Manage AI Email Campaign Scenarios

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Your AI Email (AIE) AI email agent may encounter various scenarios, and you can set up your AI email agent to respond.

You can set up workflows to keep the conversation going for as long as possible and to continue following-up until there is a relevant response (qualified or not interested).

Auto reply: out of office

If there is a clear date your contact will be back in the office, AIE can identify the return date, schedule a date to follow-up after the return date, and postpone all follow-up communication until then.

Where the out-of-office reply is in a separate email thread, your AI email agent can reconcile the new thread with the existing email conversation in AIE. Follow-up emails will be rescheduled accordingly and will automatically resume when your contact is back in the office.

If there is no clear date, the default follow-up timing is 2 weeks from the date that the contact’s out-of-office email was received.

Auto reply: no longer with the company

The contact will be marked as bounced as the email address is no longer valid.

No clear question or intent of any kind

When the contact’s reply has no clear question or indication of any intent (including instances where the contact has an out of office reply with no date of return), your AI email agent will register the email as an auto-response and send a follow-up email based on the Send Time you define.

New contact referred in cc: or email body

Your AI email agent will continue the conversation using the referral sequence (if available in the campaign workflow), and create this new contact in your AIE database.

If the referral scenario is not configured in your campaign, the conversation will be marked for human review.

Existing contact (with ongoing conversation) referred in cc: or email body

If the recipient makes a referral to an existing contact and that contact is also already engaging with the AI email agent, both conversations will be marked for human review after the referral. This is to prevent two ongoing conversations with the same contact.

Multiple questions asked by contact

The conversation will be marked for human review.

Asking the AI email agent to follow up later, < 3 months

The default setting is to qualify these conversations and hand them over to the sales reps.

Asking the AI email agent to follow up later, > 3 months

If the request is for a call or meeting, your AI email agent will qualify these conversations and hand them over to the sales reps.

Otherwise, the conversation will be marked as “Not a Good Time”. If “Not a Good Time” is not defined in the campaign, your AI email agent will mark the conversation for human review.