AI Sales Rep Best Practices - Triggers

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 time to refine and optimize your outreach.





AI Sales Rep emails aren't for everyone.

What do we mean by "AI Sales Rep emails aren't for everyone"? 

Your AI Sales Rep is designed to reach the most engaged visitors on your website—not every visitor.
To ensure you're targeting the right audience, we first need to define what "engaged" means to you. Consider these questions:

  1. Are they visiting high-value pages?
  2. Have they explored multiple pages?
  3. Are they spending time on relevant content?
  4. Or are they bouncing after just one page?

By process of elimination, engaged visitors are NOT:

  1. Bounced visitors
  2. Those who visit only one page
  3. Visitors browsing pages that don’t indicate business interest (e.g., an opt-out page or blog)

By tailoring your triggers to your most engaged website visitors, you increase the likelihood of keeping them engaged and converting them into buyers.

Looking for some Do's and Don't for AI Sales Rep? Click here.




    • Related Articles

    • AI Sales Rep Messaging Best Practices

      AI Sales Rep Messaging While AI Sales Rep customizes each email for you, providing clear guidelines ensures the best results. Here are some key examples to help inspire you and refine your approach. 1. Avoid Direct Statements Like "I Saw You on Our ...

    • 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 ...

    • Getting Started with AI Sales Rep!

      Getting Started with Your AI Sales Rep Welcome to the world of AI-driven sales! Your AI Sales Rep is here to streamline your customer interactions, enhance engagement, and drive sales growth. This guide will walk you through the initial setup to ...

    • Key Benefits of AI Sales Rep for Email Deliverability

      Email Deliverability with AI Sales Rep: Ensuring Maximum Impact Email marketing remains a powerful tool for engaging prospects and nurturing leads. However, ensuring emails are delivered, opened, and acted upon can be challenging due to ever-evolving ...

    • 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 ...