Agenteous·
Sales Agents

Notifications

Sales Assistant sends one kind of notification: the re-engagement approval card. It posts to the agent's Slack channel. Where it is delivered can be changed by your administrator in the Operator Console, under Agency, in Notifications.

Re-Engagement Approval Card

When: after a weekday-morning scan, or after someone clicks Scan Now and the draft is written. At most three cards arrive per scheduled run.

What it contains:

  • A header naming the prospect and company.
  • A line saying which signal flagged the silence and for how long: a stale deal, a dormant contact, an unanswered email thread, or a meeting with no follow-up.
  • The draft subject and the opening lines of the email. The rest is available once the draft is in Gmail.
  • A short "why now" note beneath the draft, when there is something useful to say.
  • A small footer with reference details and a compliance note (see below).
  • Buttons: Approve and Redraft, with Reject (give feedback) and Dismiss in an overflow menu.

Action required: decide on each card. Approve to get a Gmail draft (a colleague approves if separation of duties applies and the draft is from your mailbox), Redraft to change it, Reject to say why it is wrong, or Dismiss to skip the prospect.

After You Act

The card updates in place instead of posting again.

  • After Approve: an Open Draft button and the note "Approved. Open the draft and Send from Gmail."
  • After Reject: a note that feedback was recorded, with your reason.
  • After Dismiss: a note that the prospect will not resurface until the quiet period resets.

Brand checking is set to Warn by default, so it runs when the draft is created and any concern shows in the footer. Under Warn, a draft the check would have rejected shows the footer note compliance: warned rather than being held back, because Warn never rejects. If your administrator sets brand checking to Off, no brand verdict is produced for these drafts and the footer shows no compliance note. Cards are posted whatever the brand check says.

Failures

There is no Slack message when a scan fails. The operator side is alerted automatically, and the Scan Now button on the Sales page shows a short failure message. If cards stop arriving, see Troubleshooting.