AI Assist with MyDigiVA CRM: Review & Optimise Your Bots
Your AI is working — now let’s make it work even smarter.
The Power of AI Is in the Tweak, Not Just the Launch
So, you’ve built your chatbot. You’ve deployed your voice assistant. Your automations are flowing, and your leads are being handled without you lifting a finger.
But here’s the part that most businesses miss: An AI assistant isn’t a “set-it-and-forget-it” tool. It’s a living system.
As your offers evolve, your client language shifts, and your sales process matures, your bots need to grow with you. Otherwise, you’re pouring traffic into a system that isn’t converting at full capacity.
Month 12 of our Timeline to Success series is all about reviewing and optimising your AI flows inside MyDigiVA CRM.
Because when your bots are clear, relevant, and well-structured - they don’t just save you time. They book more calls, close more sales, and create a better customer experience from the first click.
Why Reviewing Your AI Setup Is the Smartest Move
Once your bots are live, the real magic is in the optimisation.
Your business evolves. So should your automation.
With MyDigiVA CRM, we’ll audit your AI assistants, fine-tune what’s working, fix what’s not, and unlock new opportunities to save time, boost sales, and enhance customer experience.
What We Review in Your AI Setup
Lead tagging, routing & follow-up
We also look at tone, timing, CTA placement, and how your flows adapt to different lead types — so your bots can serve warm leads, cold traffic, and return clients differently.
Benefits of Ongoing AI Optimisation
Better Results
Refine your flows based on real data — not guesswork.
More Conversions
Fix friction points and keep leads moving forward confidently.
Smarter Decisions
See where leads fall off, what questions stall them, and what triggers bring them back.
More Natural Conversations
Bots shouldn’t feel robotic. We'll improve tone, timing, and personalisation.
Evolve as You Grow
New offer? Bigger audience? We help your bots grow with you.
Real Client Story
An online coach had bots running — but they weren’t converting.
We audited the setup and:
Removed dead-end questions
Added direct booking links at key points
Created a follow-up flow for no-shows
Integrated hot leads into an email nurture sequence
Her conversions from bot to call jumped by 60%.
Optimisation Tasks to Consider Now
Here are a few quick-win tweaks that can radically improve bot performance:
Add a ‘Did I answer your question?’ loop - avoid bot dead-ends
Trigger different flows for cold vs warm leads - personalisation wins
Add CTAs earlier in the chat - don’t bury your ask
Track FAQs and address them dynamically - reduce human intervention
Run A/B tests on different welcome messages - find what sparks replies
Need help implementing these? Let us do the thinking + tweaking for you
The Psychology of Chatbot Design
Good automation isn’t just technical - it’s emotional.
Your bots need to:
Feel helpful, not pushy
Reflect your tone of voice
Ask smart questions in a logical order
Guide users, not overwhelm them
Offer next steps clearly and confidently
Inside MyDigiVA CRM, we help you balance automation with authenticity - and avoid the “bot trap” of lifeless scripts that disengage leads.
We use principles from sales psychology, UX design, and behavioural science to create flows that feel natural, and convert like magic.
Bot Analytics That Matter
Not all stats are useful. But some are vital.
Here’s what we track in your AI setup:
Entry source (where leads started the bot)
Drop-off points (where conversations go cold)
Time to conversion (from start to booking or exit)
Trigger effectiveness (what prompts action)
Message engagement (what’s read, clicked, or ignored)
Then we use those insights to create smarter, tighter flows - and a better return on every lead.
How AI Optimisation Saves Human Time
If you’re still manually answering the same questions or chasing the same leads, your automation isn’t doing enough.
Here’s what smart optimisation unlocks:
Fewer support tickets
Less lead repetition (bots remember!)
Fewer “just checking in” calls
Automated follow-ups based on behaviour
Shorter time from lead to booking
More space for you to focus on delivery
Advanced Automation Ideas to Explore
Already have a basic bot? Time to level up.
With MyDigiVA, we can help you implement:
Cold lead re-engagement bots - Ask if they’re still looking, or offer a new lead magnet.
Smart follow-up triggers - Auto-send reminders if they read but don’t respond.
Referral request flows -Turn happy clients into lead sources.
Intent-based branching - Ask a question and route based on their answer.
Video-enhanced bots - Add personal welcome videos or demo content right in the chat.
Why Choose MyDigiVA?
AI is only powerful when it’s maintained, optimised, and aligned with your goals.
With MyDigiVA CRM, we help you:
Review and refine your existing bots
Add smarter branching logic
Align automations with new offers
Improve user experience, booking rate, and follow-up
Track results and continuously improve
We don’t just build automations. We make them work better, longer.
You’ve Done the Hard Part. Now Let’s Optimise.
You’ve already taken the first step - your AI is running. Now it’s time to fine-tune, test, and supercharge your results.
We’ll take care of the logic, the wording, the workflows, and the reporting.
You just focus on the leads coming in.
MyDigiVA CRM is powered by the GoHighLevel CRM infrastructure, giving you enterprise-grade tools with personalised setup, automation, and support from the MyDigiVA team.
