How to assign a lead to AI assistant using Email CC feature

Apart from new lead follow-up, customers use AI Assistants for Quotation followups, proposal follow-ups, and payment followups as well. All you need to do is to CC the appropriate assistant when sending the quotation or proposal email to your prospect/lead.

Follow these simple steps to exclude domains and email addresses.

Step1

Create schedule for EmailCC. You can clone Recommended for Email CC schedule already existing in Org Messages under Schedule. Note, For Email-CC schedules, follow-up will start with the SECOND message. Your email, where you cc the assistant is considered as the first email, hence the first email in the E-mail CC schedule is ignored.

Step2

Go to assistant and click on Edit Assistant or you can create a new Assistant too.

Step3

Scroll down and click on Defaults to expand

Step4

For Default Email-CC Schedule, choose the schedule you created for e-mail CC in step1 from the drop-down list.

Step5

Scroll down and click on Options to expand it

Step6

Select checkboxes Add Lead when assistant is Cc'ed in email, Mark Email CC Leads at risk when Processed with no Response and Automatically add Lead referenced in out of office email. Blue tick appears as you select/check them.

Step7

Click on the Save button on the bottom left corner of your screen

Step8

Copy AI Assistant Email address

Step9

Open your email client (Gmail, Outlook, etc.) to send an email to the lead and CC the assistant by pasting the assistant e-mail id we copied in step 9. [Note, The Email address you use to add leads using the E-mail CC feature must be ‘Assistant user’ Link to check assistant user https://solution.7targets.com/assigned-to-users]

Step10

Assistant will send a confirmation email notification after the lead is added, so you can make any changes if you want to. How does the Assistant decide the name for this lead ? Read here

Step11

Click on the View lead button in the mail received in step 10 to view lead in 7Targets. Correct name or anything else you want to.

If you have any further doubts, you can directly mail us at info@7targets.com.

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