Outbound LinkedIn AI Agent
LinkedIn Outbound Agent - Onboarding Guide
This guide walks you through setting up your LinkedIn Outbound Agent, defining your targeting, reviewing leads, and launching your first campaign. Step 1: Access the Outbound Agent Navigate to the Outbound tab in the left-hand menu. Click Continue to begin the onboarding wizard. Step 2: Connect Your LinkedIn Account Click Connect LinkedIn. Enter youSome readersAuto-Reply Setup Guide
1. Define Your Core Use Case Identify the primary objective of the auto-reply (e.g., booking a meeting, providing company details, sharing a location). If multiple use cases are relevant, include each in the instructions. Clearly outline the purpose so replies are appropriately triggered. 2. Include Relevant Links If links should be included in auto-replies, define them as key-value paiFew readersHow to Review LinkedIn Outbound Messages
This article explains how to review message history and responses within a Revscale LinkedIn Outbound campaign. Where to Find Outbound Messages Log into the Revscale dashboard Click the Outbound Agent tab This is where all LinkedIn outreach activity is managed. Understanding Message Statuses In Progress This means the AI is still working through the outreachFew readersLinkedIn Outbound Agent: Best Practices
Overview This guide walks through your LinkedIn Outbound Agent after onboarding—covering dashboard insights, lead management, and key controls to help you stay informed and in control. Dashboard Overview Your main dashboard provides a quick snapshot of performance: Total leads sourced and messaged Connection requests sent & accepted Messages sent (invites, follow-ups, InMails) Positive responses Time saved YFew readersLinkedIn Outbound Agent: Targeting Update Guide
Overview This guide shows how to update your targeting after your LinkedIn Outbound Agent has already been running. The process is quick and helps improve lead quality over time. Option 1: Request Changes Step 1: Go to Preferences Open the Preferences tab Find your plan and click Request Changes Step 2: Begin Updates Click Continue Select your goal (Generate Local Sales) Click NextFew readers
Inbound AI Agent
Inbound Bundle Overview
Lead Qualifier (Inquiry Qualifier) 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 notPopularUpdating Email Accounts in the Revscale Inbound Bundle
Updating Email Accounts in the Revscale Inbound Bundle This guide outlines the quick and simple steps to connect, disconnect, reconnect, or switch email accounts for each Revscale Agent. Connecting/Reconnecting: Links your email to allow the agent to send messages. Disconnecting: Stops automated engagement tied to that specific integration. Switching: Updates the email account used by the Agent, future engagement will be routed through the newly switched account . frPopularInbound Agent Bundle: Video Walkthrough
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. 1. Web Pixel Agent Purpose: Identify website visitors and initiate outbound email conversations based on behavior. What It Does Detects anonymous and knownSome readersHow do I reconnect the email used for the Inquiry Qualifier agent?
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. 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. 4Some readersUpdating the Inquiry Qualifier Agent Schedule
This guide explains how to update Scheduling for the Inquiry Qualifier Agent in the Revscale Client Portal. The Inquiry Qualifier Agent automatically follows up with new website leads, asks qualifying questions, and routes them to the right person. These settings control when the agent is active and how it follows up with new leads. Access Scheduling Settings Log into the ReSome readersHow to Enable Notifications across the Revscale Inbound Bundle
Web Pixel The Web Pixel Agent identifies and interacts with anonymous visitors on your website—turning hidden traffic into actionable insights. Follow the steps below to enable activity notifications and performance reports. Head to the 'Preferences' tab of the Web Pixel dashboard. Toggle on 'Email Reports' to get email notifications about your web visitor activity and reports. Enter your preferred email fFew readersHow the Inquiry Qualifier Agent Works
How the Inquiry Qualifier Agent Works Your Inbound Agent automatically reaches out to new leads who fill out your forms. Its goal is to start a natural conversation, ask your qualifying questions, and pass the lead to your team when ready. Smart Conversations Powered by Training To make your agent sound like your brand, it needs to know your business. That’s why you should upload a training document or knowledge base under the Train Your Agents tab in your cliFew readersConfiguring the Inquiry Qualifier (Inbound) Agent
Inbound Agent Configuration Guide This setup process configures how the Inbound Agent (Lead Qualifier) receives, understands, and processes incoming leads from external systems. Revscale supports two inbound methods: Email (Form Submission Monitoring) Webhook (Direct Integration) Both methods rely on one-time field mapping so incoming data can be used consistently moving forward. Choosing an Inbound Method Email (Form Submission Monitoring) ChooFew readersSetting Up The Inquiry Qualifier Agent
Overview The Inquiry Qualifier Agent instantly follows up with new website inquiries, qualifies each lead through intelligent conversation, and surfaces the most sales-ready opportunities, so you can prioritize what matters and close faster. It helps you: Respond instantly to new inquiries Ask the right qualifying questions Identify high-quality vs. low-quality leads Ensure hot opportunities don’t slip throughFew readers
Web Pixel AI Agent
Web Pixel Agent
Web Pixel What it does Automatically identifies anonymous website visitors, tracks their on-site behavior, and converts them into leads—enabling you to follow up with targeted email campaigns. How it Works To track web visitors, you will need to install a code tracking snippet. Each identified visitor is added to your Revscale CRM for easy tracking and follow-up. Web Pixel Outreach What it does Engages the visitors identified by your Web Pixel Agent via email based on theirSome readersHow to Install the Revscale Tracking Pixel on Your Website
Here’s a generic version of your Revscale pixel installation guide that works for any website (not WordPress-specific): How to Install the Revscale Tracking Pixel on Your Website This guide shows the easiest and safest way to add the Revscale tracking pixel to your website. The Revscale pixel is a small script that tracks visitor activity and provides valuable data for analytics and marketing. You will receive your unique pixel code directly from the Revscale team. The RevSome readersWeb Pixel Installation on Shopify
In your Shopify go to your Online Store Theme Editor Click “Edit code” Find "theme.liquid" Paste your X-Ray Pixel code snippet directly below&x20; Code will be provided by Revscale (https://sFew readersHow to Install Your Revscale.ai Pixel on Squarespace
🛠 How to Add Your Revscale.ai Pixel to a Squarespace Site Using Code Injection You can use Code Injection in Squarespace to install your Revscale X-Ray Lead Generation Pixel and enhance your site with additional scripts like lead tracking, analytics, and more. ✅ Before You Begin Code Injection is available on Core, Plus, Advanced, Business, and all Commerce plans. To inject JavaScript, wrap it with <script>...</scripttags. For styling, use the Custom CSS EdiFew readersWeb Pixel Agent: Setup & Usage Guide
Overview The Web Pixel Agent tracks visitor behavior on your website and helps you engage with them in real time. It shows: What visitors are doing (pages, clicks, time on site) Who is engaging and when When to follow up for better timing How It Works Tracks website activity (visits, clicks, time spent) Identifies potential leadFew readers
Outbound Email Agent
Email Authentication for Outlook (DNS, SPF & DKIM)
A Simple Guide to Email Authentication for Outlook (SPF & DKIM) Think of sending an email like sending a package. Without the right labels and verification, the postal service might get suspicious and either throw it in a "junk" pile or return it to the sender. SPF and DKIM are like the official seals and verified return addresses for your emails. What is DNS? Your Domain Name System (DNSome readersDNS Configuration and Email Authentication for Google Workspace Users
Proper DNS configuration is crucial for ensuring your emails reach recipients' inboxes effectively. Below are essential resources and guidance from Google Workspace that will help you set up your DNS correctly and authenticate your emails successfully. Add DNS Records for Google Workspace To ensure proper routing of your emails and improve deliverability, you must correctly configure your DNS settings. Google Workspace provides comprehensive guidance on how to add necessary DNS records, sucFew readersEmail Deliverability Essentials for Agentic Email Campaigns
To maximize the success of Revscale.ai's Agentic Email Campaigns, customers must ensure their email infrastructure is properly set up. (https://storage.crisp.chat/users/helpdesk/website/-/a/e/f/a/aefa69c314650000/image4jpf28.png =500x420) Email Warm-up Why it’s important: • Prevents emails from landing in spam by gradually building sender reputation. • Signals email providers (Gmail, Outlook, etc.) that the domain is trustworthy. How it helps: • Enhances email deliverability. • ImprovFew readersEmail Warmup Guide
Warming up your email account helps build trust with providers and increases the chances your messages reach the inbox. What Is Email Warmup? Email warmup gradually increases the number of emails you send over time. This builds a positive reputation with providers like Gmail and Outlook, ensuring smooth delivery as you scale. A strong sender reputation helps ensure your emails are delivereFew readersSMTP settings for Microsoft accounts
Enabling SMTP Settings for Microsoft Accounts For Microsoft Accounts Purchased Directly from Microsoft Microsoft accounts are personal accounts created and managed by Microsoft. Follow these steps to enable SMTP settings for Microsoft 365/Outlook accounts purchased directly from Microsoft. Steps: Log in to your Microsoft Admin Center. Go to Active Users. In the side window, click the Mail tab and select Manage email apps. Check the boxes for IMAP and AuFew readersEmail Authentication & Domain Setup Overview
Email Authentication & Domain Setup Overview To ensure your email campaigns reach inboxes effectively, it's crucial to set up your domain properly with key authentication protocols and perform email warmups. Here's why each step is important: DKIM (DomainKeys Identified Mail) DKIM verifies that your emails are genuinely from your domain, preventing email spoofing. Proper DKIM setup enhances your domain's reputation, significantly increasing email deliverability. SPF (Sender Policy FFew readers
Chat Bot Agent
Chatbot Configuration and Installation Guide
Revscale Chatbot Configuration & Installation Guide This guide walks you through setting up, customizing, and installing your Revscale chatbot so it’s fully ready before going live on your website. We strongly recommend configuring your chatbot first, then installing it once everything looks and behaves the way you want. Overview There are two required steps to launch your chatbot: Configure your chatbot (Appearance, Behavior, Integrations) Install the chatSome readersRevscale Chatbot Installation Video Guide
The Revscale chatbot helps you engage website visitors, ask qualifying questions, and route qualified conversations to your desired workflow. Setup is quick and seamlessly defined in this walkthrough below. Appearance The Appearance tab controls how the chatbot looks on your website. Here you can update: Chatbot display name Button text shown when the chatbot is closed ChatbotFew readers