed breakdown of a specific interaction.
Go to the “Chats” section → open the relevant conversation → find the AI message → click the “Response Analysis” button next to it. A detailed breakdown will open showing which data sources, Talents, and instruction fragments were used when generating the response.
Yes. To connect the daily digest:
  1. Add the @TexturaAi_summary_bot to the required Telegram group with administrator rights.
  2. The bot automatically compiles and sends a summary for the previous day every morning. No additional configuration is required.
Yes. To start review analysis:
  1. Message the @aitextura_reviews_bot and provide links to your pages on the required platforms.
  2. The bot will parse the reviews and pass the results to a Google Sheet.
  3. You will receive a link to the sheet from the bot once processing is complete.

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AUTO FOLLOW-UP

Auto Follow-up is a tool for sending automatic reminders to clients who have stopped responding. You configure a chain of steps with the desired delays and instructions for the AI — and the system conducts the conversation on its own until a response is received.
Here is how to do it:
  1. Open the settings of the required employee.
  2. Go to the Auto Follow-up section.
  3. Click “Add Step”.
  4. For each step, specify the delay (in hours or minutes) and the instruction for the AI — what exactly to write to the client.
  5. Repeat for each subsequent step. As soon as the client responds — the chain resets automatically.
Auto Follow-up only operates within the working hours defined in the employee’s schedule — this is an important nuance when planning the chain. Please note: it is not possible to disable auto follow-up for an individual chat — the setting applies to all of the employee’s conversations.
For most scenarios the optimal scheme is 2–3 steps with an interval of at least 2–4 hours between them. Keep in mind that each reminder sent consumes tokens — this is worth considering when planning long chains.

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WORKING HOURS

Here is how to do it:
  1. Open the settings of the required employee.
  2. Go to the Working Hours section.
  3. Set the schedule by day of the week, specify the time zone, and if necessary add breaks and public holidays.
  4. Save the changes. By default, the employee works in 24/7 mode.
Yes. One employee supports one schedule, so for different channels create separate employees and assign each their own working hours. This is standard practice when working with multiple platforms.
Yes, this is implemented through the schedule:
  1. Open the employee settings → Working Hours.
  2. Set the interval from 20:00 to 09:00 for the required days.
  3. Specify the correct time zone — this is critical for accurate triggering.
  4. Save.