In this guide, we will look at an overview of the tabs that you see on every Saleswhale page in the platform:
- Reveal (upon request)
Overview of the Home Dashboard
When you log into Saleswhale, the first page that you will see is the Home Dashboard. This page provides you with a quick summary of your AI Assistant's activity:
- Qualified Conversations: number of leads qualified by time periods
- Conversations Started: number of conversations started by your AI Assistant by time periods
- Hours Saved: number of hours saved by your AI Assistant all-time
- Recent Activity: the last 20 emails sent or received by your AI Assistant
Overview of Campaigns
The Campaigns page is where you select a Topic (conversation messaging) to be applied to a set of leads to create a campaign - a concentrated effort that aligns your AI Assistant's conversations with your leads around a goal or call-to-action.
The Campaigns page shows all the campaigns you have run, as well as each of their performance (such as open rate, response rate and qualification rate).
Read more about Campaigns here:
Overview of Topics
A Saleswhale Topic is designed to engage your leads with a sales and marketing goal in mind. A Topic goal, or call-to-action, that you can work towards may include: asking for a meeting or call, offering a product trial or offering a white paper.
On the Topics page, you can view all the Topics you have created, as well as create a new one.
Read more about Topics here:
Overview of Leads
The Leads page is where you can view all your leads and their information. Here you can apply various filters to locate segments of leads, as well as export their information in a CSV file.
Read more about Leads here:
Hovering over the Leads tab will show a drop-down menu where you can navigate to Import History, Enrollment History or Suppression Lists.
Overview of Conversations
The Conversations page is where you can view all the conversations between your AI Assistant and your leads. Here you can apply various filters to locate segments of conversations, as well as export your selected conversations.
Read more about Conversations here:
Overview of Insights
Saleswhale Reports are designed to give you granular insight into your campaigns' performance, allowing you to better optimize your Saleswhale Topics and Campaigns, and maximize your sales and marketing investments and resources.
See more about Saleswhale Insights here