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Recent Articles
Questions to Ask Yourself Around AI Sales Rep
? What Does My Sales Cycle Look Like? Your sales cycle is the time it takes to convert a potential lead into a paying customer. This is a crucial step in aligning your expectations with AI Sales Rep Identifying the length of your sales cycle will ...
AI Sales Rep Best Practices - Triggers
Your AI Sales Rep Triggers: A Key to Success What is a "trigger"? Triggers are the conditions you set to determine when and if your AI Sales Rep should send an email. Unlike your Company Info and AI Rep settings, your triggers can be updated at any ...
Lead Details for + Employee Broken Down
When I open a lead, what am I looking at? When a new lead is recorded on your website, you can click the magnifying glass to expand and view their details. Visual Visitor +Employee identifies key information about a professional within a company, ...
Create a Test Email in AI Sales Rep
Did you know...? You can "test" your AI Sales Rep messaging prompts to ensure they align with your messaging goals. Follow the steps below to see how AI Sales Rep crafts your unique emails. Step 1: Navigate to the AI Sales Rep -> Service Settings ...
Do's and Don't of AI Sales Rep
Helpful Tips Maximize your success with AI Sales Rep. Triggers ✅ Do: ✔ Focus on engaged visitors who show genuine interest. ✔ Set up page triggers for high-value pages like "Pricing" or "Schedule Now" to engage potential leads. ✔ Use ignore triggers ...

Popular Articles
+Person Web ID Webhook Integration
Integrate our data with any system you like! Webhook Notifications (per user, available to all users) Data Format JSON - (JavaScript Object Notation) is a lightweight data-interchange format. It is easy for humans to read and write. It is easy for ...
How do I track Keywords from Google
Google started encrypting keyword information several years ago. This impacts EVERYONE trying to understand their keyword data and efforts. We have designed a workaround for our clients, to help them better understand their Adwords keyword data. If ...
Best Practices: Proof Of Concept (POC) For WebID +Person
Understanding who is visiting your website can be a powerful tool. It is almost magical and almost too good to be true. So how do you verify and validate the results? Goal: Test whether the concept is feasible and viable. In addition, it enables ...
What is an appropriately-sized email list?
The size of your email list matters and it will determine how many emails you send per person in a certain span of time. Like with email open rates, the size of your email list should ultimately depend on your industry, as well as the size of your ...
How to Configure Known Customers and Associates Function
What Are Suppression Lists? The Known Customers and Associates list provides you with the ability to process your customers without being charged for identifications. The list supports email addresses in plain text and hashed format using SHA256 ...

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