Checking your sales lead chat summaries Vengo AI
The instructions below are for desktops and laptops only.
How to Review and Utilize Sales Leads
1. Accessing Sales Lead Details
- After viewing your list of sales leads, click on any email address to see a conversation summary.
- This summary includes details of the interaction between the AI and the user, providing insight into the user’s needs and interests.
2. Preparing for Client Contact
- Before reaching out to the client, review the conversation summary to understand what the client is looking for from your business.
- The system also provides follow-up action recommendations, helping you take the next steps efficiently.
3. Downloading Chat Transcripts
- You can download the full chat transcript directly from the platform.
- This feature allows you to save time by having all the interaction details ready when contacting the client to close a deal.
This process ensures you're fully informed and prepared, making client engagement more effective and streamlined.
1. Accessing Sales Lead Details
- After viewing your list of sales leads, click on any email address to see a conversation summary.
- This summary includes details of the interaction between the AI and the user, providing insight into the user’s needs and interests.
2. Preparing for Client Contact
- Before reaching out to the client, review the conversation summary to understand what the client is looking for from your business.
- The system also provides follow-up action recommendations, helping you take the next steps efficiently.
3. Downloading Chat Transcripts
- You can download the full chat transcript directly from the platform.
- This feature allows you to save time by having all the interaction details ready when contacting the client to close a deal.
This process ensures you're fully informed and prepared, making client engagement more effective and streamlined.