🛑How to Turn Off Your AI Persona in SalesRook

This guide shows you how to disable your AI persona in SalesRook, allowing you to take control of a conversation and prevent the AI from responding.

Step 1: Access the Conversations Tab

1. Navigate to Conversations: Go to the Conversations tab on the left-hand side of your dashboard.

2. Find Your Contact: Locate the contact with whom you want to disable the AI persona. You can search by name, phone number, or find the contact in your list.

Step 2: Disable the AI Persona (Booking Bot)

1. Open Contact Details: Click on the contact's initials to open their profile.

2. Scroll to Booking Bot Section: On the left-hand side of the contact's profile, scroll down to the Booking Bots section.

3. Change Bot Status:

   • You will see a Bot Status dropdown menu. By default, the bot is enabled.

   • Click on the dropdown and select No Bot to disable the AI persona from responding.

4. Save Changes: Make sure to click Save to confirm the change.

Step 3: Confirm AI Persona is Disabled

• After disabling the bot, your AI persona will no longer interfere with the conversation. You can now communicate directly with the client without interruption.

Step 4: Alternative Method - Disable from Contacts

1. Go to Contacts Section: You can also disable the AI persona by navigating to the Contacts section.

2. Find and Open Contact: Search for the contact by name or phone number and open their profile.

3. Disable the AI Persona: As described in Step 2, disable the bot by selecting No Bot in the Booking Bot section and saving the change.

Now your AI persona will no longer respond to messages while you manage the conversation directly. If you have any questions, feel free to contact the SalesRook support team.