Andsend is a tool designed to streamline your business communications on both LinkedIn and email. Andsend will help you craft personalized messages, decide the best times and channels for follow-ups, and manage responses efficiently. You will always stay in control over what you send.
Step-by-Step guide to get started:
1. Customize the AI Settings in Playbooks
To modify how your messages are pre-generated, you can tweak the settings in your Playbooks. Here’s what you can adjust:
Purpose: Define the intent of your message, such as "start a conversation", "Invite to event", "Start conversations with investors", etc.
Tone of voice: Choose the desired tone for your message, whether formal, casual, funny, etc. We recommend adding "...and concise" to the tone-of-voice for best results, e.g. "Casual and concise".
Language: Select the languages in which you want to generate messages. Our AI will dynamically generate the best-fitting one. For example, if you've added "French", the AI generates a message in French if the prospect is located in a French-speaking country, otherwise, it will fall back to English.
Channel: Select what channel you prefer to start the conversation through, email or LinkedIn.
Custom Instructions: Provide the AI with information about yourself, your company and the conversations that our system needs to know to personalize the message further.
2. Add a Contact
Start by adding a contact from the Contacts section that you want to reach you to.
3. Get Pre-Generated Actions
Once you’ve added a contact, an action item will appear with a pre-generated message crafted specifically for that contact. The message will be personalized based on the contact and business data, as well as analysis of your website. The message suggestions will get better and better as you send more messages. Expect to see better quality in the tone-of-voice and content after you've sent around 30 messages through Andsend.
4. Start conversations! Review and Send the actions
Now it's time to start conversations. Review the suggested messages, make any changes to the message that you like and hit Send! If you want you can change which channel the message is sent through you can switch between LinkedIn or Email in the dropdown over the text window. If you're not connected on LinkedIn with the contact, the LinkedIn message will automatically be a connection request. If you are connected it will be a LinkedIn message.
5. Track Your Conversations
After sending a message, the action will be removed from the actions tab to the all conversations tab. This tab allows you to keep track of all your ongoing conversations. There you can view the status of each conversation and follow up as needed.
6. Automatically Generated Follow-ups and Replies
The AI assistant will automatically create a new Action item for a follow-up message when the time is right. If the recipient replies, Andsend will generate an Action with a suggested respons instantly. This ensures no important conversations are forgotten.
7. Managing Your Actions list: Snooze and Delete Functions
To help you stay organized, you can Snooze and Delete irrelevant Actions. Here’s how to manage these actions using the Snooze and Delete options.
Snooze an Action
If you need to pause an action temporarily, the Snooze function allows you to reschedule for a later date. This is how you snooze an action:
Navigate to your Actions.
Select the conversation you want to snooze.
Click the Snooze button in the top right and choose a date when you’d like to revisit this conversation.
Once snoozed, the action will disappear from your active list and reappear when it’s time to follow up.
Remove an Action
If a conversation is no longer relevant, you can remove the action from your actions list so that it doesn't reappear with the Stop suggesting actions button. This is how you remove an action:
Go to your To-Do list.
Select the conversation you want to delete.
Click the Snooze button, there you get the option to to remove the converstaion from your list.
Use Delete for completed or unnecessary tasks, keeping your To-Do list focused and clutter-free. Note: The contact is not deleted from Andsend.
Best Practices
Use Snooze for conversations you wish to continue but want to delay.
Use Delete for conversations that are finished and you don't wish to continue for the time being.
Automatic Re-Engagement Reminders
Even if you snooze or delete an action, Andsend will automatically re-add it to your actions if the contact writes to you, posts on LinkedIn, or changes jobs. This way, you’re prompted to re-engage with contacts at key moments, helping you strengthen your relationships without missing any important updates.
By following these steps, you can leverage Andsend to enhance your business communication, maintain relationships more effectively, and focus on what matters most, growing your business.