Script Customization

Get help building your own Inside Sales Agent

16 articles in this collection
Written by Jesslyn Prohaska and Megan Lane

Managing Scripts

Script Assignment

Learn how to target a specific lead type, category or criteria with a custom script built just for them!

Written by Jesslyn Prohaska
Updated over a week ago

Creating a New Custom Script

Create a new custom script from scratch

Written by Megan Lane
Updated over a week ago

Duplicating a Script

Copy pre-built Scripts and make tweaks of your own by duplicating scripts

Written by Megan Lane
Updated over a week ago

What is a Lead Type

Lead types are used to help determine which scripts to use for which leads

Written by Megan Lane
Updated over a week ago

What is a Contact Source

Contact Sources are used to help determine which scripts to use for which leads

Written by Megan Lane
Updated over a week ago

Customizing a Script

Channel Targeting

Send your custom script through text and/or email using Channel Targeting

Written by Jesslyn Prohaska
Updated over a week ago

Custom Answers

Customize our response to what your leads say or ask

Written by Jesslyn Prohaska
Updated over a week ago

Adding a new Qualifier

Qualifiers are question + answer combinations

Written by Megan Lane
Updated over a week ago

Editing a Qualifier

How to edit a question and answer combination

Written by Megan Lane
Updated over a week ago

Adding and Editing a new Response

Responses are simple messages that can have conditions (use for non question/answer messages)

Written by Megan Lane
Updated over a week ago

Adding an Introduction (first message)

Customize the first message sent to your leads

Written by Megan Lane
Updated over a week ago

Adding and Editing a new Transition

Transitions are filler messages meant to bridge multiple messages together to make the conversation flow better

Written by Megan Lane
Updated over a week ago

SIDE PANEL - Adding a Message

Messages consist of a combination of Conditions and Variations. You can create messages as a part of a Qualifier, Response or Transition

Written by Megan Lane
Updated over a week ago

SIDE PANEL - Adding a Condition

Conditions determine which message you send to a lead

Written by Megan Lane
Updated over a week ago

SIDE PANEL - Adding a Variation

Written by Megan Lane
Updated over a week ago

SIDE PANEL - Adding a Merge Field

Written by Megan Lane
Updated over a week ago