Reply Workflows

Reply Workflows are utilized to reactively reply to emails sent to an inbox.

Some commone use cases: 

• Support: if you have an email such as support@business.com, have your Agent monitor and reply to those emails

• Gatekeeping: if you would like your Agent to monitor your personal inbox and qualify people that email you, this is a great way to avoid spam and to get straight to the point before having to personally reply to people.

• Sales: if you get an inbound lead, the Agent will aim to drive them towards a conversion.

Create a Reply Workflow

• Name: Name your Reply Workflow

• Inbox: Select an inbox to monitor

• Who should the Agent reply to?

  • Exclude people with past conversations

    • If this is enabled, then your Agent will ignore people who have previously sent you an email

  • Exclude people in your contact list

    • If this is enabled, then your Agent will ignore people in your Contact List.

• CC these emails on every reply

  • Add emails that your Agent will also CC on their replies.

• Goal

  • Support: The Agent will behave in a manner that is helpful and try to resolve any questions that the contact has.

  • Sales: The Agent will aim to drive the contact towards a conversion.

    • Conversion Link: to what landing page URL should the Agent drive the contact?

  • Qualify leads: if enabled, the Agent will qualify the lead before sending the conersion link.

    • Qualifcation instructions: provide information about how the Agent should qualify a lead and when to send the conversion link.

  • Additional instructions: Any other information that will help the Agent.