CallRail’s Jason Tatum, VP of Product Management, sat down with Mike King, CMO and Founder of iPullRank, to discuss the future of AI for small businesses. In this blog, we break down their findings and share tips for getting started with AI.
If you think you don’t use AI for your business, you probably do.
iPullRank released a state of generative AI guide where they surveyed 100 small business leaders to learn how they use AI. Here’s what they found:
- 92% use it for written content
- 90% use it to improve their workflows
There’s a common fear that AI is going to replace humans. However, it isn’t AI that’s going to replace humans; it’s humans using AI.
Generative AI is a huge opportunity for everyone, so how can you capitalize on it? Let’s dive into how to build out the right strategy so you can effectively use AI in your business.
How to write prompts
Prompt engineering
The first thing you need to know is how to write a prompt. Prompt engineering is the idea of giving your set of requirements to the language model to do something with it. AI tools like ChatGPT and Midjourney will respond to anything that you say, so make sure you’re clear about what you want in order to receive what you expect.
Context window
When you are prompting a tool like ChatGPT, it effectively remembers what was discussed before up into a certain amount of text. Chat GPT can have a rolling context window to understand what you're saying. Anything you prompt it with will be used for context to respond moving forward.
Choose your words wisely
You want to be very precise in what you're asking for when crafting a prompt. Give it a complete action of what you want it to do—anything vague or ambiguous will not yield what you want.
The anatomy of a prompt
When writing a prompt, consider these 6 components.
- Role: Who is the context that you want this person to be?
- Context: What's the situation that it's creating this content for?
- Instruction: What are the steps? What are the tasks that you want it to complete?
- Format: What is the format that you want that response in?
- Examples: Samples of output that you expect for pre-tuning.
- Constraints: What should Chat GPT not do?
How to configure AI for your business
Configure your brand voice and tone
Without a clear brand voice and tone, you're going to get inconsistent responses. Additionally, if you're writing with different styles of prompts, you're going to want to have your brand voice and tone configured so that it always appends to your prompt.
Chat GPT recently rolled out custom instructions, and you can add this voice and tone description to that custom instructions so that get consistent responses.
Build a list of prompts
Build a list or library of prompts that your team is using consistently. A prompt library will enable you and your whole team can have that consistent output because you're using the same type of inputs.
Establish workflow and policies
Content strategy for generative AI
- Start with a goal
- Figure out how to integrate it
- Develop a prompt library
- Decide what tools you’ll use
- Establish presets and configurations
- Test the outputs
- Adjust configuration
- Knowledge transfer
Generative AI's versatility offers a multitude of use cases, including generating briefings, business cases, content drafts, structured data, voice-overs, images, videos, and even code.
What the AI boom means for small businesses
AI can help unlock potential for your teams and unlock greater human creativity. When you're exploring and evaluating AI tools for your business, you want to use the tools that provide real value, like saving you time or making your work more efficient. It’s important to target those outcomes early and often. So how do you identify the right tools that bring value?
Here are the criteria to consider:
- Do they know who I am?
- Do they give me something I need?
- Are they built with my business in mind?
Using voice for AI for SEO & marketing
AI summaries and sentiment: Save time and get insight into trends and keywords used in conversations to optimize SEO and campaign messaging.
Speed to insight: Automatically identify keywords and aggregate reporting by keyword = speed to insight
Inform the whole strategy: Use conversation and keyword trends to inform, content, partnership, and site strategy
Small businesses spend a lot of time talking with leads on the phone, so it’s important to understand what’s going on in these calls. Unlock the power of AI with CallRail’s Conversation Intelligence® to surface frequently used keywords from your transcripts to help inform your keyword bidding strategy.
Using voice AI for sales and customer service
Force multiplier: Frontline managers don’t have to read long summaries to know how calls are being handled when they have summaries and sentiment
Winning the conversation: They’re able to identify coaching opportunities to help reps provide better service, handle objections, and close more deals
Insights to action: Action plan gives reps the exact next steps to take the close the deal, based on AI-surfaced insights from the call summary
With Conversation Intelligence, you can identify your most positive calls and use the call summaries as training opportunities to help improve the customer experience. Additionally, a newly released feature, action plan, provides you with suggested next steps based on insights from the conversation.
The future of AI and small businesses
Calls are your gold mine of insights, and AI is your key to unearthing them. You can maximize your conversations and your revenue by empowering your teams with timely and real-time coaching. Learn how to unearth your small business’s goldmine of insights with a free 14-day trial of CallRail.
