Best Practices

Routing for ISA

Best practice for routing rules when a team has an ISA

Written by Nate Joens
Updated over a week ago

ISA Team Notifications

Best practice for which notifications to turn on if you have an ISA team

Written by Megan Lane
Updated over a week ago

Agent Model

Best practice for utilizing agents in Structurely

Written by Megan Lane
Updated over a week ago

Routing for Agents

Best practice on routing with teams that have agents

Written by Megan Lane
Updated over a week ago

Agent Only Team Notifications

Best practice for which notifications to turn on if you have an agent only team (no ISA)

Written by Megan Lane
Updated over a week ago

Frequency of Logging In

Best practice for when you should login to Structurely

Written by Megan Lane
Updated over a week ago

Calling Your Leads

Best practice on calling your leads while also using Structurely

Written by Megan Lane
Updated over a week ago

Jumping into the Conversations

Best practice for when to jump in to the conversations in Structurely

Written by Megan Lane
Updated over a week ago

Muting

Best practice for muting the lead in Structurely

Written by Megan Lane
Updated over a week ago

Connected Email

Best practice for which email to place in the connected email section in Structurely

Written by Megan Lane
Updated over a week ago

Agency Settings

Best practice for what to put in your agency settings

Written by Megan Lane
Updated over a week ago

Choosing Structurely AI Assistant's Name

Best practice for choosing Structurely AI Assistant's name in Structurely

Written by Megan Lane
Updated over a week ago

Lead Delay

Best practice for setting the lead delay in Structurely

Written by Megan Lane
Updated over a week ago

Hours of Operations

Best practice for using Structurely AI Assistant Schedule

Written by Megan Lane
Updated over a week ago