HL GPT Reporting and GPT Auto Classification

Summary
Client
HepworthHepworth
Assigned To
Eli Weldon
Status
Completed
Start & Finish Date
May 29, 2023 → June 8, 2023
Needs Review
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Project Resources

Project Outline

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Project Planning Tasklist
Go through
For each Goal outlined turn it individual item in
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Problems & Goals

What are the problems we hope to solve with this project?

  • Don’t know the conversion rate of GPT or follow-up on a GPT conversation

What are the Goals to create in order to solve the problems?

  • Set it up so that GPT classifies if it resolved the issue or not if a lead hasn’t responded in 30 minutes to allow for no response follow-ups and introduce two new KPIs: GPT Solution Rate and GPT Conversion Rate

Goals & Deliverables

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Goal #1

Set it up so that GPT classifies if it resolved the issue or not if a lead hasn’t responded in 30 minutes to allow for no response follow-ups and introduce two new KPIs: GPT Solution Rate and GPT Conversion Rate

Goal Planning Tasklist

Outline Deliverables associated with Goal
Outline & complete any Tasklist - Research / Outline / Client Question
Create list of Tasks to achieve goal
Confirm Goal & Deliverables with client, get any questions answered
Turn goal deliverables into TasksTasks , add task details

Deliverables

Tasklist - Research / Outline / Client Question

  • Is 30 minutes of no response a good time to do the follow-up?

Tasklist - Final

  • (1) Create view GPT Conversations - Need Classification that that shows only records that have a Last Interaction Last Modified time value that is 30 minutes ago and has a last action of GPT conversation
  • (2) Setup airtable script that runs as often as possible and pulls all records from the view GPT Conversations - Need Classification and sends the conversation history to zapier webhook
  • (1) Setup and test zap that uses GPT and conversation history to determine what happend in the conversation and then updates last task with the value, the possible values are:
    • GPT Classified - Resolved Legal Issue (use this if the legal issue was resolved in the caht and the user doesn’t needs help)
    • GPT Classified - Needs Follow-up (use this if the lead did not respond)
    • GPT Classified - Unknown (use this if unsure of what to do)
  • (.5) Update Follow-up Tasks to do the following
    • If GPT Classified - Resolved Legal Issue have next task be nothing but mark under a new status that is used for reporting
    • If GPT Classified - Needs Follow-up have next task show the lead in Daily Tasklist and have next steps for Tamara to call and put the lead into no response follow-up sequence
    • If GPT Classified - Unknown have next task show the lead in Daily Tasklist and have next steps for Tamara to automatically review the lead and classify manually
  • (1.5) Update the management metrics and weekly reporting to include a GPT Solution Rate and GPT Conversion Rate