Problem: An AI assistant interacts with hundreds of leads in parallel. When a lead responds to the AI assistant and asks for a meeting, now the AI assistant needs to introduce her boss to take the conversation forward. This is done using the following simple steps.

In the below example, the AI assistant got a response from a lead named Nicole asking a time for a meeting. First, when assistant reads something like this, she marks this lead as a HOT lead. And then she forwards this HOT lead to her boss.

Now her boss wants to introduce himself to the lead - Nicole.

So all you have to do is.

Step-1

Click the lead URL that was sent to you in lead notification. If 7Targets is open, search for ‘Nicole’ on Lead list page.

Lead name with follow-up history will pop up.

Step-2

Here you’ll see the response from the lead. In this case, the lead is asking for a call to see the demo.

Step-3

Click on ‘Introduce Me’ to see a ready made introduction email popup.

Make changes to the ready made response message as needed. Notice that your real email id is pre-populated by the assistant in CC.

Step-4

Click on ‘Send Email’.

This is how easy it is to introduce yourself from 7targets.

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