Each Saleswhale bot is it's own unique individual, and creating your bots persona is one of the funnest parts of the Saleswhale on-boarding process. This guide can be handy as your creative juices start flowing.
Do you have guidelines or best practices to share?
- Bot Name: A friendly, common first name and last name helps get more responses - choose something that is easy to pronounce. As a plus, use a last name common to your bot's target region.
- Email Signature: Give your bot a job title.
- Bot Photo: Giving your bot a human face helps with engagement.
- Bot Email: Make the email address related to your bots name, following your corporate email formatting convention.
What are the minimum requirements for the bot?
At the minimum, your bot needs a first name and email address. However, our general rule of thumb is that the more complete your Saleswhale-powered, AI sales assistant's persona is, the more human-like and credible he/she will be. This will lead to more responses, engagement, and leads handed over.
How does Saleswhale connect to the email?
Saleswhale will use OAuth to authenticate and gain programmatic access to the email account. This will allow the Saleswhale platform to send emails to leads, detect these replies, and interpret and reply contextually.
Why does this email address have to use my company’s domain?
Your bot is an employee, so he/she should have a company domain. Using your company’s domain increases your bots credibility (which also factors into the increase deliverability of your bot’s emails).
What if I change my bots password?
If you change your bots password, you should immediately notify your Saleswhale Customer Success agent or email support@saleswhale. This is to assure that there is no gap or delay in your bot’s detection of and reply to emails.
What is two-factor authentication (2FA)?
2FA is an extra layer of security that is known as "multi factor authentication,” which requires not only a password and username but also a third token. Especially for big organizations, 2FA is the security layer for all emails.
When should 2FA be turned on?
If your organization uses 2FA, this should be turned on at the time of the email’s creation. If 2FA is turned on later, you should immediately notify your Saleswhale Customer Success agent or email support@saleswhale with the 2FA codes. This is to assure that there is no gap or delay in your bot’s detection of and reply to emails.
Is there anything I should know about managing this email address?
Make sure your this email address is filed away with your IT team as an active email address belonging to you. Should any issues arise, the IT team will know who to contact!