StripeProducts, payments and subscriptions.
Google CalendarCalls and calendar connected.
Meta AdsCheck campaign performance.
Calendly and Cal.comReservations associated with each contact. Security and privacyTalk to an AI that will be able to consult the areas of your business in Nod, relate their data and help you decide where to focus. With the available context and your team's permissions.
Visual representation of Operations's AI Chat.
Two planned specialties will combine their analysis methods with the data available from your business.
You will be able to review campaigns, sets and creatives; investigate performance changes and prepare proposals for testing, scaling or rotation. Each recommendation will explain the evidence and what to check before acting.
What should I review before increasing the budget?
You will be able to gather information from clients, tasks, tickets and interactions to prepare summaries, calls, briefs and emails. The drafts will be left for your review; They will not be sent automatically.
Prepare this client's weekly summary for me.
You won't need to know which report each piece of data is in to start investigating it.
Compare investment and results. Match campaigns with opportunities only when there is verified attribution.
Search for contacts with booking intent who do not yet have a call scheduled.
Distinguish confirmed collections, recorded sales, and pending payments when comparing periods.
Review deadlines, responsible parties and pending issues to prepare a priority proposal.
Gather context, tickets, and commitments to prepare for customer follow-up.
Ask for a summary of changes and drill down into the data that justifies each next step.
Illustrative example with fictitious data. Shows the type of reasoning intended.
How is the lead capture going this week?
In the last seven days, 120 leads have been registered, compared to 100 in the previous seven: 20% more. Of them, 18 have a call scheduled, compared to 20 before.
The proportion with calls goes from 20% to 15%. Recent leads have also had less time to reserve: it is worth reviewing this difference before attributing it to the quality of the acquisition.
Example sources: leads and agenda · Two seven-day periods · Fictitious dataWhat would you check first?
First, unanswered contacts and opportunities with the intention to book but without an appointment. You would then compare campaigns using an equivalent tracking window.
Prepare a summary for the team.
Deposit increases, but the proportion with reservation decreases. Proposed order: Review unanswered contacts, continue booking-intent opportunities, and compare campaigns with the same follow-up time. Before assigning tasks, check the records of each group.
The value of the chat will not only be in returning a figure. It will help you check what it means, what limits the analysis has, and what a reasonable next step would be.
A response must identify the source and period. This way you will be able to distinguish a confirmed collection from a registered sale or know if two figures are being compared with the same dates.
A lower proportion of reservations does not in itself prove that contacts are worse. More recent ones may have had less time to book. If information is missing, the AI must indicate it.
You can request a review order and the reason for each priority: check unanswered contacts, review booking intent, and compare campaigns when there is verified attribution.
The chat can help you prepare a brief or a draft. Requesting this analysis will not send emails, will not change budgets and will not give access to information outside of your permissions. The above figures are illustrative.
A campaign generates contacts. The team turns them into opportunities. Calls, collections and tasks tell the rest of the story. The chat will be connected to the Operations areas to relate that information when you need it.
You will be able to ask questions in your own words, compare periods and ask for the details that explain a variation. If the data is not linked or is not sufficient to conclude, the response must indicate this.
You will know what information supports the answer and what dates the analysis includes. Some data will come directly from Nod and some will depend on the last sync of an integration. Real-time information is not assumed.
The chat will respect the permissions of whoever uses it. Having access to the AI will not give access to areas or records that that person cannot consult. The offering, objectives, and instructions you provide will help guide the recommendations.
Requesting an analysis or preparing a draft will not modify campaigns or send messages. The actions that are enabled will have their own permissions and confirmations.
Operations's AI Chat is designed to consult and analyze business information. Nod AI focuses on business conversations with prospects, playbook and supervision. Your access and conditions are managed separately.
In Operations: consult your data, gather the context and decide where to focus.
