I don’t like the conversation quality with this lead. What can I do about that?
We are sorry to hear a conversation didn’t meet your expectations! To ensure conversations are meeting your expectations and to help guide our team of assistants on continuous improvement, we have added a conversation rating feature.
While this rating system is great to help make us aware of those conversations that are lacking, it is also very important that you rate the conversations that went beyond your expectations. We need a good mix of positive and negative reviews from you in order to weed out the bad stuff and expand on the great stuff.
To rate a conversation, click the start icon beside a lead’s name. Ratings are given on a 5-star basis and you can add a note about specific parts of the conversation.
I have multiple sources but only want Smart Alto to follow up on certain ones.
No problem at all! Many of our clients have leads flowing in from multiple sources but only want us following up with certain ones. If you have a lead source you want us to stop following up on, just send us a note via website chat (bottom right corner) or email us at firstname.lastname@example.org
I have multiple sources. Can Smart Alto handle this?
Sure can! Many of our clients have leads flowing in from multiple sources. The onboarding process should have gotten us connected with all your incoming leads. However, we understand that things change and growth happens. If you have a new lead source or want us to stop following up on a particular source, just let us know so we can get that updated accordingly.
Send us a note about which sources you want us to start/stop following up on via website chat (bottom right corner) or email us at email@example.com
I have a new lead source. How do I make sure Smart Alto is replying to these leads?
If you have a new lead source, just let us know. We can help you get this source flowing into Smart Alto with a few easy steps. Send us your new lead source or lead form name via website chat (bottom right corner) or email us at firstname.lastname@example.org.
How can I change my scripts?
We would be happy to help you update your script as you see fit. If you have a minor change just let us know in the chat (bottom right corner).
If you want to do an overhaul, let’s talk. Book some time with our Customer Success Team so they can ensure these changes are updated and working correctly for you.