Activating the Agency Support Bot to Get Live Lead Updates
Let’s face it — one thing every advisor wants more of is fresh, qualified leads. With the User Rewards Bot, we’ve built in a way to do just that — through the “Invite Friends” feature.
🌱 How It Works
Users of the Rewards Bot can invite friends to join and access the same perks. But don’t worry — even if someone is invited, they don’t get automatic access. You (the advisor) still need to approve and add them manually using the same Add User steps explained here Advisor Bot: How to Onboard Clients to the Rewards Bot — A-Think Lab.
📣 Stay in the Loop with Live Updates
To make things seamless, you can activate the Agency Support Bot to get real-time updates whenever a user sends an invite.
Here’s how:
Go to Admin & CRM > Leads Management > Open and Start Leads Management Bot
Once activated, you’ll start receiving live Telegram updates each time someone from your user base invites a friend!
🎯 That’s a hot lead — complete with their Telegram ID so you can:
Send a friendly welcome
Offer help navigating the Rewards Bot
Set up a discovery chat or portfolio review
🎁 Easy Referral Tracking & Optional Rewards
Users can easily track how many people they’ve referred — and view any rewards you’ve set up — by tapping the Advisor/Rewards button within the bot.
The entire process is automated, making it hassle-free for both users and advisors.
As an advisor, you can set up your own reward or gifting system to encourage referrals. Just update your structure via the Advisor Bot by referencing to this post, Advisor Bot – How to Update Your Advisor Info on Rewards Bot — A-Think Lab.
💡 It’s a dynamic, built-in way to support a referral-based business model, helping you grow your client base while rewarding engaged users along the way.
