Conversica's Daily Digests are daily email summaries for yesterday's leads that require action. There are three types of daily digests: Hot Leads, Leads at Risk and Leads to Review. Each of these lead statuses requires further action from the representative to make contact with the lead. A good rule of thumb is to work through the daily digest as a daily to-do list to make sure every lead that needs contact is followed up with.
The daily digest displays:
- The total number of Hot, At Risk, or Leads to Review from yesterday
- Lead information for each lead including name, contact information, and the last response to Conversica.
- Links to Reply as Assistant and submit Feedback.
Daily Digest for Representatives:
Representatives will receive daily digests for their assigned leads. They are opt-in to Hot Lead, Lead at Risk, and Lead to Review daily digests by default and cannot be opt-out.
Daily Digest for Managers:
- Managers can receive daily digests for their representatives' Hot Leads, Leads at Risk, and Leads to Review. Daily digests for managers are optional and they may opt-out at any time.
Daily digest emails are sent daily at approximately 8:00 a.m. If there are no Hot Leads, Leads at Risk, or Leads to Review from the previous day, the corresponding daily digest email will not be sent.
Article is closed for comments.