Naming your AI Sales Rep

Naming your AI Sales Rep


When setting up your AI Sales Rep, you’ll need to choose a gender, and first and last name to give your AI a more personal and human-like presence in your outreach efforts. This name will appear in emails, signatures, and replies (when responding as your AI Rep)—so it’s important to select something that feels credible, professional, and aligns with your brand.

Alert
Once your AI Sales Rep name has been saved it can not be changed. 

✅ Naming Guidelines:

  1. Choose a professional, realistic name. Avoid using nicknames, abbreviations, or humorous names that may reduce trust or deliverability.
  2. First and last name are required. This helps maintain email authenticity and improves engagement.
  3. Think of tone and audience. If your brand is formal, go with classic names. If it's modern and casual, you can choose more contemporary or gender-neutral names.

📌 Examples of AI Sales Rep Names:

  • Taylor Morgan

  • Jordan Ellis

  • Morgan Brooks

  • Jamie Lane

  • Alex Monroe

  • Sam Davis

  • Rowan Morris

  • Riley Jacobs

  • Avery Johnson

  • Cameron Wills


Notes
The names above are professional, gender-neutral, and work across industries.

⚠️ Best Practices:

  1. Avoid names that match real team members to prevent confusion.
  2. Don’t use generic titles like “Sales Rep” or “Info Bot” as a name—this can flag spam filters.
  3. Once set, use the same name across all your communications for consistency and brand trust.

Idea
Once you've named your AI Sales Rep, be sure to inform your team so everyone is aligned and there’s no confusion about who the rep is.


Check out these Do's and Don't of AI Sales Rep to help you get started.

    • 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 ...

    • 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 ...

    • Create Your AI Sales Agent's Message Life Cycle

      To ensure your AI Sales Agent manages interactions effectively over time, it's crucial to set up a comprehensive message life cycle. This guide will help you configure additional follow-up messages and handle various visitor scenarios. A ...

    • 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 ...

    • 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 ...