Your practical guide to AI² and maximizing every opportunity it delivers.

AI²

SUCCESS

PLAYBOOK

01 | What is AI²?

AI Squared (AI²) is Ylopo’s bundled automation solution that merges AI Text and AI Voice to provide scalable, smart, and consistent lead follow-up. It’s not a brand-new tool but a bundled power-up of Ylopo’s best AI features.

Always On:

Engages leads 7 days a week

Key Benefits:

Text + Call Synergy:

AI Text warms leads and prompts AI Voice to call.

Surfaces Opportunities:

Live Transfers, Nurtures, Callback Schedules

Time Saver:

Less chasing, more closing

 02 | How AI² Works?

AI Text (Your Texting Buddy)

  • Sends drip-style messages to start conversations.

  • Responds to engagement with smart replies.

  • Flags interested leads with the tag: AI_NEEDS_FOLLOW_UP

AI Voice (Your Calling Pro)

  • Calls leads flagged as highly engaged: YPRIORITY, AI_ENGAGED, AI_NEEDS_FOLLOW_UP

  • Calls for 90 days post-lead registration.

  • Triggers from AI Text tags or website activity.

  • Live transfers leads directly to agents.

They Work Together:

If a lead opts out of one, they opt out of both

 03 | Your Role as an Agent or Team

For AI Text Leads:

  • Focus on #3 Smart list or AI_NEEDS_FOLLOW_UP tag

For AI Voice Leads:

  • Focus on #3 Smart list or AI_VOICE_NEEDS_FOLLOW_UP tag

Use FUB CRM Tools:

  • Follow up on actionable leads

You’re In Control:

 You can find these warm leads via searching for these tags. We recommend having a list of them:

New Release:

tag is now live.

Create a list for these 3 scenarios that YOU should call asap!

Identifies leads we’ve tried to transfer to you, leads marked as “nurture” (interested but not yet ready), and leads who may need language support. You should prioritize following up with them right away!

AI_VOICE_NEEDS_FOLLOW_UP tag

Leads who have engaged or expressed intent with AI Text. Reach out to them within the day!

AI_ENGAGED & AI_NEEDS_FOLLOW_UP tag

 04 | What AI² Won’t Do

WHAT AI² WON’T DO

  • It won't replace agent conversations

  • It won't set appointments by itself.

  • It won't call leads without TCPA compliance.

  • It won’t override your CRM lead settings or rules.

AGENTS STILL MUST:

  • Follow up immediately with (Actionable leads)

  • Check smart lists daily.

  • Set and manage appointments.

  • CONNECT, NURTURE, CLOSE

 05 | Reporting and Tracking AI Performance

Coming Soon: Combined AI² Reporting with unified data for both Text & Voice.

Mindset

 06 | Smart Lists Setup (FUB)

 07 | Updated Lead Conversion Flow (Without Cadence)

 08 | Scripting

Consistent Follow-Up

Friendly Check-In

Message:

Hello %contact_first_name%, hope you’re having a great day. Just reaching out like I said I would. I promise to call you again soon, so no worries if you can’t get back to me right away. If texting’s more convenient for you, just say the word.

Gentle Reminder

Message:

Hello %contact_first_name%, hope you’re having a great day. Just reaching out like I said I would. I promise to call you again soon, so no worries if you can’t get back to me right away. If texting’s more convenient for you, just say the word.

Evening Check-In

Message:

Evening %contact_first_name%! Just dropping a line, no pressure to call back right away. I’ll be reaching out again soon, I promise. If texting works better, just give me a shout.

Update and Next Steps

Message:

Hi %contact_first_name%, hope your day’s going smoothly. Just wanted to keep my promise to reach out. There have been some changes in the house market this past week that I’m not sure is being talked about yet. I’ll call again tomorrow, what time works for you? If texting’s easier, let me know.

Quick Check-In

Message:

Just dropping a quick line. I promise to call you again soon. If texting’s more convenient, just shoot me a message.

Friendly Reminder

Message:

%greeting_time%, hope you’re having a fantastic day! Just wanted to check in real quick. I’ll be reaching out again soon, I promise. If texting’s easier, just let me know.

Final Follow-Up

Message:

Hi %contact_first_name%, hope you’re day’s going well! Just keeping my promise and checking in. Just wanted to let you know that I’m going to put you down here as not available. I’ll still reach out every now and then by email/text to keep you updated on the market but until I hear from you I’m going to assume you aren’t ready to look at moving just yet. That’s very normal, and absolutely okay. I’ll be here for you when you’re ready, I promise.

Message:

Hey, hope you’re having a great day. I promise to call you again soon, so no worries if you can’t get back to me right away. If texting’s more convenient, that’s okay too.