Unified Mailbox

Unified Mailbox

The Unified Mailbox is a central hub where you can view all incoming and outgoing emails managed by your AI Sales Rep.

This feature is designed to help you efficiently monitor communication and take control when needed.

Key Features:

  • Centralized Email Management: Access all received and sent emails from your AI Sales Rep in one place.

  • Direct Response Capability: Respond as your AI Sales Rep directly from the Unified Mailbox.

  • Team Collaboration: Add colleagues to the email thread, allowing for collaborative responses when needed.

  • Forwarding Functionality: Forward emails outside of the Unified Mailbox to keep external contacts in the loop or escalate to higher support when necessary.

Notes
AI Sales Rep does not integrate with other platforms and is managed inside of the dashboard.

How to Access the Unified Mailbox:

  1. Log into your Visual Visitor dashboard.

  2. Go to your AI Sales Rep menu.

  3. Navigate to the Unified Mailbox tab.

  4. Here you will see a list of all email interactions managed by your AI Sales Rep.







Managing Emails in the Unified Mailbox:

  • Respond as AI Rep: Click on any email to open it. You can type and send a response that appears to come directly from your AI Sales Rep.

  • Adding Others to the Thread: Use the 'To, Cc, or Bcc' option to include additional team members or contacts.

  • Forwarding Emails: Select the forward option and enter the external email address where you want to send the message.

Info
AI Sales Rep will notify you when a response is received, but it’s up to your team to determine and execute the next steps.

To view an email: 

Select the Subject to expand the email(s).




Forward, Reply or Reply all by selecting the appropriate arrows inside the email.




Alert
Your Real-Time Notification Alerts need to be turned on to receive AI Sales Rep notifications. 

Best Practices:

  • Regularly check your Unified Mailbox to stay up to date on AI-driven conversations.

  • Use the forwarding function to loop in human reps when a person responds.

  • Collaborate efficiently by adding relevant team members to ongoing conversations.

  • Turn on your Notification Alerts to be notified when a recipient is interested. 


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