The stages in the Engager

The Engager is a pipeline for booking meetings. Each tab is a stage:

• Not Interested: the contact said no. Negative replies are placed here automatically.
• On Hold: not now. You set this stage yourself, and you can still schedule a follow-up, for example in three months.
• Prospects: neutral replies, out-of-office and other automatic replies, and every reply from a sequence where the AI is turned off.
• Leads: positive replies. In LeadJabber, a lead is a contact who has replied positively.
• Opportunities: the contact is close to a meeting, for example while you agree on a time. You set this stage yourself.
• Won: a meeting is booked. You set this stage yourself. Because LeadJabber is built for booking meetings and sales calls, Won means a booked meeting, not a closed deal.

How the AI evaluates a reply

LeadJabber reads each reply and marks it Positive, Neutral or Negative in the Evaluation column of the Engager. The evaluation decides the stage: Positive goes to Leads, Neutral to Prospects and Negative to Not Interested. This happens automatically for every sequence where Set engager status using AI. is turned on, which it is by default.

Out-of-office and automatic replies

Out-of-office messages and other automatic replies are placed in Prospects. By default, a contact who replies is also removed from the sequence. To continue the sequence for that contact:

1. Select the contact in the Engager and click Actions, then Add to a sequence.

2. Under Select a sequence, choose the sequence. Uncheck Only show sequences you own to see sequences owned by colleagues.

3. Under Select stage, choose the stage the contact should continue from.

4. Choose the date and time under Schedule for, or turn on Activate now to run the actions in that stage immediately.

5. Click Add Contact.

Turn the AI off for a sequence

If you prefer to sort every reply yourself, turn the AI off in the settings of the sequence:

1. Open the sequence in the Sequence Builder and click Settings and Save.

2. In the section about replies, uncheck Set engager status using AI.

3. Click Save Sequence.

Replies to that sequence then go to Prospects, and the Evaluation column stays empty for them.

Contacts that already have a stage

The setting Override current engager status, in the same section of the sequence settings, decides whether the AI may change the stage of a contact who already has one. It is off by default, so a contact you have moved yourself, for example to Opportunities, stays where you put it.

Change the stage yourself

Click Change Status on the row in the Engager, or open the reply and click Set Status. See Handle replies in the Engager.