Product Updates

Company and contact updates on Intercom will now reflect on Cust in real time. This compares to a previously daily sync frequency and allows Cust to instantly react on changes in the customer's profile.

Customer journeys allow to connect multiple playbooks into one flow that represents customer lifecycle. Our intelligent agents will understand where each customer lies in the journey and will recommend the next best action based on that.

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To learn more about customer journeys, check out our demo: https://app.cust.co/customer-journeys/showcase.

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We are introducing an Action hub. A workplace for Customer success managers where they can discover and execute actions recommended by Cust.

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Action hub also supports follow-up and out-of-office reminders so that you never forget to follow-up your customers when they do not respond for when they get back from a short vacation.

We've built an integration with Intercom to synchronise customer data and analyse conversations.

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• Long-running contact imports from large CSV files are now gracefully handled with progress indicators.
• Added an option to add contacts from Hubspot contact list to campaigns.

• To further develop co-pilot capabilities, all suggested email replies now require explicit user approval.
• Play simulation now informs users when agent is missing contextual information to suggest a reply.

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The platform is now able to drive communication towards an objective which is tracked by a custom customer attribute. For example, the platform can ask the customer to submit his first order and terminate the communication once customer's attribute "order_count" becomes greater than 0, which indicates that the order has been submitted.

Cust will work alongside your favourite CRM or Customer Success Management Platform. Today we are happy to announce our first integration - HubSpot!

Cust connects to your HubSpot lists, contacts, companies, and deals to build and run your ideal customer journey. It's a native two-way integration, so data can be automatically in-sync between platforms. For example, Cust platform can engage customer to check their billing details, give interface to update it, and send updated credentials back to your CRM.

Onboarding play helps to move users from the sign-up to the activation stage. AI agent will ask customers about their goals, identify success metrics, and guide them through account setup.

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How it works:

1. Define the steps user needs to complete to be onboarded (e.g. use feature X, upload documents, and so on)
2. AI agent will check the status daily and engage customers with email conversations to help them complete onboarding
3. You have full control over the frequency of messages, tone of voice, and other high-level settings

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Benefits

• Increase activation rates
• Reduce time-to-value for new users
• Personalize the onboarding experience at scale
• Free up your support team's time
• Gain insights into user behavior and pain points

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Imagine if you could initiate one-to-one conversations with every customer, despite their size, to collect their feedback and future plans.

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Well, now this is possible with "Feedback play" which will help you collect genuine customer feedback. AI-agent will engage your customers with a conversation to understand their satisfaction levels, get specific insights on what could be improved, and understand future usage patterns. These insights are then used to segment customers automatically.

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How it works:

1. AI agent introduces each customer via email and asks for feedback
2. Agent leads the conversation to extract necessary details for segmentation
3. Insights are used to segment customers and provide you with actionable results

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You can see the demo results here: https://app.cust.co/plays/feedback/demo

Since our launch earlier this year, we've observed a significant challenge facing marketing and customer success teams: the time-consuming process of campaign creation. Teams struggle with multiple aspects, including:

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1. Coming up with the campaign idea
2. Identifying target audiences
3. Manually segmenting these audiences
4. Crafting compelling calls to action
5. Leveraging insights from past campaigns

We are starting to change that - meet Customer Journeys.

From now on, the platform will autonomously get to know your customers, identify where they are in your ideal customer journey, and throughout their lifecycle execute relevant playbooks. You'll get full controls and customization options to build the ideal customer experience.

With this release we are introducing a visual way to explore customer journey: https://app.asktosell.com/customer-journeys/showcase

Completely redesigned conversation interface that allows users to review and confirm agent-generated replies in the most critical situations. The new interface also makes it easy for users to jump into any conversation as the system allows users to send custom replies anytime.

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We have simplified the campaign creation process for accounts with 1 user by removing the account manager field. If you have more than 1 user, you'll see a drop-down for a convenient assignment of the responsible person.

Also, on the campaign page, you will now see a full list of assigned agents.

Previously, if a lead replied after the deal was considered as won, platform ignored such emails. However, if an agent is using an alias email account, such replies might go unnoticed. Therefore, we introduced a new type of notification to inform users about such replies.

Developed SMTP/IMAP protocol integration for agents.

Currently running as a closed beta - let us know if you need prioritized access.

Now you can pass any attribute about the lead as a custom variable.

Our customers are using it to pass unique information about each lead. For example: 

• the ticketing platform is passing a number of events organized per host;
• the seo platform is passing unique seo recommendations for each customer's domain;
• entertainment company is passing the last visit time.

This information is used by an autonomous sales agent to personalize the sales experience with each lead/customer.

To use the feature: 1) map custom variables when uploading CSV file and 2) reference custom variable in the sales playbook customization panel.

If customer asks a question about your product that the Autonomous Agent cannot answer, the following steps are taken:

1. AI Agent will ask you to answer that question
2. AI Agent will update your product's knowledge with this question-and-answer pair
3. if another lead asks the same question - information gets reused

From now on, you can also proactively create question-and-answer pairs in your product's knowledge base.

We have also improved the visibility of campaign settings. The campaign overview now includes these new settings:

• Objective
• Website conversion OR scheduling link
• Account Manager
• Language
  

We hear you - some of you want email signatures to be "on brand".

You can now create email signatures that include links, images, and other HTML elements.

As a bonus, we have included a setting that allows you to control if a signature is included in every reply or only in the first email.

Enjoy and use it with caution - links and images may impact deliverability.

When creating a campaign, now you can set website conversion as an objective. Once you set this objective, AI Sales Agents will optimize their playbook to convert leads to visit your website. AskToSell customers are using this objective to drive traffic to their landing page, sign up or checkout forms.

The Sales Playbooks feature is our major step towards enabling any company to automate their revenue workflows.

Version 1 allows you to customize the content logic, frequency, and intensity of your campaigns.

To access it, create a campaign, navigate to preview mode, and look for the "customize" buttons in the playground. Custom playbooks can be saved and reused in any campaign.

We're excited to announce a new layer of organization and collaboration within AskToSell:

• Now organizations can have multiple users
• Users can belong to multiple organizations

Feature is enabled to selected partners. To unlock access, let our team know via Intercom..

Finding the right deal at the right time just got easier! Introducing Pipeline Search, a powerful new feature that allows you to quickly search and filter deals within your pipeline. You can search deals by email or company name. To use it, go to Campaigns and scroll down to the Pipeline overview.

We're excited to introduce Campaign Metrics, a powerful new feature that provides you with real-time insights into your Campaign's performance. Now, directly within your Campaigns Overview , you can track key metrics such as number outreached leads, reply rate, replied to interested, and replied to won percentages.

As soon as you launch your first sales campaign, the Getting Started page will change to Dashboard: 

• KPIs: outreached, reply rate, replied to interested, replied to won
• Lead quality: pending, good, bounced, unsubscribed, wrong contact and other insights into your audience.
• Pending actions: proposals ready for approval, recommendations, knowledge base updates and more.
• Sales pipeline progress: understand how leads and activities are distributed throughout your sales pipeline.
• Agent utilization: understand how well you are utilizing your AI Sales Agents based on their capacity, planned and executed activities

Your top requested feature, Campaign Objectives, is now live! While creating a Campaign you can assign AI Sales Agent(s) an objective:

• Schedule a meeting: convert leads to have a meeting
• Make a sale: close deals without having any meetings
• Universal: you'll choose a goal for each interested lead

AI Sales Agents will run the sales process automatically from outreach till campaign's objective gets reached. You'll be in total control as platform will ask you review & approve important replies.

This marks a new stage for AskToSell customers, as we are transition from sales automation for small deal sizes to sales automation to ALL DEAL SIZES! 

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It's the easiest way to experience AI Sales Agents. Create AskToSell account, go to "Getting Started" dashboard and interact with AI Sales Agents from Shopify, Hubspot and Revolut. Also, this dashboard will guide you through the onboarding. Enjoy!

Now you can preview your Campaign by simulating replies and advancing time. Interactions are simulated within UI, so you no longer need to do via email. For your convenience, it became a mandatory second step in the Campaign creation process. Create, Preview, Launch!

Improved visibility for the next action AI Sales Agent is planning to execute. The next action is always visible as a dotted line within Activity UI.

What should happen if a Lead forwarded email from AI Sales Agent to his colleague, and colleague replied with the original Lead in the Cc? What if the original Lead is not within Cc? What if the reply comes from a different domain? How should these replies be processed by AI Sales Agent? What information should be stored within CRM?

Well, we have good news. You don't need to think about any of that. All these crazy scenarios (but hapenning all the time in reality) are now handled automaticaly by our advanced Deal matching engine and this will further improve as we grow.

All email addresses that are responding with hard or soft bounce, are automatically excluded from further communication.

If a Deal has a single Lead (email), then this Deal is marked as lost, and reason is logged in the AI CRM.

If a Deal has multiple leads (emails), only bounced Lead (email address) is excluded from further communication. Communication proceeds only with the remaining Lead(s) within that Deal.

If you wish to take over communication with the Lead, simply go to AI CRM, locate the Deal and press "Stop" from the context menu. All further activities for this Deal will be cancelled. You can do this at any stage in the sales process.

AskToSell now lets you connect Microsoft Outlook email accounts with AI Sales Agents. It's a significant addition to our existing integration with Gmail, ensuring we can support the two largest email service providers.

• Detailed activity view now includes To:/From:/Cc: and signature fields
• Added a requirement of min 140 characters input to generate value proposition

• Pause / resume campaign from the list
• Activate / deactivate agents
  
• Edit agents
• AI CRM: sort deals with a pending action to the top
• AI CRM: company name added to a deal card

We’ve made some tiny but mighty improvements to Products management.

When a Campaign starts to run, your input will be only needed to approve proposals and help the AI Sales Agent answer unfamiliar questions about the Product.  

Your Campaign’s Account Manager will get these input requests by email.

By the way, answers will become part of your Product’s knowledge base. It will be referenced in the future, eliminating the need to repeatedly answer the same question for other leads. Cool right?

Upgrade to CSV import to support leads upload from Apollo.io.

AI Sales Agents can now speak in your customers language. Run Campaigns in 29 languages: English, Spanish, Portuguese, French, German, Italian, Dutch, Swedish, Norwegian, Lithuanian, Latvian, Estonian, Polish, Ukrainian, Russian, Danish, Finnish, Chinese, Japanese, Korean, Arabic, Turkish, Greek, Czech, Hindi, Hungarian, Romanian, Slovak, Slovene.

V1 fully automates outreach, proposal, negotiations, and closing stages for small-sized deals.

In between these stages, AI Sales Agents will handle complex real-world scenarios like out-of-office, objections, auto-replies, unsubscribe, forwarding, follow-ups, and more.

AI Sales Agents are proactive and will push leads through the pipeline till the deal gets "Won" or "Lost". No exceptions, no excuses, no rotten deals.

Each Agent's decision and action will be logged in our proprietary AI CRM. Some users are calling it the best CRM in the world. Why? Because you don't need to input data manually. AI Sales Agents are logging EVERY single detail automagically.

Please note, that this is MVP, some things will be missing. We will iterate rapidly based on paying users' feedback. We want to make using AskToSell feel like Magic. Or so good that it feels like cheating.

👉 Get started: https://app.asktosell.com/sign-in