The Microsoft Dynamics integration works by syncing a Static List to a specific conversation in the Conversica system.
Please see this article for more integration information.
An integral part of the Conversica service is sending emails on your behalf from your Revenue Digital Assistant™ and being able to receive email responses from prospects for AI classification and follow up.
The preferred approach is to send emails via the Conversica system using a dedicated sub-domain. This setup for messaging allows sending larger quantities of email in shorter periods of time and eliminates any sending limit restrictions.
Please view this article for subdomain configuration instructions.
Revenue Digital Assistant™
This article reviews the best practices for creating your Conversica assistant:
- Assistant Name
- Assistant Title
- Assistant Work Times
- Assistant Holidays
Please notify your onboarding team when you have decided on these settings.
The dashboard is the part of the Conversica system you will log into to interface with the Conversica system. Please view this article for more information about the dashboard.