Notifications
Sales Assistant posts all notifications to your designated Slack channel. There are two types: the re-engagement approval card (the main interaction) and an error notice when something prevented a draft from being created.
Re-Engagement Approval Card
When: Sales Assistant completes a scan and finds a dormant prospect that warrants re-engagement.
What it contains:
- Contact name and company
- Source that flagged the silence: HubSpot deal, HubSpot contact, or Gmail thread
- How long the prospect has been quiet
- Draft email subject line
- First lines of the draft body as a preview
- A one-sentence rationale explaining the re-engagement angle
- Brand Guard verdict: clean pass, or a note on what was flagged
- Open in Gmail and Dismiss buttons
Action required: Open the draft in Gmail to review and send it, or dismiss to skip this prospect. Cards remain actionable until you respond.
Brand Review Warning (on the Card)
When: Brand Guard flags a concern in the draft.
What it contains:
- The brand verdict (flagged or hard reject)
- A short note on what triggered the flag
Action required: If flagged with a warning, you can open the draft in Gmail, edit the highlighted section, and send. A hard reject means the draft was not written to Gmail Drafts; you may ask Sales Assistant to redraft from Slack.
Scan Error Notice
When: A scanner encounters a problem and could not complete its check.
What it contains:
- Which source had the issue (HubSpot or Gmail)
- A plain-English description of the problem (for example: "Gmail connection not available" or "HubSpot data could not be read")
Action required: None immediately. If the issue persists, check that your Gmail and HubSpot connections are active in Agenteous. Contact support@agenteous.com if the error continues across multiple scans.