Genius AI Sales Rep Tagging
J
Josh Cassioppi
Ability to have our store's genius tag the sales rep assigned to a deal whenever the genius determines the sales rep needs to make outbound contact.
A
Alex Weidenbenner
Merged in a post:
Genius able to tag salesperson
K
Katy Chiarolanza
When the Genius ai is following up, and the customer engages, the ai says they will let the salesperson know. I think there should be a way the genius tags (@katychiarolanza) the sales person in the notes so they get notified their customer is actively engaging with them.
Shelby Parker
Thanks for sharing this, Katy Chiarolanza — really helpful call-out. Totally hear you on wanting the salesperson to get notified right when a customer re-engages. I’m looping this into our review with the team, and if we need any extra details on your workflow (e.g., where you’d expect the @tag to show up in notes/notifications), I’ll follow up.
Shelby Parker
Great to hear your perspective, Josh Cassioppi! I have a few more questions for you:
- What criteria should the genius use to determine when a sales rep needs to make outbound contact?
- How should the sales rep be notified once they are tagged by the genius?
- Are there specific types of deals or scenarios where this tagging feature should not be applied?