When a contact expresses interest to have a call or a meeting, the AI Email (AIE) AI email agent includes a contact owner or a sales rep using a round-robin mechanism.
If you’re using a third-party scheduling app such as Calendly or Chili Piper, you can easily add the sales rep’s calendar link to qualified emails using Sales Rep Calendar Link merge tag.
Set up a sales rep’s calendar link
First, go to the Sales Reps page.
Next, copy the Calendly or Chili Piper’s calendar link for each of your sales reps’ settings.
Add a text copy for the link. This will be the copy displayed in the qualified email to your contact.
Next, edit the default fallback text. This text copy will be used if a sales rep doesn’t have a calendar link and is carbon-copied (CC) in the qualified email.
Include a sales rep’s calendar link in a conversation
After you add calendar links for each of your sales reps, you’ll be able to add them to an email conversation as a merge tag. Just click on the merge tag menu and select Sales Rep Calendar Link.
When a sales rep added into the conversation, AIE pulls the rep’s calendar link and text copy in the conversation.
If a sales rep doesn’t have a calendar link, the fallback text will be used in the email copy instead.