In this guide, we will look at different scenarios your AI Assistant may encounter, and how your AI Assistant is programmed to respond.
Your AI Assistant is designed to keep the conversation going for as long as possible and to continue following-up until there is a relevant response (qualified or not interested).
Below you will find possible scenarios your AI Assistant may encounter based on the leads' replies:
Auto Reply: Out of office
If there is a clear date your lead will be back in the office, your AI Assistant identifies this return date and postpone all follow-up communication until then, and your AI Assistant will only follow up when your lead is back in the office.
Where the out-of-office reply is a separate email thread, your AI Assistant will be able to reconcile the new thread with the existing email conversation in the Saleswhale app. Follow-up emails will be rescheduled accordingly and will automatically resume when your lead is back in the office.
If there is no clear date, we will set the follow ups to commence 2 weeks from the date that the lead's email was received.
Auto Reply: No longer with the company
The lead will be marked as bounced as the email address is no longer valid.
No clear question or intent of any kind
When the lead's reply has no clear question or indication of any intent (including instances where the lead has an out of office reply with no date of return), your AI Assistant will register the email as an auto-response and send a follow-up email based on the Send Time defined in your Topic.
New lead referred in CC or email body
Your AI Assistant will continue the conversation using the referral sequence (if available in the Topic), and create this new lead in your Saleswhale database.
If the referral scenario is not configured in your Topic, the conversation will be marked for Human Review.
Existing lead (with ongoing conversation) referred in CC or email body
In cases where there is an existing lead that also has an ongoing conversation with your AI Assistant, both conversations will be marked for Human Review after the Referral. This is to prevent two ongoing conversations with the same lead.
Multiple questions asked by lead
Your AI Assistant will mark the conversation for Human Review.
Asking the AI Assistant to follow up later, < 3 months
Your AI Assistant will, by default, qualify these conversations and hand them over to the sales reps.
Asking the AI Assistant to follow up later, > 3 months
If the request is for a call or meeting, your AI assistant will qualify these conversations and hand them over to the sales reps.
Otherwise, the conversation will be marked as Not a Good Time. In the case that Not a Good Time is not defined in the conversation topic, your AI Assistant will mark the conversation for Human Review.