4.1 Who should I contact today?
In this article you will learn about Today's Priority and how to Review and Dismiss a priority card.
Using Today’s Priority in Regards AI
Today’s Priority is your smart daily list of contacts to reconnect with, helping you stay consistent with your follow up
- On your Home screen, you’ll see a set of contact that need your attention today. These come from a mix of:
- Scheduled reminders based on your Groups
- Social updates pulled from LinkedIn (if you have connected for your contacts)
- Notes saved for the profile
- Each card gives you two choices: Dismiss or Review.
Review a Priority Card
- If you click Review, you will be taken to the contact’s profile.
- From there, you can either:
- Click on Get in Touch to start a conversation
- Click Mark as contacted if you’ve already reached out
Starting a Conversation
- If you click Get in Touch, you will be taken to the conversation starters page where you see a lists of AI suggested conversation starters based on their LinkedIn activity and the notes you added to that particular contact.
- Choose the ones that you like and click Continue.
- You will reach Customize Prompt page where you can personalize the prompt by editing the text or by generating the voice notes.
- You can either choose Email or Message platform and set a tone based on the platform you choose and click on Generate message.
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Regards AI will prepare the draft based on the platform and tone you have chosen, review the draft and click Send Message.
If you have chosen Email as your messaging tool, then after clicking Share Email, your mail app will open automatically. From there, you can review the message and click Send, as all other details will already be filled in.
- Once you’ve sent a message and reached out to the person, return to Regards AI.
- Click Mark as contacted on the contact’s profile.
- A pop-up will appear asking whether you would like to add this interaction to the timeline.
- Click Add and you will be taken to the Add catch-up details page.
- Enter the conversation details, such as what you discussed or any follow-up needed. If you have sent a message using conversation starters or your own message, add a quick note so Regards AI can remember it and include it in the timeline.
- After entering the details, click on Save.
- The interaction is added to the timeline successfully.
- You can check eh timeline under Interaction on the same contacts's profile.
Dismiss a priority card
- If someone does not need a follow-up today, click Dismiss to remove the card.
- By clicking Dismiss you will see the next contact to follow up based on your priority, you can either review or dismiss it too.
- Once you’ve completed all your reach-outs for the day, you’ll see the “You’re done with your list” message.
