Managing Campaigns

26 articles in this collection
Written by Thu Nguyen and Beaurhys Tan

Managing Your Campaigns

Scenarios, and how your AI Assistant responds

Written by Beaurhys Tan
Updated over a week ago

Qualified Leads Weekly Notifications

Written by Thu Nguyen
Updated over a week ago

Do Not Contact status

Written by Beaurhys Tan
Updated over a week ago

Tracking sales rep follow up with leads

Written by Beaurhys Tan
Updated over a week ago

Canceling specific conversations

Written by Beaurhys Tan
Updated over a week ago

Disputing your AI Assistant's Reply

Written by Beaurhys Tan
Updated over a week ago

What Happens With Inbound Emails?

Written by Beaurhys Tan
Updated over a week ago

Human Review

Overview of Human Review

Written by Beaurhys Tan
Updated over a week ago

Setting the Human Review owner

Written by Beaurhys Tan
Updated over a week ago

Handling Human Review Tasks

Written by Beaurhys Tan
Updated over a week ago

Human Review Task Statuses

Written by Beaurhys Tan
Updated over a week ago

Human Review from Referrals

Written by Beaurhys Tan
Updated over a week ago

Reply as Bot: Adding, deleting, and changing recipients

Written by Beaurhys Tan
Updated over a week ago

What do my sales reps receive when I assign them via Human Review?

Written by Beaurhys Tan
Updated over a week ago

Turning on Human Review reply notifications

Written by Beaurhys Tan
Updated over a week ago

Intervening conversations as the bot

Written by Beaurhys Tan
Updated over a week ago

Leads and Conversations

Understanding Filters

Written by Beaurhys Tan
Updated over a week ago

Filtering Leads by Rejection Reason

Written by Beaurhys Tan
Updated over a week ago

Exporting leads

Written by Beaurhys Tan
Updated over a week ago

Saving, editing, and deleting Lead Bookmarks

Written by Beaurhys Tan
Updated over a week ago

Filtering Leads Based On "Point of Contact"

Written by Beaurhys Tan
Updated over a week ago

Update existing leads

Written by Beaurhys Tan
Updated over a week ago

Re-engaging leads using Filters

Written by Beaurhys Tan
Updated over a week ago

Filtering Conversations

Written by Beaurhys Tan
Updated over a week ago

Exporting conversations

Written by Beaurhys Tan
Updated over a week ago

Saving, editing, and deleting Conversation Bookmarks

Written by Beaurhys Tan
Updated over a week ago