Editing your Pulse with LLMs 🤖

your pulse cadence.

we have a really nice editor.

It's really great for adding nodes, adding sms.

but sometimes when you want to do something like adding a bunch of calls to say a template cadence, it can take a little bit of work.

It might be a little bit tedious to do all the dragging and dropping and you can really accelerate that process and get a great head start using some of these new tools.

So what I'm going to do here is I'm going to go to our campaigns and I'm going to go to our win backs template.

the out of the box pulse for this is pretty in depth, it's pretty long.

I think it goes on for about a week here.

and let's say I want to do a two week cadence.

so maybe we add two, three, maybe four calls to the cadence.

you'll see there's kind of a pattern here where we call.

If they don't pick up, we give a retry sms, then we wait a day.

So I'm going to go back to one of the LLMs and kind of explain what I'm looking for here.

Maybe we'll do two day gap as we're doing kind of towards the end here where we go from day three to day five, day seven, maybe we'll do a day nine, day 11, day 14, something like that.

so the way you can do this is you can go to save, you can go to export, that's going to download a JSON file onto your computer.

and then what you're going to want to do next is go to your LLM of choice.

So in this case I will go to Claude.

So now that I'm in Claude and I've uploaded that JSON file that I just downloaded, I can go to the assistant and say something.

Let's do along these lines.

So, I've shared a JSON file of a pulse cadence with you.

This covers the cadence with which we will reach out to our members for when back calls.

You'll see there's a pattern of sending post call SMSs to folks we weren't able to contact and then waiting a day or two before we try again.

I, want to extend this pulse so that it lasts for 14 days.

maybe by adding, and I'll be vague here and just see where it goes with it.

two or three more days worth of contacts to get US to 14 days total outreach.

While not overwhelming.

Oops.

Whelming the customer with calls and texts.

Can you help with this?

Sweet.

And then I'll speed up this part of the video so we don't have to wait for all the reasoning to happen.

Okay, a couple minutes later, looks like we have our new pulse.

We also have Claude kind of explaining what it did here.

So originally cadence day 1, 2, 3, 5, 7 and we do now day 7, day 9, day 11.

Perfect.

And then we'll do one more on day 14 as well.

Perfect.

each new call is preceded by pre call SMS and unknown contact followed by a retry SMS.

Total outreach to 13, 14 days, couple copy fixes, last call from us.

Great.

Great.

So I think it'll be a little bit easier to actually see how this works once we re upload it.

So I'll download this new file and I will go back to Care cyc and upload it.

Cool.

So back in care cycle I can go to exactly the same place that I exported the file.

And this time we're going to do an import.

I'll probably have to hide my screen here so you guys can't see all my files, but I'm going to import the file that I just downloaded from Claude.

Now you might see something like this transferred not being on the campaign and what to do about it.

occasionally this will happen with some of the system dispositions that aren't actually in the selector, the multi select if you're familiar with how the editor works.

in this case transferred is a system disposition that we actually do expect to see at least with our template win backs where the main objective is to transfer the call to somebody who can then win that person back.

so in this case we're going to keep it anyways and we're going to import and replace our JSON.

And if we do a little quick audit here we could do a big zoom out and we'll see.

We've got a couple added nodes so we go down to call one day seven, retry SMS, wait two days, call one day nine, call one day 11 and call one day 14.

I think the only thing here is that our exit node didn't move.

So we'll drag this down and we will make sure that our retry on this last step is actually going to the exit.

So in this case it's going to exhausted.

This also didn't move.

Another little caveat of working with a external LLM so I'll go find.

Where did I put that?

All right.

It's hidden.

There we go.

Sweet.

So just like that, we've added three nodes.

We've actually added multiple nodes.

We've probably added more, closer to nine nodes.

three additional calls, three additional text, three additional wait steps.

Everything's rearranged.

You can see here that it's valid.

This is be where you check to make sure all the nodes are connected to each other and actually talking.

And, this is good to go.

So I'm going to go ahead and publish this.

And we now have an extended pulse cadence.

It only took a couple minutes and I was able to kick back and relax while I was being at it.

So hopefully you find this interesting.

Hopefully you can do some cool stuff with, whichever LLM it is that you end up using.

You can have it audit some of your messaging, maybe, tell it not to use EM dashes in your text or something like that.

And, thanks for watching.