Product | Sequences |
Expert(s) | Shalan Billault-lee (CRM team) |
Slack channel | |
This article was last verified on | 05/28/2024 |
🔍 Articles in This Section
Please use the following list to see additional internal articles regarding sequences:
- Sequences: Overview
- Sequences: Manual Stages
- Sequence Replies: Using Gem AI to Automatically Set “Interested” Reply Status (📍you are here)
- Sequences: Premium Email Finding Auto-Send When Email Is Returned
- Sequences: Auto-sequence upon Form Submission
- Sequences: InMail Reply Tracking
- Sequences: SMS Launch Overview
- Sequences: Call Forwarding Overview
- Sequences: Linking Gem Sequence Activity for an ATS Job
- Sequences: GoodTime Meet integration
Description
Lots of customers have asked whether we can automatically determine interested replies so they don’t have to set the reply status field in Gem manually. This is something that comes up in demos quite a bit, and an area where applying some machine learning/”AI” can help convey to customers and prospects that we’re an intelligent CRM that makes things easier for you, not just a database that you constantly have to keep up to date manually.
This new functionality will automatically determine only “interested” reply statuses; Gem won’t determine “not interested” or “follow up later” but users can continue to manually set those, as well as override any replies that are mistakenly determined as “interested” by our algorithm.
FAQ
Q: Who gets this functionality?
A: ALL customers get this by default, but it will be a feature flag in the support dashboard for you to turn off should any customer want to opt out.
Q: How did we do this?
A: We used Amazon’s “Comprehend” natural language processing machine learning model trained on half a million data points
Q: How accurate is the model?
A: ~90%
Q: Is the model going to be retrained as we collect more manual overrides/inputs from Gem users manually setting reply statuses?
A: Not now, but maybe later
Q: Can we backfill all prior sequence replies?
A: Yes, possibly later — will need to communicate this to customers if/when this happens.
Q: What about customers with metadata/reduced permissions settings?
A: If a customer has more restrictive security, automatic “Interested” labeling will not be applied to their sequences.
Q: Where do users see that a reply status has been automatically marked as “interested”?
A: The extension, the sequence table, and Gem Bot email notification UI will be updated to let users know if/when a prospect’s reply has automatically been marked as “Interested” in Gem
Q: Can you filter on automatic vs. manual “Interested” reply anywhere in the product?
A: Not yet, but we can tackle that down the road if customers are interested.