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How to Automatically Update the Stage when Contact Responds or AI Schedules
How to Automatically Update the Stage when Contact Responds or AI Schedules
Daniel Roman avatar
Written by Daniel Roman
Updated over 2 years ago

In the latest update to WooSender, we give you more options when it comes to updating the "Stage" when a contact responds or schedules a call with the AI.

Responded

When a contact responds for the very first time to your message.

  • Go to the Campaign

  • Preferences (Scroll Down)

  • Trigger Actions (Turn on the toggle)

  • Fill out the Stage you want to update when a contact responds for the very first time.

  • Save

Now every time a contact responds to the very first message, the stage will be updated to the Stage you chose.

Scheduled

When the WooAi schedules a call with a contact, update Stage to Scheduled.

  • Go to the Campaign Page

  • Click the AI booking Campaign (or any other booking campaign)

  • Woo Booking

  • Add/Update Opportunity

  • Turn on toggle

  • Update Stage to Scheduled

  • Save

Now every time the ai schedules a call with a contact, the stage will be updated automatically to Scheduled.

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