FlashInfo Discover
List Management
Sharing Lists with Other Users:
- Users can create and share their lists with other users.
- Admins and Owners can share any list with users within the same organization.
- Based on shared lists, users can view and use them in list management. Read More
- In People/Company/Local Search, users can use lists either created by themselves or shared using the "Share with ALL" logic.
- Owners and Admins can use all the lists within the same organization.
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AI Agent Automation
Currently in its Alpha version, No restrictions based on subscription plans.
Creating a New AI Agent:
- Users can create a new AI calling agent.
- A phone number is automatically assigned to the AI Agent upon creation.
- In the Alpha version, a phone number is auto-assigned to each AI Agent.
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Getting Experience:
- After creating a new AI Calling agent, click on "Experience", enter the phone number, and understand how the AI Agent works.
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Managing AI Agents in the Organization
Users can manage all AI Agents based on:
- Search by AI Agent Name
- View Process of Contact Count
- Webhook Agent ID assigned to each AI Agent
- Ability to Publish or Disable at any moment.
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Learn about Agent Webhook API Docs
CRM Enrichment – Activity Log
Based on HubSpot CRM Enrichment – External Data:
Users can now access the Activity Log based on their external data.
Sequence Activity Logs include:
1. Add to Sequence
2. Remove from Sequence
Email Activity Logs include:
1. Received Email with Content
2. Reply to Email
Call Activity Logs include:
1. Outbound Call
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These will be recorded in HubSpot for contacts imported from HubSpot to FlashInfo.
Based on Salesforce CRM Enrichment – External Data:
Users can now access the Activity Log based on their external data.
Sequence Activity Logs include:
1. Add to Sequence
2. Remove from Sequence
Email Activity Logs include:
1. Received Email with Content
2. Reply to Email
Call Activity Logs include:
1. Outbound Call
2. Call Recording
These will be recorded in Salesforce for Leads and Contacts imported from Salesforce to FlashInfo.
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FlashInfo Engage
Support setting the wait time for the ring during parallel dialing.
Optimize the selection of email types when importing contacts from Discover.
- The default is all types; you can specify business or personal email.
- If specifying a type, the email task will be skipped if the contact does not have a corresponding email for that type. The reason for skipping will be recorded as "Invalid Email".
SSO Free users now support automatic mailbox warm-up.
Record pause and skip activities for tasks to monitor task execution
- Click on the contact's avatar, then "activities" in the shortcut window, followed by "Detail" to view all activity specifics.
- In the recently added pause or skip activities, you can view the step, action, and reason.
Improved execution logic for the Sequence Parallel Dialer task:
- Parallel Dialer tasks in a Sequence are automatically skipped if the contact is removed from the Dialer.
Display the current status on the Sequence details page.