Each Saleswhale AI Assistant is it's own unique individual, and creating your AI Assistant's persona is one of the exciting parts of the Saleswhale on-boarding process. 

Here are some questions and answers to helping you create your AI Assistant!

What are the best practices when creating an AI Assistant?

  • AI Assistant Name: A friendly, common first name and last name helps get more responses - choose something that is easy to pronounce. As a plus, use a last name common to your AI Assistant's target region.
  • AI Assistant Photo: Giving your AI Assistant a human face helps with engagement.
  • AI Assistant Email: Make the email address related to your AI Assistant's name, following your corporate email formatting convention.
  • Email Signature: Give your AI Assistant a job title.

What are the minimum requirements for the AI Assistant?

At the minimum, your AI Assistant needs a first name and email address. However, our general rule of thumb is that the more complete your Saleswhale-powered, AI Assistant's persona is, the more human-like and credible he/she will be. This will lead to more responses, engagement, and leads handed over.

How does Saleswhale connect to the AI Assistant's email?

Saleswhale will use OAuth to authenticate and gain programmatic access to the email account. This will allow the Saleswhale platform to send emails to leads, detect these replies, and interpret and reply contextually.

Why does this email address have to use my company’s domain?

Your AI Assistant is an employee, so he/she should have a company domain. Using your company’s domain increases your AI Assistant's credibility (which also factors into the increased deliverability of your AI Assistant’s emails).

What if there is a change my AI Assistant's email password?

If there is a change in your AI Assistant's email password, you will receive a notification that your AI Assistant is disconnected. You should reconnect your AI Assistant as soon as possible to ensure that there is no gap or delay in your AI Assistant’s detection of and reply to emails.

What is two-factor authentication (2FA)?

2FA is an extra layer of security that is known as "multi factor authentication,” which requires not only a password and username but also a third token.

When should 2FA be turned on?

If your organization uses 2FA, this should be turned on at the time of the email’s creation. If 2FA is turned on later, you may receive a notification that your AI Assistant is disconnected. You should reconnect your AI Assistant as soon as possible to ensure that there is no gap or delay in your AI Assistant’s detection of and reply to emails.

Is there anything I should know about managing this email address?

Make sure your this email address is filed away with your IT team as an active email address belonging to you. Should any issues arise, the IT team will know who to contact!

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