The Engage agent
Engage reads your campaigns and, if you name one, prepares email drafts and a queue for you to approve.
Engage prepares drafts for a campaign and the people to queue. Every draft waits for you.
What it reads
It lists your Adapt Outreach campaigns. If you type a campaign name, it also reads that campaign's drafts.
What you type
Type a name after the word campaign, for example "campaign Sheffield accountants". Without a name it only reads the list. The box says: "Name a campaign to draft. Nothing is sent."
| You type | Engage does |
|---|---|
| Nothing | Reads your campaigns. No card. |
| campaign NAME | Reads its drafts, prepares a card to write the campaign's emails. |
| campaign NAME and the word queue or add | Also prepares a card to add people to the campaign. |
What it hands you
Cards: Emails written for a campaign, and People added to a campaign. Approve them in Ask Adapt.
What it can never do
Send an email or start a campaign. Sending is only ever done through Adapt Outreach, with the mailbox, daily number and hours you set there.
Limits
- It does not know your business. The Settings page says: "Engage cannot read a description of your business, because nothing saves one for it." Today a draft is written in Adapt Outreach.
- It needs Adapt Outreach to be open for your sign-in.
- It finds the campaign by the text after the word "campaign", up to 120 characters.