Enable Sales Hunter
What is this connection for?
Section titled “What is this connection for?”Sales Hunter is an internal connector dedicated to prospecting. It analyses the public website of a prospect, prepares an email based on the available information, updates the tracking and can send a draft when the autonomy mode allows.
What you need
Section titled “What you need”No third party keys or accounts are required in the card. To actually send an email, the outgoing email of the ELChat platform must already be configured and the prospect must contain a usable address.
##Activate and verify
- Open Dashboard > your site > AI Actions > Connectors.
- Activate Sales Hunter.
- Check the status Connect.
- Open a test prospect allowed to be contacted.
- Launch the analysis of its site, then create a draft without sending it.
- Check the content and status
draft.
Available capacities
Section titled “Available capacities”Prepare a draft email without sending it to internal writing Update the status of the prospect Really send an existing draft by email Record a qualitative note The function of adding an observation currently updates the activity of the prospect, but does not retain the text of the note. Do not promise this ability before correction and test.
Autonomy modes
Section titled “Autonomy modes”- Suggestion: Actual shipping is not available for agent; He only prepares the work.
- Human Approbation: the sending goes through the admin confirmation file.
- Autonomous: the sending tool can be executed automatically if the campaign and permissions allow.
A draft and a shipment are two separate actions. Preparing a message does not send anything.
Status supported
Section titled “Status supported”The prospect can go to qualified, rejected, contacted, replied, interested, not_interested, meeting_booked, draft9 or do_not_contact.
The do_not_contact status blocks any new preparation or dispatch for this prospect. It must be applied as soon as a person requests no further contact.
Disable, reactivate and troubleshoot
Section titled “Disable, reactivate and troubleshoot”The card can be disabled or reactivated without IDs. A campaign and its permissions must also be checked separately.
- Prospect not found: use a prospect registered in the prospecting bank, with its actual identifier.
- Unanalyzed site: check the public URL and its accessibility.
- Failed draft: the prospect may be marked
do_not_contact. - Unavailable appeal: check the autonomy mode, the permission of the tool, the existence of the draft and the outgoing email.
- Failed message: check the email configuration and the prospect address; the status of the message indicates failure.
Security, compliance and limits
Section titled “Security, compliance and limits”Exploration emails have a reputational and regulatory impact. Use legally obtained data, comply with applicable rules, identify the sender, propose a means of opposition and immediately honour do_not_contact. Enable the stand-alone sending only after having validated messages, volumes, targetings and shutdown mechanisms.
Example: prepare without sending
Section titled “Example: prepare without sending”For the fictitious prospect Agence Atlas, provide a public URL and an authorized address, activate Sales Hunter, then ask: Analyse ce site et prépare un brouillon sans l’envoyer.
The expected result is an analysis and message to the draft status. Read the facts used, the company name, the address of the addressee and the means of opposition. This step separates internal preparation from external sending; do not proceed to the shipment until after validation of the targeting, compliance and campaign.