AI introduction of Sales 1 on the deal when emailing and texting a customer | Voters

AI introduction of Sales 1 on the deal when emailing and texting a customer

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Dan Suntrup

I would be nice for the AI system to introduce a salesperson by name

Shawn Goebel

Merged in a post:

the AI bot name

Bailey Rupe

Would be helpful if when the AI responder reaches out that they use our names as salespeople and not a totally different name so customers dont think 2 different people are talking to them , it causes confusion and makes us look ridiculous like we cant keep tabs on eachothers customers when really its the chat bot

Canny AI

Merged in a post:

Add the Sales 1 Name in the Appointment Confirmation Text from AI

Koren O'Sullivan

When AI auto generated appointment confirmations are sent to customer, add the sales consultants name in the confirmation request in addition to dealership name.

Canny AI

Merged in a post:

Humans Matter

David Freedman

What would be the possibility for the AI verbiage to reference the human salesperson (or a professional) who would be responsible for follow up, or available for questions?

Canny AI

Merged in a post:

sales rep names on appointment confirmation texts

DANIEL WILSON

is there any way we could have our name included in that text?

Shelby Parker

Great to hear your perspective, DANIEL WILSON! I have a few more questions for you:

Could you clarify if you want the sales rep's name included in all appointment confirmation texts or only in specific situations?
Do you want the full name of the sales rep or just the first name?
Are there any specific details about the sales rep that you would like to include in the text apart from the name?

Paul Alvarado

Agree 100%

Shelby Parker

Hiya David Freedman, thanks for this post! I have a few more questions for you:

Could you provide more context on how you envision the AI referencing the human salesperson? For example, would this be in the form of an introduction or a sign-off?
What specific interactions or scenarios do you think would benefit from this human reference?
Are there any specific phrases or language you would like the AI to use when referencing the human salesperson?

Shelby Parker

Hey Koren O'Sullivan, thanks for your feedback! I have a few more questions for you:

Would you like the sales consultant's name to be included in a specific part of the confirmation or just anywhere within the text?
Should the sales consultant's contact information also be included along with their name?
Are there any specific scenarios where the sales consultant's name should not be included in the confirmation?

Jacob Coleman

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gathering votes

Jacob Coleman

Hi Dan, thank you so much for the feature request! Our team will continue to monitor this request for popularity, and you'll automatically receive status updates.

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