Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
[This article is prerelease documentation and is subject to change.]
Configure the agent to send personalized outreach emails to customers. You can select templates that the agent should use to personalize emails based on customer data and predefined variables. This ensures relevant and engaging communication and sets the tone for interactions by providing prompts that guide agents' language. Also, you can customize the formatting and style in email communications by defining specific prompts.
Important
- This is a preview feature.
- Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.
Follow these steps:
In the Guidance section, select Email content.
In the Email content page, configure the following settings:
- Outreach email templates: Select a template that agent should use for sending outreach emails to customers. Select Choose template and then pick a template from the list of available email templates.
To create a template, select Create template and then design a new template that suits your outreach needs. You can use variables that the agent can use to personalize the email content. These variables can include customer names, company names, product details, and other relevant information that makes the emails more personalized and effective.
To know more about creating email templates, read the Create templates for email article. - Tone for emails: Provide specific prompts that guide the agent's tone and style in email communications. This helps maintain consistency with your organization's brand voice and ensures that the emails resonate with the target audience.
For example, the prompt Keep the tone friendly and confident keeps the tone of the email friendly and confident which is important for building rapport with customers. You can add multiple prompts to cover different aspects of the email tone and style.
- Outreach email templates: Select a template that agent should use for sending outreach emails to customers. Select Choose template and then pick a template from the list of available email templates.
To create a template, select Create template and then design a new template that suits your outreach needs. You can use variables that the agent can use to personalize the email content. These variables can include customer names, company names, product details, and other relevant information that makes the emails more personalized and effective.
Next step
Related information
Set up and configure the Sales Close Agent - Engage (preview)