Guide on Setting Up Agreements Assist Bot for Franchise Admins and End-users
OverviewAgreements Assist is an AI-powered feature within FranConnect that helps users extract and review key contractual information from agreement and lease documents.The system analyzes uploaded documents and extracts relevant details such as agreement terms, renewal information, financial obl...
Best Practices: Franchisee Support
Franchisee Support is only as strong as the documents you provide. The practices below help you keep performance high and ensure the agent remains safe and useful for your franchise owners. 1. Monitor conversations regularlyReview what franchise owners are asking and how the agent is responding...
Best Practices: Sales Coach
Sales Coach is only as strong as the documents you provide and how your lead owners use it. The practices below cover both sides — keeping your knowledge base sharp and training your team to prompt effectively.1. Monitor conversations regularlyReview what lead owners are asking and how Sales Coac...
Candidate Coach: Feature List
OverviewThis document summarizes the features and out-of-scope items for Candidate Coach.FeaturesLead Qualification: Candidate Coach asks qualifying questions to understand lead needs and automatically updates the lead status based on responses.Outlook Scheduling: The system connects to Outlook c...
Guide on Setting Up The Franchisee Support AI Bot
The Franchisee Support is a Frannie AI agent built for franchise owners. It serves as a comprehensive operations assistant that helps franchisees run day-to-day business activities more efficiently. The agent provides guidance across operations, customer engagement, marketing, compliance, technol...
Guide on Setting Up Sales Coach AI Bot
Sales Coach is a Frannie AI agent for sales managers (lead owners in FranConnect). It helps them improve lead conversations, handle objections, and follow a stronger engagement approach so more leads convert into successful franchise owners.This guide is for admin users and covers:Setting up acce...
How to Configure Data Sources for Frannie AI Agents
OverviewFrannie AI’s builder agents — Sales Coach and Franchisee Support — provide intelligent responses based on the data sources they are connected to. Configuring these data sources ensures the agents have accurate, relevant information to work with.Sales Coach is designed for franchise devel...
Guide on Setting Up The Franchisee Support AI Bot
The Franchisee Support is a Frannie AI agent built for franchise owners. It serves as a comprehensive operations assistant that helps franchisees run day-to-day business activities more efficiently. The agent provides guidance across operations, customer engagement, marketing, compliance, technol...
Guide on Setting Up Sales Coach AI Bot
Sales Coach is a Frannie AI agent for sales managers (lead owners in FranConnect). It helps them improve lead conversations, handle objections, and follow a stronger engagement approach so more leads convert into successful franchise owners.1. Setting Up Access to Sales CoachSales Coach is primar...