Skip to main content

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.

Did this answer your question?