Overview of Human Review


In cases where your Saleswhale bot receives an email from a lead it does not know how to respond to, it will pass the email along for Human Review. As your Saleswhale bot is trained more, the amount of emails passed should decrease. 

Human Review is built into your bots workflow, so there is no need to turn on this feature.

Your bot will stop following up with this specific lead as soon as his or her email is passed along for Human Review.


Human Review Tasks


When a lead is marked as Human Review, it will become a Human Review Task and requires the Account Owner to take action - assigning it to one of the sales reps, replying the lead as the bot or even discarding it.

You can find these Human Review Tasks by clicking into the icon on the top right hand corner of the interface.

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