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Conversica's Alert Method: Email Alerts

Christian Soulard
  • Updated
Alerts Email Alerts Lead Management Lead Status Alerts Response Alerts General Alerts

Conversica alerts notify you when a lead requires action and gives you the important information you need before you make contact. 


Profile Permissions

The permissions on a user's profile control the type of alerts they receive.
 

Action  Permission Needed
 Get response alerts
  • Users who have permission to Work Leads will receive alerts for their assigned leads.
Get copied on alerts for other users
  • A manager or admin based profile which has been assigned a team to manage may receive copied alerts for that team's members.
  • A profile with Manage All Users: View may receive copied alerts for any user within the organization.
Configure alert settings
  • Users with permission to edit User's Own Settings: Basic or Full may modify their alert selections. 
  • A user who has been assigned a team to manage may modify the alert settings for any of their team members.
  • A profile with "Manage All Users: Edit" may modify any user's Settings.

 

Email Alert Layout and Details 

Alert Subject lines

To help you best prioritize which leads to act on, the subject lines of your alert will include the:

  • Lead’s current status
  • Interpreted response (if applicable)
  • Lead’s name

Here are some examples:
 

Alert Type Example Subject Line
Hot Lead Conversica Hot Lead: "Yes, that is my contact information." John Smith
Lead to Review Conversica Lead to Review: "Here is my contact information." Lauren Johnson
Conversica Lead to Review: "I need a new action to be taken" Brad Perry
Further Action Conversica Further Action: "I need further assistance." Dane Andrews
Disqualified Conversica Disqualified: "I'm no longer at the company.(without alternate contact information)" Noah Gaspard
Continue Messaging Conversica Continue Messaging: "I had a great experience." Cory Nelson
Do Not Contact Conversica Do Not Contact: "Do not contact me." Amanda Lee
Stop Messaging Conversica Stop Messaging: "I do not need further assistance." Michelle Henderson
Check Back Later Conversica Check Back Later: "Check back with me later." Danny Boyd
Out of Office Conversica Out of Office: "I'm out of the office." Steven Tyler

  

Alert Layout 

Email alerts show you key details about the lead, your Revenue Digital Assistant's™ most recent message, and the lead's response.

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Note: If your email provider has turned off the ability to download images, some of the images or logos in our alerts may not appear. If you notice images missing, please review your provider's image settings.

Alert Details

  1. The lead's current Lead Status.
  2. The intent of the last message your Assistant sent to the lead. 
  3. The last message your Assistant received from the lead.
  4. What your assistant will do next.
  5. Primary action button: View Conversica Lead Profile will always be visible. If you utilize the Salesforce integration, the option to view the lead in Salesforce will appear here as well. 
  6. Secondary action buttons: Stop Messaging, Skip to Follow Up, Reply as Assistant, and Add Note will be available depending on user permissions and the lead's current status. Once an action is selected, you will be directed to the New Lead Profile page where you can perform the action. 
Note: When you select Stop Messaging, you will be directed to the Stop Messaging action confirmation page. 
  1. Key lead details depending on what information is available in the Lead Profile.
  2. Give AI Feedback: If you disagree with the way your AI Assistant handled a response, click this link to submit AI Feedback to have the response reviewed.
Note: You must be logged into the Dashboard to be able to provide feedback through this link. 

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