Human Review Task Statuses

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Human Review tasks are categorized based on their status.

Status Description
Actionable                       Conversation has been flagged as needing Human Review and an email has been sent to the account owner, but no action has been taken.
Replied As Bot                              Account owner has chosen to continue the conversation via the bot, impersonating the bot.
Assigned Lead has been assigned to a sales rep.
Qualified Human review task has been completed, and conversation is qualified after sales rep follow up. See below for more information.
Not Interested Human review task has been completed, and conversation has been disqualified after sales rep follow up. See below for more information.
Discarded Account owner has chosen to disregard the conversation, and lead is marked as not interested.

 

Completing Human Review Tasks & Updating Lead Statuses

After a conversation is flagged as needing Human Review and the lead has been assigned to a sales rep, the assigned sales rep will receive reminder emails. These emails will prompt the sales rep to update the status of the lead.

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Upon marking the status of the lead, the Human Review task will be marked as "Completed."

You can also update the status of the lead manually through your Saleswhale account. To do so, locate the lead in the Saleswhale interface and click the "Complete" button to the right. A pop-up will prompt you for the final status of the lead.

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