Question 1

Inbound Bundle Overview

Accepted Answer

Lead Qualifier (Inquiry Qualifier)

Q: Inbound Bundle Overview

<h1 id="leadqualifierinquiryqualifier">Lead Qualifier (Inquiry Qualifier)</h1> <p><em>Note: If Gorilla Dash is not applicable for your setup, please disregard this portion of the guide.</em></p> <h2 id="whatitdoes">What it does</h2> <p>Quickly replies to your website form submissions via email, qualifies leads based on their answers, and escalates them to you when needed.</p> <h2 id="howitworks">How it works</h2> <p>After a designated form is submitted on your website, the agent (your Inquiry Qualifier) gets notified to engage with the submitter via email to try to qualify them and understand the scope of their inquiry. This means that you do not need to take any manual action on the initial inquiries you receive; this will be fully managed by the Inquiry Qualifier. <strong>By default, this agent is active 24/7</strong>; however, this can be updated from your agent preferences.</p> <p>You can monitor this process from the Revscale platform within the Inquiry Qualifier tab as well as the CRM tab.</p> <p>Throughout this process, there will be several status categories to be aware of:</p> <ul> <li><strong>In Progress</strong> – The agent is currently working to qualify the inquiry.</li> <li><strong>Qualified</strong> – The agent has qualified the inquiry and passed it along to you.</li> <li><strong>Partially Qualified</strong> – The agent has received some of the answers to your qualification questions but not all. Whenever this status is reached, it will be updated on the lead. After 24 hours in this status (without moving to fully qualified), you will receive a handoff email with this lead. It is not currently sent back to Gorilla Dash.</li> <li>**Unable to Qualify (Handed O</li> </ul>

Note: If Gorilla Dash is not applicable for your setup, please disregard this portion of the guide.

What it does

Quickly replies to your website form submissions via email, qualifies leads based on their answers, and escalates them to you when needed.

How it works

After a designated form is submitted on your website, the agent (your Inquiry Qualifier) gets notified to engage with the submitter via email to try to qualify them and understand the scope of their inquiry. This means that you do not need to take any manual action on the initial inquiries you receive; this will be fully managed by the Inquiry Qualifier. By default, this agent is active 24/7; however, this can be updated from your agent preferences.

You can monitor this process from the Revscale platform within the Inquiry Qualifier tab as well as the CRM tab.

Throughout this process, there will be several status categories to be aware of:

In Progress – The agent is currently working to qualify the inquiry.
Qualified – The agent has qualified the inquiry and passed it along to you.
Partially Qualified – The agent has received some of the answers to your qualification questions but not all. Whenever this status is reached, it will be updated on the lead. After 24 hours in this status (without moving to fully qualified), you will receive a handoff email with this lead. It is not currently sent back to Gorilla Dash.
**Unable to Qualify (Handed O

Question 2

Signarama Marketing Fund Guidance

Accepted Answer

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Lead Qualifier (Inquiry Qualifier)

What it does

The Inquiry Qualifier quickly replies to your website form submissions via email, qualifies leads based on their answers, and escalates them to you when needed.

How it Works

When a visitor submits the “Get a Quote” form on your website, the submission is sent to Gorilla Dash as an Inquiry. At this point, it is not attributed to Revscale. The Inquiry Qualifier is then notified to reach out to the submitter via email and begin qualifying the inquiry. You do not need to take any manual action at this stage—the agent fully manages the initial outreach and qualification attempt. You can monitor this activity within the Inquiry Qualifier tab or the CRM tab in Revscale, or view a high-level summary of activity in Gorilla Dash.

Inquiry Statuses

You will see inquiries categorized in the following ways:

In Progress – The agent is currently working to qualify the inquiry.
Qualified – The agent has qualified the inquiry and passed it along to you.
Partially Qualified- The agent has received some of the answers to your qualification questions but not all. Whenever this status is reached, it will be updated on the lead. After 24 hours in this status (without moving to fully qualified) you will receive a handoff email with this lead. It is not currently sent back to Gorilla Dash.
Unable to Qualify (Handed Off) – The

Question 3

Updating Email Accounts in the Revscale Inbound Bundle

Accepted Answer

This guide outlines the quick and simple steps to disconnect email accounts from each Revscale Agent. Disconnecting an account stops automated engagement tied to that integration.

${frame}Disconnecting email accounts across the Revscale multi-agent suite

Web Pixel Agent

Navigate to the Web Pixel tab in the left-hand menu.
Click Preferences in the upper-right corner.
Select Unlink Account to disconnect the connected email.
Feel free to reconnect with the email of your choosing.

Inquiry Qualifier Agent

Navigate to the Inquiry Qualifier tab in the left-hand menu.
Click Preferences in the upper-right corner.
Select Unlink Account to disconnect the connected email.
Feel free to reconnect with the email of your choosing.

SignBot

Navigate to the SignBot tab in the left-hand menu.
Under Notifications, add or update the email address where alerts should be sent.

|| SignBot does not require an email account connection to function. Instead, you can configure an email notification address to receive alerts whenever your chatbot engages with a strong potential customer.

Question 4

How do I reconnect the email used for the Inquiry Qualifier agent?

Accepted Answer

Overview

If you need to reconnect or update the email address used for your Inquiry Qualifier you can do so directly from your Revscale Client Portal Dashboard.

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Steps to Update Your Email

Log in to your Revscale Client Portal Dashboard.
From the left-hand menu, open the Inquiry Qualifier dashboard.
In the upper-right corner, select the Preferences tab.
Click Reconnect next to the current connected email account.
Connect Email Account and sign in with your preferred email address.

Confirmation

After reconnecting, all automated responses sent by your Inquiry Qualifier agent will come from the newly connected email.

If you experience any issues during this process, reach out to Support for assistance.

Question 5

Inbound Agent Bundle: Video Walkthrough

Accepted Answer

This guide highlights the essential setup steps and behaviors shown in the onboarding video for the Inbound Agent Bundle, which includes the Web Pixel Agent, Inquiry Qualifier Agent, and the Chatbot Agent.

${frame}Inbound Agent Bundle: Onboarding Walkthrough

1. Web Pixel Agent

Purpose: Identify website visitors and initiate outbound email conversations based on behavior.

What It Does

Detects anonymous and known visitors on your website
Tracks page visits, time on site, and engagement patterns
Sends behavior-based, personalized email outreach automatically

Onboarding Steps

Enable Visitor Outreach
Connect an email account:
- Google (Gmail)
- Microsoft
- Rackspace (connect via Microsoft) Once connected, the agent begins sourcing visitors and sending outreach.

How Messaging Works

Uses dynamic templates
Messaging adapts based on:
- Pages visited
- Content viewed
- Behavioral signals

Optional Customization

Choose which pages to track or exclude
Add an email signature
Enable weekly visitor activity reports
Adjust outreach preferences and rules

Web Pixel View

See visitor journeys
View pages visited and time on site
Review the exact emails sent by the agent

2. Inquiry Qualifier Agent

Purpose: Instantly qualify inbound form submissions and route ready leads to your team.

What It Does

Engages users wh

Question 6

How to Reconnect Your LinkedIn Account in the Legacy Revscale Portal

Accepted Answer

If your LinkedIn account becomes disconnected, you can reconnect it in just a few steps directly inside the Revscale platform.

${frame}Connecting LinkedIn in the Legacy Revscale Portal

You may need to reconnect LinkedIn if:

You see a large red “Connect” button in the platform
Your LinkedIn bubble is not green
Your LinkedIn session expired or your credentials changed

1. Start the Connection

You can reconnect LinkedIn in either of the following ways:

Click the large red “Connect” button (if visible), or
Click the LinkedIn bubble icon in the platform

2. Select “Connect”

In the LinkedIn section, click Connect
Enter your LinkedIn login credentials

3. Choose Your Location

Select your Country
Select your Region
If your exact region is not listed, choose the closest geographically

4. Complete Two-Factor Authentication

Enter the two-factor verification code sent by LinkedIn This code may be sent to:
Your LinkedIn app
Your phone number
Your email
Click Submit

5. Confirm Successful Connection

Once verified:

Your LinkedIn bubble will turn green
If you use LinkedIn Sales Navigator, the Sales Navigator bubble will also turn green once connected

This confirms your LinkedIn account is fully reconnected and ready to use inside Revscale.

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