What's new with Regie.ai? Q1 2024

If 2023 is going to be known as the "year of ChatGPT," we predict that 2024 will be known as the "year of the AI Sales Agent."

In January, we introduced that Regie.ai Auto-Pilot Agents were generally available to the market. This announcement was a signal that AI-automated selling is the future — and the future is now.

Read on to find out what other additions we've made to our platform in Q1 to shepherd in this new era of sales prospecting.

Improvements to Auto-Pilot

This past quarter, Auto-Pilot hit the ground running: our AI Sales Agents took over the repetitive parts of prospecting (e.g., list building, content generation, email task execution). In turn, this enabled our customers — and even our own internal sales team — to free up valuable SDR time so that they could focus on more important tasks.

As meeting volume increases — and manual workloads decrease — we decided to refine our Auto-Pilot offering by adding a few more enhancements.

#1: Support for non-sales engagement platform (SEP) workflows

While many customers use Auto-Pilot Agents through their current SEP workflows, we now can extend the same capabilities to customers without an SEP in place. For any autonomous email Agents you create, we can now send those emails on your reps' behalf using your email solution provider.

#2: Limits on the number of personas engaged per account

Companies with a defined ideal customer profile and persona maps often have optimized volumes of coverage they want to stay within. In Regie.ai, you can now set a minimum and a maximum number of people your Agents will engage with on an account-based persona level.

#3: Supporting leads and contacts

Depending on your business, you may operate a lead-based motion, where the lead object is important to preserve in your Salesforce instance. You may also run more of an account-based motion, where you deal in contacts. No matter your workflow, Auto-Pilot Agents can be set up to create and work with Salesforce leads or contacts.

#4: Personalized call workflows

According to research from Omnisend, companies that use 3+ channels in their outbound strategies experience 287% higher purchase rates vs. companies that only use 1 channel.

Pretty wild, right?

It's not long before omnichannel campaigns are table stakes for businesses; recognizing this, we wanted to meet our customers in the middle and make it easier for them to coordinate those efforts. Part of our Q1 2024 product update efforts included adding functionality to support customers who use power dialers like Outreach or Salesloft. Specifically, those customers can now reference Auto-Pilot generated priority call tasks and personalized call scripts when doing so.

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