Assistant has the responsibility of communicating with the lead with an intent of getting a meeting. Assistant becomes a virtual team member in your team.

One important behavior of the assistant is to stop sending more emails on receiving a response from the lead.

Assistant has a default recommended schedule of 7 follow-ups with increasing duration between the follow-ups. User has an option to use custom schedule and change the default schedule too.

Assistant optimizes the email send time for individual lead so that the chances of lead reading the email increases. This is Send Time Optimization.

Assistant Profile

Name, Avatar, Email, Phone Number and Signature represents the Assistant identity.

Leads see Name, Email, Phone Number and Signature of the Assistant and these can be edited as appropriate. Phone number is also used to notify you of the WARM and HOT leads on WhatsApp.

Assign Assistant to User

Assistant being specific to an industry and offering can be used by multiple users in your organization.

As an org admin, after a user is invited in TEC, you can assign an existing assistant to that user. This user would be able to use the assistant and need not create a new one unless required.

This helps make sure that the knowledge and expertise of the assistant is maintained and used by multiple users.

Each user would see his/her own leads only, unless user is an org admin.

Assistant Manager

Each assistant typically has just 1 user assigned to her. And that person is like an Assistant Manager for that Assistant, because he can see all the activities of that assistant for all leads the assistant is working on.

Some organisations, assign multiple users to same assistant. In this case, the assistant does not share one users leads with another user. Each user can only see the leads he/she assigned to the assistant.

At times, there is a need where a given team lead (or a manager) in your company may want to see all the work an assistant is doing even if the manager has to not assigned those leads to the assistant. This is where Assistant Manager concept comes in.

As an org admin, you can make a user Assistant Manager for a particular Assistant.

Once a user is an Assistant Manager for an Assistant, then the user would be able to:

• view and edit the leads of other users for that Assistant
• assign or add leads to that assistant for other users of that Assistant
• change ownership of leads from one user to another of that Assistant

When you need another pair of eyes on your leads, you can make someone from your team an Assistant Manager for a given assistant. That person can help dive deeper into checking the status of all leads that assistant is working on, irrespective of who assigned the leads to that assistant.

Assistant Default

Assistant has many defaults which are self explanatory. Some of the important ones are mentioned below:

• Brochure URL Assistant will embed this URL in the email when responding to requests for Brochure
• More Context and More Information are the defaults to be used when not provided while adding the leads
• Shared Calendar URL If the value for this is provided while Edit Assistant then Assistant will add it in the signature with Book a Meeting link. One can create a shared calendar using some service like Calendly
• Lead at Risk Reminder Assistant will remind you after the provided days for 5 times if you forget to reach out to responded leads.
• Default Schedule Assistant uses this schedule by default for the added leads. While you can provide the schedule when adding leads from the TEC UI. Providing the schedule when adding leads from CRM or by copying Assistant in the email sent by you to your lead is not possible, so in these scenarios the default schedule is used by the assistant. Value of default schedule can be changed by going to Assistant->Edit Assistant.
• Default EmailCC Schedule is used by the assistant when assistant is copied in the email by the user with the lead. For EmailCC schedule, Assistant will start the with second message in the sequence. Your email where you Cc’ed/Copied the assistant is considered as the first email.

Multiple Assistants

You can create multiple assistants for yourself. Assistants cannot be shared or assigned to other users in the Org.

We recommend to have geography and vertical specific assistants. So that the assistant is trained for nurturing the leads of that vertical with specific nurturing material.

Questions answered

• Can I add logo in the signature ?
• Can we integrate with shared calendar service like Calendly ?
• Will assistant stop sending emails after response is received ?
• What will assistant do when it received an email response ?
• Can I have multiple Assistants ?
• Why and when should I use multiple assistants ?
• Should I invite user to TEC or create an assistant for that user. Cannot assign assistant from one user to other ?
• What is send time optimization ?
• Can I share my assistant with other users of my org ?
• Can other users in my org use the same assistant ?