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

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Your sales reps will receive an email from your bot with the email subject "Saleswhale FWD: #{email.subject}" when you assign a lead to them via Human Review. This email will includes the thread of the email.

Your sales rep can follow up the bot's (Jennifer's) email, as in the following example. As best practice, your sales rep (John) should (1) amend the email subject and (2) introduce himself in the initial reply.

 

Hey John,

Jennifer sent me your email and I'm jumping in here to answer your question...

 
 
In the case where you would like to conduct a more contextual handover, you can reply as the bot and cc a sales rep. Remember to include your own handover message.
 
 
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