[{"_1":2,"_1518":-5,"_1519":-5},"loaderData",{"_3":4,"_1503":1504},"root",{"_5":6,"_7":8,"_15":16,"_23":24,"_89":-5,"_90":91,"_107":108,"_1342":1343,"_1344":1345,"_1496":1497,"_1498":1499,"_1500":1501,"_1502":22},"cspNonce","20d307f5c44ba5c77282a605da78ea16920c8270b1135cbe6d01887557ae65b2","firebaseConfig",{"_9":10,"_11":12,"_13":14},"apiKey","AIzaSyDCG_xdkCxQ0mNJT1LKg2XIf0cHJwSISYU","authDomain","support.regie.ai","projectId","unthread","session",{"_17":18,"_21":22},"user",{"_19":20,"_21":22},"uid","anon_1764985949852_gyyn4ss","anonymous",true,"portal",{"_25":26,"_27":28,"_29":22,"_30":22,"_31":12,"_32":-5,"_33":-5,"_34":35,"_37":38,"_46":47,"_49":50,"_58":59,"_60":61,"_65":66,"_74":-5,"_75":73,"_76":73,"_77":78},"id","90b50711-41df-4498-b96a-08061114b81f","tenantId","u-regieai-ad3xw","isExternal","isEnabled","customDomain","signInEmailSender","previewUrl","projectIds",[36],"70b481e5-6ab4-48c1-ae53-742ebba85a46","customLinks",[39],{"_40":41,"_42":43,"_44":45},"title","Regie.ai Help Center","link","https://help.regie.ai/hc/en-us","icon","help-circle","featuredCollections",[48],"8e29d4ce-1a02-4c3d-a709-0e910565b05c","settings",{"_51":52,"_53":54,"_55":56,"_57":22},"logoUrl","https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-regieai-ad3xw%2Fslack%2Fregie%20logo%20icon-2.png.png.png?alt=media","primaryColor","#428cff","darkThemeAccentColor","#ffffff","allowDirectTicketCreation","identityPlatformTenantId","e-regieai-ffzz0","homepageMetadata",{"_40":62,"_63":64},"Regie.ai Customer Help Center","description","","loginMethods",[67,71],{"_68":69,"_70":22},"type","magicLink","enabled",{"_68":72,"_70":73},"sso",false,"statusBanner","requireAuthentication","restrictLoginToAccountDomains","tenant",{"_79":80,"_82":83},"allowedEmailDomains",[81],"regie.ai","allowedPriorities",{"_84":73,"_85":22,"_86":22,"_87":22,"_88":22},"1","3","5","7","9","userProfile","projects",[92],{"_93":94,"_95":96,"_97":98,"_63":99,"_100":-5,"_101":102,"_103":104,"_105":106,"_25":36,"_27":28},"name","External Customer Support","supportName","Regie Customer Support","supportLogo","https://firebasestorage.googleapis.com/v0/b/trnout-co.appspot.com/o/u-regieai-ad3xw%2Fslack%2FLogo%2011%20(3).png.png?alt=media","Any items submitted on behalf of customers or by internal employees","workingHours","defaultTriageChannelId","C09QKHY5U79","createdAt","2025-07-09T15:51:48.323Z","updatedAt","2025-11-26T16:34:55.149Z","articles",[109,124,132,140,148,156,164,172,179,187,193,201,209,217,224,232,240,248,256,264,271,279,287,295,303,310,318,326,334,341,349,356,364,372,380,388,396,404,412,420,427,434,441,449,457,464,471,477,485,493,501,509,517,525,533,541,549,557,565,573,581,589,597,605,613,621,629,637,645,653,661,669,677,685,693,701,709,717,725,733,741,749,757,765,773,781,789,797,805,813,821,829,837,845,853,861,869,877,884,892,900,908,916,924,932,940,948,955,963,971,978,986,994,1002,1010,1017,1025,1033,1040,1048,1056,1063,1070,1077,1085,1093,1100,1108,1116,1123,1130,1138,1146,1154,1162,1170,1178,1186,1194,1202,1210,1218,1226,1233,1241,1248,1255,1263,1271,1278,1286,1294,1302,1310,1318,1326,1334],{"_40":110,"_111":112,"_113":114,"_115":-5,"_13":-5,"_103":116,"_105":117,"_25":118,"_119":-5,"_120":121,"_122":123},"3 Tips for Creating a Mobile-Friendly Email – Regie.ai","url","https://help.regie.ai/hc/en-us/articles/40635297191443-3-Tips-for-Creating-a-Mobile-Friendly-Email","content","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n1. **Keep subject lines short** - On a small mobile screen people typically see between 30-45 characters of the subject line, depending on which email client they use.\n\n* Use the [Mobile Preview](https://help.regie.ai/hc/en-us/articles/39276577305235) and inspect if your subject lines are too long.\n\n2\\. **Use mobile-friendly formatting** - Use email body formatting that makes it easy for the reader to skim to find what they need.\n\nUse short paragraphs, multiple new lines to increase white space, headers, bullets or number lists to break content down into sections, making important information easy to find and understand.\n\n* While using the [Mobile Preview](https://help.regie.ai/hc/en-us/articles/39276577305235), can they read the entirety of your email in 1-2 scrolls?\n\n3\\. **Get to the point fast and include a clear CTA** \\- People often check their emails on mobile devices in between tasks -whether on the go, in a line, during a quick break.\n\nThe reality is, mobile readers are skimming their emails. Therefore keep it short, purposeful and ensure your CTA tells them exactly what action to take next.\n\n* The [Email Analyzer](https://help.regie.ai/hc/en-us/articles/39236890346515) is an excellent resource to analyze your entire email message to ensure your following best practices.","collectionId","2025-06-24T15:23:12.991Z","2025-09-23T09:26:39.093Z","18789fe1-8653-44ce-8f3b-ea28d11c7e68","collection","userGroups",[],"channels",[],{"_40":125,"_111":126,"_113":127,"_115":-5,"_13":-5,"_103":128,"_105":117,"_25":129,"_119":-5,"_120":130,"_122":131},"Adding New Users to Regie.ai – Regie.ai","https://help.regie.ai/hc/en-us/articles/39089854907539-Adding-New-Users-to-Regie-ai","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nHow to add New Users to a Workspace\n\nThe Regie Team will be happy to assist any admins and managers with adding new Users to Regie.ai. Simply send your Users list to your point of main point of contact at Regie. \n\nTo self serve and manually add new users to Regie, follow the instructions below.\n\n1\\. With Regie Admin user level credentials, access **Workspace Settings** by clicking on your initials in the upper right corner. Select Workspace Settings from the menu.\n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/39781690987027)\n\n2\\. Select **Members.**\n\n**![](https://help.regie.ai/hc/article_attachments/40186146682643)**\n\n3\\. From the Members page, click **\"+Invite Member\"** button located in upper right of the screen. This will pull up the **Invite user** window.\n\n![image-20241007-231215.png](https://help.regie.ai/hc/article_attachments/40186173706131)\n\n4\\. Enter the email address of the User and select their **Role** (User Level).\n\n5\\. If adding multiple email addresses simultaneously:\n\na. Each email must be comma separated\n\nb. All users added will assume the same Role.\n\n6\\. Press **\"Send Invite**\" when complete!\n\nThe new user(s) will receive an emailed invitation from Regie.ai (hello@useregie.com) with details on how to join the workspace and to finalize the setup of their Regie Account.\n\n**Regie.ai Workspace Roles (User Permission Levels)**\n\n* **Admin** \n * Users can access and manage all Workspace and Organization Settings\n * Can create, modify and publish Agents\n * Users can access all Agent and Rep Activities\n * Access to Admin Dashboard\n * Access to Measure tab\n* **Manager** \n * Same as above, however user cannot publish Agent\n* **Rep** \n * Access to rep dashboard\n * Users can access their agent assigned tasks\n * Users can't access any Workspace/Org Settings/Agent Settings\n\nMore specifics on [Workspace Role Types & Permissions](https://help.regie.ai/hc/en-us/articles/40186511135123) can be found here","2025-06-24T15:22:48.613Z","0ab06322-beee-44f5-9759-0724b47c5935",[],[],{"_40":133,"_111":134,"_113":135,"_115":-5,"_13":-5,"_103":136,"_105":117,"_25":137,"_119":-5,"_120":138,"_122":139},"Add Personal Calendar Link to Messages – Regie.ai","https://help.regie.ai/hc/en-us/articles/39096386008467-Add-Personal-Calendar-Link-to-Messages","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nEnable Regie to automatically include a reps personal booking link in AI messages\n\nReps can add their **personal calendar links** (eg. Calendly, ChiliPiper or other scheduling tool) directly to their user profile in Regie. \n\nAdding a booking link is the first step towards enabling Regie to automatically include the link in a personalized email or messages to prospects, which allows prospects to book meetings with the rep directly, reducing friction and speeding up the prospecting cycle.\n\nThe final step of setting this up requires Managers to partner with the Regie Team on updating the prompts/messaging of your Agent sequences with added instructions on including the calendar link. \n\n**How to add a personal calendar link to your Regie profile**\n\n1\\. From the **RegieOne platform**, click your **initials** in the upper right corner.\n\n![](https://help.regie.ai/hc/article_attachments/39998820506387)\n\n2\\. Select **My Account.**\n\n3\\. Add your booking link to the **Public Calendar** field.\n\n![](https://help.regie.ai/hc/article_attachments/39998849075347)\n\n4\\. Press **Save**","2025-06-24T15:23:01.271Z","effb1bdd-c107-4aca-8963-7ec1bcd2b12f",[],[],{"_40":141,"_111":142,"_113":143,"_115":-5,"_13":-5,"_103":144,"_105":117,"_25":145,"_119":-5,"_120":146,"_122":147},"Add Your Company Info – Regie.ai","https://help.regie.ai/hc/en-us/articles/39089431155475-Add-Your-Company-Info","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nShare general details of your company with Regie.ai. This will be used by Regie to generate personalized content. \n\n**Adding Company Info is accessible to [Regie.ai](http://regie.ai/) Admins Only \n**\n\nThe magic of RegieOne starts by sharing details on your company and what your company does to Regie.ai.\n\nThese important pieces of information serve as the foundational building blocks for all future highly relevant, and targeted personalized content created by Regie. \n\nAs an Admin, the Regie Team will assist you with adding these details to your workspace during Onboarding, but instructions are provided below on how to add company info if you want to do this on your own.\n\n![](https://help.regie.ai/hc/article_attachments/40123031197587)\n\nAdd the following details:\n\n* **Import from website** - Add your company's URL to the Import from website field and select **\"Import.\"**\n * Regie.ai summarizes your website’s content and automatically loads this summary within the Company Description section.\n * Company Name and Website Domain URL will be added automatically as well.\n* **Company Name** \\- can be manually added or adjusted\n* **Company Description** - Company name & description of what your company does \n * This can be auto-populated using the \"Import from Website\" feature on this page.\n * Alternatively, you can manually input company description details provided by your Marketing Team into this section.\n* **Default Pain Point** - The **main challenge or pain** your prospects experience. \n* **Default Value Proposition** - The **unique value your solution provides** to address your prospect’s main challenge/pain. \n\n**Important Note on Default PP and VP**: This default setting enables reps to continue to leverage Co-Pilot personalization features like the **Rapid Writer, Rapid Writer Bolt** should [Regie.ai](http://regie.ai/) be unable to match a prospect with a specific Persona.\n\n**How to Access and Add Company Info:**\n\n1\\. Select you initials in the upper right of your Regie platform and click on **Workspace Settings** from the menu.\n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/40123031198611)\n\n2\\. In **Workspace Settings** ensure you're on the **General** tab.\n\n![](https://help.regie.ai/hc/article_attachments/40123031200147)\n\n3\\. Enter **Company Info** into each of the fields.\n\n4\\. Press **Save Changes** when finished.\n\nRelated to","2025-06-24T15:22:46.802Z","b3f3ddf1-eaf9-4893-97c4-612d2aa2e003",[],[],{"_40":149,"_111":150,"_113":151,"_115":-5,"_13":-5,"_103":152,"_105":117,"_25":153,"_119":-5,"_120":154,"_122":155},"Agent Analytics – Regie.ai","https://help.regie.ai/hc/en-us/articles/41540768602771-Agent-Analytics","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **Analytics** tab in Agents enables users designated as Admins and Managers to monitor the activity and all-time performance of an **AI Agent.**\n\n![](https://help.regie.ai/hc/article_attachments/41540768586387)\n\n### **How to access:**\n\n1\\. In the Regie.ai platform, go to **AI Agents** from the navigation bar.\n\n2\\. From the **Agents Overview** page, select the name of the AI Agent whose metrics you want to inspect.\n\n3\\. Inside the **AI Agent,** select the **Analytics** tab.\n\nLet's breakdown the data!\n\n### **Agent Results**\n\n**![](https://help.regie.ai/hc/article_attachments/41540746795539)**\n\n* **Meetings Booked** – This refers to the total number of meeting events associated with an account that were scheduled within 60 days of a Regie touch. A Regie touch is defined as at least one completed task—such as an email, call, or LinkedIn Task.\n * If a meeting is booked within this 60-day window following any of these touchpoints, it is attributed to the Regie Agent. \n* **Opportunities Created** – Total number of all Opportunities created within an Account after meeting was created/booked \n \n* **Pipeline Created** – Total dollar amount of pipeline generated by Regie based on the account’s deal amount indicated in Salesforce\n \n\n**Note:** These results are all based on the default attribution logic in Regie. This could differ if your platform includes custom meeting attribution logic.\n\n**Why are these insights important?**\n\nThe Agent Results metrics provide insight on how Regie is influencing pipeline through all email, social, and call tasks automatically generated by your Agent.\n\n### **Prospects Last Touched**\n\n**![](https://help.regie.ai/hc/article_attachments/41540768593683)**\n\nThe distribution of active prospects last engaged through an email, phone call or a LinkedIn interaction within the indicated timeframe.\n\nActive prospects are classified as either Working, Unsubscribed, Out of Office, Failed, Pending or Not Contacted status.\n\n**Why are these insights important?**\n\nMonitoring these metrics helps determine if the prospects are being contacted at the right touch intervals and touch frequencies.\n\n### **Intent** \n\n**![](https://help.regie.ai/hc/article_attachments/41540746799251)**\n\nThe Intent Chart provides a visual representation of your Agent’s outreach coverage, segmented by prospect intent and channel of communication used.\n\nYou can also toggle the chart to display the average number of touches your higher intent prospects received in each communication channel (calls, email and social).\n\n**How does Regie leverage intent data?**\n\nRegie actively leverages prospect intent signals - based on behavioral engagement - to determine the frequency and channel of outreach in an AI sequence. \n\nEngagement signals analyzed includes:\n\n* Email opens and clicks\n* Positive replies\n\nIf configured on your account, Regie Agents can also incorporate 1st party intent from your website to enhance intent scoring.\n\nAlready using an intent data provider? Regie can read intent data from platforms like 6sense, Demandbase, Metadata, Terminus, and others. Insights from these tools are factored into Regie.ai's intent scoring and sequencing logic. \n\n**Why are these insights important?**\n\nUse this to monitor if your higher intent prospects are being prioritized by the Agent.\n\n### **Activity**\n\n![](https://help.regie.ai/hc/article_attachments/41540746802195)\n\nThe Activity graph provides insight as to how many tasks are being created across your call, LinkedIn and email channels overtime. \n\n**Why are these insights important?**\n\nThis shows how active your agent is. These numbers should be compared with the recommended task activity metrics displayed on the [**Measure**](https://help.regie.ai/hc/en-us/articles/39788249637779) tab.\n\n### **Additional Metrics Shown**\n\n* Overview of Account and Prospect coverage \n* Overview of Automatic and Manual task counts\n\nRelated to","2025-06-24T15:22:51.602Z","a60bc0da-5331-4082-aa2c-09cde72cdfcd",[],[],{"_40":157,"_111":158,"_113":159,"_115":-5,"_13":-5,"_103":160,"_105":117,"_25":161,"_119":-5,"_120":162,"_122":163},"Agent Logic and Operations – Regie.ai","https://help.regie.ai/hc/en-us/sections/42052633374355-Agent-Logic-and-Operations","[Profile](https://help.regie.ai/hc/en-us/profiles/33230522877203) [Requests](https://help.regie.ai/hc/en-us/requests) [Activities](https://help.regie.ai/hc/contributions/comments?locale=en-us)\n\n[Sign out](https://help.regie.ai/access/logout?return_to=https%3A%2F%2Fhelp.regie.ai%2Fhc%2Fen-us)","2025-06-24T15:22:44.157Z","1c660262-c067-4cc7-b8b9-143ad652a1fa",[],[],{"_40":165,"_111":166,"_113":167,"_115":-5,"_13":-5,"_103":168,"_105":117,"_25":169,"_119":-5,"_120":170,"_122":171},"AI Agent Analytics – Regie.ai","https://help.regie.ai/hc/en-us/sections/41541021348371-AI-Agent-Analytics","Follow Section\n\n* [Agent Analytics](https://help.regie.ai/hc/en-us/articles/41540768602771-Agent-Analytics)","2025-06-24T15:22:51.931Z","5cab0b46-0edd-4152-b727-93b04226e918",[],[],{"_40":173,"_111":174,"_113":159,"_115":-5,"_13":-5,"_103":175,"_105":117,"_25":176,"_119":-5,"_120":177,"_122":178},"AI Agent and Co-Pilot Prompts – Regie.ai","https://help.regie.ai/hc/en-us/categories/39277666167059-AI-Agent-and-Co-Pilot-Prompts","2025-06-24T15:22:43.330Z","2c8b9a68-bdcd-4a55-984c-94e95fc73da0",[],[],{"_40":180,"_111":181,"_113":182,"_115":-5,"_13":-5,"_103":183,"_105":117,"_25":184,"_119":-5,"_120":185,"_122":186},"AI Agents – Regie.ai","https://help.regie.ai/hc/en-us/articles/40326780040339-AI-Agents","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**Regie's AI Agents** are true partners to your reps - autonomously handling routine tasks like lead sourcing and list building. They also prioritize daily tasks, enabling your reps to focus on high-value conversations and relationship-building.\n\nThe **AI Agents page**, accessible only to **Admins and Managers**, serves as a centralized hub for creating, editing, and managing AI Agents.\n\n![](https://help.regie.ai/hc/article_attachments/40326833231635)\n\nHere, you’ll find a list of all agents, including high-level performance and activity metrics and each agent’s active or inactive status.\n\nFrom this page, you can create new agents, edit or clone existing ones, or archive agents that are no longer in use.\n\n**How to Access an AI Agent**\n\n1\\. Select the **AI Agent** icon from the navigation bar in Regie.\n\n2\\. Click the name of the Agent to access sequence settings including:\n\n* Audience Discovery and Expansion\n* Workflow and Task Settings\n* Messaging and Prompts\n* Prospect Status and Activity\n* Performance Analytics\n\n![](https://help.regie.ai/hc/article_attachments/40326780037651)\n\n**How to Create an AI Agent**\n\nThe Regie Team partners with you in the creation of an AI Agent. This ensures Agent set up is aligned with your use case, workflows, KPIs and overall goals.\n\nPlease connect with your dedicated Regie.ai contact to get started with building your AI Agents!\n\nMore AI Agent resources can be found here.","2025-06-24T15:22:47.635Z","1f51547f-c75f-4c39-92ea-dea0013cfc45",[],[],{"_40":180,"_111":188,"_113":159,"_115":-5,"_13":-5,"_103":189,"_105":117,"_25":190,"_119":-5,"_120":191,"_122":192},"https://help.regie.ai/hc/en-us/categories/39096882100499-AI-Agents","2025-06-24T15:22:42.426Z","cb4495af-6b5b-4e75-a4ae-d2ea1186fa16",[],[],{"_40":194,"_111":195,"_113":196,"_115":-5,"_13":-5,"_103":197,"_105":117,"_25":198,"_119":-5,"_120":199,"_122":200},"AI Agent Types – Regie.ai","https://help.regie.ai/hc/en-us/articles/41890095226259-AI-Agent-Types","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nWhen creating an AI Agent in Regie, the **agent** **type** is determined based on the list view selected in Salesforce at the start of the build process.\n\nThis decision defines how the Agent will operate—and once the Agent is created, its type cannot be changed.\n\nThere are two types of AI Agents:\n\n* Contact Mode\n* Lead Mode\n\nThis article explains the key differences between these Agent types, how each one functions, and what considerations to keep in mind when using them.\n\n### **Contact Mode Agent**\n\n#### **How it works:**\n\nA Contact Mode Agent uses either Contact or Account lists/reports from Salesforce. It operates primarily based on **Account-based views** and can identify and engage new prospects by leveraging the contact-to-account relationship.\n\n**Key Functions:**\n\n* Works with Contact and Account list views or reports in Salesforce.\n \n* Can target explicit Contact lists and reference their associated Accounts to determine ownership.\n \n* Prioritizes Accounts and their ownership (by Salesforce User ID) as the basis for decision-making and outreach.\n \n\n**Important Considerations:**\n\n* Contact Mode is ideal for Account-Based Marketing (ABM) or sales strategies where Account ownership drives territory or outreach decisions.\n* List organization and ownership routing are determined at the Account level.\n\n### **Lead Mode Agent**\n\nA Lead Mode Agent uses Salesforce Lead lists or reports to identify and reach out to new prospects. This mode is typically used for **top-of-funnel**, high-volume outbound motions, especially where Account data is not yet available.\n\n**Key Functions:**\n\n* Operates from Lead-specific views or reports in Salesforce.\n \n* Ideal for lookalike modeling and broad outbound campaigns where leads are not yet tied to an Account.\n \n\n**Important Considerations:**\n\n* These lead lists don’t have an associated Account in Salesforce. This must be considered if Audience expansion is being used with this type of list.\n* When Regie creates a new lead in their CRM, ownership will not automatically be assigned. Ownership must be routed automatically (using a product like Lean Data) or manually assigned by your team.\n\nRelated to","2025-06-24T15:23:21.921Z","c9704014-dd6d-4834-803e-b673cf016a54",[],[],{"_40":202,"_111":203,"_113":204,"_115":-5,"_13":-5,"_103":205,"_105":117,"_25":206,"_119":-5,"_120":207,"_122":208},"AI Call Scores – Regie.ai","https://help.regie.ai/hc/en-us/articles/39616870839315-AI-Call-Scores","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**AI Call Score Overview**\n\nOur AI-powered call scores automatically analyzes phone calls between sales reps and prospects, saving managers hours of manual work listening to and evaluating each call.\n\nBoth managers and reps receive instant, actionable insights from the AI Score, allowing the manager to focus on improving their team’s performance with data-driven recommendations.\n\n![](https://help.regie.ai/hc/article_attachments/39691105287187)\n\n**Will all calls made on the dialer receive an AI Score?**\n\nThe Regie Dialer only scores calls where there's a successful connection.\n\nFor every call with a \"Connect\" disposition, the Dialer provides an overall call score, grading key elements like gatekeeper handling, the quality of the opener, the pitch, and the closer.\n\nThe scorecard also tracks the rep's Words Per Minute (WPM), offering valuable insights into their speaking pace which directly impacts the prospect’s experience during the call.\n\n**AI Score Breakdown** \nThe AI Score is based on four key sections:\n\n* Introduction & Breakdown (30%)\n * Evaluates clarity, professionalism, purpose statement, and initial engagement.\n* Discovery & Engagement (20%)\n * Checks open-ended questions, active listening, and rapport-building.\n* Value Proposition & Alignment (30%)\n * Measures how well the rep aligns product benefits with the prospects needs.\n* Closing & Next Steps (20%)\n * Assesses clarity of next steps, handling objections, and positive closing.\n\n**How to access AI Call Scores:**\n\nNote: Reps are only able to access their own call scores in Regie. Managers have access to all available call scores in the workspace.\n\n1\\. Go the AI Dialer from the Regie platform\n\n2\\. Select Call History\n\n3\\. Scores will be visible in the AI Score column located in the Call History table\n\nQuick Tip: We recommend Filtering the Call History table by \"Has AI Score\" to more easily surface and inspect connected calls with an AI Score.\n\n4\\. Click the AI Score to access the call details and the AI Score breakdown\n\n![AI Call Score.png](https://help.regie.ai/hc/article_attachments/39616870838291)\n\n5\\. Go to the AI Score tab to inspect the details of the AI Score.\n\n![](https://help.regie.ai/hc/article_attachments/39691303414291)\n\n6\\. Click anywhere on the screen outside of the Call Details window to return to the Call History Table View.\n\nRelated to","2025-06-24T15:22:59.832Z","4da8efc4-c833-4218-b443-81f82146e3ae",[],[],{"_40":210,"_111":211,"_113":212,"_115":-5,"_13":-5,"_103":213,"_105":117,"_25":214,"_119":-5,"_120":215,"_122":216},"AI Dialer FAQs – Regie.ai","https://help.regie.ai/hc/en-us/articles/40157023156371-AI-Dialer-FAQs","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**Q: With the parallel dialing functionality of the AI Dialer, what happens if you get multiple people that answer the phone at the same time?**\n\nA: Although this is a rare instance, Regie factors down to the millisecond which prospect actually picked up the call first. Once determined, Regie will instantly bridge the rep into the call with the prospect that answered first.\n\nAll other calls are immediately disconnected. The prospects are put back to the bottom of the call cue to complete at a later time.\n\n**Q: What is the experience for the prospects if a rep maxes out the parallel dialer (9 people called at same time) and 1 of the 9 prospect answers immediately?**\n\nA: All other prospects will be disconnected from the call and see a missed call from the number that the rep dialed from.\n\nCall tasks to connect with those prospects are placed back into the call queue to call back later in the day. The AI Dialer will use the same number that we initially called them from so the prospect can recognize the number.\n\n**Q: Can the dialer use the same numbers that the reps typically call from in their SEP?**\n\nA: Every rep chooses and registers a phone number from those provided by Regie in the dialer set up process. This is the number that will be displayed when the prospect receives the phone call from the AI Dialer.\n\nWe recommend selecting 3 -10 phone numbers to improve your call connection rate.\n\n**Q: If a prospect misses a call from the dialer and decides to call the number back, what happens next?**\n\nA: The incoming call will go back to the rep that placed the initial dial. Callbacks will go directly to the call forwarding number initially set up in the rep’s dialer onboarding. If the rep has enabled\n\n**Q: What happens when the phone number for the prospect has a phone tree or any other non-human operator answering the call, like Google Voice Assist?**\n\nA: If a dialer tree, phone tree, or any other non-human operator is detected by the Dialer, Regie will not bridge the rep into that call. The AI Dialer will instead end and disconnect the call since a human voice could not be detected. The call task will be dispositioned as non-answer.\n\nOnly if a human operator is detected by the AI Dialer, Regie will bridge in the rep and they handle the call from there.\n\nRegie is committed to creating tools that will help the parallel dialer better navigate Voice Assist or phone trees as we continue to enhance the Dialer’s future capabilities.\n\n**Q: How do we disposition a number that is found to be wrong or bad number for the individual so that Regie doesn’t dial them again and we can audit/clean up phone data?**\n\nA: Regie will work with the team to set up specific call dispositions to keep track of these instances.\n\nWrong or bad number dispositions will inform the agent to never dial that number associated with the prospect again.\n\nSee more on [How to Handle Bad/Wrong Numbers](https://help.regie.ai/hc/en-us/articles/39926239874963)\n\n**Q: When leaving AI voicemail drops, what personalization data is being used by Regie to create the voicemail to the prospect?**\n\nA: At minimum we’ll have their Persona, information about their job title, company they are at and your value proposition in order to create a unique message that will be specific to them.\n\n**Q: As a rep, where can I launch the Regie Dialer from?**\n\nA: The AI Dialer is accessible from the Regie Chrome Extension and the RegieOne platform.\n\nThe Chrome Extension can be used in the same locations reps typically do their prospecting work such as Outreach, Salesloft, Salesforce, Gmail, and Outlook on the Web.\n\n**Q: What are best practices for leaving voicemails today and will Regie automatically incorporate those best practices in the voicemail scripts?**\n\nA: Short and sweet voicemails are always recommended.\n\nMany individuals use speech to text to transcribe the voicemails they receive as well, so getting to the point of the call quickly is also key to a good voicemail. Most prospects simply aren’t going to spend a lot of time reading voicemail transcripts.\n\nThe Regie team works very closely with the admins of the account to construct the prompts that Regie will use to create personalized voicemail messages and ensure each script is following best practices.\n\n**Q: When bridged into a live call using the parallel dialer can I still access the prospect’s information on LinkedIn, my sales engagement platform or other online sources of information that I typically use for reference?**\n\nA: Yes! As the AI Dialer is running, you can always click to open the prospect’s LinkedIn Profile, Salesforce instance, their profile in your Sales Engagement Platform, or the company page in advance and at any time.\n\nFor this reason it’s a best practice to configure your dialer set up in advance. You do this by positioning your AI Dialer to the far right of your screen and then have the Chrome Browser Window open immediately to its left for research.\n\nIf you’re bridged into a live call with a prospect, Regie will automatically open both the prospect’s LinkedIn and Sales Engagement Platform profiles within that open browser window.\n\nSee more: [Recommendations on How to Configure Your Screen for the AI Dialer](https://help.regie.ai/hc/en-us/articles/39932421127187)\n\n**Q: When you get bridged into a call with a prospect, what are a few best practices for how to handle the first 10-15 seconds of that call?**\n\nA:\n\n1. **Use a General Opener:** Train the reps on adopting a to start calls with a consistent opener that allows for a smooth transition and helps manage any potential pauses or lags.\n \n\nFor example, at Regie.ai we use the following opener:\n\n“Hey \\[name of prospect\\], it’s \\[name of rep\\] from [Regie.ai](http://regie.ai/ \"http://Regie.ai\") on a recorded line. Did I catch you in the middle of something?”\n\nThis approach serves a dual purpose: it ensures the rep has all the prospect's information ready by the time they answer, and it confirms they’re speaking to the right person, setting the stage for an effective sales conversation.\n\n2. **Organize Calls by Persona:** Encourage reps to filter their call tasks based on the prospect's persona.\n \n\nHaving dedicated scripts for each persona allows reps to quickly reference specific pain points and tailor their pitch accordingly. This ensures that the messaging is relevant and focused, making the call more effective and repeatable throughout the dialing session.\n\n**Q: I’m using the AI Dialer to complete my call tasks from Outreach. Why am I seeing x number of call tasks in my Outreach platform, but a different amount of dials cued up in my dialer?**\n\nA: There could be a few causes for this:\n\n1. The call task in Outreach may not have a phone # associated to it\n \n2. The phone number is an international #. At this time, the AI Dialer only supports US based numbers (+1)\n \n3. The number was dispositioned as bad or wrong in Outreach\n \n4. Phone number is in a strange, unrecognizable format (too many or too few digits)\n \n\nIf none of the above scenarios apply to the call task in Outreach, please reach out to Regie’s AI Dialer Support Team.\n\n**Q: I’m a rep that is assigned to a specific region of the US. (example: I only call west coast customers) Should I only have 1 Regie assigned number or still set up my dialer with 3 numbers to dial from?**\n\nA: We recommend maxing out your dialer with 3 numbers to dial from that are within your region. Therefore if your region is West Coast, picking 3 numbers in close proximity to the region could look like setting up a number from a major city in California, Nevada and Oregon.\n\n**Q: I’ve found a better number for the prospect. How can I let Regie know about the updated number?**\n\nA: Regie will always look for a valid number that is associated to the prospect in Outreach. Once numbers are marked invalid in Outreach, a call task will not be generated by the Agent to call the prospect.\n\nOnce a new and valid number is added to the prospect’s record in Outreach, Regie is able to create a call task to attempt to dial the new number.\n\n**Q: There’s important information I need to access within Outreach. Can I still access these details while using the AI Dialer?**\n\nA: Yes! There are AI Dialer Settings that admins can establish that will can allow the dialer to automatically open up the prospect in your Outreach, their LinkedIn profile or their Salesforce instance once connected to the prospect.\n\nAdditionally, those pages can be opened and viewed at anytime using their respective links located directly within the Chrome Extension for research.\n\nQ: My completed cue still has calls in them. When does this clear out?\n\nA: For Regie generated call tasks, the AI Dialer will clear out the completed call cue everyday at midnight within your respective timezone.\n\nFor Outreach call tasks, this will be the same case.\n\n**Q: With the Power Dialer, since you’re dialing one at a time, can you leave a voicemail of your own or can Regie use the AI Voicemail drop?**\n\nA: There is a rep setting in the in the AI dialer that allows you to opt to leave voicemails manually every time when power dialing or you can opt to use the AI voicemail drop. So it depends on which setting you have set up.\n\nAs best practice, we recommend to not leave manual voicemails while power dialing because it can take you out of the flow due to its manual process\n\n**Q: When using the single line (individual line) dialer to place one-off calls to prospects, will those calls still get logged back to Salesforce?**\n\nA: Any dial made through the single line dialer will be logged back to Salesforce. Salesforce will always try match that phone number back to the prospect that is associated with that phone number if their record currently exists in Salesforce.","2025-06-24T15:22:53.080Z","20adb571-9e69-4291-bbed-f2991d5c736f",[],[],{"_40":218,"_111":219,"_113":159,"_115":-5,"_13":-5,"_103":220,"_105":117,"_25":221,"_119":-5,"_120":222,"_122":223},"AI Dialer – Regie.ai","https://help.regie.ai/hc/en-us/categories/38968462898835-AI-Dialer","2025-06-24T15:22:42.557Z","d0c44983-6873-48d0-b9e0-fe574c25b07d",[],[],{"_40":225,"_111":226,"_113":227,"_115":-5,"_13":-5,"_103":228,"_105":117,"_25":229,"_119":-5,"_120":230,"_122":231},"AI Emails – Regie.ai","https://help.regie.ai/hc/en-us/articles/39979547742995-AI-Emails","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **AI Emails** page enables reps to complete manual AI email tasks assigned by the AI Agent without leaving the RegieOne platform.\n\nOn the **AI Emails** page both managers and reps can also view and manage all upcoming and overdue manual email tasks. All users can also analyze email deliverability and performance metrics of specific email activities that were either manually completed or sent automatically by an AI Agent\n\nSee How to Complete Manual AI Email Tasks in RegieOne.\n\n![](https://help.regie.ai/hc/article_attachments/39979602452755)\n\n### **AI Email Tasks View**\n\n* Managers can view and manage all Due Today and Overdue manual AI email tasks assigned by all Autonomous Agents across the workspace.\n* Reps can execute on and manage their own Due Today and Overdue manual AI email tasks only.\n\nUnless you have AI Email tasks assigned by an AI Agent, as a manager you will not be utilizing this page much unless you are:\n\n* Managing manual AI Email tasks on reps behalf from this page\n* Inspecting the Email Activity history of all emails\n* Inspecting all AI generated social content\n\n**Managers can enjoy more comprehensive task management capabilities directly from the [Tasks page in RegieOne.](https://help.regie.ai/hc/en-us/articles/39900730876051)**\n\n**How to Filter Email Tasks**\n\nDrill down Email Tasks lists further by applying Filters.\n\n**Filter** your email tasks list on the following parameters:\n\n* Agent (Sequence Name)\n* Due at (Due Today or Overdue)\n* Persona\n* Sequencer (Rep Name)\n* Email Task Type\n\n**Filters** can be applied from the upper right of the Email Tasks table.\n\n![](https://help.regie.ai/hc/article_attachments/40015106195987)\n\n### **Email Activity**\n\nThe **Email Activity** tab allows both reps and managers to analyze email deliverability and performance metrics.\n\nThis includes automated AI emails sent on a rep's behalf through an Agent, as well as AI emails sent by a rep when completing an Agent-assigned manual email task.\n\n* Managers can inspect and analyze the email activity for all emails sent across the entire workspace\n* Reps can only inspect and analyze their own email activity metrics\n\n**![](https://help.regie.ai/hc/article_attachments/39979547738259)**\n\n**How to Filter Email Activity**\n\nDrill down Email Activity data further by applying Filters.\n\n**Filter** your email tasks list on the following parameters:\n\n* Timeframe\n* Agent (Sequence Name)\n* Automation (Automatically sent/Manually sent)\n* Sequencer (Rep Name)\n* Status (Bounced/Delivered/Failed)\n* Email Task Type\n\n**Filters** are located on the upper right of the Email Activity Table.\n\n**![](https://help.regie.ai/hc/article_attachments/39979547739795)**\n\nRelated to","2025-06-24T15:22:47.757Z","a987b4be-178e-4483-a884-c2bb7d093984",[],[],{"_40":233,"_111":234,"_113":235,"_115":-5,"_13":-5,"_103":236,"_105":117,"_25":237,"_119":-5,"_120":238,"_122":239},"AI Socializer – Regie.ai","https://help.regie.ai/hc/en-us/articles/39956449362963-AI-Socializer","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **AI Socializer** page provides a simplified workflow for Reps to send personalized LinkedIn messages to prospects.\n\nHere, reps can start their LinkedIn Tasks assigned by the AI Agent, inspect AI-generated social content, and review the history of all their completed LinkedIn Task Activities.\n\nManagers have the option to view and manage all LinkedIn tasks generated by the AI Agent from the AI Socializer page as well.\n\nSee How to Complete Social Tasks using the AI Socializer in RegieOne.\n\n![](https://help.regie.ai/hc/article_attachments/40033562029971)\n\n### **LinkedIn Tasks View**\n\n* Managers accessing this page can view and manage all Due Today and Overdue LinkedIn tasks assigned by all Autonomous Agents across the workspace.\n* Reps can execute on and manage their own Due Today and Overdue LinkedIn Tasks only.\n\nAs a manager, if you don't have social tasks assigned by an AI Agent you may not find yourself utilizing this page much unless:\n\n* You are inspecting the LinkedIn Activity History and content of all social tasks completed by reps in the workspace\n* You prefer managing social tasks on reps behalf from the AI Socializer page\n* You prefer inspecting AI generated social content from the AI Socializer page\n\n**Managers can enjoy more comprehensive task management capabilities directly from the [Tasks page in RegieOne.](https://help.regie.ai/hc/en-us/articles/39900730876051)**\n\n**How to Filter the AI Socializer Tasks Page**\n\nDrill down the LinkedIn Task list further by applying Filters.\n\nYou can **Filter** social tasks list on the following parameters:\n\n* Search by name using the Search Bar\n* Agent (Sequence Name)\n* Due at (Due Today or Overdue)\n* Persona\n* Sequencer (Rep Name)\n* Social Task Type\n\n**Filters** are accessed and applied from the upper right of the AI Socializer tasks table.\n\n![](https://help.regie.ai/hc/article_attachments/40040810684051)\n\n### **LinkedIn Activity**\n\nThe **LinkedIn Activity tab** allows both reps and managers to see the history of all completed LinkedIn Tasks and inspect the AI generated message content sent.\n\n* Managers can view and inspect and LinkedIn Task Activity for all messages sent by reps across the entire workspace.\n* Reps can only inspect and view their own LinkedIn Activity history.\n\n![](https://help.regie.ai/hc/article_attachments/40049394592403)\n\n**How to Filter LinkedIn Activity**\n\nDrill down LinkedIn Task completion list further by applying Filters.\n\nYou can **Filter** the list on the following parameters:\n\n* Search by name using the Search Bar\n* Timeframe\n* Agent (Sequence Name)\n* Sequencer (Rep Name)\n* Social Task Type\n\n**Filters** are located on the upper right of the tasks table.\n\n![](https://help.regie.ai/hc/article_attachments/40049394600595)","2025-06-24T15:22:48.017Z","b60a095a-794b-4094-919c-abb88aae5174",[],[],{"_40":241,"_111":242,"_113":243,"_115":-5,"_13":-5,"_103":244,"_105":117,"_25":245,"_119":-5,"_120":246,"_122":247},"Apollo Integration FAQs – Regie.ai","https://help.regie.ai/hc/en-us/articles/39159131198099-Apollo-Integration-FAQs","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**Q: Why should I connect my team's Apollo Account to my [Regie.ai](http://regie.ai/) Platform?**\n\nA: [Regie.ai](http://regie.ai/)'s Apollo Integration uses Apollo's mobile numbers if [Regie.ai](http://regie.ai/) can't find the data in your [Salesforce.com](http://salesforce.com/) records. This means more dials for your team to the numbers you trust Apollo to have.\n\nEach time an Agent tries to create a call task, it will check if the mobile phone data is in your salesforce first. If it's not, it will use Apollo to get the mobile phone data where available. If a mobile phone number for the prospect remains unavailable, we won't create a call task but will fall back to other channels of communication, like email and social tasks.\n\n**Q: Will Regie be able to source any numbers other than mobile through the Apollo Integration?**\n\nA: The Apollo + [Regie.ai](http://regie.ai/) integration will only perform a search on a missing mobile phone number for the contact.\n\n**Q: Will the integration effect my Apollo credits?**\n\nA: Yes, your Apollo contract must include phone number enrichment credits. \n\nApollo verifies the data and charges you 1 mobile credit and 1 email credit for the verified mobile phone number it finds on a prospect. If number is not valid, it is not pushed over.\n\n[Regie.ai](http://regie.ai/) will only attempt to pull missing mobile phone data based on the number of call tasks scheduled.\n\n**Q: Will the Apollo + [Regie.ai](http://regie.ai/) Integration automatically remove wrong phone numbers?**\n\nA: Although Apollo will ensure the number is valid, Apollo cannot guarantee that phone numbers will be 100% correct every time.\n\nIf you are provided a wrong number for a prospect, reps should document this on the prospect's record within the team's Sales Engagement Platform and/or Salesforce.\n\n**Q: Does Apollo have a call suppression feature?**\n\nA: Yes, Apollo offers screening against US and UK Do Not Call (DNC) lists.\n\nPlease see the [following article on how to enable](https://knowledge.apollo.io/hc/en-us/articles/19207906524557-Enable-Do-Not-Call-DNC-List-Screening-in-Apollo) DNC lists in Apollo.\n\n**Q: Does [Regie.ai](http://regie.ai/) support integrating with multiple phone enrichment providers?**\n\nA: No, your [Regie.ai](http://regie.ai/) workspace can integrate with just one phone number enrichment provider.\n\nRelated to","2025-06-24T15:23:04.189Z","d5bebcc3-5889-46ff-a785-30f4fa0bffe1",[],[],{"_40":249,"_111":250,"_113":251,"_115":-5,"_13":-5,"_103":252,"_105":117,"_25":253,"_119":-5,"_120":254,"_122":255},"Audience Expansion and Discovery – Regie.ai","https://help.regie.ai/hc/en-us/articles/41716283373715-Audience-Expansion-and-Discovery","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nRegie Auto-Pilot Agents work around the clock to engage with untapped segments of our customer’s markets.\n\nA stand-out feature of Auto-Pilot is Audience Expansion & Discovery, in which the Agent can build our customer’s lead lists while also looking for more audiences to expand into.\n\n### **What is audience expansion?**\n\nAudience expansion is a replacement for the work SDRs to do to find either new contacts in the accounts they are working, or new accounts that contain prospects like the ones you sell to already. \nWorking to find new contacts when there are existing assigned accounts is typical of Account-based Marketing (ABM) or Account-based Sales, where accounts are assigned and the sales team works within those.\n\n### **When and where should you apply it?**\n\nAny outbound motion should have audience expansion. The numbers are not on the side of people who say they have the contacts, unless they have a large ops team constantly getting new data, and following the sales team as they prospect into new accounts, new personas, new geos.\n\n### **What logic does Regie Agents use to decide who to discover and engage?**\n\nFor discovery and audience expansion, Regie uses the domain or website from the account record in Salesforce, not the account name, to discover more contacts for audience expansion.\n\nCurrently, Regie takes the connected list of accounts and randomly selects 200 accounts from the list each day. It then searches the Regie Database for all of the relevant contacts at each account that match a persona card and are eligible (good email, etc.) it will then add them into Regie based on the settings (if they have daily add limits etc.).\n\nImportant Note:\n\nThere is no exclusion from previously searched or logic to \"waiting to search that account again\". The same account could get searched every day and another account could take a month to get searched - although this is statistically unlikely.\n\n### **How do job titles work for Audience Expansion from Persona Cards?**\n\nThe audience expansion matching is \"exact substring match\". So if you add \"director, software engineering\" into the job titles of a persona card Regie will find:\n\n* director, software engineering\n* senior director, software engineering\n* director, software engineering productivity.\n\nIt would not find:\n\n* director, software eng.\n\nHowever, for common job abbreviations ( ex: Sr or VP) we will automatically expand Sr to Senior. \nSo if you typed Sr director, software engineering into the job titles of the Persona Card Regie would find:\n\n* Sr director, software engineering\n* Senior Director, Software engineering.\n\n### **2 Use Cases for Audience Expansion**\n\n* **Discovering New Contacts and Accounts -** Regie discovers both net new companies and individuals\n* **Discovering New Contacts within existing Accounts**\n\n**Additional Notes:**\n\n* Salesforce (SFDC) Account = Domain used to identify all prospects in our data set\n* All prospects identified by Audience Discovery are matched to personas\n* All matched personas are checked against existing aliases\n* Existing alias = do not import new prospect AND do not sequence\n * Not existing alias (but meets persona requirements) = added to Regie, Salesforce CRM, an integrated Sales Engagement Platform (SEP) and sequenced\n\nRelated to","2025-06-24T15:22:52.120Z","975528fa-1a00-4951-a60c-d7d4701ebfd4",[],[],{"_40":257,"_111":258,"_113":259,"_115":-5,"_13":-5,"_103":260,"_105":117,"_25":261,"_119":-5,"_120":262,"_122":263},"Auto-Open Links Settings – Regie.ai","https://help.regie.ai/hc/en-us/articles/40556819451923-Auto-Open-Links-Settings","Not yet followed by anyone\n\nReps can customize which websites open in new tabs when connected to a prospect called via the AI Dialer.\n\nUse the multi-select feature to choose sites like:\n\n* LinkedIn\n* Salesforce\n\nIf Regie is integrated with a Sales Engagement Platform, these additional sites can also open automatically if selected:\n\n* Salesloft \n* Outreach\n\n**How to access auto-open links settings:**\n\n1\\. Go to the **AI Dialer** from the Regie Chrome Extension or the RegieOne platform.\n\n2\\. Select **Call Settings**\n\n3\\. Go to **Auto-Open Links**\n\n**![](https://help.regie.ai/hc/article_attachments/40556803672851)**\n\n4\\. Choose the websites to open from the list provided. Selections made will be automatically saved!\n\n To optimize the auto-open links experience when using the AI Dialer, please see the [Recommended Screen Configuration Help Article](https://help.regie.ai/hc/en-us/articles/39932421127187).","2025-06-24T15:22:58.623Z","806482af-baa7-4c05-8a61-9a1bc46c879d",[],[],{"_40":265,"_111":266,"_113":159,"_115":-5,"_13":-5,"_103":267,"_105":117,"_25":268,"_119":-5,"_120":269,"_122":270},"Auto-Pilot Resources – Regie.ai","https://help.regie.ai/hc/en-us/sections/39096999756307-Auto-Pilot-Resources","2025-06-24T15:22:52.023Z","2ae2542a-26c9-4b8f-9ad9-548404046a37",[],[],{"_40":272,"_111":273,"_113":274,"_115":-5,"_13":-5,"_103":275,"_105":117,"_25":276,"_119":-5,"_120":277,"_122":278},"Call Recording Settings – Regie.ai","https://help.regie.ai/hc/en-us/articles/39762738663187-Call-Recording-Settings","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nRegie can store your rep's call recordings and apply any necessary restrictions to what can be recorded during a conversation with a prospect.\n\nWe recommend recording your rep's calls for training, identifying areas for improvement, to ensure compliance and provide valuable call insights, which will ultimately lead to better sales performance and better conversations with prospects.\n\n**How to access Call Recording Settings**\n\n1\\. With Regie Admin user level credentials, access Workspace settings by clicking on your initials in the upper right corner. Select Workspace Settings from the menu.\n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/39762760408979)\n\n2\\. Within the **Workspace Settings**, select **Call.**\n\n3\\. Scroll down within the Call Workspace Settings to the **Call Recordings** section.\n\n![](https://help.regie.ai/hc/article_attachments/39762738661267)\n\nThe following Call Recording Settings can be applied to the AI Dialer:\n\n* Enable US and Canada Call Recordings = Toggle On or Off\n * We provide the option to only record the audio of the rep for all calls made on the Dialer\n* When we enable call recordings for U.S. and Canada the following States that must have two-party consent to be recorded:\n * * California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, Montana, Nevada, New Hampshire, Pennsylvania, Washington\n \n * For these states listed above we must apply one of the following Dialer Recording Restrictions:\n \n 1. Always record audio of rep and call recipient\n \n * Perfect option when the rep's intro line script opens with the rep stating that they are calling the prospect on a recorded line\n \n 2. Only record audio of the rep in two-party consent states\n \n * Recommended when the intro line does not include the statement of the rep calling on a recorded line\n \n 3. Don’t record any calls in two-party consent states\n \n * The Call Recordings settings also includes the option to toggle on the ability for reps to share their call recordings externally.\n \n\nRelated to","2025-06-24T15:22:57.249Z","14d2317d-4292-4576-99c7-4e31048289d6",[],[],{"_40":280,"_111":281,"_113":282,"_115":-5,"_13":-5,"_103":283,"_105":117,"_25":284,"_119":-5,"_120":285,"_122":286},"Campaign Member Sync - FAQs – Regie.ai","https://help.regie.ai/hc/en-us/articles/41851218708499-Campaign-Member-Sync-FAQs","Not yet followed by anyone\n\nCommonly asked questions regarding Campaign Member Sync\n\n \n**Q: What happens when you add a prospect to an Agent and Campaign Member Sync is enabled?**\n\nA: The added prospect will be automatically synced to the connected Salesforce Campaign.\n\n**Q: What happens when you remove a prospect from an Agent and Campaign Member Sync is enabled?**\n\nA: It depends on how the campaign status is mapped to Regie statuses or activities. Typically, the prospect remains in the Salesforce campaign, but their status is updated.\n\nFor example, if a prospect is marked as \"Removed\" in the AI Agent, and that status is mapped to \"Removed\" in the Salesforce Campaign Member object, the prospect will still appear in the campaign, but their campaign member status will be updated to \"Removed.\"\n\n**Q: What happens when you add a new campaign member in Salesforce, but the prospect does not exist in Regie?**\n\nA: It depends on your sync settings:\n\n* If \"Sync In members added in Salesforce.com \" is not checked: No action is taken.\n* If \"Sync In members added in Salesforce.com \" is checked: The prospect will be automatically added to the AI Agent, even if:\n * Their company isn’t included in an account-based agent list.\n * They aren't part of any contact or lead list used by list-based agents.\n\n**Q: What happens in Regie when a campaign member is manually removed in Salesforce?**\n\nA: If they are deleted, then they will be removed from regie. But if just their status changed, nothing happens.\n\n**Q: How would users disable a campaign status?**\n\nA: To disable a specific Campaign Member Status, uncheck the box corresponding with the status in the Agent Settings.\n\nUsers might choose to disable a status for several reasons—for example, if the Marketing team updates the list of campaign member statuses or decides to stop tracking certain engagement types.\n\nFor instance, if you originally tracked email opens as a form of engagement but later chose not to track them in HubSpot, you might also decide to stop tracking them in Regie. In that case, you would disable the corresponding campaign member status.\n\nRelated to","2025-06-24T15:23:22.594Z","f454c99c-b9e5-464c-9f14-c9643fadad9b",[],[],{"_40":288,"_111":289,"_113":290,"_115":-5,"_13":-5,"_103":291,"_105":117,"_25":292,"_119":-5,"_120":293,"_122":294},"Campaign Member Sync – Regie.ai","https://help.regie.ai/hc/en-us/articles/41245262691987-Campaign-Member-Sync","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n#### **How does Regie use Campaign Member data?**\n\nWithin the Settings of an AI Agent, admins can link an agent to a specific Salesforce Campaign, allowing for the ability to track Regie’s agent prospects as Salesforce Campaign Members.\n\nRegie has a bi-directional sync with SFDC, meaning the Salesforce campaign data is continuously updated and synchronized between both Salesforce and Regie.\n\n**How to connect an Agent to a Salesforce Campaign?**\n\n1. With Admin user level access, navigate to the desired **AI Agent** to sync with the Salesforce campaign and go to **Settings**\n2. Scroll down to the **Salesforce Campaign Member Sync** section of the Setting![](https://help.regie.ai/hc/article_attachments/41245262681363)\n3. Select to **“Enable Salesforce campaign sync with this agent”** - this action enables Regie to sync the Agent’s audience (prospects) to Salesforce Campaign Members.\n4. From the **Salesforce Campaign** drop down menu select the name of the Campaign to sync with the AI Agent.\n5. Regie will then ask if you would like to **Sync Historical Prospect** data into the campaign.\n 1. Selecting “**Sync All Prospects”** will bring all existing (historical) prospect data into the campaign.\n \n 2. Selecting **“Don’t Sync”** will not bring prospect’s existing (historical) data into the campaign. The Agent will only sync future prospects added by Regie to the Salesforce Campaign![](https://help.regie.ai/hc/article_attachments/41245262682259)\n \n6. Last, map each of the **Campaign Member Statuses** to the **equivalent Status or Activity in Regie.** Do this by selecting the checkbox next to the Campaign Status name and then select the corresponding Regie Status from the drop down as shown below.![](https://help.regie.ai/hc/article_attachments/41245262684691)7\\. Press **Publish** to finalize the AI Agent sync to the Campaign.\n\n**How does the sync appear in Salesforce?**\n\n1. In Salesforce, go to **Campaigns** and select the name of the Campaign![](https://help.regie.ai/hc/article_attachments/41245262685971)\n2. Prospects in the AI Agent will begin to sync to the Campaign as members (this sync can take 30 mins - 1 hr) **Campaign Members** will show with their corresponding Regie Statuses.![](https://help.regie.ai/hc/article_attachments/41245262686739)\n\nRelated to","2025-06-24T15:23:21.279Z","12f3e4c9-a732-492f-8f03-e480facb0970",[],[],{"_40":296,"_111":297,"_113":298,"_115":-5,"_13":-5,"_103":299,"_105":117,"_25":300,"_119":-5,"_120":301,"_122":302},"Chrome Extension: Ideas for Personalization using the Custom Field – Regie.ai","https://help.regie.ai/hc/en-us/articles/39276506265491-Chrome-Extension-Ideas-for-Personalization-using-the-Custom-Field","# Ideas for Personalization using the Custom Field – Regie.ai\n\n![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nCreate a completely custom personalized message using the Custom Field\n\nThe **Personalizer** feature of the [Regie.ai](http://regie.ai/) Chrome Extension allows users to chose what prospect or company data is used by the AI for personalized message. \n\nBy selecting the \"**Custom**\" field option, you can instruct the AI the personalize on any topic you wish to discuss with the prospect. [Regie.ai](http://regie.ai/) will handle the rest and incorporate your custom talking point into a well-written and relevant sales message.\n\nSee ideas and best practices for custom personalization listed below!\n\n![wBR0NlrH_a (1).jpg](https://help.regie.ai/hc/article_attachments/39276482844307)\n\n**For optimal email results, please follow these recommendations:**\n\n**1\\. Limit the personalization data point selected to just your \"Custom\" entry.** **For Regie to only generate email suggestions related to the text in the Custom Field, it is recommend no additional data sources are selected.** \n\n**2\\. Always use a command or action verb when speaking to Regie.ai. \"Noticed that\" or \"Reference\" or \"Talk about\" are just a few examples of commands or instructions to start your entry of custom insights in the Custom Field.**\n\n* **Reference a recent or previous conversation had with the prospect**\n\nCustom field inputs: \n\n1. \"Reference our recent conversation on (insert topic)\"\n2. \"Make reference to conversation had two months ago about (insert topic)\"\n3. \"Recall personalization conversation that occurred last month\"\n\n* **Reference a personal referral or recommendation from a source that encouraged you to reach out to the prospect**\n\nCustom field input: \"Your colleague, Paul, recommended that I reach out to talk about (insert topic)\"\n\n* **Highlight a relevant, trending topic with the prospect**\n\nCustom field input: \"Have you noticed the recent surge in A.I. technology making personalization easier?\"\n\n* **Make an analogy comparing a hobby or special interest that you know the prospect enjoys back to the solution you provide**\n\nCustom field inputs:\n\n1\\. \"Noticed that you enjoy hiking and being outdoors\"\n\n2\\. \"Make an analogy comparing playing soccer to writing emails\" or \"Compare playing soccer to writing emails\"\n\n3\\. \"Talk about prospect's love of (hobby, interest, etc)\"\n\n* **Highlight existing customers or organizations currently using your product or service**\n\nCustom field inputs:\n\n1\\. \"(Company name) has found great success using [Regie.ai](http://regie.ai/) for personalization at scale.\" \n\n2\\. \"Talk about how (company name) has found success using Regie.ai\"\n\nRelated to","2025-06-24T15:23:08.297Z","4df09870-4a4c-4109-8609-de7da3c60f62",[],[],{"_40":304,"_111":305,"_113":159,"_115":-5,"_13":-5,"_103":306,"_105":117,"_25":307,"_119":-5,"_120":308,"_122":309},"Coaching and Performance Features – Regie.ai","https://help.regie.ai/hc/en-us/sections/39333945613587-Coaching-and-Performance-Features","2025-06-24T15:22:44.619Z","1df21175-87c1-43b2-8bd3-5a6bcd32f28f",[],[],{"_40":311,"_111":312,"_113":313,"_115":-5,"_13":-5,"_103":314,"_105":117,"_25":315,"_119":-5,"_120":316,"_122":317},"Collateral Engagement and Analytics – Regie.ai","https://help.regie.ai/hc/en-us/articles/39312643916691-Collateral-Engagement-and-Analytics","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nGain insights on how others are engaging with your collateral shared through Regie.ai\n\nRegie.ai is able to track the performance activity of the content you share with prospects from the Content Library.\n\nFor all collateral created or stored in your Content Library Regie gives users the option to \"**Share for Insights.\"** \n\n![](https://help.regie.ai/hc/article_attachments/40339584788115)\n\nThis feature creates a shareable, unique link making it easy to track and monitor content engagement upon sharing the link with prospects. \n\nCommonly shared trackable content hyperlinks include, but are not limited to:\n\n* Case studies\n* eBooks/Brochures\n* Infographics\n* Video Links\n* White Papers\n\nSee How to create a \"Share for insights link\" for instructions on creating these trackable links.\n\n**Content Activity Metrics**\n\n![](https://help.regie.ai/hc/article_attachments/40339584791699)\n\nThe following **Content Activity Metrics** are monitored in Regie.ai:\n\n* Total # of views and Total viewing time\n* Insights on who is viewing your content (Available once you gate the content by requiring an email address to view)\n* Total # of downloads (Must enable the Allow Downloads setting)\n* Date and time the content was last viewed\n* Names of additional Regie users that shared the content created by you (If the content is publicly accessible)\n\n[Regie.ai](http://regie.ai/) will also provide real-time Email Notifications to user that created the trackable hyperlink whenever the content is viewed by recipients.\n\n**How to Access Content Performance Activity**\n\n1\\. Ensure you've already created a \"**Share for Insights\"** link for the content in Regie.\n\n2\\. Locate the Content in the **Content Library.**\n\n3\\. Click the name of the content. \n\n![](https://help.regie.ai/hc/article_attachments/40339568393619)\n\n**4\\. This action will bring you directly to the **Content's Activity** page.**\n\n**![QjAjWCKLKp.jpg](https://help.regie.ai/hc/article_attachments/39312643915539)**\n\n5.Here is where aggregated performance metrics of the piece of collateral is stored.\n\nActivity metrics for each unique tracking link created and shared by fellow Users for the piece of content to share is also listed here.\n\nSelect the unique link name to expand the details as to who has been engaging with your content, their total views and/or downloads, and when it was last viewed. \n\n![-CRTHjnI7X.jpg](https://help.regie.ai/hc/article_attachments/39312629441043)","2025-06-24T15:23:12.142Z","e0677989-8420-43ee-86e2-bbda763a30e7",[],[],{"_40":319,"_111":320,"_113":321,"_115":-5,"_13":-5,"_103":322,"_105":117,"_25":323,"_119":-5,"_120":324,"_122":325},"Contact Dialer Support – Regie.ai","https://help.regie.ai/hc/en-us/articles/39746854089619-Contact-Dialer-Support","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nShould you need to report a bug or an issue with your AI Dialer, please email [dialer@regie.support](mailto:dialer@regie.support)\n\nTo best assist you, please include the following details in the support email:\n\n* Your name\n* Company Name\n* Workspace Name\n* Agent/Sequence Name\n* Describe the Issue\n* Is the issue occurring with a Regie generated call task or is the issue with a Sales Engagement Platform (SEP) generated call task?\n\nRelated to","2025-06-24T15:22:55.177Z","529514c9-56cd-4e5d-8f2a-95dcb79de61f",[],[],{"_40":327,"_111":328,"_113":329,"_115":-5,"_13":-5,"_103":330,"_105":117,"_25":331,"_119":-5,"_120":332,"_122":333},"Content and Collateral Overview – Regie.ai","https://help.regie.ai/hc/en-us/articles/39788695867155-Content-and-Collateral-Overview","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nCollateral like eBooks, brochures, case studies, white papers, video links, landing pages, or any kind of document or media that supports your sales cycle or customer journey can be uploaded to the Regie CMS.\n\nAt the highest level, content in the CMS is organized into two destinations:\n\n* **My Files** - All content stored here remains private to the uploader.\n* **Team Files** - All content stored here is accessible to all users in the workspace. We recommend Admins and Managers add content here.\n * For added convenience, Regie provides several pre-loaded folders to help you get you started with organizing your team's content! \n\nSimply add your desired content and collateral into the CMS. To remain organized, we recommend nesting your content within folders.\n\n**How to access your content library**\n\n1\\. Go to **Content** icon from your Regie navigation bar.\n\n2\\. Within Collateral, click to access **My Files** (private CMS) or **Team Files** (CMS accessible to all users).\n\n![](https://help.regie.ai/hc/article_attachments/40337418439443)\n\n3\\. Next, select the blue **+New** button located in the upper right when ready to add content.\n\n![](https://help.regie.ai/hc/article_attachments/40337418442003)\n\nContent menu options include:\n\n* Creating a new folder \n* Adding AI-Generated Content directly to your Library \n * Regie.ai content creation features such as Blog Post Workflow, Start from Scratch, and the AI Toolkit are accessible here\n* Add URL (Link to a website)\n* Upload Files\n* Upload Folder","2025-06-24T15:23:11.973Z","36837641-6d83-4ca9-a5c1-989addecbe6c",[],[],{"_40":335,"_111":336,"_113":159,"_115":-5,"_13":-5,"_103":337,"_105":117,"_25":338,"_119":-5,"_120":339,"_122":340},"Content Library – Regie.ai","https://help.regie.ai/hc/en-us/categories/39310718619411-Content-Library","2025-06-24T15:22:43.441Z","875c1cf8-6f7d-4aa1-a4a6-1565820748cc",[],[],{"_40":342,"_111":343,"_113":344,"_115":-5,"_13":-5,"_103":345,"_105":117,"_25":346,"_119":-5,"_120":347,"_122":348},"Co-Pilot Prompts and Settings – Regie.ai","https://help.regie.ai/hc/en-us/sections/40769153825555-Co-Pilot-Prompts-and-Settings","Follow Section\n\nManage Admin Level Co-Pilot Prompts and Settings\n\n* [Set the Default Rapid Writer Message Type for your Workspace](https://help.regie.ai/hc/en-us/articles/39345459251987-Set-the-Default-Rapid-Writer-Message-Type-for-your-Workspace)","2025-06-24T15:23:09.942Z","05ed593b-ab8e-4893-8717-00c9c3c7d61a",[],[],{"_40":350,"_111":351,"_113":159,"_115":-5,"_13":-5,"_103":352,"_105":117,"_25":353,"_119":-5,"_120":354,"_122":355},"Co-Pilot – Regie.ai","https://help.regie.ai/hc/en-us/sections/39719161381267-Co-Pilot","2025-06-24T15:23:08.021Z","678401fe-8bdc-417b-b7a5-95ddc899dfe1",[],[],{"_40":357,"_111":358,"_113":359,"_115":-5,"_13":-5,"_103":360,"_105":117,"_25":361,"_119":-5,"_120":362,"_122":363},"Co-Pilot Workflows Overview – Regie.ai","https://help.regie.ai/hc/en-us/articles/39088802681491-Co-Pilot-Workflows-Overview","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe Regie.ai Co-Pilot provides 3 simple ways to generate personalized messages to high-touch, high value prospects in 5 mins or less!\n\n![VEDj44q2Eb.jpg](https://help.regie.ai/hc/article_attachments/39088802681363)","2025-06-24T15:23:08.871Z","e6f47986-a678-417c-8650-3ab4855e390f",[],[],{"_40":365,"_111":366,"_113":367,"_115":-5,"_13":-5,"_103":368,"_105":368,"_25":369,"_119":-5,"_120":370,"_122":371},"Deleting Tasks in Regie and Salesforce","https://regieai.unthread.io/dashboard/inbox/all/conversations/accee82e-8ecb-4fb2-bd6a-b00f10500360","When a prospect is removed or marked as finished in Regie, all pending (future or unfinished) tasks associated with that prospect are deleted from both Regie and Salesforce. However, completed tasks remain unaffected and are not deleted.","2025-11-12T15:49:06.329Z","78e49aef-ee46-4b82-a6ba-bb3986d53126",[],[],{"_40":373,"_111":374,"_113":375,"_115":-5,"_13":-5,"_103":376,"_105":117,"_25":377,"_119":-5,"_120":378,"_122":379},"Dialer Analytics – Regie.ai","https://help.regie.ai/hc/en-us/articles/39901745587859-Dialer-Analytics","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nAccessible to both Reps and Managers, individual and team AI Dialer performance metrics are displayed on the **Analytics** page within the Regie platform.\n\n![image-20250212-233915.png](https://help.regie.ai/hc/article_attachments/39901745576595)\n\nWe provide convenient tool tips directly on the top level metrics for more insight to the definitions of each metric. Simply hoover your mouse over the \"i\" icons of each metric for those details.\n\nUltimately, your sales team's success is driven by productivity, conversion rates and continuous optimization.\n\n**How to access Dialer Analytics**\n\n1\\. From the Regie platform, select the **AI Dialer** icon from the navigation bar.\n\n2\\. Click on **Analytics**\n\n**How to adjust your Analytics Views**\n\nWithin the **Dialer Analytics**, users can select from the following metric views using the drop down menu located on the top left:\n\n* **Rep Performance View -** track dialer analytics per rep\n* **Agent Performance View -** track dialer analytics per agent/sequence\n\n![](https://help.regie.ai/hc/article_attachments/39903241749523)\n\n**Core SDR Metrics & Benchmarks**\n\n| | | |\n| --- | --- | --- |\n| **Metric** | **Target Benchmark** | **What it Tells you** |\n| **Total Tasks Completed** | Weekly Team Goal | Tracks overall activity level |\n| **Connect Rate** | ~ 5% | Ensures accurate contact data (title, company, contact info) |\n| **Bridge to Connect Rate** | ~ 50% | Are reps responding quickly and confidently once bridged into a call with a prospect? |\n| **Connect to Conversation Rate** | ~ 50% | Are intros strong & brush-offs handled effectively? |\n| **Conversation to Meeting Rate** | ~ 20% | Are reps closing on pain and leading to meetings? |\n| **Talk Time** | 30-60 min/day | Ensures calls are engaging & not rushed |\n\n**Red Flags & Easy Solutions**\n\n* **Low Connect Rate (<5%)** → Check data quality, enrich contacts.\n* **Low Bridge to Connect Rate (<50%)** → Reps may hesitate after the beep or mispronounce names.\n * Quick fixes: \n * Be ready to speak immediately after the beep\n * Say \"Hey\" instead of \"Hi\" for a natural and more conversational opener\n* **Low Connect to Conversation Rate (<50%)** → Reps aren’t getting past objections.\n * Ensure strong hooks & rebuttal handling.\n* **Low Conversation to Meeting Rate (<20%)** → Reps may be:\n * Feature dumping (talking too much about product, not pain)\n * Talking too much in general → Let prospects speak!\n\n**Additional Insights on Results Metrics**\n\n![](https://help.regie.ai/hc/article_attachments/39903241760275)\n\nWithin the Analytics results table, scroll to the right to view **Dial Time, Talk Time** and **Session Time Metrics**.\n\n* **Dial Time** = Total time spent dialing is tracked from when the 'Start Calls' button is pressed until either the 'Stop Calls' or 'Pause Calls' button is pressed, and all active calls are ended, or until the session ends automatically after reaching the end of the calling list\n* **Talk Time** = Total time spent on a “Connected” call.\n* **Session Time** = Total time of the Dialer Call Tasks being open within the RegieOne platform and Total Time the AI Dialer Window is open in the Chrome Extension.\n\nThe ability to see the Dial Time, Talk Time, and Session Time results metrics listed above depends on your selected Analytics view.\n\n* In the Rep Performance view, all three metrics are tracked per rep.\n* Within the Agent Performance view, only Talk Time metrics are tracked per Agent/Sequence.\n\nRelated to","2025-06-24T15:22:59.163Z","161f68dc-e3a9-47fe-bc5b-f7bde7bd1f3e",[],[],{"_40":381,"_111":382,"_113":383,"_115":-5,"_13":-5,"_103":384,"_105":117,"_25":385,"_119":-5,"_120":386,"_122":387},"Dialer Call Queues – Regie.ai","https://help.regie.ai/hc/en-us/articles/40450998539923-Dialer-Call-Queues","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **AI Dialer** conveniently organizes your call tasks available into call queues.\n\nThis article reviews each queue and tips for for managing your dials.\n\n![image (20).png](https://help.regie.ai/hc/article_attachments/40450998537747)\n\n**Up Next**\n\n* These are all call tasks that have not been called\n\nBest Practices:\n\n* Most reps always start their dialing sessions by focusing first on the **Up Next** queue \n* It's a good idea to do a quick audit of your Up Next call queue while dialing or before starting dials.\n * Spot check job titles for accuracy of your dialing list\n * Spot check any unrecognizable accounts being called\n\n**Cancelled**\n\n* Call tasks that were stopped/cancelled mid-dial either automatically by the AI Dialer or manually by the rep\n\n![image (21).png](https://help.regie.ai/hc/article_attachments/40450998538899)\n\nBest practices:\n\n* Before moving onto other prospecting tasks, check the Cancelled queue\n* When dialing in this queue, it's helpful to check how long ago the prospect was dialed.\n * It's ok to call the same prospect a 2 or 3 times in a prospecting session\n* Please see the following article for [More Canceled Call Queue Best Practices](https://help.regie.ai/hc/en-us/articles/40226576661267)\n\n**Manual Completion**\n\n* If any calls remain in the manual completion queue at the end of a dialing session, the rep will need to manually assign a call disposition. \n * This is rare, but can happen - typically occurs when a rep forgets to disposition a call after a connected call\n* During an active dialing session, calls may also temporarily appear in the manual completion queue while the AI analyzes the prospect's voicemail to determine the appropriate automated disposition for the call\n\nBest practices:\n\n* Before moving onto other prospecting tasks, check the Manual Completion queue and if there are any calls listed, provide the appropriate call disposition manually.\n\n**Completed**\n\n* This is a list of all completed dials during the dialing session\n* This list resets every 24 hrs\n\n**Removed**\n\n* This is a list of all prospects that have been manually Finished from Sequence manually by you (the rep) during the dialing session\n\nRelated to","2025-06-24T15:22:52.689Z","9d048a92-8e4f-46a1-b729-753ddaa2eb3d",[],[],{"_40":389,"_111":390,"_113":391,"_115":-5,"_13":-5,"_103":392,"_105":117,"_25":393,"_119":-5,"_120":394,"_122":395},"Dialing Methods Overview: Individual vs Power vs Parallel Dialing – Regie.ai","https://help.regie.ai/hc/en-us/articles/40444948071315-Dialing-Methods-Overview-Individual-vs-Power-vs-Parallel-Dialing","# Individual vs Power vs Parallel Dialing – Regie.ai\n\n## Dialing Methods Overview: Individual vs Power vs Parallel Dialing\n\n![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n### Parallel Dialer\n\n* Dial 2 - 9 prospects at once (in parallel), significantly increasing call efficiency and minimizing idle time\n* The parallel dialer is the fastest and most effective way to reach a high volume of prospects, making it ideal for large call lists\n* The parallel dialer: \n * Automatically hangs up and logs any calls that don't connect\n * Automatically transitions to the next call task without manual input from the rep\n* When a human voice is detected by the AI Dialer, it immediately connects, or \"bridges\" the rep into the live call - ensuring a seamless handoff \n\n### Power Dialing\n\n* Dial one prospect at a time from a call queue; not as fast as parallel dialing\n* Ideal for smaller calling lists\n* The power dialer:\n * Automatically hangs up and log any calls that don't connect\n * Instantly moves on to the next number in the call queue when a call doesn't connect - no manual action needed.\n* Reps hear the entire call, including the ringing\n* When a prospect answers, there's no connection bridge; the rep is already directly on the call\n\n### Individual/Manual Dialing\n\n* Dial one prospect at a time using click-to-call or manually type the prospect's number on your AI Dialer dial pad\n* There is no automatic call logging, no automatic hang up and no auto-transitions\n* This manual dialing workflow mimics calling a prospect directly from a cell phone or office phone","2025-06-24T15:22:58.161Z","29312de5-1301-40ef-a15d-1699dc50b6c1",[],[],{"_40":397,"_111":398,"_113":399,"_115":-5,"_13":-5,"_103":400,"_105":117,"_25":401,"_119":-5,"_120":402,"_122":403},"Dynamic Email Templates – Regie.ai","https://help.regie.ai/hc/en-us/articles/40643445119635-Dynamic-Email-Templates","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nRegie.ai prompts are purpose-built to generate contextually relevant content for tasks like outbound emails, follow-ups, and persona-based messaging\n\nWithin the **AI Agent** **Prompt Library**, Regie.ai offers a variety of **dynamic templates** as a starting point for AI- generated messaging. Customers can create their own custom dynamic prompts as well.\n\nKey Benefits of Dynamic Templates & Messaging:\n\n* **Automation at scale** - Generate highly relevant messaging for prospects at scale\n* **Dynamically adapt to context** - Variable tags allows the AI to fill in the content dynamically, allowing for more contextual and relevant messaging to prospects\n\nRegie's **AI Agents** can utilize these **dynamic email templates** within an AI sequence that has static steps or dynamic steps.\n\n**Static Steps** **\\-** Sequence tasks that are set to occur at specific timing intervals (e.g. Day 1 email, Day 1 Call, Day 3 LinkedIn Connection Request)\n\n**Dynamic Steps -** Sequence tasks that are created dynamically based on prospect engagement and signals\n\n**Who can modify and access Dynamic Email templates?**\n\nUsers designated as Regie Admin or Manager\n\n**Where do I access the AI Agent Prompt Library and Dynamic Templates?**\n\n1\\. With Regie Admin or Manager login credentials, select **AI Agents** from the navigation bar.\n\n2\\. To access a specific Agent, select the **Agent** name from the **Agents list.**\n\n3\\. Next, click the **Overview** tab. This provides access to the tasks in the sequence.\n\n4\\. Depending on the use case, select the **+Add Tasks** button from either the **Static or Dynamic Tasks** sections of the sequence.\n\n5\\. All **Intro Email or Follow-Up Email** task types provide access to Regie's robust **Prompt Library.**\n\nWithin the Prompt Library **Dynamic Email Templates** are those without the mention of \"Static\" in the name.\n\n![](https://help.regie.ai/hc/article_attachments/40773754496403)\n\n6\\. Select the template name to access the following details:\n\n* Brief description of the template\n* Review prompt instructions\n* Preview email example of the type of message prompt generates\n\n7\\. Select **Use Template** to add the prompt to your AI-sequence. \n\n8\\. Once added to the AI sequence, Admins and Managers can edit and further refine the prompt as needed. \n\n9\\. Always test the prompt with a recipient email to ensure the template works well and maintains consistency and accuracy!\n\n![](https://help.regie.ai/hc/article_attachments/40773754501779)\n\nThe Regie Team is available to assist you with custom prompt creation.\n\nPlease reach out to the Customer Success Team and we'll be happy to help!","2025-06-24T15:23:10.873Z","3c7fd514-cdb7-4827-a114-9e89ba9ee366",[],[],{"_40":405,"_111":406,"_113":407,"_115":-5,"_13":-5,"_103":408,"_105":117,"_25":409,"_119":-5,"_120":410,"_122":411},"Dynamic Sequence Settings – Regie.ai","https://help.regie.ai/hc/en-us/articles/42222388746899-Dynamic-Sequence-Settings","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nTake control of how prospects are engaged by AI Agents by configuring your **Dynamic Sequence Settings** in RegieOne.\n\n \nThese settings allow you to shape the Agent’s behavior with smart rules that prevent overcommunication, prioritize high-intent outreach, and ensure every touchpoint is timely and relevant.\n\n**Who can manage these settings?**\n\nRegie user with Admin credentials.\n\n**How to access Dynamic Sequence Settings:**\n\n1. Select **AI Agents** from the navigation bar within Regie \n\n2\\. Click the name of the AI Agent from the **Agents Overview page**\n\n**![](https://help.regie.ai/hc/article_attachments/42222388745363)**\n\n3\\. Select **Settings** and scroll to the **Dynamic Sequence Settings**\n\n![](https://help.regie.ai/hc/article_attachments/42222376161171)\n\n**Dynamic Sequence Settings:**\n\n* ### ****Enable/Disable Agent Exclusivity****\n \n\nWhen **Agent Exclusivity** is enabled, prospects can only be active in **one AI Agent at a time**. Once a prospect is enrolled in an **Exclusive Agent**, they must be **_Finished_** or **_Removed_** before they can be added to another Agent. \n\nThis setting is ideal for scenarios where controlled, non-overlapping outreach is critical — such as high-touch sequences with customized messaging or time-sensitive campaigns.\n\nEnabling this ensures that no other AI Agent can initiate actions (e.g., send emails, create tasks) for that prospect, reducing the risk of conflicting or duplicated outreach.\n\n* ### **Enable Dynamic First Touch**\n \n\nWhen enabled, the first touch of the AI sequence can be dynamically chosen based on the prospect sequencer's (or rep's) available task limits.\n\nIf disabled, the first touch will always be an Into Email. A touch consists of either an email, LinkedIn Connection Request or Call Task.","2025-06-24T15:22:43.648Z","bb36b639-f0c0-4968-9a0d-7546c31df280",[],[],{"_40":413,"_111":414,"_113":415,"_115":-5,"_13":-5,"_103":416,"_105":117,"_25":417,"_119":-5,"_120":418,"_122":419},"Enrich – Regie.ai","https://help.regie.ai/hc/en-us/articles/40398409730451-Enrich","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nAccessible to Admins, Managers and Reps, the **Enrich** Tab streamlines and consolidates the process of sourcing new Accounts and Contacts to prospect into.\n\n![image-20250331-203447.png](https://help.regie.ai/hc/article_attachments/40398409718035)\n\n#### **How to enrich the data of specific prospects:**\n\n* **Use the Search People tab and search by Email Address or LinkedIn Profile** \\- Recommended when you want to enrich the data of a specific prospect and have the prospect’s email address or LinkedIn Profile URL on hand.\n\n![](https://help.regie.ai/hc/article_attachments/40398409720083)\n\n* **Use the Upload CSV tab** - Upload an email prospecting list to Regie so that Regie can enrich their information in platform.\n\n![](https://help.regie.ai/hc/article_attachments/40398423784979)\n\n**How to search for net-new prospects:**\n\n* **Job Title** \\- Provide the typical job titles of the prospects that you typically go after\n \n* **Company Name** - Recommended when you want to search and source new prospects at a specific account or company\n \n* **Location** \\- enter the name of the city, state country\n \n* **Industry -** enter industry to search\n \n* **Number of Employees -** select employee count range\n \n\nSelected prospects can be added to an agent or details exported to CSV file.\n\n![](https://help.regie.ai/hc/article_attachments/40398423787667)\n\n#### **How to search for Accounts/Companies**\n\n**![](https://help.regie.ai/hc/article_attachments/40398409724691)**\n\nSelf-source accounts easily from the Companies tab\n\nSearch by:\n\n* Company Name\n \n* Location\n \n* Industry\n \n* Number of Employees\n \n* Revenue\n \n\nSelected companies and their enrichment details can be exported to CSV file.\n\nBy selecting the Search People button, this surfaces leads at the Account.\n\n![](https://help.regie.ai/hc/article_attachments/40398409726611)\n\nRelated to","2025-06-24T15:23:20.366Z","630d73f8-1ef6-4fa9-a0e8-cd34cf560ae2",[],[],{"_40":421,"_111":422,"_113":159,"_115":-5,"_13":-5,"_103":423,"_105":117,"_25":424,"_119":-5,"_120":425,"_122":426},"FAQ – Regie.ai","https://help.regie.ai/hc/en-us/sections/34958410292883-FAQ","2025-06-24T15:23:12.761Z","fd2a4a40-68e7-44c2-9d28-65c714853063",[],[],{"_40":428,"_111":429,"_113":159,"_115":-5,"_13":-5,"_103":430,"_105":117,"_25":431,"_119":-5,"_120":432,"_122":433},"For Managers – Regie.ai","https://help.regie.ai/hc/en-us/sections/38968468444179-For-Managers","2025-06-24T15:22:56.919Z","62b4e576-3b1e-4a02-ba38-926cde642dbc",[],[],{"_40":435,"_111":436,"_113":159,"_115":-5,"_13":-5,"_103":437,"_105":117,"_25":438,"_119":-5,"_120":439,"_122":440},"For Reps – Regie.ai","https://help.regie.ai/hc/en-us/sections/38968470248851-For-Reps","2025-06-24T15:22:55.460Z","a201e5ed-f26f-4b0d-ad23-ac66edefc183",[],[],{"_40":442,"_111":443,"_113":444,"_115":-5,"_13":-5,"_103":445,"_105":117,"_25":446,"_119":-5,"_120":447,"_122":448},"GDPR Compliance with Regie.ai – Regie.ai","https://help.regie.ai/hc/en-us/articles/39167990688019-GDPR-Compliance-with-Regie-ai","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe General Data Protection Regulation (GDPR) sets a high standard for data privacy and protection, impacting how businesses worldwide handle personal data. For companies using marketing and sales automation tools, GDPR compliance is not optional but a critical requirement. This resource outlines how Regie.ai supports its customers in maintaining GDPR compliance while leveraging its platform for sales and marketing activities.\n\nRole Differentiation: Data Controllers and Data Processors\n\nUnder GDPR, there is a clear distinction between data controllers and data processors. A data controller is the entity that determines the purposes and means of processing personal data. In contrast, a data processor processes data on behalf of the controller. Regie.ai operates as a data processor, while its customers act as data controllers.\n\nResponsibilities of Data Controllers:\n\n* Obtaining lawful consent from data subjects\n \n* Defining the purposes and legal bases for data processing\n \n* Upholding the rights of data subjects, including the right to access, rectify, and erase personal data\n \n\nResponsibilities of Data Processors (Regie.ai):\n\n* Acting strictly on the documented instructions of the data controller\n \n* Implementing appropriate technical and organizational measures to ensure data security\n \n* Assisting the data controller in responding to data subject rights requests and maintaining records of processing activities\n \n\nFor more detailed information on the roles and responsibilities under GDPR, we recommend consulting [the official GDPR resource](https://www.gdpr.org/).\n\n**2\\. Regie.ai as a Data Processor**\n\nAs a data processor, Regie.ai operates under the instructions of its customers—the data controllers. This means Regie.ai is tasked with handling personal data in a manner that complies with GDPR requirements while ensuring that it adheres to the specific instructions and policies set forth by its customers.\n\nResponsibilities of Regie.ai as a Data Processor\n\nRegie.ai's primary responsibility is to follow the controller's instructions regarding data processing activities. This includes implementing appropriate technical and organizational measures to ensure data security, assisting with data subject rights requests, maintaining records of processing activities, and ensuring transparent sub-processing practices.\n\n**3\\. How Regie.ai Supports GDPR Compliance**\n\n**3.1 Acting Within the Instructions of the Data Controller**\n\nRegie.ai empowers customers to customize their data processing activities, from list setups to geographic targeting and audience expansion. Customers maintain control over the data they process using Regie.ai, ensuring that they adhere to their own GDPR compliance policies. For instance, customers can specify which geographic regions to target or avoid, manage opt-in consent, and determine the content of communications. Regie.ai ensures it operates strictly within these guidelines, allowing customers to remain compliant.\n\n**3.2 Technical and Procedural Security Measures**\n\nData security is paramount under GDPR. Regie.ai employs stringent technical and procedural security measures to protect customer data. The platform complies with several industry-recognized security standards, including SOC 2 and AppExchange security certifications. In addition, Regie.ai has earned GDPR compliance certifications that validate its commitment to data security. These certifications, alongside regular security audits, demonstrate that Regie.ai has implemented robust measures to safeguard personal data against unauthorized access, loss, or breaches.\n\n**3.3 Fixed and Communicated Sub-Processor List**\n\n[Regie.ai](http://regie.ai/) maintains a fixed and transparent list of sub-processors involved in data processing activities. This list is regularly updated and communicated to customers. Any changes to this list, such as the addition of a new sub-processor, are communicated to customers in advance, allowing them to review and approve or reject the new sub-processor. The list is available upon request. This transparency ensures that customers are fully informed about how and where their data is processed, maintaining compliance with GDPR's requirements for data processors.\n\n**3.4 Maintaining a Record of Processing**\n\nRegie.ai maintains detailed records of processing activities to support its customers in their compliance efforts. This includes tracking all actions taken on personal data, such as importing data, sending emails, making calls, and managing sequences. These records are readily available to customers, allowing them to demonstrate compliance with GDPR's record-keeping requirements. For example, Regie.ai logs every interaction it has with a customer’s sales leads, providing a comprehensive history of how personal data has been processed within the platform.\n\n**3.5 Data Breach Notification**\n\nIn the unlikely event of a data breach, GDPR requires data processors to notify the data controller within 30 days. Regie.ai is committed to this requirement and has established procedures to ensure prompt notification. This allows the data controller to take necessary steps to mitigate any potential impact on data subjects and fulfill their legal obligations to inform regulatory authorities and affected individuals.\n\n**3.6 Assisting with Data Subject Rights Requests**\n\nGDPR grants data subjects specific rights, including the right to access, rectify, and erase their personal data. Regie.ai assists its customers in fulfilling these requests efficiently. For instance, data subjects can request to access, change, or delete their data by contacting ciso@regie.ai. Regie.ai will ensure that the requested data is updated or deleted within 30 days, in compliance with GDPR.\n\n**3.7 Return or Delete Data Upon Contract Termination**\n\nUpon contract termination, Regie.ai ensures that all personal data is either returned to the customer or securely deleted within 30 days. The platform offers a process for securely archiving and purging data to ensure it is no longer accessible or recoverable. During this period, the data is rendered inaccessible to ensure it cannot be used for further processing, in line with GDPR requirements.\n\n**4\\. Additional Considerations**\n\nWhile this resource focuses on GDPR, Regie.ai also acknowledges the importance of other data protection laws, such as the California Consumer Privacy Act (CCPA). Furthermore, upcoming regulations, like the AI Act, are on Regie.ai's radar. As a low-risk provider under the AI Act, Regie.ai is already preparing to ensure continued compliance as the regulatory landscape evolves.\n\nRegie.ai is dedicated to supporting its customers in their GDPR compliance efforts by acting as a responsible data processor. Through robust security measures, transparent data processing practices, and a commitment to assisting with data subject rights requests, Regie.ai provides a platform that prioritizes data privacy and security. By leveraging Regie.ai, customers can confidently maintain compliance with GDPR, ensuring that personal data is handled with the utmost care and in accordance with legal requirements.\n\nRelated to","2025-06-24T15:23:13.487Z","b25c7089-fe79-43d3-b299-1e0418efb9f5",[],[],{"_40":450,"_111":451,"_113":452,"_115":-5,"_13":-5,"_103":453,"_105":117,"_25":454,"_119":-5,"_120":455,"_122":456},"General Dialer Troubleshooting – Regie.ai","https://help.regie.ai/hc/en-us/articles/39746654178963-General-Dialer-Troubleshooting","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**My dialer isn’t loading; currently stuck with a spinning loading wheel.**\n\nHow to resolve:\n\nTry a hard refresh of your browser\n\n* Mac Users: Cmd + Shift + R\n* Windows PC: Ctrl + Shift + R\n\n**My dialer won’t launch properly and keeps automatically shutting down.**\n\nHow to resolve:\n\nClear your cache and cookies for last 30 days and log back into Regie.ai.\n\n1. Go to the top right corner of your browser and select the 3 vertical dots\n2. From the menu, select **Delete browsing data**\n3. Select the **Time range** of **4 weeks**\n4. Keep the default selections of information to remove in place.\n5. Click **Delete data**\n6. Log back into Regie.ai and open the AI Dialer.\n\nIf you require further assistance please see [How to Contact Dialer Support](https://help.regie.ai/hc/en-us/articles/39746854089619)\n\nRelated to","2025-06-24T15:22:55.579Z","3712ccbd-3235-465a-8702-595776ef5854",[],[],{"_40":458,"_111":459,"_113":159,"_115":-5,"_13":-5,"_103":460,"_105":117,"_25":461,"_119":-5,"_120":462,"_122":463},"General – Regie.ai","https://help.regie.ai/hc/en-us/sections/40119174972179-General","2025-06-24T15:23:10.441Z","4e9bb35f-3898-439c-b078-ff9b14bf2234",[],[],{"_40":465,"_111":466,"_113":159,"_115":-5,"_13":-5,"_103":467,"_105":117,"_25":468,"_119":-5,"_120":469,"_122":470},"Getting Started – Regie.ai","https://help.regie.ai/hc/en-us/sections/38969306779027-Getting-Started","2025-06-24T15:22:45.127Z","0b863144-4ad3-4160-9e02-3b86a4e85b0a",[],[],{"_40":465,"_111":472,"_113":159,"_115":-5,"_13":-5,"_103":473,"_105":117,"_25":474,"_119":-5,"_120":475,"_122":476},"https://help.regie.ai/hc/en-us/sections/39791323512211-Getting-Started","2025-06-24T15:23:01.172Z","19ca6200-2c13-40cd-8fa1-de14f9fc7d7a",[],[],{"_40":478,"_111":479,"_113":480,"_115":-5,"_13":-5,"_103":481,"_105":117,"_25":482,"_119":-5,"_120":483,"_122":484},"Getting Started with Personas – Regie.ai","https://help.regie.ai/hc/en-us/articles/39346368738707-Getting-Started-with-Personas","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nPersona Creation in Regie\n\n## **What are Personas?**\n\nA **Buyer Persona** is a detailed profile of the sort of person that fits your target audience or ideal customer.\n\n \nEstablishing your Buyer Persona in RegieOne opens the door to a variety of opportunities such as targeted audience expansion, a simplified sequence creation process, and relevant persona-driven messaging generated by our AI Agents and AI Co-Pilot solution.\n\n![Persona - detail page (1).png](https://help.regie.ai/hc/article_attachments/39757843314451)\n\n## **How are Personas established in Regie.ai?**\n\nWhen getting started with Regie, the Regie Team will ask for a list of your ICP/Persona profiles.\n\n**Personas** in Regie are built based on the following:\n\n* Job titles\n* Company size\n* Location/region.\n\nKnowing the specific job titles of your ideal customer are incredibly important in the Persona creation process, as this is how Regie is going to target the right people, with the right message to them.\n\n \nTherefore it is crucial to put extra thought into what sort of job titles you want Regie to target.\n\n**Persona specific Pain Points and Value Propositions** \n\nTo help Regie.ai understand the problems/challenges each of your Personas face and the solution you provide to address these challenges, in the onboarding process we will ask for each Persona's Pain Points and your unique Value Proposition.\n\nThis information helps Regie create persona-driven messaging that is relevant and personalized to your target prospect.\n\nLearn more about Pain Points & Value Proposition Best Practices by clicking here.\n\n## **How Regie matches prospects to Personas**\n\nRegie.ai identifies relevant personas by matching job titles through string recognition—essentially, it scans the Personas added to Regie for specific job titles such as 'Data Scientist' or 'ML Engineer' and categorizes them accordingly. \n\nCommon job title abbreviations like VP (Vice President), CEO (Chief Executive Officer), and Senior (Sr.) are also recognized automatically and are accounted for.\n\nOnce a string match is found the outreach content is generated using AI, tailored specifically to each persona, ensuring the language and messaging aligns with their role.\n\nThe Regie Team will work closely with the team to determine if using an exact match approach to Personas or if the closest or \"fuzzy match\" is most appropriate for your use case.\n\n![bOmP-77mb1.png](https://help.regie.ai/hc/article_attachments/39346342575123)\n\n**How Regie.ai uses Personas for Audience Expansion**\n\nPersonas are used to generate persona-driven messaging and used by our AI Agents for Audience Expansion. So whether you have a target set of accounts that you need prospects discovered for, or you want Regie to help source net new prospects and accounts, Personas ensure Regie is finding the right prospects to sequence.\n\nRelated to","2025-06-24T15:23:18.449Z","b75fb20a-3f8f-41bf-9b6f-64c86e8d1792",[],[],{"_40":486,"_111":487,"_113":488,"_115":-5,"_13":-5,"_103":489,"_105":117,"_25":490,"_119":-5,"_120":491,"_122":492},"Home Page - Admin View – Regie.ai","https://help.regie.ai/hc/en-us/articles/39693065650067-Home-Page-Admin-View","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n#### The Home Page provides Regie users with Admin credentials a comprehensive view of what's happening within Regie.\n\n![](https://help.regie.ai/hc/article_attachments/42113909868435)\n\nA breakdown of these metrics are provided below:\n\n### **Results Metrics**\n\n**Time Saved**\n\nThis is based on how long it used to take to do these tasks before using Regie. Consisting of domain set up, audience expansion work and task completion.\n\nHow Regie calculates **Time Saved:**\n\n* Domain set up - 2 hours\n* Domain management - 2 hours per week\n* Audience expansion - Number of people discovered x 6 mins\n* Emails - Number of emails sent x 8 mins\n* Calls - Number of calls completed x 5 mins\n* LinkedIn - Number of LinkedIn tasks completed x 5 mins\n\n**Meetings Booked**\n\n* Total unique meetings created across all agents.\n\n**Opportunities created**\n\n* Total unique opportunities created across all agents.\n\n**Pipeline created**\n\n* Total pipeline created across all agents.\n\n### **Cards**\n\n**![Account Cards.png](https://help.regie.ai/hc/article_attachments/39693029921683)**\n\n**Accounts**\n\n* Total - Total unique accounts across all agents\n* Contacted - Total unique accounts that were called, emailed, or contacted on LinkedIn once across all agents\n* Discovered - Total unique accounts that were added by Regie across all agents\n\n**Prospects**\n\n* Sequenced - Total unique prospects sequenced across all agents\n* Contacted - Total unique prospects who were called, emailed, or contacted on LinkedIn once across all agents\n* Discovered - Total unique prospects that were added by Regie across all agents\n* Active - Total unique prospects who are in the working, unsubscribed, out of office, failed, pending, or not contacted state across all agents\n\n**Email Performance**\n\n* Sent - Total manual and automated emails sent across all agents\n* Opens - Total opens across all agents\n* Clicked - Total clicks across all agents\n* Replies - Total replies across all agents\n\n### **Agent Activity**\n\n**Tasks created by Agents**\n\n![](https://help.regie.ai/hc/article_attachments/42113909869843)\n\nThis chart monitors agent activity volume. It mirrors the chart on the Analytics page for agents, showing the number of calls, LinkedIn tasks created, and automated emails sent within the selected timeframe across all agents.\n\nHovering over the lines will display the number of LinkedIn tasks, calls, and automated emails sent on that day.\n\n### **Task Completion**\n\n![](https://help.regie.ai/hc/article_attachments/42113909873555)\n\nThis pie chart visually represents the percentage of completed call, LinkedIn and manual email tasks across the organization.\n\n* You can also analyze the percentage of completed, skipped and pending tasks\n* Hovering over each value will display the total completed, skipped or pending tasks against the total number of created tasks for that task type.\n\n### **Pending Tasks by Rep Table**\n\n![](https://help.regie.ai/hc/article_attachments/42113903059475)\n\nThis table provides a high-level overview of all users in the workspace, showing their incomplete tasks across all agents.\n\nIt makes it easy to see which reps have overdue tasks and what types of tasks are pending.\n\nRelated to","2025-06-24T15:22:46.999Z","c4a32822-b3bf-47d9-a1f0-be5468c6881c",[],[],{"_40":494,"_111":495,"_113":496,"_115":-5,"_13":-5,"_103":497,"_105":117,"_25":498,"_119":-5,"_120":499,"_122":500},"Home Page - Rep View – Regie.ai","https://help.regie.ai/hc/en-us/articles/39885889020435-Home-Page-Rep-View","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n## **Overview**\n\nRegieOne provides a dedicated **Home Page** for reps to manage their daily activities more effectively. This page serves as a centralized hub for task management, progress tracking and prioritization.\n\n![](https://help.regie.ai/hc/article_attachments/42146798438547)\n\n## **Metrics:**\n\n![](https://help.regie.ai/hc/article_attachments/42146833149587)\n\n**Call Connects**\n\n* Total calls connected and total number of calls completed\n\n**Email Replies**\n\n* Total email replies - this metric captures only the first reply to an AI email sent\n* Total manual AI emails sent\n\n**Meetings Booked**\n\n* Total meetings booked\n\n## **Today's Activity**\n\n![](https://help.regie.ai/hc/article_attachments/41672336808595)\n\nAt a high level, the Today's Activity chart displays a quick overview of agent tasks remaining to complete for the day.\n\nMore specifically, this chart reflects the **total number of outstanding tasks (Due Today + Overdue)** and resets daily.\n\nEach ring represents a task type ( Calls, LinkedIn, Manual Emails).\n\n## **Estimated Time to Complete**\n\n**![](https://help.regie.ai/hc/article_attachments/39885866237459)**\n\nThis section provides an estimate of how long each planned activity will take.\n\n**How is estimated time to complete calculated?**\n\n* Based on the average time it takes to complete each task x total outstanding tasks for each type.\n \n* The estimated time to complete will update as tasks are completed or removed.\n \n* Task type calculation\n \n * Calls = Number of incomplete tasks x 5 mins\n \n * LinkedIn = Number of incomplete tasks x 2 mins\n \n * Emails = Number of incomplete tasks x 2 mins\n \n\n## **Task Table**\n\nThe Task Table enables reps to track progress, manage their tasks, and disqualify prospects from the task.\n\n![](https://help.regie.ai/hc/article_attachments/41672336809235)\n\n**Bulk actions**\n\nSelect the open checkbox next to the left of Task to take actions in bulk. Multi-select functionality allows you to complete the following actions in bulk: \n\n* **Skip task** - This would remove the task from the list and the prospect will proceed to the next step in the AI sequence.\n* **Finish sequence** - This would mark the prospect as finished from the sequence. The prospect status would update to “Finished“.\n\nImportant Note: Skipped tasks or Prospects marked as Finished from Sequence will not contribute to any Completed Task metrics.\n\nRelated to","2025-06-24T15:23:03.559Z","2ebea3eb-5fb2-4235-8c80-9fdd54dfdfb3",[],[],{"_40":502,"_111":503,"_113":504,"_115":-5,"_13":-5,"_103":505,"_105":117,"_25":506,"_119":-5,"_120":507,"_122":508},"How does Regie.ai use Intent and Signals Data – Regie.ai","https://help.regie.ai/hc/en-us/articles/42051976758803-How-does-Regie-ai-use-Intent-and-Signals-Data","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**What is intent data and how is intent used by Regie?**\n\nIntent data is made up of buying signals that tell sellers whether an account is interested in your solution or not.\n\nRegie AI Agents use intent and signals data for the following actions:\n\n* **Targeting** - External intent signals are used for audience targeting and expansion\n* **Message content** - AI Agents can incorporate high intent keywords into dynamic messaging to drive relevancy\n* **Touch pattern frequency** \\- Intent scoring determines the timing intervals between dynamic task creation (Calls, Social Tasks, and Email)\n * E.g. Low intent means longer intervals between email sends and task creation; high intent and engagement means more frequent email sends and task creation\n\nEssentially, Regie Agents use intent to help prioritize the right leads at the perfect moment through the right communication channel and message, by identifying signals of interest.\n\n**How AI Agents source different types of Intent Data:**\n\n1. **First-Party:** Provided by Regie.ai, this type of data is collected from your digital properties, like your website (ex: prospects visiting your pricing page)\n2. **Behavioral Intent:** Provided by Regie.ai, AI Agents track a prospect’s engagement activities/actions while in sequence with the Agent (email opens and email clicks)\n3. **Intent Platform Providers:** Customers that are currently sourcing first-party and third-party data through intent provider partners like sixSense, Terminus, Metadata, Demandbase, can also have these insights leveraged by Regie.ai Agents (ex: 6QA score, keyword surges, etc.)\n\n**How intent is calculated by AI Agents?**\n\n* **Prospect Intent Data** - calculated by combining the prospect's engagement in the AI sequence with both first and third-party data, along with the Account's overall intent\n* **Account** **Intent** **Data** - derived from the Account's overall intent and the average prospect intent within the Account\n\n**How does Regie.ai weigh the engagement scores for each prospect?**\n\n20% - First-party and behavioral intent\n\n80% - Intent Platform Providers\n\nRelated to","2025-06-24T15:22:44.844Z","45cfb7ee-5b5d-4722-9fdc-724c47eac8b0",[],[],{"_40":510,"_111":511,"_113":512,"_115":-5,"_13":-5,"_103":513,"_105":117,"_25":514,"_119":-5,"_120":515,"_122":516},"How Regie.ai does Phone Number Enrichment: An Overview – Regie.ai","https://help.regie.ai/hc/en-us/articles/41953286291603-How-Regie-ai-does-Phone-Number-Enrichment-An-Overview","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**Phone Enrichment Preferences** are configured by Admin Users within Regie.ai **Workspace Settings** under **Call Settings**. These preferences determine whether Regie prioritizes finding a valid mobile number or a valid work number for each prospect.\n\n![](https://help.regie.ai/hc/article_attachments/41953286288147)\n\n**How does Regie.ai initially source the phone numbers of prospects?**\n\nIf you're operating in RegieOne without a SEP (Sales Engagement Platform) or using using **Salesloft** as your SEP, Regie pulls phone numbers directly from your **Salesforce CRM**.\n\nWhen using **Outreach** as your SEP phone number data associated with the prospect is pulled directly from the phone number fields in Outreach. \n\n**What does Regie.ai do when phone numbers are missing or marked invalid?**\n\nIf a prospect’s phone number is missing, invalid or marked as wrong/bad, Regie automatically initiates its **Phone Number Enrichment Waterfall** to find a valid contact number. Dispositions such as “bad number” tell the AI Agent not to dial that specific number associated with the prospect again.\n\nWhen a number is marked invalid, Regie will not generate a call task for that contact. Instead, it will attempt to re-enrich the prospect and identify alternate numbers. Only when all data sources are exhausted will call tasks be paused entirely.\n\nWhile **[Regie's built-in phone number enrichment](https://help.regie.ai/hc/en-us/articles/39097346070419)** is recommended, teams can also [integrate with third-party providers like **Apollo or ZoomInfo**](https://help.regie.ai/hc/en-us/sections/39759336807187-Phone-Number-Provider) to source valid phone numbers.\n\nLearn more: **[How Regie handles wrong phone numbers.](https://help.regie.ai/hc/en-us/articles/39926239874963)**\n\n**Will Regie.ai automatically remove and update phone numbers marked as invalid or bad?**\n\nNo. Due to data governance policies, Regie will never remove nor modify data within existing phone number fields in your Salesforce CRM or your Sales Engagement Platform (SEP). \n\n**Can Regie users enrich prospects to source phone numbers on a one-off basis?** \n\nYes! Learn more here: [How to manually look-up a prospect's phone number](https://help.regie.ai/hc/en-us/articles/41953537260179)\n\nRelated to","2025-06-24T15:22:56.396Z","73cf8277-33d6-45ef-b3cb-ceb9f9f821e4",[],[],{"_40":518,"_111":519,"_113":520,"_115":-5,"_13":-5,"_103":521,"_105":117,"_25":522,"_119":-5,"_120":523,"_122":524},"How Regie.ai handles prospects with wrong/bad numbers – Regie.ai","https://help.regie.ai/hc/en-us/articles/39926239874963-How-Regie-ai-handles-prospects-with-wrong-bad-numbers","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nIf you discover that the phone number dialed to the prospect was incorrect or wrong, always disposition the call as **“Bad number”** for that prospect.\n\nWith the **“Bad Number”** disposition, Regie will make sure we never call that number again when it's associated with the prospect.\n\n* Regie will also write the bad number status directly to your sales engagement platform\n\n**How does Regie handle \"bad number” dispositions:**\n\nRegie will automatically try to find a new, valid phone number for the prospect relying on Regie Provided Data or leveraging an integration with a preferred Phone Number Data Provider.\n\nRegie provides the following options:\n\n* Regie Provided Data - Regie's proprietary data waterfall is used to enrich phone numbers\n\nor\n\n* Customer Preferred Phone Number Data Provider (ie. ZoomInfo, Cognism, Apollo) - If phone number enrichment is sourced through an integrated provider, we'll use their data for phone number enrichment\n\n**How to update a prospect’s phone number manually**\n\nReps have the option to update phone numbers manually if additional numbers for the prospect are self sourced.\n\nWhen manually updating a phone # for a prospect:\n\n* Add any new phone numbers to the prospect’s profile in your SEP or in Salesforce\n* NEVER delete any bad numbers associated with the prospect, simply mark any bad/wrong numbers in your sales engagement platform or Salesforce.\n * For Regie to handle wrong numbers best, Regie must maintain a record of wrong numbers for the prospect that's why it's critical to never delete wrong phone data.\n\nRelated to","2025-06-24T15:22:54.455Z","14e01352-7595-46f0-90e0-963f6fc7ad67",[],[],{"_40":526,"_111":527,"_113":528,"_115":-5,"_13":-5,"_103":529,"_105":117,"_25":530,"_119":-5,"_120":531,"_122":532},"How to Activate an Agent in Outreach – Regie.ai","https://help.regie.ai/hc/en-us/articles/40745069674387-How-to-Activate-an-Agent-in-Outreach","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nManaging Regie agents works hand-in-hand with Outreach—whether you’re activating, pausing, or deactivating an Agent. In Outreach, published Agents appear as Sequences.\n\nWhile Regie is used to create Agents and push these dynamic sequences, all activation and deactivation must be completed in Outreach by an Outreach Admin.\n\nIn this article, you’ll find step-by-step instructions on how Outreach Admins activate the Regie agent. \n\n**How to Activate an Outreach Agent**\n\n1\\. In Regie.ai, confirm the Agent set up is complete and that the Agent is **Published**. This ensures the Agent has been pushed into Outreach as a sequence. \n\n2\\. In Outreach, locate the published **Sequence**. Remember, this is the name of the published AI Agent.\n\n3\\. Last, **Activate** the sequence.\n\n* To Activate from the Sequences page view:\n * Click the three-dots \\[ ... \\] menu at the far right of the sequence; click Activate.\n\n![](https://help.regie.ai/hc/article_attachments/40745114020883)\n\n* To Activate directly in the sequence itself, use the toggle found under the Active column.\n\n![](https://help.regie.ai/hc/article_attachments/40745069671827)","2025-06-24T15:23:06.648Z","60fe3a54-cac8-4fc8-abfd-c3a08d7d3df6",[],[],{"_40":534,"_111":535,"_113":536,"_115":-5,"_13":-5,"_103":537,"_105":117,"_25":538,"_119":-5,"_120":539,"_122":540},"How to archive an Agent in Regie – Regie.ai","https://help.regie.ai/hc/en-us/articles/40747168079763-How-to-archive-an-Agent-in-Regie","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**What does archiving an agent do?**\n\nWhen a user **archives** a deactivated Agent, this hides the Agent from view in Regie. This helps keep your AI Agents list view up-to-date with active agents only.\n\n**Who can archive an agent?**\n\nOnly users designated as Admin in Regie.ai can archive a deactivated agent.\n\n**How to archive an Agent in Regie?**\n\n1\\. Go to AI Agents in RegieOne.\n\n2\\. From the Agents list, locate the AI Agent to archive.\n\n3\\. Click the checkbox to select the Agent.\n\n4\\. Select the **Archive Agents** button from the top of the Agents list.\n\n![](https://help.regie.ai/hc/article_attachments/40747196614419)\n\n5\\. That's it! You can always view your Archived agents by changing your AI Agents List View to show **Archived.**\n\n**![](https://help.regie.ai/hc/article_attachments/40747196615571)**","2025-06-24T15:22:52.953Z","195f9490-8ce4-4c71-9190-8630fdcbe4f6",[],[],{"_40":542,"_111":543,"_113":544,"_115":-5,"_13":-5,"_103":545,"_105":117,"_25":546,"_119":-5,"_120":547,"_122":548},"How to Change or Reset Your Password – Regie.ai","https://help.regie.ai/hc/en-us/articles/39095934424339-How-to-Change-or-Reset-Your-Password","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n### **Forgot your password associated with your [regie.ai](http://regie.ai/) account or need to change/reset your existing password?** \n\n#### **How to reset a forgotten password:**\n\n1\\. On the [Regie.ai](https://app.regie.ai/) login page, enter your email and press **Continue.**\n\n2\\. On the next window, select the blue **\"Forgot password\"** text.\n\n![Forgot Password.png](https://help.regie.ai/hc/article_attachments/39751178096659)\n\n3\\. This will bring you to the **Forgot Your Password** window. Enter your email address and press Continue.\n\n![Forgot Password Pt 2.png](https://help.regie.ai/hc/article_attachments/39751178097555)\n\n4\\. Regie.ai will then send an email to your inbox with a secure link to reset your password.\n\n5\\. Follow the link to reset your password and you'll be set!\n\n#### **How to change/reset your existing password:**\n\nWith access to your Regie.ai account you can reset/change your existing password at anytime.\n\n1\\. From within the Regie platform, click on your initials in the upper right corner of the page.\n\n![My Account.png](https://help.regie.ai/hc/article_attachments/39751178098835) \n\n2\\. Select **My Account**\n\n3\\. From My Account, scroll down to the **Password** section and click to **Reset Password**\n\n**![Reset Password.png](https://help.regie.ai/hc/article_attachments/39751162530579)**\n\n4\\. Follow the **Reset Password** instructions and you're all set!\n\nRelated to","2025-06-24T15:23:15.780Z","a507f98f-7585-40d4-aa57-6ee98049492b",[],[],{"_40":550,"_111":551,"_113":552,"_115":-5,"_13":-5,"_103":553,"_105":117,"_25":554,"_119":-5,"_120":555,"_122":556},"How to complete Agent assigned manual email tasks using the Chrome Extension ( No-SEP Users) – Regie.ai","https://help.regie.ai/hc/en-us/articles/39166652509715-How-to-complete-Agent-assigned-manual-email-tasks-using-the-Chrome-Extension-No-SEP-Users","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nHow to use the Email Composer of the Chrome Extension\n\nRegie users without a Sales Engagement Platform are to complete manual email tasks assigned by their auto-pilot agent directly within their Chrome Extension using the **Email Composer**.\n\nSee the ease and convenience of the Email Composer and learn how to use it below:\n\nHave agent assigned LinkedIn Tasks to complete as well? \n\nSee how the [**Power Socializer**](https://help.regie.ai/hc/en-us/articles/39166718230035) feature of the Chrome Extension will make your agent assisted LinkedIn outreach a breeze!\n\nRelated to","2025-06-24T15:23:07.460Z","2cbae362-4652-475b-b32a-697dc6e12a3e",[],[],{"_40":558,"_111":559,"_113":560,"_115":-5,"_13":-5,"_103":561,"_105":117,"_25":562,"_119":-5,"_120":563,"_122":564},"How to complete Agent assigned manual email tasks using the Chrome Extension (Salesloft Users) – Regie.ai","https://help.regie.ai/hc/en-us/articles/39166705856659-How-to-complete-Agent-assigned-manual-email-tasks-using-the-Chrome-Extension-Salesloft-Users","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nHow to use the Email Composer feature of the Chrome Extension\n\nSalesloft users assigned manual email tasks by their Agent have the option to execute those tasks directly within their Chrome Extension using the **Email Composer** feature.\n\nExperience the ease and convenience of the Email Composer. Watch how to use this feature below:\n\nHave agent assigned LinkedIn Tasks to complete as well?\n\nSee how the **Task Automation - Power Socializer** feature of the Chrome Extension will make your LinkedIn outreach a breeze!\n\nRelated to","2025-06-24T15:23:07.567Z","d74ee9f5-bf05-441b-a72d-bf146a53d1a4",[],[],{"_40":566,"_111":567,"_113":568,"_115":-5,"_13":-5,"_103":569,"_105":117,"_25":570,"_119":-5,"_120":571,"_122":572},"How to complete manual AI Emails in RegieOne – Regie.ai","https://help.regie.ai/hc/en-us/articles/40053111256723-How-to-complete-manual-AI-Emails-in-RegieOne","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **AI Emails** page streamlines rep workflows by centralizing all AI-assigned manual email tasks within the **RegieOne** platform—no tab-switching required!\n\nAs a Rep, you can easily track, manage, and complete upcoming or overdue **AI email** tasks while gaining insights into email performance and deliverability for both manual and automated sends.\n\n**How to complete a manual AI Email Task**\n\n1\\. Within the Regie platform, select **AI Emails** from the navigation bar.\n\n![](https://help.regie.ai/hc/article_attachments/40053128603155)\n\n2\\. Click the **\"Start Email\"** button which will cue all available email tasks for completion.\n\nYou can also use the open checkboxes next to the prospect name to manually select specific email tasks to cue up for completion. \n\n![](https://help.regie.ai/hc/article_attachments/40053111246739)\n\nBefore starting email tasks, you have the ability to apply **Filters** to your task list.\n\nThis can provide for a more strategic and focused approach to your email prospecting.\n\n**Filters** available: \n\n* Search by name using the Search Bar\n* Agent (Sequence Name)\n* Due at (Overdue or Due Today)\n* Persona\n* Email Task Type\n\n3\\. Once you've started your manual email tasks, Regie will automatically pull you into the Prospect's Task page.\n\n![](https://help.regie.ai/hc/article_attachments/40105916032659)\n\nFrom the Prospect Tasks page, you can review important prospect and account details and inspect the personalized, AI-generated email that is ready to be manually sent.\n\n4\\. Review the email. Make edits or refinements as needed.\n\n5\\. Press **Send & Complete** when the message is ready to be sent! \n\n6\\. Regie.ai will automatically move you into the next AI email task to complete until you've finished all tasks in the cue.\n\n**Remember, daily best practice is to complete all AI Email Tasks.**\n\n**AI-powered Message Editing and Refinement Features**\n\n* **Regenerate personalized content**\n\nClick the blue bolt icons found within the email body and subject line to **Regenerate** either parts of the message using AI. \n\nYou can regenerate this content as many times as you need!\n\n![](https://help.regie.ai/hc/article_attachments/40105952323603)\n\n* **Use the Context Menu to refine content**\n\nUsing your mouse, highlight a piece of text in the body of the email. This can be a sentence, paragraph or the entire email body.\n\nSelect the \"Ask AI\" stars icon.\n\n![](https://help.regie.ai/hc/article_attachments/40106477739667)\n\nPressing \"/ \" on your keyboard to access Ask AI to perform quick commands like to Rephrase, Shorten or Expand the highlighted text.\n\n![](https://help.regie.ai/hc/article_attachments/40106481000339)\n\nFor added flexibility, use this feature to prompt or instruct Regie to make a specific refinement/improvement to the highlighted text.\n\n* **Inspect and improve the quality of messages using the Email Analyzer**\n\nTo access the Email Analyzer, click the number located at the bottom right of the Email as shown below. The Email Analyzer will appear in its own designated panel and provide real-time feedback on the email quality with recommendations on what to improve or refine if needed.\n\n![](https://help.regie.ai/hc/article_attachments/40053128609171)","2025-06-24T15:23:01.784Z","d6107d43-8167-4ee3-ac76-b854b445f028",[],[],{"_40":574,"_111":575,"_113":576,"_115":-5,"_13":-5,"_103":577,"_105":117,"_25":578,"_119":-5,"_120":579,"_122":580},"How to Configure Email Deliverability Schedules for AI Agents – Regie.ai","https://help.regie.ai/hc/en-us/articles/42151477141907-How-to-Configure-Email-Deliverability-Schedules-for-AI-Agents","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nRegie’s AI Agents offer a **configurable email deliverability** schedule to help ensure your messages reach prospects at the right time. When setting up an agent for automated email delivery, Admin users can define when emails are sent—based on your preferred outreach windows.\n\nAutomated AI Emails are always delivered according to the **_prospect’s local time zone_**, and you'll chose one type of sending schedule for your agent:\n\n* **Weekday business hours** (e.g., 9 AM – 5 PM or 8 AM – 6 PM)\n \n* **Weekend hours** (e.g. 10 AM - 4 PM)\n \n\nThis allows you to tailor delivery times to align with your audience’s availability and increase the chances of engagement.\n\nThese settings are configured during the agent setup process and can be adjusted at anytime to fit your email outreach strategy.\n\n### **How to configure your AI Agent's Email Delivery Schedule**\n\n1. Select **AI Agents** from the navigation bar within the Regie Platform\n\n2\\. Click the name of the AI Agent from the **Agents Overview page**\n\n![](https://help.regie.ai/hc/article_attachments/42152404264339)\n\n3\\. Select **Settings**\n\n4\\. Set the preferred **Basic Email Deliverability Schedule**\n\n![](https://help.regie.ai/hc/article_attachments/42152372205715)\n\nSo that your AI Emails are sent at optimal times, aligned with each prospect's local time zone, configure one type of automated sending schedule for your AI Agent:\n\n* Weekday business hours\n* Weekend hours\n\n5\\. That's it! Be sure to **Publish** your agent when finished so that your changes will be applied!\n\nRelated to","2025-06-24T15:22:43.828Z","35580e7b-f709-403e-a50e-6ee50fe8635f",[],[],{"_40":582,"_111":583,"_113":584,"_115":-5,"_13":-5,"_103":585,"_105":117,"_25":586,"_119":-5,"_120":587,"_122":588},"How to connect your inbox to Regie.ai and add your email signature – Regie.ai","https://help.regie.ai/hc/en-us/articles/39097828749075-How-to-connect-your-inbox-to-Regie-ai-and-add-your-email-signature","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nRegie's **AI Agents** send highly personalized and relevant AI Emails on your behalf using your connected email address. With a connected email address, this also enables the AI Agent to generate other task types.\n\nThis article details how Salesloft Users and RegieOne users are to connect their email inbox to Regie.ai. It also reviews how to add your email signature as well.\n\n**Important Note:**\n\nThe steps below require having access to the Regie platform and your Regie.ai account.\n\nIf you haven't accepted the invitation to join Regie and finalize your account set up yet, please check your inbox for the emailed invitation to join Regie.ai.\n\nSee [How to Create Your Regie.ai Account](https://help.regie.ai/hc/en-us/articles/39088934862355) before proceeding to the instructions detailed below.\n\n### **How to connect your email inbox to Regie.ai**\n\n1\\. From the **RegieOne** platform, click your initials in the upper right corner.\n\n![](https://help.regie.ai/hc/article_attachments/40004094068883)\n\n2\\. Select **My Account** from the menu.\n\n3\\. Within your **Account** page, scroll down to the **Mailbox** section and press the **Connect** button.\n\n4\\. Next, choose your email provider.\n\n![choose mailbox.png](https://help.regie.ai/hc/article_attachments/40739981038099)\n\n5\\. Follow the onscreen instructions to connect your email to Regie.ai. Make sure to approve all authentication prompts from your email provider. Once completed, you're all set!\n\nTroubleshooting:\n\nIf during this process you encounter a security alert, please do the following:\n\nClick \"Advanced\" > choose \"Go to regie.ai\" > Select all and check both \"view your email messages\" and \"settings and send email on your behalf\". \n\n**How to add your email signature**\n\nType in your email signature exactly as you would like it to appear in an email and press Save.\n\n![](https://help.regie.ai/hc/article_attachments/40752592241683)\n\nTips for your signature line:\n\n* Do not add logos or images to your signature\n* Remove any html links\n* If you're a User copying and pasting a Salesloft signature into this field please remove the \\[+\\] symbol\n * Regie cannot translate this as it is unique to Salesloft","2025-06-24T15:23:01.583Z","2ce7e95a-c131-4bcd-b4dd-8c36086e79ad",[],[],{"_40":590,"_111":591,"_113":592,"_115":-5,"_13":-5,"_103":593,"_105":117,"_25":594,"_119":-5,"_120":595,"_122":596},"How to Create Your Regie.ai Account – Regie.ai","https://help.regie.ai/hc/en-us/articles/39088934862355-How-to-Create-Your-Regie-ai-Account","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nWelcome to Regie.ai, the only generative-AI platform made for enterprise sales teams!\n\nBefore you can get started, you'll need to set up your log-in credentials.\n\nPlease see the video below on how to finalize the set up of your account. \n\nWritten instructions are also provided below.\n\n**How to Create Your Account**\n\n1. After purchase (or when your Admin starts inviting team members into your account), you'll receive an email from [regie.ai](http://regie.ai/) (hello@useregie.com) with the subject: **\"You are invited to regie.ai\".**\n\n 2. This email will include your username (typically your email address) that should be used for your new account.\n\n3\\. Click on the **\"Open Regie.ai”** button within the email to complete setting up your account.\n\n![Ot4E2cjIo1 (1).jpg](https://help.regie.ai/hc/article_attachments/39346845143443)\n\n**If you cannot locate your emailed invitation to join Regie, try checking your junk or spam folders.**\n\nContact your Regie Admin to resend the email invite if there are any issues with locating the email.\n\nPlease see the [**How to Resend a Regie.ai Email Invitation**](https://help.regie.ai/article/how-to-resend-the-invitation-to-join-regieai) for additional instructions.\n\nRelated to","2025-06-24T15:23:00.903Z","3917ad9a-9077-4d79-9106-fa3e8ff48e38",[],[],{"_40":598,"_111":599,"_113":600,"_115":-5,"_13":-5,"_103":601,"_105":117,"_25":602,"_119":-5,"_120":603,"_122":604},"How to Deactivate an Agent in Outreach – Regie.ai","https://help.regie.ai/hc/en-us/articles/40746508477331-How-to-Deactivate-an-Agent-in-Outreach","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nManaging Regie agents works hand-in-hand with Outreach—whether you’re activating, pausing, or deactivating an Agent. In Outreach, published **AI Agents** appear as **Sequences.**\n\nWhile Regie is used to create Agents and push these dynamic sequences, all activation and deactivation must be completed in Outreach by an Outreach Admin.\n\nIn this article, you’ll find step-by-step instructions on how Outreach Admins deactivate a Regie agent that is no longer in use.\n\n### **Step 1: Deactivate the AI Agent in Outreach**\n\n1\\. Within the AI Agent in Regie, click the **Outreach SEP** icon directly next to the Status of the Agent. This action opens the sequence directly in Outreach\n\n**![active in outreach.png](https://help.regie.ai/hc/article_attachments/40746508476179) \n**\n\n2. Click **“Deactivate”** the sequence in Outreach.\n\nYou’ll receive a pop-up notification explaining the impact of deactivation.\n\n3. **Confirm** to proceed.\n\nAll AI Agents are published to Outreach as Sequences. You can also refer to the following Outreach Support Article for assistance: [How to Deactivate a Sequence in Outreach](https://support.outreach.io/hc/en-us/articles/18911141702939-How-To-Deactivate-a-Sequence)\n\n**What happens when you deactivate an Agent/Sequence?**\n\n* All scheduled emails and tasks are immediately removed.\n \n* New prospects will not be added to the sequence.\n \n* **Existing prospects are paused**:\n \n * They remain associated with the sequence but will receive no further communication or tasks.\n \n* **Current assigned tasks remain active**:\n \n * These must be manually removed if you don’t want them to appear in task lists.\n \n\n### **Step 2: Bulk Remove or Finish Prospects from the Agent/Sequence**\n\nFully remove paused prospects from the deactivated sequence. This disassociates the prospect from the AI-sequence entirely and allows the prospect to be re-sequenced in the future:\n\n1. Go to the **Sequence** in Outreach.\n2. Click the **Prospects tab.**\n3. **Bulk-select all prospects** using the checkbox.\n4. Click the **three dots** next to \"New Task\" in the upper right.\n5. Select **“Mark Finished.”**\n\n### **Step 3: Archive the Agent/Sequence**\n\nWe recommend **Archiving** the AI Sequence in Outreach and in Regie after it's been deactivated. See [How to Archive an Agent,](https://help.regie.ai/hc/en-us/articles/40747168079763) which hides the deactivated Agent from view in RegieOne.","2025-06-24T15:23:07.000Z","71676f9e-ad2f-44c6-b335-00b840291c07",[],[],{"_40":606,"_111":607,"_113":608,"_115":-5,"_13":-5,"_103":609,"_105":117,"_25":610,"_119":-5,"_120":611,"_122":612},"How to dial Outreach Call Tasks using the AI Dialer – Regie.ai","https://help.regie.ai/hc/en-us/articles/39922811655187-How-to-dial-Outreach-Call-Tasks-using-the-AI-Dialer","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nOutreach users can improve their call efficiency and productivity by using the AI Dialer to complete their call tasks.\n\nIn addition to completing Regie Agent generated call tasks, the AI Dialer also supports calling the following call tasks originating in Outreach.\n\n* Call tasks associated with a sequence\n* One-off call tasks created in Outreach\n* Prospect call lists created in Outreach\n\nAt the end of each call, prospect call notes and call dispositions will be written directly to Outreach.\n\n**How to call Outreach Call Tasks:**\n\n1\\. From the Regie platform, open the **AI Dialer** on the Regie platform or access the **AI Dialer** from the Regie Chrome Extension.\n\n2\\. Go to your **Call Tasks.**\n\n3\\. From the **Call Task page,** select the **Outreach** icon (as shown in image below).\n\nThis action will populate all available call tasks originating from your Outreach platform.\n\n4\\. From the Settings, apply filters to focus on a specific call lists, specific Outreach sequences and prospect time zones using the **Filters.**\n\n5\\. Once your Call Settings are in place, press **\"Start Calls\"** to begin dialing.\n\n**![](https://help.regie.ai/hc/article_attachments/39922790553619)**\n\nRelated to","2025-06-24T15:22:57.138Z","df329746-26b8-4372-be6f-30d95c2f80e3",[],[],{"_40":614,"_111":615,"_113":616,"_115":-5,"_13":-5,"_103":617,"_105":117,"_25":618,"_119":-5,"_120":619,"_122":620},"How to dial Salesloft Call Tasks using the AI Dialer – Regie.ai","https://help.regie.ai/hc/en-us/articles/39479588637203-How-to-dial-Salesloft-Call-Tasks-using-the-AI-Dialer","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nSalesloft users can improve their call efficiency and productivity by using the AI Dialer to complete their call tasks.\n\nIn addition to completing Auto-pilot Agent generated call tasks, the AI Dialer also supports calling the following types of call tasks originating in Salesloft:\n\n* Salesloft cadence-based call tasks\n* One-off Call tasks created in Salesloft\n* Prospect call lists created in Salesloft\n\nAt the end of each call, prospect call notes and call dispositions will be written directly to Salesforce.\n\n**How to call Salesloft created tasks:**\n\n1\\. From the Regie platform, open the **AI Dialer** on the Regie platform or access the **AI Dialer** from the Regie Chrome Extension.\n\n2\\. From the Call Task page, select the **Salesloft** icon (as shown in image below).\n\nThis action will populate all available call tasks originating from your Salesloft platform.\n\n3\\. From the Settings, apply filters to focus on a specific call lists, Salesloft cadences, and prospect timezones using the **Filters.**\n\n![Calling Salesloft Call Tasks.png](https://help.regie.ai/hc/article_attachments/39479634419219)\n\nRelated to","2025-06-24T15:22:56.278Z","77cf4ec5-49a6-4fb2-b2d2-81a4726af058",[],[],{"_40":622,"_111":623,"_113":624,"_115":-5,"_13":-5,"_103":625,"_105":117,"_25":626,"_119":-5,"_120":627,"_122":628},"How to Download the Regie.ai Chrome Extension – Regie.ai","https://help.regie.ai/hc/en-us/articles/39089127960211-How-to-Download-the-Regie-ai-Chrome-Extension","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **Regie.ai Chrome** Extension is designed to help sales reps execute Agent assigned tasks quickly and more efficiently.\n\nThe extension also provides AI Co-pilot functionality to support sales reps that need help generating personalized messaging for high-value, high touch prospects that are not in sequence with an Agent. \n\nReps can access our generative-AI powered **Chrome Extension** by following the steps below:\n\n![](https://help.regie.ai/hc/article_attachments/42145184161683)\n\n2\\. On the next page, you'll see an option in the upper right corner to **Add to Chrome:**\n\n![](https://tawk.link/6467a768ad80445890edf29e/kb/attachments/wIDVJbc7lH.jpg)\n\n3\\. You'll get a popup message, where you will need to select **\"Add extension\":**\n\n![eEeyVvwnmI.jpg](https://help.regie.ai/hc/article_attachments/39089127958419)\n\nIt will now be installed in your Chrome Extensions.\n\n4\\. The first time you use this extension, you will be prompted to [**log into your Regie account.**](https://help.regie.ai/article/creating-your-regieai-account)\n\n5\\. Enter your email & password and you will now be able to use the Chrome extension in supported applications.\n\n**Note: You may need to refresh any open browser tabs after logging in.**","2025-06-24T15:23:00.736Z","c536b613-ee2f-4354-bc79-eb3b13270919",[],[],{"_40":630,"_111":631,"_113":632,"_115":-5,"_13":-5,"_103":633,"_105":117,"_25":634,"_119":-5,"_120":635,"_122":636},"How to enable Apollo Integration – Regie.ai","https://help.regie.ai/hc/en-us/articles/39761544032019-How-to-enable-Apollo-Integration","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nTake your Autopilot Agent to the next level by seamlessly linking your team's Apollo account to your [Regie.ai](http://regie.ai/) platform.\n\nThrough this integration, your Regie Agent can provide mobile phone numbers for prospects on your lead lists that may be missing this important information currently.\n\nLearn how easy it is to connect Apollo to [Regie.ai](http://regie.ai/) using the steps below, and equip your sales team with more opportunities to connect with prospects over the phone!\n\n**Note:** To use the Apollo + [Regie.ai](http://regie.ai/) Integration for phone number enrichment your Apollo Account must include mobile credits.\n\n**Step 1: Retrieve your Apollo API Key**\n\n1\\. Log into your Apollo account and retrieve your Apollo API Key. You'll find your API Key by following this link - [https://developer.apollo.io/keys/](https://developer.apollo.io/keys/)\n\n2\\. To generate the **API Key** needed for this integration select \"**api/v1/people/match\"** from the list provided.\n\n3. **Copy your API Key** and store in a safe space.\n\nProceed to Step 2 detailed below\n\n**Step 2: Enable Apollo Integration in [Regie.ai](http://regie.ai/)**\n\n1\\. From the Regie platform, select your initials in the upper right corner of the screen. Select **Workspace Settings** from the menu options. \n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/39761565875347)\n\n2\\. Within the **Workspace Settings**, select **Integrations**.\n\n3\\. Within the Integrations list, locate the **Phone Number Provider** section. Select the blue **\"Connect\"** from the **Apollo** tile.\n\n![Apollo Integration - updated.png](https://help.regie.ai/hc/article_attachments/39761565876243)\n\n4\\. Enter your **Apollo API Key** and press **Submit.**\n\n![](https://tawk.link/6467a768ad80445890edf29e/kb/attachments/CTFxERQNc1.jpg)\n\n5\\. That's it! Your team's Apollo Account is successfully connected to Regie and phone number enrichment is now available to your Autopilot Agent.\n\nRelated to","2025-06-24T15:23:04.890Z","fc611aa1-8132-4e3e-a362-fb2474fb82f7",[],[],{"_40":638,"_111":639,"_113":640,"_115":-5,"_13":-5,"_103":641,"_105":117,"_25":642,"_119":-5,"_120":643,"_122":644},"How to Enable SSO Connection – Regie.ai","https://help.regie.ai/hc/en-us/articles/39096324592659-How-to-Enable-SSO-Connection","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n* Only Regie Admins can connect and manage the SSO Connection for their team's Regie workspace\n* SSO Connection Settings are not visible to users designated as Admin by default.\n * To have SSO Connection Settings made visible within your workspace, please contact the Regie Team for assistance.\n\n**Regie.ai supports the following SSO strategies:**\n\n* SAML with Okta or OneLogin\n* OpenID Connect with Okta or OneLogin\n* Azure AD\n* Google Workspace\n\nAt this time, JIT, SCIM or any other forms of account provisioning and deprovisions with Okta is not supported. \n\n**How to set up SSO in Regie:**\n\n1. From the Regie platform, select your initials in the upper right corner of the screen. Select **Organization** **Settings** from the menu options. \n\n![](https://help.regie.ai/hc/article_attachments/41201502275219)\n\n2\\. Select the **SSO** tab and then click **\"Setup\".**\n\n![](https://help.regie.ai/hc/article_attachments/41661583771283)\n\n3\\. Choose the **SSO Strategy** from the drop down menu. \n\n4\\. Follow the onscreen instructions for connecting either of the following SSO strategies:\n\n* SAML with Okta or OneLogin\n* OpenID Connect with Okta or OneLogin\n\nOr select to **Enable** for the following SSO strategies to create the connection:\n\n* Azure AD\n* Google Workspace\n\n 5. Press **Save** when complete!\n\n**Important Notes:**\n\n* **Domain for SSO** is a preset field and cannot be adjusted. Please contact Customer Success if there is an alias domain to be considered.\n* **Enabling Home Realm Discovery** is available for SAML based SSO strategy. You can Enable/Disable the domain level automatic SSO redirect for the org domain at any time using the Home Realm Discovery toggle within the SSO SAML form.\n * It is highly recommended for Regie Admins to try the connection using IdP initiated login before using the “Home Realm” toggle, in case there is something wrong with the details / setup /requires debugging before activating the automatic redirect for the org domain.\n\n![](https://help.regie.ai/hc/article_attachments/41664118816531) \n\nPlease contact your Customer Success Manager for assistance with any of the following:\n\n* Need an alias domain\n* To enable Google Workspace logins for your domain\n\nRelated to","2025-06-24T15:22:45.747Z","9758a757-e917-491f-9a5b-6c1c2f6a642c",[],[],{"_40":646,"_111":647,"_113":648,"_115":-5,"_13":-5,"_103":649,"_105":117,"_25":650,"_119":-5,"_120":651,"_122":652},"How to enable ZoomInfo Integration – Regie.ai","https://help.regie.ai/hc/en-us/articles/39122788323347-How-to-enable-ZoomInfo-Integration","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nIntegrate ZoomInfo for phone data enrichment\n\n**To integrate your ZoomInfo Account with [Regie.ai](http://regie.ai/) you must** **be a Regie Admin and an Admin in ZoomInfo with API access.**\n\nTake your Regie Autopilot Agent to the next level by seamlessly linking your team's ZoomInfo account to your [Regie.ai](http://regie.ai/) platform.\n\nThrough this integration, your Regie Agent can provide mobile phone numbers for prospects on your lead lists that may be missing this important information currently.\n\nSee how easy it is to connect your ZoomInfo Account to [Regie.ai](http://regie.ai/) and equip your sales team with more opportunities to connect with prospects over the phone!\n\n**Step 1: Retrieve your ZoomInfo API Key**\n\n1\\. Log into your ZoomInfo account using your admin credentials with API access \n2\\. Go to **Admin Portal** \n3\\. Select **API** \n4\\. Click **\"Generate New Key\"**. This will provide you a **Client ID** and a **Private Key**. 5. **Copy your Client ID and Private Key** and store these in a safe space.\n\nProceed to Step 2 detailed below.\n\n**Step 2: Enable ZoomInfo Integration on [Regie.ai](http://regie.ai/)** \n\n1\\. From the Regie platform, select your initials in the upper right corner of the screen. Select **Workspace Settings** from the menu options. \n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/39759855215379)\n\n2\\. Within the **Workspace Settings**, select **Integrations**.\n\n3\\. Within the Integrations list, locate the **Phone Number Provider** section. Select the blue **\"Connect\"** from the **ZoomInfo** tile.\n\n![ZoomInfo - Updated.png](https://help.regie.ai/hc/article_attachments/39759855216787)\n\n4\\. Using your **ZoomInfo API Key,** **Client ID** and **Username** complete the **Connect ZoomInfo form** and press \"Submit\".\n\n![7bi5semDLw.jpg](https://help.regie.ai/hc/article_attachments/39122804697235)\n\n5\\. That's it! Your team's ZoomInfo Account is successfully connected to Regie and phone number enrichment is now available to your Autopilot Agent.\n\nFor additional information, please see our [ZoomInfo Phone Number Enrichment FAQs.](https://help.regie.ai/hc/en-us/articles/39159165294355)\n\nRelated to","2025-06-24T15:23:04.411Z","a4d2efe7-c3b7-4b9f-b9d2-679f8dc9cc4f",[],[],{"_40":654,"_111":655,"_113":656,"_115":-5,"_13":-5,"_103":657,"_105":117,"_25":658,"_119":-5,"_120":659,"_122":660},"How to Establish Preferred Contact Ownership in Salesforce for Newly Discovered Prospects in an Account – Regie.ai","https://help.regie.ai/hc/en-us/articles/41472368013971-How-to-Establish-Preferred-Contact-Ownership-in-Salesforce-for-Newly-Discovered-Prospects-in-an-Account","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nWithin the AI Agent Discovery Settings there is a field for **Preferred** **Contact** **Owner** which specifies the owner of newly discovered contacts in the Account. It's very important to choose Contact ownership and sequencing settings during agent creation.\n\nThis article will explain the differences between **Preferred Contact Owner** and **Sequencers** in Regie.ai.\n\nThe article also provides instructions on how Regie.ai Users designated as Admins or Managers can update their **Preferred** **contact** **owner** in their AI Agent.\n\n### **What Is the \"Preferred Contact Owner\"?**\n\nThe **Preferred Contact Owner** is a field defined within your Salesforce account settings. It determines who should be listed as the \"Owner\" of a prospect/contact in Salesforce. This field plays a critical role in how ownership is assigned within your CRM.\n\n#### How It Works:\n\n* Regie checks if the prospect is linked to an existing Salesforce account.\n \n* If that account contains a populated **Preferred Contact Owner** field, the person listed is automatically assigned as the **Owner** of the new prospect.\n \n* The **Owner** in Salesforce represents the main point of contact responsible for managing the prospect.\n \n\n### **How Is This Different from the \"Sequencer\"?**\n\nThe **Sequencer** is configured separately through your Sequencer Settings and defines who is responsible for managing the sequence of outreach or engagement activities with the prospect.\n\n#### Key Differences:\n\n* **Preferred Contact Owner** = Determines **Salesforce Owner**.\n \n* **Sequencer** = Determines **Sequence Manager**.\n \n\nThese roles are **not interchangeable** and serve distinct functions within your workflow.\n\n### **Why This Matters**\n\nThis dual-role system ensures clarity in how responsibilities are assigned:\n\n* **Owners** handle CRM-related prospect management.\n \n* **Sequencers** manage the communication workflows and engagement sequences created by your AI Agent.\n \n\nBy keeping these roles separate, Regie ensures clean data ownership in Salesforce and effective prospect outreach.\n\n### **How to select a Preferred Contact Owner for Discovered Accounts**\n\n1. With Admin or Manager login credentials, access the **AI Agent** in the Regie.ai platform\n2. Go to the **Discovery** tab\n3. Scroll down to **Preferred contact owner**![](https://help.regie.ai/hc/article_attachments/41472384837395)\n4. Select the **Preferred Contact Owner** from the dropdown menu\n5. Select **Save** when complete\n\nRelated to","2025-06-24T15:23:22.263Z","b019ca0a-bc27-4ed5-ab57-a723300de1ed",[],[],{"_40":662,"_111":663,"_113":664,"_115":-5,"_13":-5,"_103":665,"_105":117,"_25":666,"_119":-5,"_120":667,"_122":668},"How to execute LinkedIn tasks the Power Socializer – Regie.ai","https://help.regie.ai/hc/en-us/articles/39166718230035-How-to-execute-LinkedIn-tasks-the-Power-Socializer","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n## Breeze through your social tasks using the Power Socializer in the Regie Chrome Extension\n\nLocated within the [Regie.ai](http://regie.ai/) Chrome Extension you'll find the **Power Socializer.**\n\nThe **Power Socializer** is a LinkedIn compliant feature and workflow that streamlines your social prospecting by bringing all your LinkedIn tasks into one simple workflow, making them quick and easy to complete. \n\nSee the videos below on using the Chrome Extension to execute on social tasks surfaced by your Regie Auto-Pilot Agent.\n\n**Important Note for InMail Task Completion:**\n\nTo complete your InMail tasks, always start your social tasks using the Task Automator while on the prospect's LinkedIn Profile. Do NOT initially start Task Execution within Sales Navigator from the Chrome Extension.\n\n**What happens when I mark the task as complete in the Task Automation panel of the extension?**\n\n All social tasks manually marked as complete by the User through the Power Socializer, will show the task as complete in Salesforce and, if an Outreach user, will get marked as complete in Outreach as well.\n\n**How are the messages created using the Power Socializer?**\n\nPersonalized messages created by [Regie.ai](http://regie.ai/) are created by matching to the prospect's persona.\n\nFor Auto-Pilot users, personalized messages are created using the settings established for the AI Agent designated for social prospecting.\n\n**Note for Outreach users:** Outreach users also have access to the Power Socializer to complete LinkedIn Tasks from existing Outreach Sequences. \n\nTo access this feature:\n\n1. Reps must be signed into their team's Regie workspace and have the Chrome Extension downloaded. \n2. Reps must be signed into both Outreach and LinkedIn.\n3. Reps must select to pull social tasks from Outreach by using the dropdown menu at the top of the Task Automation panel (as shown in the image below)\n\nPersonalized messages are created for Outreach Users by utilizing the team's social prospecting personalization settings within the team's Co-Pilot Brand Kit.\n\nRelated to","2025-06-24T15:23:07.688Z","c379b0be-4267-4ef2-8daa-85069bfea5a6",[],[],{"_40":670,"_111":671,"_113":672,"_115":-5,"_13":-5,"_103":673,"_105":117,"_25":674,"_119":-5,"_120":675,"_122":676},"How to Fix Ownership Misalignment in Outreach – Regie.ai","https://help.regie.ai/hc/en-us/articles/40749600963731-How-to-Fix-Ownership-Misalignment-in-Outreach","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nIn **Outreach,** the **Sequencer** must match the **Prospect Owner.** As the primary “system of action,” Outreach overrides ownership data from SFDC or Regie—especially for prospects already in Outreach and owned by another rep.\n\n**What happens when ownership is misaligned? Key signs to look for:**\n\n* A rep in Regie can see a prospect, but cannot sequence them in Outreach\n* Outreach returns an error like “User not the owner”\n* Prospects appear in a Salesforce list assigned to an SDR, but in Outreach are owned by a different user (e.g., AE or Marketo API)\n* Regie auto-sequencing fails or skips expected prospects\n* Sequences look misaligned with the prospect stage or ownership.\n* Lack of task generation for Regie sequences.\n\n**How to fix ownership misalignment**\n\n**1\\. Confirm Your Ownership Strategy**\n\nDecide which **Salesforce owner field** should control Outreach ownership:\n\n* For outbound prospecting, this is usually the **SDR Owner**\n* Document the expected mapping across platforms\n* Ensure your Revenue Operations or Systems team enforces this logic\n\n**2\\. Align Ownership in Outreach**\n\nCheck individual prospect records in Outreach to verify who owns them.\n\nIf the wrong person is assigned:\n\n* Reassign the owner manually\n* Perform a bulk update\n* Use CSV upload or the Outreach API\n\n**3\\. Fix Your Salesforce-Outreach Integration**\n\nOutreach does not distinguish between **Leads and Contacts,** so your Salesforce sync needs to handle this deliberately.\n\nBest practices:\n\n* Explicitly map the correct ownership field from Salesforce (e.g., SDR\\_Owner) to match the Outreach Prospect Owner\n* Review your Outreach sync rules to ensure ownership isn’t being overwritten by automation tools like Marketo or AE fallbacks\n* If needed, use field-level logic or formula fields in Salesforce to drive consistent ownership to Outreach\n\n**Still having trouble? Check for Custom Validation Rules!**\n\nYou may have rules in Outreach that block reps from sequencing unless they are listed as the prospect’s owner. These rules are helpful for security but can block outbound efforts if ownership is incorrect.\n\nExample:\n\n* The prospect was owned by another user in Outreach\n* Regie and Salesforce showed the correct SDR owner\n* Outreach returned an error: “User not the owner”\n\nTo fix this, reassign the owner in Outreach and investigate whether custom validations are in place that enforce ownership restrictions.\n\n**Please reach out to the Customer Success Team should you need additional assistance or have further questions.**","2025-06-24T15:23:06.280Z","4659319a-9348-45c8-81ec-70284d7f1325",[],[],{"_40":678,"_111":679,"_113":680,"_115":-5,"_13":-5,"_103":681,"_105":117,"_25":682,"_119":-5,"_120":683,"_122":684},"How to integrate Regie.ai and your Outreach platform – Regie.ai","https://help.regie.ai/hc/en-us/articles/40610602671891-How-to-integrate-Regie-ai-and-your-Outreach-platform","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nTo enable the integration between Outreach and RegieOne, follow the steps below.\n\n \n**Note:** The user must have **Admin access in both Regie.ai and Outreach** to complete the setup.\n\n**How to integrate Outreach + RegieOne**\n\n1\\. From the **RegieOne** platform, select your initials in the upper right corner of the screen\n\n2\\. Select **Workspace** **Settings** from the menu options\n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/40610579910291)\n\n3\\. Within Workspace Settings, select **Integrations**\n\n4\\. Locate the **Outreach** tile within the **Sales Engagement** section\n\n5\\. Click **Connect**\n\n6\\. Follow the on screen prompts to complete the integration\n\n7\\. That's it! Once the integration is successfully completed, you will see confirmation that your Outreach platform is connected to Regie!","2025-06-24T15:23:05.339Z","1f5775d8-bbbd-4f1b-8276-26526533ca86",[],[],{"_40":686,"_111":687,"_113":688,"_115":-5,"_13":-5,"_103":689,"_105":117,"_25":690,"_119":-5,"_120":691,"_122":692},"How to integrate Regie.ai and your Sales Engagement Platform – Regie.ai","https://help.regie.ai/hc/en-us/articles/40610350032275-How-to-integrate-Regie-ai-and-your-Sales-Engagement-Platform","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nRegie.ai seamlessly integrates with the following Sales Engagement platforms:\n\n* Outreach\n* Salesloft\n* Hubspot\n\nTo enable the integration between your Regie.ai Workspace and your Sales Engagement platform, follow the steps below.\n\n \n**Important Note:** The user establishing the connection must have **Admin access in both Regie.ai and the Sales Engagement platform** to complete the integration.\n\n**How to integrate Regie.ai and your Sales Engagement**\n\n1\\. From the **Regie.ai** platform, select your initials in the upper right corner of the screen.\n\n2\\. Click **Workspace** **Settings** from the menu options\n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/40610350031251)\n\n3\\. Within Workspace Settings, select **Integrations**\n\n4\\. Locate your Sales Engagement platform tile within the **Sales Engagement** section\n\n![](https://help.regie.ai/hc/article_attachments/41018504590867)\n\n5\\. Click **Connect**\n\n6\\. Follow the on screen prompts to complete the integration with your Sales Engagement\n\n7\\. That's it! Once the integration is successfully completed, you will see confirmation that your Sales Engagement platform is connected to Regie!","2025-06-24T15:22:45.615Z","89a91d21-3dbf-4143-a867-b3c84ac0e7aa",[],[],{"_40":694,"_111":695,"_113":696,"_115":-5,"_13":-5,"_103":697,"_105":117,"_25":698,"_119":-5,"_120":699,"_122":700},"How to integrate Regie.ai and your Salesloft platform – Regie.ai","https://help.regie.ai/hc/en-us/articles/41018577609747-How-to-integrate-Regie-ai-and-your-Salesloft-platform","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nTo enable the integration between Salesloft and RegieOne, follow the steps below.\n\n \n**Note:** The user must have **Admin access in both Regie.ai and Salesloft** to complete the setup.\n\n**How to integrate Salesloft + RegieOne**\n\n1\\. From the **RegieOne** platform, select your initials in the upper right corner of the screen\n\n2\\. Select **Workspace** **Settings** from the menu options\n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/41018617254547)\n\n3\\. Within Workspace Settings, select **Integrations**\n\n4\\. Locate the **Salesloft** tile within the **Sales Engagement** section\n\n5\\. Click **Connect**\n\n6\\. Follow the on screen prompts to complete the integration\n\n7\\. That's it! Once the integration is successfully completed, you will see confirmation that your Salesloft platform is connected to Regie!\n\nRelated to","2025-06-24T15:23:05.613Z","50ae7b8c-d58d-495e-b82e-630110f5bf7c",[],[],{"_40":702,"_111":703,"_113":704,"_115":-5,"_13":-5,"_103":705,"_105":117,"_25":706,"_119":-5,"_120":707,"_122":708},"How to log out of and log back into Regie.ai using the Chrome Extension – Regie.ai","https://help.regie.ai/hc/en-us/articles/39242120570899-How-to-log-out-of-and-log-back-into-Regie-ai-using-the-Chrome-Extension","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n1\\. Click the Regie Chrome Extension directly from your pinned **Extensions** section, located in the upper right of your web browser.\n\n2\\. Select “Regie App” from the pop out menu.\n\n![CE - Back to Regie App.png](https://help.regie.ai/hc/article_attachments/39718980287763)\n\n3\\. When on the [**Regie Home page**](https://app.regie.ai/), click your initials in the upper right corner and select **Log out** from the menu options.\n\n![How to Log Out.png](https://help.regie.ai/hc/article_attachments/39718980289555)\n\n4\\. Log back into [Regie.ai](http://regie.ai/) with your login credentials when prompted. This will action will automatically log you back into your Chrome Extension as well.\n\n![KhauQeVETk.jpg](https://help.regie.ai/hc/article_attachments/39242107310483)","2025-06-24T15:23:09.431Z","4951a85b-9af7-46f1-9364-5982fec791d1",[],[],{"_40":710,"_111":711,"_113":712,"_115":-5,"_13":-5,"_103":713,"_105":117,"_25":714,"_119":-5,"_120":715,"_122":716},"How to manage numbers on a reps behalf – Regie.ai","https://help.regie.ai/hc/en-us/articles/40607516752275-How-to-manage-numbers-on-a-reps-behalf","Not yet followed by anyone\n\nUsers with **Regie Admin** or **Manager** roles have the ability to manage Dialer numbers on behalf of their sales reps. This functionality supports smoother team operations and number management across the workspace.\n\n**Available management actions include:**\n\n* **View Assigned Numbers**: Check which team members currently have Dialer numbers assigned.\n \n* **Reassign Numbers**: Transfer a number from one rep to another.\n \n* **Release Numbers**: Remove (delete) a Dialer number when it’s no longer needed.\n \n* **Inspect Performance Metrics:** Monitor number reputation, connection rates and total calls placed from each Dialer number.\n\n**How to Access**\n\n1\\. Select **AI Dialer** from the navigation bar.\n\n2\\. Go to **Manage Numbers**\n\n3\\. Scroll down the list of Team Members to locate the rep's dialer numbers or use the search bar to find by name.\n\n![](https://help.regie.ai/hc/article_attachments/40607529913875)\n\n**Automated Spam Checks**\n\nRegie runs nightly reputation checks with multiple mobile carriers to ensure your team's numbers aren’t being flagged as spam.\n\nWithin **Manage Numbers**, you’ll see status indicators next to your team's dialer numbers:\n\n* * ✅ **Green Check:** Good to go!\n \n * ❌ **Red X:** Number flagged as spam—remove it and select a new one.\n \n\n**How to Reassign a Number**\n\nEasily transfer a number to a different rep.\n\n1\\. Click the **ellipses (...)** located to the far right of the numbers list.\n\n2\\. Select **Reassign**\n\n3\\. From the drop down menu, select the **Team Member** to reassign the number to\n\n4\\. Press **Save**\n\n![](https://help.regie.ai/hc/article_attachments/40607529914515)\n\n**How to Release a Number**\n\nRemove (delete) a Dialer number when it’s no longer needed.\n\n1\\. Click the **ellipses (...)** located to the far right of the numbers list.\n\n2\\. Select **Release** number\n\n3\\. **Confirm** the release of the number. This action cannot be undone once confirmed.\n\nRelated to","2025-06-24T15:22:58.753Z","a2de03e3-9ace-4d94-9530-70ecf111b320",[],[],{"_40":718,"_111":719,"_113":720,"_115":-5,"_13":-5,"_103":721,"_105":117,"_25":722,"_119":-5,"_120":723,"_122":724},"How to manually add a prospect to an AI Agent in RegieOne – Regie.ai","https://help.regie.ai/hc/en-us/articles/40210317484179-How-to-manually-add-a-prospect-to-an-AI-Agent-in-RegieOne","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThis article outlines three ways sales reps can manually add prospects to an AI Agent in RegieOne—whether the prospect is brand new, currently enrolled in another AI Agent, or was previously enrolled but is no longer active in an Agent.\n\nThese options give you control over which prospects are added to any AI Agent within your Regie workspace at anytime.\n\n### **1\\. How to add a new prospect to an AI Agent from the Enrich Page**\n\nThe **Enrich** page allows managers and sales reps to self-source prospects and accounts from Regie's robust enrichment database, directly within RegieOne.\n\nAny self-sourced prospect can be added directly to AI Agents or exported to a CSV file for upload to Salesforce.\n\nHere's how to get started:\n\n1\\. Go to **Enrich** from the navigation bar in RegieOne.\n\n![](https://help.regie.ai/hc/article_attachments/40216650326547)\n\n2\\. From the **Search People** tab, use the filters to search enrichment data for prospects based on the following parameters:\n\n* Search by email or LinkedIn Profile URL for a specific prospect\n* Search by Filters:\n * Job Title\n * Company\n * Location\n * Industry\n * Number of Employees\n\n3\\. From the search results in the **Prospect List View**, select the prospects to manually **Add to Agent** as shown below. Multiple prospects can be selected at once.\n\n![](https://help.regie.ai/hc/article_attachments/40216665756051)\n\n4\\. Click **Add to Agent** button.\n\n5\\. Use the drop down menu to select the Agent to add the selected prospects to. Click **\"Add to Agent\"** when ready to add. That's it! \n\n![](https://help.regie.ai/hc/article_attachments/40216665756563)\n\n### **2\\. How to add a prospect currently enrolled or previously enrolled with an AI Agent**\n\nThe **Targeting** page serves as the one source of truth for all Accounts and associated Prospects that have been added to an AI Agent.\n\nThere may be workflows that require you to manually add a prospect to multiple agents or a different AI Agent all together.\n\nBelow are instructions on how to manually add prospects currently enrolled in an agent or was previously enrolled in an agent directly through the **Targeting** page of the RegieOne platform:\n\n1\\. Access the **Targeting** page in RegieOne.\n\n![](https://help.regie.ai/hc/article_attachments/40216665757331)\n\n2\\. Select the **Prospects** tab**.**\n\n3\\. Next, locate the prospect(s) to add to an AI Agent using the filters.\n\nFilters available include:\n\n* Search by name via the Search bar\n* Intent level\n* Account Name\n* Activity\n* Agent (Sequence Name)\n* Persona\n* Phone # Info\n* Sequencer\n* Source\n* Status\n\n4\\. Next, from the **Prospects List View** in **Targeting** select the prospects to manually **Add to Agent.** Multiple prospects can be selected as shown below.\n\n![](https://help.regie.ai/hc/article_attachments/40216665757843)\n\n5\\. Use the drop down menu to select the Agent to add the selected prospects to. Click **\"Add to Agent\"** when ready to add. That's it! \n\n![](https://help.regie.ai/hc/article_attachments/40216665756563)\n\n### **3\\. How to manually add a prospect to an agent via Targeting's Prospect Details page**\n\nIf you need to review key **prospect details** before manually adding the prospect to another AI Agent, the **add to agent** workflow is available within any **Prospect Details** page in RegieOne.\n\nSee those instructions below:\n\n1\\. Go to **Targeting** from the RegieOne navigation bar.\n\n2\\. Locate the prospect using the filters or search bar and click the prospect's name from the **Prospects List View** as shown below.\n\n![](https://help.regie.ai/hc/article_attachments/41943779163923)\n\n3\\. This action opens the **Prospects Detail page** providing key insights on the following:\n\n* Prospect Contact Information\n* Company info\n* Work History\n* Completed Tasks Lists\n* AI Agents enrollment list\n* Salesforce Details\n\n![](https://help.regie.ai/hc/article_attachments/41943779169171)\n\n4\\. Press the **+Add to Agent** button from **Prospect Details.**\n\n**![](https://help.regie.ai/hc/article_attachments/41943779171219)**\n\n5\\. Use the drop down menu to select the **AI Agent** to add the to. Click **\"Add to Agent\"** when ready to add!\n\n![](https://help.regie.ai/hc/article_attachments/40216665756563)\n\nRelated to","2025-06-24T15:23:03.769Z","dac73dd0-979e-4113-a51d-4c65e784c9ae",[],[],{"_40":726,"_111":727,"_113":728,"_115":-5,"_13":-5,"_103":729,"_105":117,"_25":730,"_119":-5,"_120":731,"_122":732},"How to manually add a prospect to an AI Agent using the Chrome Extension – Regie.ai","https://help.regie.ai/hc/en-us/articles/40193182597779-How-to-manually-add-a-prospect-to-an-AI-Agent-using-the-Chrome-Extension","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **Regie.ai Chrome Extension** enhances your existing workflows by combining the efficiency of generative-AI and speed of AI-powered prospecting, with seamless task execution alongside AI Agents.\n\nSales reps can easily add high-value, self-sourced prospects to any AI Agent with a single click using the extension.\n\nThis ensures you have full control over which prospects are added manually to the AI Agent. \n\nThis article walks you through how to use the **Add to Agent** button within the **Prospect Profile**—right where you already work.\n\n#### **How to add a prospect to an AI Agent using the Regie Chrome Extension**\n\n1\\. Access the **Prospect Profile** feature from your **Regie Chrome Extension** by selecting the **Prospect Profile** icon.\n\n![](https://help.regie.ai/hc/article_attachments/40193182586131)\n\nA **Prospect's Profile** can be accessed using the **Chrome Extension** within the following environments:\n\n* Prospect's LinkedIn Profile Page (Not available on Sales Navigator)\n* Actively composing an email to a prospect through: \n * Gmail\n * Outlook on the web (Outlook.com)\n * Salesforce\n* Your Sales Engagement Platform\n * Outreach\n * Salesloft\n\n2\\. From the **Prospect Profile** select the **Add to Agent** icon as shown in the image below.\n\n![](https://help.regie.ai/hc/article_attachments/40193193749779)\n\n3\\. Use the **Add to Agent** drop down menu to select an Agent.\n\n![](https://help.regie.ai/hc/article_attachments/40193193752339)\n\n4\\. Press **Add** when complete. That's it! The Prospect will be immediately added to the selected Agent.\n\nRelated to","2025-06-24T15:23:08.132Z","6451635d-201d-407d-8f1d-622bad96b756",[],[],{"_40":734,"_111":735,"_113":736,"_115":-5,"_13":-5,"_103":737,"_105":117,"_25":738,"_119":-5,"_120":739,"_122":740},"How to manually place an individual dial to a prospect via the Chrome Extension – Regie.ai","https://help.regie.ai/hc/en-us/articles/40538741764243-How-to-manually-place-an-individual-dial-to-a-prospect-via-the-Chrome-Extension","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nWhether you're following up on a conversation or reaching out with a personalized check-in, placing a manual dial is quick and easy with the AI Dialer.\n\nThe video below shows you how to make a one--off call to a specific prospect directly from your AI Dialer using the Regie Chrome Extension.","2025-06-24T15:22:57.027Z","7e9b4adc-785a-42d8-a51d-ebaf9e4a4838",[],[],{"_40":742,"_111":743,"_113":744,"_115":-5,"_13":-5,"_103":745,"_105":117,"_25":746,"_119":-5,"_120":747,"_122":748},"How to navigate between workspaces in Regie – Regie.ai","https://help.regie.ai/hc/en-us/articles/39345643782803-How-to-navigate-between-workspaces-in-Regie","![](https://secure.gravatar.com/avatar/27efc6f8ff48fd60735f477b6a962035?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nEasily switch between workspaces within your Regie Platform\n\nSome Regie Users may require access to more than one workspace on their Regie platform. \n\nYou or a Regie Admin may have created additional workspaces for specific needs, or you may have been invited to join one by a teammate.\n\n**Don't worry, either way--we make moving around to different Workspaces easy to do in the [Regie.ai](http://regie.ai/) platform..here's how!**\n\n1\\. When logged into the Regie platform and select your initials located at the top right corner.\n\n![](https://help.regie.ai/hc/article_attachments/40768319756051)\n\n2\\. From the dropdown menu select **\"Switch Workspace\".**\n\n3\\. You will see a list of all the Workspaces that you have access to\n\n4\\. Locate the Workspace name you want to access\n\n5\\. Click the name of the Workspace and that's it! The page automatically refreshes and you'll be brought into the selected Workspace.","2025-06-24T15:23:12.854Z","bebed4df-e058-415f-97df-9b3f61874666",[],[],{"_40":750,"_111":751,"_113":752,"_115":-5,"_13":-5,"_103":753,"_105":117,"_25":754,"_119":-5,"_120":755,"_122":756},"How to pause Agent task creation when a rep is Out of Office – Regie.ai","https://help.regie.ai/hc/en-us/articles/39097727126931-How-to-pause-Agent-task-creation-when-a-rep-is-Out-of-Office","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nIf a sales rep is out of office, pausing task creation for that rep will ensure that no new tasks will be automatically generated by the Agent in their absence. \n\nThe steps an admin should follow for pausing task creation for the Rep will vary based on the type of Sales Engagement Platform the team utilizes.\n\nSee more details below on how to pause tasks based on your Sales Engagement Platform (SEP):\n\n**Outreach Users**\n\nPlease see linked instructions from Outreach's Help Article: **[How to Handle Rep PTO](https://support.outreach.io/hc/en-us/articles/13320555506843-How-to-Handle-Rep-PTO)**\n\nFor Short Absences the linked Outreach article above details two options:\n\n1\\. Rep to Pause Prospects before they take PTO\n\n2\\. Manager or colleague manages active tasks on absent rep's behalf \n\n**Salesloft & No-SEP Users**\n\nReps will need to disconnect their email inbox from [Regie.ai](http://regie.ai/) before taking PTO. The Rep will need to reconnect their email inbox to resume receiving Agent generated tasks upon their return.\n\n**How Reps Disconnect their Mailbox from [Regie.ai](http://regie.ai/)**\n\n1\\. Log into [Regie.ai](http://regie.ai/) and click on your initials in the upper right corner.\n\n![My Account.png](https://help.regie.ai/hc/article_attachments/39718360881939)\n\n2\\. Select **My Account**\n\n3\\. From the **My Account** tab, scroll down the page to the **Mailbox** section\n\n3\\. Select to **Disconnect** your mailbox from Regie\n\n4\\. That's it! When back from PTO simply return to your Account settings and reconnect your mailbox to resume receiving new tasks from the Agent. \n\n![Disconnect Mailbox.png](https://help.regie.ai/hc/article_attachments/39718388290323)\n\nRelated to","2025-06-24T15:22:50.663Z","ab699dae-b950-4234-9858-e9d0e7b2f6d5",[],[],{"_40":758,"_111":759,"_113":760,"_115":-5,"_13":-5,"_103":761,"_105":117,"_25":762,"_119":-5,"_120":763,"_122":764},"How to Reassign Tasks – Regie.ai","https://help.regie.ai/hc/en-us/articles/40146102819859-How-to-Reassign-Tasks","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nSometimes it's necessary to change the owner of an agent assigned task.\n\nThis article details how users with Admin credentials can reassign tasks to different Sequencer (Rep) in RegieOne.\n\n1\\. Click **Tasks** from the navigation bar in RegieOne.\n\n![](https://help.regie.ai/hc/article_attachments/40146102807827)\n\n2. **Apply Filters** to locate the task(s) to be reassigned.\n\n![](https://help.regie.ai/hc/article_attachments/41490405788051)\n\nFilters available include:\n\n* Search by name via the Search bar\n* Timeframe\n* Account Name\n* Agent (Sequence Name)\n* Due At (Due Today or Overdue Tasks)\n* Persona\n* Status (Completed or Not Complete)\n* Task Type \n\n3\\. Select the tasks to be reassigned using the open checkbox to the left of the Prospect's name and click the **Reassign Task** button.\n\n![](https://help.regie.ai/hc/article_attachments/40146091692691)\n\n4\\. From the pop-up window, select the **Sequencer** to reassign the selected tasks to. Press **Save.**\n\n![](https://help.regie.ai/hc/article_attachments/40146102811923)\n\nOnce reassigned, Regie will re-write the content for the new sequencer (task owner).","2025-06-24T15:22:50.544Z","81396779-691e-477e-ace0-3199267fec49",[],[],{"_40":766,"_111":767,"_113":768,"_115":-5,"_13":-5,"_103":769,"_105":117,"_25":770,"_119":-5,"_120":771,"_122":772},"How to refine your writing with the Context Menu – Regie.ai","https://help.regie.ai/hc/en-us/articles/39242231849235-How-to-refine-your-writing-with-the-Context-Menu","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nLightning fast AI-assisted editing with the Context Menu\n\nRegie offers a powerful text refinement tool called the **Context Menu**, designed to help you polish your writing quickly and easily with the help of AI.\n\nWhether the email was written by you or generated by AI, you can highlight any part of the writing and make instant improvements. Simply click and drag your mouse over the portion of the email text you want to refine.\n\nThe Context Menu is both a Co-Pilot (Regie Chrome Extension) and Regie in-app editing tool, accessible to all users when drafting manual emails in the following environments:\n\n* RegieOne\n* Sales engagement platforms (eg. Outreach, Salesloft) \n* Gmail or Outlook.com\n\n**What can you do?**\n\nWhen you highlight a portion of your text, you'll have several editing options:\n\n* **Shorten**\n\nCondense the highlighted section to make it more concise while preserving the original meaning.\n\n* **Rephrase**\n\nRewrite the text using different wording, helping to improve clarity, variety, or style.\n\n* **Expand**\n\nAdd more detail or explanation to the highlighted section, perfect for elaborating on ideas or adding depth.\n\n* **Use the Ask AI feature for custom adjustments**\n\nWrite in a custom prompt to instruct Regie to apply the specific refinement or edit you want.\n\nSince you have the flexibility to write-in an editing instruction, refinement options are endless but here are a few prompt examples ideas:\n\n* * \"Make this more formal and business-like\"\n * \"Have this sound more persuasive\"\n * \"Rewrite using simpler words\" or \"Rewrite in a 6th grade reading level\"\n * \"Change tone to friendly and conversational\"\n * \"Have the writing be more direct\"\n * \"Translate into Arabic\"\n * \"Make this more humorous\"\n * \"Rewrite to sound more casual\"\n * \"Make this more concise and clear\"\n * \"Eliminate repetitive wording and make the flow smoother\"\n\n**How it works:**\n\n1\\. Within the body of your email message, use your mouse to click and highlight the text to edit and refine.\n\n2\\. Select the **\"Ask AI\"** icon (it's the one with the stars).\n\n![](https://help.regie.ai/hc/article_attachments/40743441275411)\n\n3\\. The Context Menu will appear.\n\n![](https://help.regie.ai/hc/article_attachments/40743469386643)\n\nYou have the following editing and refinement options:\n\n* Use the forward slash \"/\" on your keyboard to use quick commands: Rephrase, Shorten and Expand\n* Write in a custom prompt, or instruction, for Regie.ai to apply to the highlighted text\n\n4\\. Press \"Regenerate\" to have the AI create a new suggestions and use \"Replace\" to accept the edits.\n\n**Happy Editing!**\n\nRelated to","2025-06-24T15:23:08.982Z","a0ac8f63-9b16-46fb-a31e-8d3a63d9b04f",[],[],{"_40":774,"_111":775,"_113":776,"_115":-5,"_13":-5,"_103":777,"_105":117,"_25":778,"_119":-5,"_120":779,"_122":780},"How to remove a User from Regie.ai – Regie.ai","https://help.regie.ai/hc/en-us/articles/39310412647955-How-to-remove-a-User-from-Regie-ai","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n1\\. With Regie Admin user level credentials, access **Workspace Settings** by clicking on your initials in the upper right corner. Select **Workspace Settings** from the menu options.\n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/39786118232723)\n\n2\\. Within the **Workspace Settings**, select **Members.**\n\n3\\. Locate the User to remove from the Workspace.\n\nYou can do so by scrolling through your **Members** list or use the **Search Members** bar to locate the member by name.\n\n4\\. Within the row of the member to remove, select the ellipses (**...**) from the **Actions** column.\n\n![](https://help.regie.ai/hc/article_attachments/39786118236179)\n\n5\\. Select to **Delete User.**\n\n6\\. Select the checkbox to delete the User from the workspace and to free up their seat (license).\n\nNot selecting this option will only remove the User from the workspace, but maintains their User license.\n\n![](https://help.regie.ai/hc/article_attachments/39786118238739)\n\n7\\. Press **Confirm** to delete the User.\n\nRelated to","2025-06-24T15:22:48.830Z","858d45ed-f99d-43b0-acbd-6f5b2cc20e95",[],[],{"_40":782,"_111":783,"_113":784,"_115":-5,"_13":-5,"_103":785,"_105":117,"_25":786,"_119":-5,"_120":787,"_122":788},"How to Remove or Finish Prospects from an AI Sequence in Outreach – Regie.ai","https://help.regie.ai/hc/en-us/articles/40751189854739-How-to-Remove-or-Finish-Prospects-from-an-AI-Sequence-in-Outreach","Not yet followed by anyone\n\nIf you'd like to bulk remove prospects from an AI Agent in Outreach follow the instructions below:\n\n**Bulk Finish Prospects**\n\n1\\. Go to **Outreach**\n\n2\\. Locate and access the **Sequence**. This will also be the name of the AI Agent.\n\n3\\. Click the **Prospects** tab.\n\n4\\. Bulk-select all prospects using the checkbox.\n\n5\\. Click the three dots next to \"New Task\" in the upper right.\n\n6\\. Select “Mark Finished\"\n\n![](https://help.regie.ai/hc/article_attachments/40751218426131)\n\nOutreach Help Article: [Bulk Remove Prospects from a Sequence](https://support.outreach.io/hc/en-us/articles/28295854180891-Bulk-Remove-Prospects-from-a-Sequence)","2025-06-24T15:23:06.547Z","abc97b29-ad09-43a0-ba98-b0a7ca8ba1dd",[],[],{"_40":790,"_111":791,"_113":792,"_115":-5,"_13":-5,"_103":793,"_105":117,"_25":794,"_119":-5,"_120":795,"_122":796},"How to send call recordings – Regie.ai","https://help.regie.ai/hc/en-us/articles/39615064358291-How-to-send-call-recordings","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nFor Regie workspaces that have enabled the ability to share call recordings, Reps can share call recording links to others externally for review, coaching or compliance purposes.\n\nEach call recording link generated in the AI Dialer is a unique URL link. All call recording links automatically expire 30 days after they are generated.\n\n## **How to send call recordings:**\n\n1\\. Click the **AI Dialer** icon from the navigation bar within the Regie platform\n\n2\\. Select the **Call History** tab\n\n![image-20250321-155222.png](https://help.regie.ai/hc/article_attachments/39615057230739)\n\n3\\. Search for the call you want to send the recording on. We recommend using the search bar to locate by name or more broadly using Filters.\n\n4\\. Next, scroll to the right within the **Call History** table until you see the ellipses (**…**).\n\n![image-20250321-190926.png](https://help.regie.ai/hc/article_attachments/39615064354835)\n\n5\\. Select the (…) and select Share Recording from the pop out menu.\n\n6\\. This action generates a unique call recording URL link to share externally. Regie automatically saves this link to your computer’s clipboard.\n\n7\\. Paste the recording link into the email or messaging platform of your choice and send.\n\n### **Call Recording Link Page**\n\n![image-20250321-154727.png](https://help.regie.ai/hc/article_attachments/39615064355475)\n\n#### **Users that are not logged into Regie are able to:**\n\n* Listen to the call recording\n* See the prospect’s name and phone number\n* Have the option to log-into [Regie.ai](http://regie.ai/ \"http://Regie.ai\") to gain full access to more details about the call\n\n#### **Users that log into Regie are able to:**\n\n* Listen to the call recording\n* See prospect’s name and phone number\n* Access Call Details\n* Access Call Transcript\n* Access the AI Score\n\nRecipients will see the following page when trying to access link a link that has expired after 30 days. The recipient should request a new call recording link from the person they received the link from.\n\n![image-20250321-154626.png](https://help.regie.ai/hc/article_attachments/39615064355987)\n\nRelated to","2025-06-24T15:23:00.051Z","f4dd2a67-27b4-4857-90f8-8abfb8e046a7",[],[],{"_40":798,"_111":799,"_113":800,"_115":-5,"_13":-5,"_103":801,"_105":117,"_25":802,"_119":-5,"_120":803,"_122":804},"How to source/lookup phone numbers of specific prospects using Regie Data – Regie.ai","https://help.regie.ai/hc/en-us/articles/41953537260179-How-to-source-lookup-phone-numbers-of-specific-prospects-using-Regie-Data","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **Enrich** tab in RegieOne gives both Reps and Managers the opportunity to source the phone numbers of prospects on a one-off basis.\n\nLearn more on how to use this feature below:\n\n### **How to lookup a phone number for an individual prospect:**\n\n1\\. Go to **Enrich** from the navigation bar in the Regie.ai platform\n\n2\\. Select the **Search People** tab\n\n3\\. Within the **Filters**, use the **Search Bar** to enrich a prospect by their email address or LinkedIn Profile URL.\n\n![](https://help.regie.ai/hc/article_attachments/41958001142803)\n\n4\\. From the Enrichment results table, select **Lookup Number** \n\nYou can then add the prospect to an AI Agent or export the enrichment data to a .CSV file\n\n### **How to enrich multiple email addresses from a .CSV file:**\n\n1\\. Go to **Enrich** from the navigation bar in the Regie.ai platform\n\n2\\. Select the **Upload CSV** tab\n\n3\\. Click the **Upload CSV** button to upload a list of prospect emails from an existing .CSV file\n\n![](https://help.regie.ai/hc/article_attachments/41958001150483)\n\nWe also provide a downloadable sample file to get started as well.\n\n4\\. Once successfully uploaded **Download** the Regie enriched data, which includes the Phone Number of the prospects if available.\n\nRelated to","2025-06-24T15:23:01.047Z","4700332b-9770-4246-909b-6bc132dad86c",[],[],{"_40":806,"_111":807,"_113":808,"_115":-5,"_13":-5,"_103":809,"_105":117,"_25":810,"_119":-5,"_120":811,"_122":812},"How to Transfer Sequence Ownership in Outreach – Regie.ai","https://help.regie.ai/hc/en-us/articles/40750237488019-How-to-Transfer-Sequence-Ownership-in-Outreach","Not yet followed by anyone\n\nIn Outreach, published **AI Agents** appear as **Sequences.**\n\nIf there has been an error and the prospects have been assigned to the incorrect sequencer in Outreach the Outreach articles linked below can help with reassigning prospects to the correct sequencer.\n\n**Outreach Resources**\n\n* [How to Transfer Sequence Ownership](https://support.outreach.io/hc/en-us/articles/360050322694-How-to-Transfer-Sequence-Ownership)\n* [How to Enable Outreach's \"Propagate Prospect Ownership\" Feature](https://support.outreach.io/hc/en-us/articles/115003790574-How-To-Enable-Outreach-s-Propagate-Prospect-Ownership-Feature)","2025-06-24T15:23:06.165Z","8348b481-8875-4c4b-8013-10ebd3416658",[],[],{"_40":814,"_111":815,"_113":816,"_115":-5,"_13":-5,"_103":817,"_105":117,"_25":818,"_119":-5,"_120":819,"_122":820},"How to update editable Salesforce fields in Regie – Regie.ai","https://help.regie.ai/hc/en-us/articles/42113373743507-How-to-update-editable-Salesforce-fields-in-Regie","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nTo streamline your team's workflow, Regie Admins can choose which Salesforce fields reps can view and edit directly within the Prospect Details in RegieOne or the CRM tab of the Chrome Extension—no need to switch to Salesforce.\n\nAdmins control which fields are editable, making it easy to keep data up to date without leaving the workflow in Regie.\n\n### **How to update editable Salesforce fields in RegieOne** \n\n1\\. Select the name of the prospect in the Regie platform. This action always opens the **Prospect's Details** \n\n2\\. Go to the **Salesforce** f**ields** section of Prospect Details\n\nEditable Salesforce fields are displayed with the double gear icon as shown below:\n\n![](https://help.regie.ai/hc/article_attachments/42113360429715)\n\n3\\. Select the **Edit** button to edit the field(s)\n\n4\\. Update the editable field(s) and select **Update** **on** **CRM** when finished\n\n### **How to update editable Salesforce fields in the Regie Chrome Extension**\n\n1\\. Open the **Prospect** **Lookup** in the Regie Chrome Extension.\n\nTo use this Co-Pilot feature, ensure the prospect's email address is in the \"To\" field within the following platforms:\n\n* * Your Sales Engagement Platform (SEP)\n * Salesforce CRM\n * Gmail Inbox\n * Outlook.com inbox\n\nThis Co-Pilot feature is also accessible directly from the prospect's LinkedIn profile\n\n![](https://help.regie.ai/hc/article_attachments/42113360432147)\n\n2\\. Select the **CRM** button from the Prospect Lookup\n\n3\\. Select **Edit**\n\n![](https://help.regie.ai/hc/article_attachments/42113360433427)\n\n4\\. Update the editable field(s) and select **Update** **on** **CRM** when finished\n\n![](https://help.regie.ai/hc/article_attachments/42113360434451)\n\nRelated to","2025-06-24T15:22:44.247Z","13dc564a-b291-4b40-8d45-25317f4c77a9",[],[],{"_40":822,"_111":823,"_113":824,"_115":-5,"_13":-5,"_103":825,"_105":117,"_25":826,"_119":-5,"_120":827,"_122":828},"How to Update Governance Profiles in Outreach – Regie.ai","https://help.regie.ai/hc/en-us/articles/39345709970579-How-to-Update-Governance-Profiles-in-Outreach","![](https://secure.gravatar.com/avatar/27efc6f8ff48fd60735f477b6a962035?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nIn order for regie.ai to push sequences to Outreach, the account used for the integration must be assigned to an Admin governance profile in Outreach.\n\nPlease follow the linked instructions from Outreach to ensure that your Outreach account has admin credentials:\n\n**[Creating and Assigning Governance Profiles](https://support.outreach.io/hc/en-us/articles/219027188-Creating-and-Assigning-Governance-Profiles)**\n\nIf you need further assistance with your governance profile settings, please reach out directly to [Outreach Support.](https://support.outreach.io/hc/en-us)","2025-06-24T15:23:06.763Z","4926ff15-ab18-414d-926f-43b4f77c48ff",[],[],{"_40":830,"_111":831,"_113":832,"_115":-5,"_13":-5,"_103":833,"_105":117,"_25":834,"_119":-5,"_120":835,"_122":836},"How to update Salesforce Permissions to enable users to build dialable Salesforce Reports – Regie.ai","https://help.regie.ai/hc/en-us/articles/40147918651027-How-to-update-Salesforce-Permissions-to-enable-users-to-build-dialable-Salesforce-Reports","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nTo support the Salesforce Report Dialing feature within your organization this could require the Regie Integration User updating their Salesforce permissions.\n\nThe Regie Integration User is the individual that established the connection between Regie.ai and your org's Salesforce. \n\nThis article provides instructions on how the Regie Integration User updates their Salesforce permissions to include the ability to run and view reports.\n\n**Steps to Update the Existing Permission Set:**\n\n**1\\. Access Salesforce Setup:** \na. Log in to your Salesforce account with administrative privileges. \nb. Click on the gear icon in the top-right corner and select “Setup.”\n\n**2\\. Navigate to Permission Sets:** \na. In the left-hand sidebar, under “Administration,” expand the “Users” section. \nb. Click on “Permission Sets.”\n\n**3\\. Locate and Edit the Relevant Permission Set:** \na. From the list of permission sets, identify the one currently assigned to the integration user. This is typically named based on your organization’s naming conventions. \nb. Click on the name of the permission set to open its details. \nc. In the “System” section, click on “System Permissions.” \nd. Click the “Edit” button.\n\n**4\\. Enable Necessary Permissions:** \na. In the list of system permissions, locate and enable the following by checking their respective boxes: \n i. Run Reports: Allows the user to execute reports. \n ii. View Reports in Public Folders: Grants access to view reports stored in public folders. \nb. Click “Save” to apply the changes.\n\n**5\\. Verify Permission Set Assignment:** \na. Ensure that this updated permission set is assigned to the integration user: \nb. Navigate back to the main page of the permission set. \nc. Click on “Manage Assignments.” \nd. Confirm that the integration user ({{integration\\_user\\_email}}) is listed. If not, click “Add Assignments” to assign the permission set to the user.\n\nThat's it! If you encounter any challenges or have questions please don't hesitate to reach out to the Regie Team for assistance!\n\nRelated to","2025-06-24T15:22:55.917Z","5d3c05ef-0a35-42de-9460-45458684ff6c",[],[],{"_40":838,"_111":839,"_113":840,"_115":-5,"_13":-5,"_103":841,"_105":117,"_25":842,"_119":-5,"_120":843,"_122":844},"How to use Salesforce Reports for Prospect Targeting in Regie.ai – Regie.ai","https://help.regie.ai/hc/en-us/articles/40884915583251-How-to-use-Salesforce-Reports-for-Prospect-Targeting-in-Regie-ai","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n## Overview\n\nRegie's **Salesforce Reports Integration** enables your AI Agents to intelligently target the right prospects and accounts by connecting directly to your existing Salesforce reports.\n\nInstead of relying on static lists or manual CSV exports, Regie pulls dynamic, filtered data straight from Salesforce every hour — giving your Agents the most relevant and up-to-date leads to engage.\n\nBy using this feature you can:\n\n* Use your **existing Salesforce reports** to source leads and accounts for your AI Agent\n \n* Leverage **advanced filtering logic and cross-object relationships**\n \n* Pull in data with **no row limitations** \n* Eliminate time-consuming data preparation or exports\n \n\n## Report Type Requirements:\n\nTo power AI Agents, your Salesforce report must include one of the following objects and required fields:\n\n* **Accounts** - Required fields: `ID`, `Website`, `CreatedAt`\n \n* **Contacts** \\- Required fields: `ID`, `Email`, `Title`, `MailingCountry`, `CreatedAt`\n \n* **Leads** \\- Required fields: `ID`, `Email`, `Title`, `MailingCountry`, `CreatedAt`\n \n\n## Getting Started & Set Up\n\n1. **Ensure reports include required fields** for each object (Account, Contact, or Lead)\n \n2. In the Regie platform, go to **AI Agents** from the main navigation bar\n \n3. Access the Agent by clicking its name from the AI Agents overview list\n \n4. Select **Discovery**\n \n5. Within the **Audience Expansion Section**, choose **\"Reports\"** as the source for Salesforce Accounts or Contacts![](https://help.regie.ai/hc/article_attachments/40884915579667)\n \n6. Next, from the drop down menu select the **Salesforce Report** that matches supported object types\n \n7. Regie **automatically validates** and imports the data, ensuring all required fields are present\n8. Your report will **refresh hourly**, keeping your prospect list up to date\n \n\n## Gotchas & Limitations\n\n* Changing report columns may trigger validation errors\n \n* Reports missing required fields can’t be used by AI Agents\n \n* Salesforce has an hourly sync limit (500 calls per workspace), which Regie manages\n \n* Only reports with **Leads**, **Contacts**, or **Accounts** are supported\n \n\n## Frequently Asked Questions:\n\n**What happens if someone changes a report after I’ve selected it?** \nThe system will revalidate the report and notify you if any required columns are missing.\n\n**How often does Regie sync with Salesforce reports?** \nReports refresh automatically **every hour**.\n\n**What if Salesforce limits are exceeded?** \nRegie continues using the last successfully imported data and alerts you.\n\n**Can I still select a report that’s missing required fields?** \nYes, but validation errors will appear once selected if key fields are absent.","2025-06-24T15:22:52.418Z","4256aa8f-528d-42f1-877b-6407261e930e",[],[],{"_40":846,"_111":847,"_113":848,"_115":-5,"_13":-5,"_103":849,"_105":117,"_25":850,"_119":-5,"_120":851,"_122":852},"How to use the parallel dialer via the Chrome Extension – Regie.ai","https://help.regie.ai/hc/en-us/articles/40148930293395-How-to-use-the-parallel-dialer-via-the-Chrome-Extension","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nNeed to reach more prospects, faster? Parallel dialing allows you to call multiple prospects at once - maximizing efficiency and scale.\n\nThe video below provides a comprehensive overview on how to start a parallel dialing session using the AI Dialer, accessed through the Regie Chrome Extension.\n\nRelated to","2025-06-24T15:22:55.702Z","47767e0e-b408-47c0-9ba3-8e466668db44",[],[],{"_40":854,"_111":855,"_113":856,"_115":-5,"_13":-5,"_103":857,"_105":117,"_25":858,"_119":-5,"_120":859,"_122":860},"How to use the Power Dialer via the Chrome Extension – Regie.ai","https://help.regie.ai/hc/en-us/articles/40149168702611-How-to-use-the-Power-Dialer-via-the-Chrome-Extension","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **Power Dialer** scales your outreach even when you're calling one prospect at a time.\n\nSee the video below on how access and use the Power Dialer through the Regie Chrome Extension.\n\nNot shown in the video but very important to provide call disposition and add any additional call notes at the end of a connected call.\n\nThe dialer will move onto the next prospect call in the cue once the disposition is provided.\n\nRelated to","2025-06-24T15:22:55.811Z","3131ec0d-2c6e-4fec-b1a0-c1024b52a0f8",[],[],{"_40":862,"_111":863,"_113":864,"_115":-5,"_13":-5,"_103":865,"_105":117,"_25":866,"_119":-5,"_120":867,"_122":868},"How to use the Rapid Writer in Salesloft – Regie.ai","https://help.regie.ai/hc/en-us/articles/40678718879123-How-to-use-the-Rapid-Writer-in-Salesloft","## Comments\n\n0 comments\n\nArticle is closed for comments.","2025-06-24T15:23:08.543Z","31b4339c-f160-494a-a832-46e37601a1bd",[],[],{"_40":870,"_111":871,"_113":872,"_115":-5,"_13":-5,"_103":873,"_105":117,"_25":874,"_119":-5,"_120":875,"_122":876},"Ideas for structuring your Regie CMS – Regie.ai","https://help.regie.ai/hc/en-us/articles/39310744835475-Ideas-for-structuring-your-Regie-CMS","![](https://secure.gravatar.com/avatar/27efc6f8ff48fd60735f477b6a962035?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe best way to structure your CMS is unique to your business and users, but in this article we provide an guideline and a few examples\n\n**Goals for your CMS structure:**\n\n 1**.** We want the content to be easily searchable and accessible by different team members (sales reps, sequence & cadence creators, etc.)\n\n 2. We want users to understand clearly what to expect when opening a folder\n\nThis article starts with a basic Getting Started framework and ends with folder structure examples.\n\n**Getting Started:**\n\n**_Start at the top_**. A good folder structure starts with a clear and logical organization by category. \n\nBy default, Regie already provides several top level folders to store your important sales and marketing collateral. \n\n_**Determine the right level of specificity**_. It is important when creating custom folder structures to be neither too general nor too specific. If the structure is too specific, it can take a long time to search through; if it's too general, differentiating between groups of assets can become difficult. Take the time to decide what level of specificity works best for your organization.\n\n**_‍Draw it out._** It is important to visually outline your proposed folder structure for your team to be able to brainstorm more effectively. Once you have decided on the new structure, you can quickly onboard current staff members as well as new hires by sharing the outline with them.\n\n**_Test it out._** If you are unsure about the effectiveness of your folder structure, try building out an example and see how quickly a potential end-user can find a particular file.\n\nDoes it take longer than expected or is it faster? This will give you an idea whether or not your current structure is working for you. \n\nRegie CMS folders will automatically arrange in alphabetical order, but if you'd like to arrange in different groupings, you can use numbers to display them in a specific order.\n\nWe recommend using numbers to display folders dedicated to reps using the Chrome Extension so they will remain at the top of your Collateral Library and easily accessible.\n\n**Examples of ways you can structure your CMS**\n\n**Example 1:** \n\n**![KaHEdKQiYg (1).jpg](https://help.regie.ai/hc/article_attachments/39310744832787)**\n\n****Example 2:****\n\n****![4zPwVynXBi (1).jpg](https://help.regie.ai/hc/article_attachments/39310744833171)****\n\n****Example 3:****\n\n****![v454ry65f- (1).jpg](https://help.regie.ai/hc/article_attachments/39310744833811)****\n\n****Example 3a: Additional folders nested within a main Value Propositions Folder****\n\n****![TqPNie1KXs (1).jpg](https://help.regie.ai/hc/article_attachments/39310744834323)****","2025-06-24T15:23:12.329Z","d87875ea-cd33-490b-a085-119e7cdc5095",[],[],{"_40":878,"_111":879,"_113":159,"_115":-5,"_13":-5,"_103":880,"_105":117,"_25":881,"_119":-5,"_120":882,"_122":883},"In Platform Task Execution – Regie.ai","https://help.regie.ai/hc/en-us/sections/39754452021779-In-Platform-Task-Execution","2025-06-24T15:23:01.453Z","d6c94886-7306-4744-b917-31e4867d901a",[],[],{"_40":885,"_111":886,"_113":887,"_115":-5,"_13":-5,"_103":888,"_105":117,"_25":889,"_119":-5,"_120":890,"_122":891},"In Platform Task Management for Reps – Regie.ai","https://help.regie.ai/hc/en-us/articles/40116171315347-In-Platform-Task-Management-for-Reps","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nWhether your auditing upcoming social tasks, call tasks or AI email tasks assigned to you by an AI Agent, the RegieOne platform makes it easy to take administrative actions like **Skip Task** or **Finish Sequence**. \n\nTask Management Definitions and Agent Logic:\n\n* **Skip Task**\n * When a task is skipped this deletes the task.\n * The prospect remains in sequence with the Agent.\n * The same task can appear again in the future if assigned by the Agent dynamically based on intent and sequence engagement.\n* **Finish Sequence**\n * Finish a prospect from sequence when you no longer want the Agent to generate emails or tasks for the prospect. \n * All pending tasks are deleted and the prospect is removed from sequence with the Agent.\n * The prospect will not be re-added automatically or contacted again in the same agent. However the prospect can be re-added to the same sequence manually if needed.\n \n\n**How to Manage Agent Tasks**\n\nReps can manage their agent assigned tasks in platform from a variety of places.\n\n* **Home Page Task Management**\n\nThe **Home** page provides a comprehensive view of **all Due Today and Overdue** AI Agent assigned tasks.\n\n![](https://help.regie.ai/hc/article_attachments/40216772793619)\n\nSelect the open check box directly to the left of the Prospect's Name from the Tasks Table as shown above.\n\nThis multi-select functionality allows for mass actions to **Skip Task** or **Finish Sequence** whenever necessary.\n\n![](https://help.regie.ai/hc/article_attachments/40216791447443)\n\nClicking into the ellipses (**...**) on the far right side of the Tasks table also provides the ability to Skip a specific task or Finish a prospect from sequence.\n\n* **Task Execution Page Management:**\n\nEach individual task execution page (**AI Dialer, AI Socializer and AI Emails pages**) offers the same functions to Skip Tasks or Finish Sequence for specific prospects.\n\n![](https://help.regie.ai/hc/article_attachments/40116171308563)\n\nSelect the open check box directly to the left of the Prospect's Name from the Tasks Table as shown above.\n\nThis multi-select functionality enables mass actions to **Skip Task** or **Finish Sequence** when necessary.\n\n![](https://help.regie.ai/hc/article_attachments/40116184193043)\n\nClicking into the ellipses (**...**) on the far right side of the Tasks table also provides the ability to Skip a specific task or Finish a prospect from sequence.\n\nRelated to","2025-06-24T15:23:02.046Z","cfbce280-009f-4095-a9c6-21164bd10bbc",[],[],{"_40":893,"_111":894,"_113":895,"_115":-5,"_13":-5,"_103":896,"_105":117,"_25":897,"_119":-5,"_120":898,"_122":899},"Integrate your Salesforce CRM with Regie.ai – Regie.ai","https://help.regie.ai/hc/en-us/articles/39089285036563-Integrate-your-Salesforce-CRM-with-Regie-ai","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nUnify your **Salesforce CRM** and **Regie Workspace** in just a few clicks.\n\nWith **Salesforce CRM** Integration enabled, Regie will tap into your Salesforce data and quickly build your target Personas, making Persona driven campaign creation and instant personalization a breeze.\n\nAdditionally, Salesforce data from your CRM can be leveraged by Regie to generate hyper-personalized messaging for maximum relevancy with your prospects.\n\nFollow the instructions below on how to integrate your Salesforce CRM with Regie.ai. \n\n**Important Note:** To integrate your **Salesforce CRM** with RegieOne Workspace, you must have Regie Admin login credentials and hold a **Salesforce License** that enables you to see and access client data.\n\n**Specifically the following data must be viewable and accessible to you in Salesforce:**\n\n* Activities\n* Contacts\n* Accounts\n* Leads\n\n1\\. **Download and install the [Regie.ai Salesforce Package](https://appexchange.salesforce.com/appxListingDetail?listingId=e92d0ca8-d47c-430b-87d1-a88bbcdba2a8&tab=e)** **from the AppExchange.**\n\nShould you have any questions or need additional guidance on this step, please connect with the Regie Team and we'll be happy to assist!\n\n2\\. With the package installed, next login to the Regie platform using your admin credentials. Click your initials in the upper right corner of the screen and select **Workspace Settings** from the menu options.\n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/39761081628051)\n\n3\\. Select the **Integrations** tab and scroll down to the **CRM** section.\n\n4\\. Locate the **Salesforce** tile and press **Connect** to begin the **Salesforce Integration.**\n\n5\\. Follow the on screen prompts to complete the integration and you'll be set!\n\nRelated to","2025-06-24T15:22:45.430Z","efd940ec-4e31-4fc7-9ca3-74b5f514596d",[],[],{"_40":901,"_111":902,"_113":903,"_115":-5,"_13":-5,"_103":904,"_105":117,"_25":905,"_119":-5,"_120":906,"_122":907},"LinkedIn compliance and best practices for staying out of LinkedIn jail – Regie.ai","https://help.regie.ai/hc/en-us/articles/39975422204307-LinkedIn-compliance-and-best-practices-for-staying-out-of-LinkedIn-jail","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nAs a result of Regie.ai's close collaboration with LinkedIn, the functionality of the Chrome Extension ensures that both Regie.ai and Regie customers remain compliant while prospecting on LinkedIn's platform.\n\n**How does Regie.ai maintain compliance?**\n\n* **LinkedIn Approved Workflow:** Personalized messages for prospects are displayed in the Task Execution panel of the Chrome Extension or within the AI Socializer of the RegieOne platform. This allows for manual copy-insert of messaging and added control over personalized interactions on LinkedIn.\n* **LinkedIn Data Sourcing:** Regie provides compliant, relevant data insights from our trusted source of data providers.\n\n**Best Practices to avoid LinkedIn Jail as a Rep:**\n\n1. **Have a paid Sales Navigator account** - By having Sales Navigator account with ample InMail message credits, LinkedIn provides more flexibility and fewer restrictions on messaging compared to a free LinkedIn account.\n2. **Complete your social tasks on time -** Do not let your social tasks build up. LinkedIn has restrictions on the number of connection requests and messages you can send, aiming to prevent spam and maintain a quality user experience. With a large bottle neck of overdue tasks, you run the risk of exceeding your weekly limits if you try to complete them in one prospecting session.\n3. **Complete your social prospecting directly on LinkedIn** - Although your sales engagement platform may have an integration with LinkedIn, it's a best practice to manually execute all tasks and personalized interactions directly on LinkedIn's website. \n\nEven after following these best practices there can still be a variety of other ways to wind up in LinkedIn jail.\n\nPlease see the additional linked resource from LinkedIn for additional tips and best practices: [LinkedIn Resource Guide to Staying Out of LinkedIn Jail](https://www.linkedin.com/pulse/linkedin-jail-fun-informative-guide-staying-out-trouble-graham-riley/)\n\n**What to do if you're currently in LinkedIn jail?**\n\nIf you ever find yourself restricted by LinkedIn jail, that's OK! LinkedIn should restore your access within a few days. In the meantime, follow our recommendations above to help prevent it from happening again in the future. \n\nRelated to","2025-06-24T15:23:13.206Z","21182829-22a6-4027-9a33-60e817d8a017",[],[],{"_40":909,"_111":910,"_113":911,"_115":-5,"_13":36,"_103":912,"_105":912,"_25":913,"_119":-5,"_120":914,"_122":915},"Log in | Zendesk","https://authenticate.regie.ai/u/login/identifier?state=hKFo2SA2bDVXYU50MGVWOHJUX1k3bFFQQWZMSVQ1ZFBFdHl4RaFur3VuaXZlcnNhbC1sb2dpbqN0aWTZIHN4X01vdWJXbWtjQmpuZEpxVG80OC03cXhxaVhKTnVno2NpZNkgR0VQT1c0Z05qQ3FkZk9xNGlqdm9zdll0aEpXZ1ZWMzQ","![Regie.ai](https://uploads-ssl.webflow.com/610d3a6e8c5a8b3d8c7b14ef/6116ee9606f6f2e831510a0a_regie255-5.png)\n\n## Welcome back to regie.ai\n\nLog in to create engaging content in seconds.\n\nEmail address\n\nPlease enter an email address\n\nEmail is not valid.","2025-11-14T17:14:31.940Z","67a9bf23-cfe2-4b14-9c7f-673ff115e67b",[],[],{"_40":917,"_111":918,"_113":919,"_115":-5,"_13":-5,"_103":920,"_105":117,"_25":921,"_119":-5,"_120":922,"_122":923},"Manage Numbers – Regie.ai","https://help.regie.ai/hc/en-us/articles/40577486404883-Manage-Numbers","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nFrom the **Manage Numbers** section of your **AI Dialer Call Settings**, this is where you'll get to choose the phone numbers Regie will use to dial prospects from.\n\nThese numbers will display on your prospect's caller ID, so selecting the right ones are important for connection rates and trust.\n\nThis article helps get you started with Managing Dialer numbers by reviewing the following:\n\n* Picking your dialing numbers\n* Preferred dialing method settings\n* Automated spam checks\n\n**Getting Started: Picking Your Dialing Numbers**\n\n1\\. Go to the **AI Dialer** via the Chrome Extension or RegieOne platform\n\n2\\. Select **Call Settings**\n\n3\\. Go to **Manage Numbers**\n\nAsk yourself: _\"What regions or territories do I typically call into?\"_\n\nYour answer to this question helps determine which area codes are most relevant to your outreach.\n\n![](https://help.regie.ai/hc/article_attachments/40577464928531)\n\n4\\. Next, **Search** for numbers to purchase in specific cities or area codes by entering the location name or area code in the search bar.\n\nIf international dialing is enabled, first select the Country to source phone numbers from before beginning the search.\n\nPro Tips:\n\n* We recommend selecting a minimum of 3 different phone numbers. You can always add more phone numbers - up to 10 total - increasing your chances of connecting with prospects. \n* If you cover wide U.S. territories, choose numbers from major cities across Eastern, Central and Pacific time zones.\n* If you cover a specific region (just the East Coast for example), select numbers from cities within that region only.\n* If you don’t find your desired area code, try nearby cities or alternative codes within the same region.\n \n* We recommend choosing \\[City, State\\] listings when viewing available numbers to purchase. Try to avoid selecting numbers that display \\[City, Country\\].\n \n\nSee more best practices: [How to select good Regie numbers to purchase](https://help.regie.ai/hc/en-us/articles/39403293980179) \n\n5\\. Once you've selected and added your Regie phone numbers, next confirm your **Preferred Dialing Method.**\n\n**![](https://help.regie.ai/hc/article_attachments/40577464930067)**\n\n**Preferred Dialing Methods:**\n\n* **Targeted Area Code Matching** (Highly Recommended)\n\nThis setting allows Regie’s AI Dialer to match the area code of your number with that of your prospect’s location, improving answer rates.\n\n* **Round-Robin Rotation**\n\nThis setting cycles through all your added Regie numbers regardless of location. It’s useful if you’re not focused on specific regions.\n\n6\\. That's it! Now you're set with your Regie numbers to call from on the AI Dialer.\n\nRegularly check your numbers selected for any spam flags. Remove the number marked as spam and add a new number to replace.\n\n**Automated Spam Checks**\n\nRegie runs nightly checks to ensure your numbers aren’t being flagged as spam.\n\n* After your first day of using a new number, Regie checks the reputation of your number with multiple mobile carriers.\n \n* Within **Manage Numbers**, you’ll see status indicators next to your numbers:\n \n * ✅ **Green Check:** Good to go!\n \n * ❌ **Red X:** Number flagged as spam—remove it and select a new one.\n \n\nThis helps protect your caller reputation and ensures your outreach gets through.\n\nRelated to","2025-06-24T15:22:57.743Z","50d67b80-fbbc-4216-b702-f843dd6e536a",[],[],{"_40":925,"_111":926,"_113":927,"_115":-5,"_13":-5,"_103":928,"_105":117,"_25":929,"_119":-5,"_120":930,"_122":931},"Managing Salesforce Field Visibility for Sales Reps in Regie – Regie.ai","https://help.regie.ai/hc/en-us/articles/41532458373395-Managing-Salesforce-Field-Visibility-for-Sales-Reps-in-Regie","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nRegie.ai’s Salesforce integration also enables sales reps to view key Salesforce fields directly within Regie while working AI Agent-assigned tasks or researching prospect details.\n\nTo streamline workflows, Regie Admins can configure which Salesforce fields reps are able to view and edit—either within RegieOne or through the Regie Chrome Extension.\n\nCRM fields that can be displayed for reps in Regie must be tied to Account, Contact or Lead objects in Salesforce.\n\nEditable CRM fields types that are currently supported in Regie are:\n\n* Picklist field type of Contacts and Lead Objects\n* Boolean field types of Contacts and Lead Objects\n\nFollow the steps below to select which Salesforce fields can be displayed and be made editable for your sales team.\n\n### **Who can control which Salesforce fields should be displayed?**\n\nUsers with Regie Admin credentials.\n\n### **How to select/manage the Salesforce CRM fields to display to Regie Users:**\n\n1\\. In the [Regie](https://app.regie.ai/) platform, click your initials in the upper right of the screen.\n\n2\\. Click **Workspace Settings**\n\n3\\. Select the **CRM** tab.\n\n4\\. Within the **CRM Settings** page, scroll down to **Default Salesforce Fields**\n\n![](https://help.regie.ai/hc/article_attachments/42331107154707)\n\n5\\. Press to +**Add** **Field** to select which fields to display for every rep in the Workspace. \n\n**Note:**\n\n* If you have a Contact Mode agent, the Salesforce fields that can be displayed must be tied to a Contact or Account object.\n* For Lead Mode agents, the Salesforce field displayed must be tied to a Lead Object.\n\n6\\. Toggle on the \"**Editable**\" option to allow reps to modify the field directly within Regie without switching to Salesforce.\n\n**Note:** Editable CRM fields types that are currently supported in Regie are:\n\n* Picklist field type of Contacts and Lead Objects\n* Boolean field types of Contacts and Lead Objects\n\n7\\. That's it! All modifications made on this page will automatically save!\n\nRelated to","2025-06-24T15:22:45.228Z","c1e9e92b-979c-4dda-b8c1-59a50261b55e",[],[],{"_40":933,"_111":934,"_113":935,"_115":-5,"_13":-5,"_103":936,"_105":117,"_25":937,"_119":-5,"_120":938,"_122":939},"Measure – Regie.ai","https://help.regie.ai/hc/en-us/articles/39788249637779-Measure","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **Measure** tab in RegieOne provides leaders with insights on potential gaps within their current sales process and spotlights how much agentic work needs to happen to achieve your pipeline targets.\n\nRegie ensures that each agent’s daily activities are focused on closing the pipeline gap, ensuring no time is wasted.\n\n![image-20250115-213049.png](https://help.regie.ai/hc/article_attachments/39788258702867)\n\nTo gain these actionable insights, simply input your org's current sales goals within the “Goal” section on the left side of the Measure screen.\n\nNote: These metrics are not broken down by specific sales team segments at this time.\n\nThis includes:\n\n* ACV (Annual Contract Value)\n* Target Meetings Booked (Daily, Weekly, Monthly etc)\n* Current Team Size\n* Current Call Task Ratios\n* Desired conversion rates\n\nRegie will then provide Recommendations for agent performance to achieve your goals and real-time predictions for Agent performance.\n\nIf you have active agents, current averages for prospects added per day, emails sent per day and calls made across all agents will be highlighted here as well.","2025-06-24T15:22:47.518Z","9c83b481-ad5d-477c-b9e9-cc4cb5672b50",[],[],{"_40":941,"_111":942,"_113":943,"_115":-5,"_13":-5,"_103":944,"_105":117,"_25":945,"_119":-5,"_120":946,"_122":947},"Multi-Data Source Selection for Prompts – Regie.ai","https://help.regie.ai/hc/en-us/articles/39275957945107-Multi-Data-Source-Selection-for-Prompts","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nIncorporate multiple data sources for enhanced message personalization\n\nUsers designated as Regie Admin can select and incorporate **multiple data sources** for both the sender and the recipient in the same AI-generated message prompt. \n\n**Key Benefits:**\n\n* **Multi-select Capabilities:** Add and use multiple data points like company news, work history, proof points etc., all at the same time in the same message prompt.\n \n* **Added Data Source Transparency and Control:** Users can see all the data available to the AI for context. They can then toggle on or off the data sources they would like to have included or excluded in the prompt.\n \n* **Higher Quality Messaging:** Multiple data points can be referred in different sections of prompt within the same message by the use of variable AI tags e.g. {{job title}} {{location}}\n \n * These AI Tags are inferenced and filled dynamically by the AI \n \n* **Maximum personalization:** Prompts now include the widest range of data sources available in emails and other forms of messaging, including the custom CRM fields which deepens the relevance to the prospect.\n \n\n**Basic Data Sources**\n\n**![91wBCWzrze.png](https://help.regie.ai/hc/article_attachments/39275957943571)**\n\n**Basic Data Sources** produce higher quality personalized messages and are almost always available when referred to in the prompt. \nToggle on as many Basic Data Sources as needed in the prompt.\n\n**Advanced Data Sources**\n\n**![ziTvWGp8fl.jpg](https://help.regie.ai/hc/article_attachments/39275912784403)**\n\n**Advanced Data Sources** add deeper relevance to the messaging but availability of the data point may be inconsistent. \nUp to the 3 advanced data source can be included in personalized messages to prospects.\n\n**How to Access Your AI Agent Prompt Data Sources** \n\n1\\. With Regie Admin login credentials, select **AI Agents** from the navigation bar on the [Regie App.](https://app.regie.ai/)\n\n2\\. Select the **Agent name** from the list. This gives you access to the sequence/workflow.\n\n3\\. Next, click the **Overview** tab which provides access to the tasks in the sequence.\n\n4. **Data Sources** for each prompt are accessed by scrolling to the bottom of the prompt editing section.\n\n![6pEKpDEaCS.png](https://help.regie.ai/hc/article_attachments/39275957944467)\n\n5\\. Expand the **Basic and Advanced Data Source** categories by clicking into the category.\n\n6\\. Use the toggles to turn on or off any data sources you wish to include or exclude from the prompt.\n\n7\\. Test the selected data source in the email / task test window.\n\n8\\. Select **Publish** to save changes.\n\n**How to Access Your Co-Pilot Prompt Data Sources** \n\n1\\. With Regie Admin login credentials, select **Content** from the navigation bar on the [Regie App.](https://app.regie.ai/)\n\n2\\. Select **Prompts**. This will bring you to the page displaying the default Prompts established for AI Co-pilot features.\n\n3\\. Scroll to the bottom of the page and select **Edit.**\n\n4\\. Each prompt has it's own **Data Sources** section. \n\n![](https://help.regie.ai/hc/article_attachments/40119099747987)\n\n5\\. Click to expand the **Basic and Advanced Data Source** categories.\n\n6\\. Use the toggles to turn on or off any data sources to include or exclude from the prompt.\n\n7\\. Test the selected data source in the Preview section by selecting the **\"Try it\"** button.\n\n8\\. When finished press **Save Changes.**\n\n**FAQs**\n\n**Q: What happens when Regie can't fill the data against a data source?**\n\nA: The field will be omitted from the JSON data included in the prompt. \n**Q: What happens if I don't refer a data source with exact name? **\n\nA: The prompt can understand the data source even if it is referred with a similar field name. However, to avoid any unintended cross reference it is advised to use the exact field name from the JSON data. \n**Q: How can I test the data sources that I selected?**\n\nA: You can test the selected data source in the email / task test window. \n\n**Have further questions or need help with messaging strategy?** \n\n**Our Customer Success Team can help, please reach out to your CSM for assistance!**\n\nRelated to","2025-06-24T15:23:11.379Z","32d0ed60-3a50-4add-990b-51401770b8bb",[],[],{"_40":949,"_111":950,"_113":159,"_115":-5,"_13":-5,"_103":951,"_105":117,"_25":952,"_119":-5,"_120":953,"_122":954},"Outreach – Regie.ai","https://help.regie.ai/hc/en-us/sections/40635766960403-Outreach","2025-06-24T15:23:06.074Z","4f1073ac-50c5-48f0-82f5-fe69c8039057",[],[],{"_40":956,"_111":957,"_113":958,"_115":-5,"_13":-5,"_103":959,"_105":117,"_25":960,"_119":-5,"_120":961,"_122":962},"Pain Points and Value Propositions – Regie.ai","https://help.regie.ai/hc/en-us/articles/39346393164819-Pain-Points-and-Value-Propositions","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**What is a Pain Point?**\n\nA **Pain Point** states the specific problem or challenge/frustration that your target buyer Personas experience and can relate to. \n\nA strong pain point statement should identify a real problem your prospects face, creates a sense of urgency, is clear and concise, and positions your product/company as the solution. \n\n**What is a Value Proposition?**\n\nA **Value Proposition** is a brief statement on how your product/ company will solve the specific **Pain Point** or challenge your target buyer Persona is facing.\n\nA strong value proposition should be clear, precise and avoids vagueness and broad/generic phrasing. Each value proposition should have differentiation.\n\nWhen assessing the efficacy of your company's Value Proposition, it's helpful to think about the following:\n\n_\"In what specific way does our product or service solve our target buyer's identified pain/problem?\"_\n\nGood examples:\n\n**Persona: Enablement Leader**\n\n* Pain Point: Enablement leaders face long ramp times for SDRs, delaying productivity\n* Value Proposition: RegieOne accelerates SDR ramp time by having AI Agents warm up audiences during onboarding, ensuring reps hit the ground running\n\n**Persona: Sales Leader**\n\n* Pain Point: AEs need to generate their own meetings but prospecting is time-consuming.\n* Value Proposition: RegieOne delegates routine prospecting tasks and low-intent leads to AI Agents, freeing AEs to focus on revenue generating activities.\n\n**How many Pain Points and Value Propositions should be added to a Persona in RegieOne?**\n\nWe recommend linking **1-2 Persona Pain Points and 1-2 associated Value Propositions** for each of your target buyer [Personas.](https://help.regie.ai/article/personas)\n\n Each Pain Point and Value Proposition statement should be clear, relatable, concise at **200 characters or less** (approximately the length of one sentence). They should follow proper grammatical rules, and be free of spelling and writing errors.\n\n**How does Regie.ai use Value Propositions and Pain Points?**\n\nOnce this content is added to RegieOne, persona Pain Points and their associated Value Propositions are:\n\n* Used as inputs and seamlessly incorporated into the personalized, persona-driven content automatically generated by our AI Agents and Regie Co-Pilot users\n* Can be easily accessed by reps creating their own messages using Regie.ai\n\nRelated to","2025-06-24T15:23:18.013Z","1e3fb854-dafb-404c-bef6-51649a68dd94",[],[],{"_40":964,"_111":965,"_113":966,"_115":-5,"_13":-5,"_103":967,"_105":117,"_25":968,"_119":-5,"_120":969,"_122":970},"Phone Number Provider – Regie.ai","https://help.regie.ai/hc/en-us/sections/39759336807187-Phone-Number-Provider","# Phone Number Provider – Regie.ai\n\nConnect Regie.ai to your preferred phone number enrichment provider to source missing phone number data for your prospects.","2025-06-24T15:23:04.074Z","35d27efd-922b-4f49-8e5f-db61381eb787",[],[],{"_40":972,"_111":973,"_113":159,"_115":-5,"_13":-5,"_103":974,"_105":117,"_25":975,"_119":-5,"_120":976,"_122":977},"Platform Overview – Regie.ai","https://help.regie.ai/hc/en-us/sections/39328800865555-Platform-Overview","2025-06-24T15:22:44.041Z","8a067206-ca23-471c-9866-73297de8aa53",[],[],{"_40":979,"_111":980,"_113":981,"_115":-5,"_13":-5,"_103":982,"_105":117,"_25":983,"_119":-5,"_120":984,"_122":985},"Power Dialer Voicemail Settings – Regie.ai","https://help.regie.ai/hc/en-us/articles/40560739049491-Power-Dialer-Voicemail-Settings","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nWhen using the **Power Dialer** to call prospects, reps can choose how Regie.ai should handle unanswered calls.\n\nThere are three voicemail options available in the AI Dialer:\n\n1. **AI Voicemail drop (Recommended Setting)**\n 1. Automatically leave a personalized voicemail using your AI Voice when a call isn't answered. The AI Dialer will immediately move to the next call in the queue.\n2. **Leave voicemail manually** \n 1. Gives the rep the option to leave a personalized voicemail themselves.\n \n3. **Do not leave a voicemail**\n 1. If a call goes unanswered or a voicemail box is detected, Regie will skip leaving a message and proceed to the next prospect.\n \n\n**How to access Power Dialer Voicemail Settings**\n\n1\\. Go to the **AI Dialer** from the Regie Chrome Extension or the RegieOne platform.\n\n2\\. Select **Call Settings**\n\n3\\. Go to **Voicemail Settings**\n\n**![](https://help.regie.ai/hc/article_attachments/40560714833683)**\n\n4\\. Choose the option that works best for your power dialing session.\n\nThat's it! Your selection will auto-save.\n\n![](https://help.regie.ai/hc/article_attachments/40560739046291)","2025-06-24T15:22:59.603Z","2a3367f2-55c8-4d62-b3eb-6f6b55f57d57",[],[],{"_40":987,"_111":988,"_113":989,"_115":-5,"_13":-5,"_103":990,"_105":117,"_25":991,"_119":-5,"_120":992,"_122":993},"Prompt Creation Best Practices – Regie.ai","https://help.regie.ai/hc/en-us/sections/39277640906643-Prompt-Creation-Best-Practices","Follow Section\n\n_[empty](https://help.regie.ai/hc/en-us/sections/39277640906643-Prompt-Creation-Best-Practices)_","2025-06-24T15:23:11.736Z","b5617ed4-84f0-49a9-94f3-38d845c9ca77",[],[],{"_40":995,"_111":996,"_113":997,"_115":-5,"_13":-5,"_103":998,"_105":117,"_25":999,"_119":-5,"_120":1000,"_122":1001},"Prospect Status & Activity – Regie.ai","https://help.regie.ai/hc/en-us/articles/40255450349075-Prospect-Status-Activity","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **Prospects** page offers Admins and Managers insight into a **Prospect’s status** while they are in sequence with an **AI Agent.**\n\nIt also provides these users visibility into Agent and Team Activities, along with explanations for why specific tasks are being generated.\n\nThis article reviews the following:\n\n* How to access the Prospects Page for your AI Agent\n* Prospect Status Definitions\n* Activity Tracking and Filters\n\n![](https://help.regie.ai/hc/article_attachments/40255450339475)\n\n### **How to access an AI Agent's Prospects page:**\n\n1\\. Select **AI Agents** from the navigation bar in Regie.\n\n2\\. From the **AI Agents** list, click the name of the Agent to inspect.\n\n![](https://help.regie.ai/hc/article_attachments/40255457859347)\n\n3\\. Go to **Prospects.**\n\n![](https://help.regie.ai/hc/article_attachments/40255457859987)\n\n## **Overview of Prospects Page**\n\n### **Prospect Status**\n\n![](https://help.regie.ai/hc/article_attachments/40255457860755)\n\n* **Working:** Prospects that are actively receiving emails and tasks\n* **Pending:** Prospects waiting to receive their first task\n* **Finished:** Prospects who have completed the sequence\n* **Paused OOO:** Prospects temporarily paused due to out-of-office status\n* **Removed:** Prospects removed from the sequence\n\n### **Prospect Table**\n\n**![](https://help.regie.ai/hc/article_attachments/40255457862163)**\n\n**Prospect Table Views**\n\nThe **Prospect** page has two adjustable **“View by”** settings:\n\n* “Sequenced” - Default view\n \n* “Not Sequenced” - This view provides insights on any errors related to why a prospect is not sequenced with an AI Agent\n \n\n**Activity Tracking & Filters**\n\n**![](https://help.regie.ai/hc/article_attachments/40255457862803)**\n\nIn addition to **Prospect Statuses**, the prospect page can be **filtered** on the following:\n\n* **Account Name**\n \n* **Activities**\n \n * Bounced \n \n * Clicked \n \n * Failed \n \n * Finished\n \n * Meeting Booked \n \n * Opened \n \n * Replied \n \n * Skipped\n \n * Email unsubscribe\n \n * Email Out of Office\n \n * Email failed\n \n * Call opt-out\n \n* **Intent Level**\n \n * High\n \n * Medium\n \n * Low\n \n* **Persona**\n \n* **Source**\n \n* **Sequencer** \n \n* **Phone Number Info**\n \n * Has phone number\n \n * Missing phone number\n \n\n* **Finished Reason**\n * Received non-automated reply\n * Meeting booked\n * Finished based on call outcome\n * Finished from Outreach/Regie Dashboard\n\n* **Removed Reason** \n \n * Lead converted to contact\n \n * Prospect not in CRM List\n \n * Prospect deleted from CRM\n \n * Account not in source list\n \n * Removed from Targeting Page\n \n\n#### **How to inspect AI Agent and Team Activity History**\n\n1\\. From the Prospects table, click directly on the information in the **Last Activity** column\n\n**![](https://help.regie.ai/hc/article_attachments/40256380278035)**\n\n2\\. This opens the full activity history for the Prospect, including the reasons behind the AI Agent's actions. \n\n![](https://help.regie.ai/hc/article_attachments/40256365618323)\n\n3\\. Collapse the Activity History panel by click the X in the upper right or anywhere on the screen outside of the Activity panel.\n\nRelated to","2025-06-24T15:23:20.608Z","c567f146-d685-425f-ad20-e533d369a3c6",[],[],{"_40":1003,"_111":1004,"_113":1005,"_115":-5,"_13":-5,"_103":1006,"_105":117,"_25":1007,"_119":-5,"_120":1008,"_122":1009},"Recommended Screen Configuration for using the AI Dialer via the Extension – Regie.ai","https://help.regie.ai/hc/en-us/articles/39932421127187-Recommended-Screen-Configuration-for-using-the-AI-Dialer-via-the-Extension","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nSome reps prefer to use the **AI Dialer** through the **Regie Chrome Extension** to complete their calls instead of completing dials through the RegieOne platform.\n\nWe recommend the following screen configuration to best support using the AI Dialer from the Extension, as shown in the image below.\n\n![](https://help.regie.ai/hc/article_attachments/39942161140371)\n\nThis screen configuration ensures you always have easy access to your browser tabs for additional prospect and account research.\n\nThis also streamlines the **auto-open link** functionality built into the AI Dialer, which when enabled through your Call Settings, can open the following pages during a connected call:\n\n* The prospect's LinkedIn Profile\n* The prospect's Salesforce Profile\n* If your RegieOne platform is integrated with an Outreach or Salesloft platform, the prospect's profile in your SEP","2025-06-24T15:22:54.761Z","ba295eaf-4a71-4899-843d-b3ef93c4109d",[],[],{"_40":1011,"_111":1012,"_113":159,"_115":-5,"_13":-5,"_103":1013,"_105":117,"_25":1014,"_119":-5,"_120":1015,"_122":1016},"Regie.ai Chrome Extension – Regie.ai","https://help.regie.ai/hc/en-us/categories/39235996029075-Regie-ai-Chrome-Extension","2025-06-24T15:22:43.061Z","4b12602c-e829-4100-91e0-4854de35dd49",[],[],{"_40":1018,"_111":1019,"_113":1020,"_115":-5,"_13":-5,"_103":1021,"_105":117,"_25":1022,"_119":-5,"_120":1023,"_122":1024},"Regie.ai Data Retention and Privacy Policies – Regie.ai","https://help.regie.ai/hc/en-us/articles/39095495701395-Regie-ai-Data-Retention-and-Privacy-Policies","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nFAQ's for General Data and Salesforce Data Retention\n\n**General Data Retention and Privacy Policies**\n\n**1\\. What information does [Regie.ai](http://regie.ai/) collect?**\n\nIn Short: We only collect personal information of prospects (email addresses) that you provide to us. Additionally, the data we use to present your company/product/service is configured and provided by you or any Admin User in your [Regie.ai](http://regie.ai/) account. \n\n**2\\. How long is prospect Personalization data retained in Regie?**\n\nIn Short: The data we retrieve from our enrichment providers listed in the sub-processor list is stored in Regie for 30 days, and then automatically deleted. The “enriched prospect data” used for Personalization includes personality/communication data, email addresses, LinkedIn work and volunteering history, and company job posting data. \n\nThe data retention policy for our AI provider listed in our sub-processor list states that they will only retain prompt data for up to 30 days, for abuse and misuse monitoring purposes only.\n\nThe data we use to present your company/product/service is configured by you in your account, and would be deleted with it. This would include company information, product or service information, and anything else used to build email communications.\n\n**3\\. How long do we keep your information?**\n\nIn Short: You can modify any and all value propositions and pain points stored to Regie. This information is provided by you, the User, and as such, have the ability to configure Value Propositions and Pain Points to suit your preferences at any time. This information will be retained by Regie until the user decides to make changes or opts to terminate the account. \n\nAdditionally, any and all data used to suggest your products and services to prospects is configured by you and can be easily modified if there is a need to update the data. Your product and services data is not retained by Regie.\n\n**Salesforce Integration Data Retention Policies**\n\n**‍1. What data does [Regie.ai](http://regie.ai/) place into Salesforce?**\n\na. [Regie.ai](http://regie.ai/) will install some fields onto the salesforce activity and the Regie will write in the values for regie-driven data in there:\n\n* The value prop and pain point used to generate the email\n* The persona we detected on the contact\n* Whether regie was used, and how, in creating that email \n\n**2\\. What data do we need Outreach to place into Salesforce?**\n\na. We need the sequence ID and the message ID for messages. \n\n**3\\. What information does [Regie.ai](http://regie.ai/) collect and how is it collected?**\n\nIn Short: We have four systems that interact with salesforce – one gets job title and account industry data from salesforce to build buyer personas. The second gets a field as data to use in personalization. The third is used in audience expansion, to generate more prospects. The last gets meetings for accounts, and opportunity amounts for them, to track whether emails generate meetings and deals.\n\n* In the first, we get job title, and industry data for recent meetings. This is used to provide suggestions to the personas in Regie. The source data is retained for 30 days in logs, then permanently deleted. The suggestions which are the aggregates of this data (e.g. you should add this job title to persona A) are retained until used or removed by the admin. This process only runs when the admin request it.\n* The second process fetches all the field data for the prospect’s contact or lead record, looked up by email address. This only happens if a user clicks the “CRM” pill on the prospect enrichment window. This will first fetch the items in the page layout, then all field data for the prospect. This is done to allow the user to pick a field and use the field name and value in the personalization.\n\nThe third, if enabled has two modes:\n\n* When configured to get contacts outside current accounts, it gets title, industry, and company size data from contacts in the provided list. This is retained in logs for 30 days, to generate generic titles, industry choices, and sizes of companies. Then this is used to generate the lookalike audience of target prospects. This list of target prospects sourced from a data vendor contracted by Regie is sorted by email domain. Then the domains that match an account list provided by the user is removed, for instance so that you can remove existing customers from prospecting.\n \n* The second mode is account-based and uses no contact information from salesforce. Accounts in the chosen list are fetched, and the account domain used. Data is not stored, and will only be retained in logs for 30 days.\n \n* Email subject lines, and the data written in 1a, to get aggregate statistics on messaging effectiveness. This gets meetings in the last 2 week, and can link them to email activity directly preceding timeframe for messages sent by regie. Then since there is no direct link from a mail to a deal, this links the message to the account, and the account to opportunity data. This is used to present the sequence metrics, and break down sequence performance and per-value-prop performance. \n \n\n**3\\. How long do we keep Salesforce information in Regie?**\n\n* In Short: The data we retrieve on job titles and industries is cached in Regie for 30 days, and then automatically deleted. The resulting aggregated changes – sample popular job titles – are retained until used.\n \n* The salesforce field data if selected is held in logs for 30 days, and deleted. The data is not retained or saved. If it’s used in the email, it will be retained wherever the email body is retained.\n \n* The salesforce contact and/or account list for audience expansion is not stored, and held only in logs, and deleted after 30 days.\n \n* Salesforce data used to build reports will be retained until the connection is disconnected, or the regie account closed. This is to present historical data, and not double-count meetings or deals, and incorporate changes in deal amounts. \n \n\nRelated to","2025-06-24T15:23:14.678Z","1e991a3e-b5a2-4e56-9df3-0030424a49c5",[],[],{"_40":1026,"_111":1027,"_113":1028,"_115":-5,"_13":-5,"_103":1029,"_105":117,"_25":1030,"_119":-5,"_120":1031,"_122":1032},"Regie.ai + Gong Integration – Regie.ai","https://help.regie.ai/hc/en-us/articles/42021648838931-Regie-ai-Gong-Integration","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nConnect Regie.ai to your team's Gong account and analyze your call communications within the Gong platform.\n\n**Who can set up the integration?**\n\n* Users designated as Admin in Regie.ai\n* Gong user must have the ability to create calls and make dials\n\n**How to Integrate Regie.ai with Gong**\n\n1\\. From the Regie.ai platform, select your initials in the upper right corner\n\n2\\. Go to **Workspace Settings**\n\n**![](https://help.regie.ai/hc/article_attachments/42057462921107)**\n\n3\\. Select **Integrations**\n\n4\\. Within Integrations scroll down to **Analytics**\n\n**![](https://help.regie.ai/hc/article_attachments/42057479593235)**\n\n5\\. Press **Connect** to integrate with **Gong.**\n\n6\\. Follow the onscreen instructions to finalize the integration with Regie.ai\n\n**What information is pushed to Gong?**\n\nThe following call data fields are updated in Gong when integrated with Regie.ai:\n\n* **Title**\n * Title of the call\n * **Provided in the following format: \\[Regie | Outreach | Manual\\] \\[Call\\] \\[outbound | inbound\\] \\[disposition\\] \\[Prospect Name\\]**\n* **actualStart**\n * Date of the call\n* **Call Duration**\n* **Parties**\n * Who was in the call\n* **Direction**\n * Outbound or inbound call\n* **Disposition**\n * Call disposition from Regie\n* **primaryUser: gongUserId**\n * * User in Gong that made the call\n* **callProviderCode: \"outreach\"**\n* **downloadMediaUr**\n * The Regie.ai recording URL sent to gong\n\n**Is the integration a bi-directional sync?**\n\nNo, Regie.ai will only sync information to the Gong platform\n\n**How quick is new information pushed to Gong?**\n\nAI Dialer call data should be available in Gong within 15 minutes of logging the call in Regie.ai\n\n**If the AI Dialer is only recording the audio of the Rep on the call, will the recording still get sent to Gong?**\n\nYes, we will send the call recording to Gong\n\n**Information will not get sent to Gong in the following instances:**\n\n* If there is no recording in Regie.ai for a call\n* Calls durations under 1 min - this is a Gong restriction\n\nRelated to","2025-06-24T15:22:44.422Z","a1d2d5e3-259e-4002-80c3-5d2983ecf853",[],[],{"_40":1034,"_111":1035,"_113":159,"_115":-5,"_13":-5,"_103":1036,"_105":117,"_25":1037,"_119":-5,"_120":1038,"_122":1039},"Regie.ai Integrations – Regie.ai","https://help.regie.ai/hc/en-us/categories/39104026364563-Regie-ai-Integrations","2025-06-24T15:22:42.831Z","42796609-33d1-460a-a80e-28ca0ce59a6d",[],[],{"_40":1041,"_111":1042,"_113":1043,"_115":-5,"_13":-5,"_103":1044,"_105":117,"_25":1045,"_119":-5,"_120":1046,"_122":1047},"Regie Dialer Cancelled Queue Best Practices – Regie.ai","https://help.regie.ai/hc/en-us/articles/40226576661267-Regie-Dialer-Cancelled-Queue-Best-Practices","![](https://secure.gravatar.com/avatar/34ebbdf0d94ee619d001ae2814031cd9?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nAs much as we'd love to talk to five prospects at once, reality has its limits. Even with the power of parallel dialing, we speak with one prospect, one conversation at a time. That’s where the **Canceled Queue** comes into play.\n\n![](https://help.regie.ai/hc/article_attachments/40227633806611)\n\nFirst, a quick refresher: a parallel dialer is a tool that dials multiple numbers simultaneously to maximize the chance of connecting with a live prospect.\n\nWhen someone picks up, the system immediately bridges the sales rep into the call with the prospect. This minimizes downtime and keeps productivity high.\n\nBut if multiple people are dialed at the same time, the rep can only take one call. So what happens to the others?\n\n#### **Enter: The Canceled Queue**\n\nWhen a rep is calling multiple prospects at once and one answers, the other call(s) are automatically dropped, **not because it failed, but because another prospect answered first**. That’s what we call a “Canceled” call.\n\nThe **Canceled Queue** is where those calls go.\n\nIt’s essentially a holding area for high-potential conversations that were lost not because the prospect wasn’t interested, but because timing didn’t line up.\n\n#### **Why It Matters**\n\nThese aren’t your average no-answers or voicemails. These are prospects who actually picked up the phone. That alone gives them more value. In many cases, they’re more likely to answer again and potentially more open to conversation the second time around.\n\nIgnoring these calls would mean leaving opportunity on the table!\n\n#### **How to Use the Canceled Queue**\n\nThink of the Canceled Queue as your second chance list. It’s not a cold list, it’s warm. Hot, even.\n\nHere’s how teams use it effectively:\n\n* **Prioritize follow-up quickly, but not too soon.** The sooner you redial, the more likely the prospect remembers the first call. However, there is a fine balance. Our dialer will show you when a prospect in your cancelled queue was last dialed so be mindful of double dialing your prospects too soon.\n \n\n![image (17).png](https://help.regie.ai/hc/article_attachments/40227633809299)\n\nIf you are dialing and decide its too soon to call the next prospects in your cancelled queue, you should select the **pause** button on the dialer. This will finish the remaining call tasks being dialed while preventing the next tasks to be queued up. \n\n* **Change up your dialing strategy.** If you called your \"up next\" list with Regie's targeted area code matching\" feature active, you could try changing it up and choosing the \"round robin\" setting for the cancelled queue.\n \n\n![image (18).png](https://help.regie.ai/hc/article_attachments/40227633810835)\n\nThis will increase the likelihood that the prospect will be dialed from a different number. Just don't forget to change the setting back once you are done!\n\nThis setting is found in your AI Dialer under **Call Settings >Manage Numbers.** \n\n#### **The Bottom Line**\n\nParallel dialing is about efficiency, but efficiency without structure leads to missed chances. The **Canceled Queue** adds that structure as it ensures that no connect-worthy conversation gets lost just because you were already talking to someone else.\n\nIt’s not just a fail-safe. It’s a smart way to make sure your dialer isn’t wasting effort and your not missing out.\n\nRelated to","2025-06-24T15:22:54.176Z","44ac0d89-6327-476f-813a-b1596fc52218",[],[],{"_40":1049,"_111":1050,"_113":1051,"_115":-5,"_13":-5,"_103":1052,"_105":117,"_25":1053,"_119":-5,"_120":1054,"_122":1055},"Regie Managed Domains: Overview + FAQs – Regie.ai","https://help.regie.ai/hc/en-us/articles/40880362099347-Regie-Managed-Domains-Overview-FAQs","# Overview + FAQs – Regie.ai\n\n## Regie Managed Domains: Overview + FAQs\n\n![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**What are Regie Managed Domains?**\n\nRegie provides **managed domains** as a complimentary service for all customers. Our team takes care of everything—from domain purchasing and setup to security, ongoing monitoring, and automatic renewals.\n\nWe also strongly recommend using Regie’s Managed Domain service to restore email deliverability if your existing domain has been flagged for poor health.\n\n**How does managed delivery work?**\n\nInstead of sending emails from your reps existing mailboxes, Regie uses its delivery partner, SendGrid, to send emails from newly purchased domains.\n\nWhen a prospect replies, their response is automatically forwarded to the rep’s regular email inbox.\n\nThis setup protects the reputation of your primary domain and ensures higher deliverability from the new sending domain.\n\n**What are the benefits of Regie Managed Delivery?**\n\n* Regie covers the cost of purchasing domain\n* Domains purchased will re-direct to your business URL\n* No need to take actions manually if poor domain health happens in the future – the Regie team will take care of it\n* Regie ensures domains are set up properly and completed within a couple of days - not months!\n\n**What about security and compliance measures?**\n\nWe prioritize the security and reliability of your managed domain with industry-standard protections:\n\n* **Email Security**: All email sending is securely managed through an SSO connection, ensuring each message is transmitted safely and authenticated.\n \n* **Domain Isolation**: Each customer’s usage is isolated by a dedicated IP address and sub-user on our SendGrid infrastructure, protecting data integrity and deliverability.\n \n* **Scalable Access**: Our system supports up to 100 sub-users, allowing multiple customers to operate simultaneously without interference.\n \n* **Infrastructure Protection**: Domains are managed through Cloudflare, providing robust DDoS protection and DNS security. Since emails are redirected through our core domain, we also benefit from enhanced authentication protocols like **DMARC** and **DKIM**, which help prevent spoofing and phishing.\n \n\n**What authentication methods are used for access control?**\n\nEnd users don’t need to log in to the managed domain or inbox directly. Instead:\n\n* **Email Sending** is securely handled through our integrated SendGrid platform.\n \n* **Replies** are automatically forwarded to your account via Google, ensuring smooth and secure communication without requiring additional logins.\n \n\n**What is domain warming and how long does the process typically take?**\n\n**Domain warming** is the gradual process of establishing a positive reputation for a new email-sending domain or IP address by slowly increasing the volume of emails sent over time.\n\nRegie's domain warm-up services are recommend for at least one month.\n\n**What happens if you need to transfer a managed domain away from Regie?**\n\nIf you need to transfer a managed domain away from Regie, please submit a request to the Regie Team to initiate the process. Currently, we will terminate ownership of the domain, making it available for repurchase after approximately 30 days.\n\nPlease note that domain transfers do involve additional costs, but there is no risk of data loss—all customer data remains securely stored within Regie’s platform.\n\nRelated to","2025-06-24T15:22:46.320Z","8c986797-0da0-4968-9551-581d0c8c61b9",[],[],{"_40":1057,"_111":1058,"_113":159,"_115":-5,"_13":-5,"_103":1059,"_105":117,"_25":1060,"_119":-5,"_120":1061,"_122":1062},"RegieOne - For Managers – Regie.ai","https://help.regie.ai/hc/en-us/categories/38969261150227-RegieOne-For-Managers","2025-06-24T15:22:41.937Z","1f4ed809-fb32-4b78-9214-d13df30adf52",[],[],{"_40":1064,"_111":1065,"_113":159,"_115":-5,"_13":-5,"_103":1066,"_105":117,"_25":1067,"_119":-5,"_120":1068,"_122":1069},"RegieOne - For Reps – Regie.ai","https://help.regie.ai/hc/en-us/categories/39328695920019-RegieOne-For-Reps","2025-06-24T15:22:42.675Z","650efabb-b5bf-4249-86be-7961e8900c05",[],[],{"_40":1071,"_111":1072,"_113":159,"_115":-5,"_13":-5,"_103":1073,"_105":117,"_25":1074,"_119":-5,"_120":1075,"_122":1076},"RegieOne Overview – Regie.ai","https://help.regie.ai/hc/en-us/sections/39757998064147-RegieOne-Overview","2025-06-24T15:22:47.295Z","aeb8414e-b8cf-42a5-affb-6060481589fa",[],[],{"_40":1078,"_111":1079,"_113":1080,"_115":-5,"_13":-5,"_103":1081,"_105":117,"_25":1082,"_119":-5,"_120":1083,"_122":1084},"Regie Provided Phone Number Enrichment FAQs – Regie.ai","https://help.regie.ai/hc/en-us/articles/39159123354387-Regie-Provided-Phone-Number-Enrichment-FAQs","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**Q: Why should I enable Regie to become my Agent's phone number provider?**\n\nA: [Regie](http://regie.ai/).ai's proprietary blend of data sources provides missing mobile phone numbers on your prospects and at no extra cost. This means more dials for your team to the numbers you trust Regie to have.\n\nEach time an Agent tries to create a call task, it will check if the mobile phone data is in your salesforce first. If it's not, with this integration enabled, Regie can get the mobile phone data where available. \n\nIf a mobile phone number for the prospect remains unavailable, we won't create a call task but will fall back to other channels of communication instead, like email and social tasks.\n\n**Q: Will Regie be able to source any numbers other than mobile?**\n\nA: By default, Regie will only perform a search on a missing mobile phone number for the prospect.\n\nIf phone numbers other than mobile are needed, please contact Customer Success.\n\n**Q: Will Regie as a phone number provider automatically remove wrong phone numbers?**\n\nA: Although we will ensure the number is valid, much like any other data enrichment provider we cannot guarantee that phone numbers will be 100% correct every time.\n\nIf you are provided a wrong number for a prospect, reps should document this on the prospect's record within the team's Sales Engagement Platform or Salesforce.\n\n**Q: Does Regie provide a DNC/call suppression feature?**\n\nA: No, this feature is not available.\n\n**Q: Does [Regie.ai](http://regie.ai/) support integrating with multiple phone enrichment providers?**\n\nA: Your [Regie.ai](http://regie.ai/) workspace can integrate with one phone number enrichment provider.\n\nRelated to","2025-06-24T15:23:02.713Z","7890f9d2-86e3-43cb-936d-bdd057d08133",[],[],{"_40":1086,"_111":1087,"_113":1088,"_115":-5,"_13":-5,"_103":1089,"_105":117,"_25":1090,"_119":-5,"_120":1091,"_122":1092},"Regie Provided Phone Number Enrichment – Regie.ai","https://help.regie.ai/hc/en-us/articles/39097346070419-Regie-Provided-Phone-Number-Enrichment","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nDid you know that you have the option to use **Regie's data waterfall** to source missing prospect phone numbers?\n\nYes, that's right! Your AI Agent can source missing mobile phone numbers for your prospects and at no additional cost by using Regie provided data.\n\nWith Regie serving as your **phone data provider**, we can instantly enhance the performance of your agent and equip your sales team with more opportunities to connect with prospects over the phone.\n\nThe Regie Team can enable Regie as your Phone Number Provider on your behalf at anytime, just ask!\n\nBelow are instructions on how Regie Admins can manually enable this feature. \n\n## **How to Enable Regie Provided Phone Number Enrichment**\n\n1\\. From the Regie platform, with your Regie Admin credentials, select your initials in the upper right corner of the screen. Select **Workspace Settings** from the menu options.\n\n![Workspace Settings - Cleaner bg.png](https://help.regie.ai/hc/article_attachments/39789560284819)\n\n2\\. Within **Workspace Settings**, select **Integrations.**\n\n3\\. From the Integrations list, locate the **Phone Number Provider** section.\n\n4\\. Select the blue **\"Connect\"** from within the **Regie** tile.\n\n5\\. You're all set! Regie provided mobile phone number enrichment is now available to your Auto-Pilot Agent.\n\nFor additional information, please see the [Regie Provided Phone Number Enrichment FAQ](https://help.regie.ai/hc/en-us/articles/39159123354387)\n\nRelated to","2025-06-24T15:23:03.051Z","e991f040-26ea-421d-b2c1-48cb59638127",[],[],{"_40":1094,"_111":1095,"_113":159,"_115":-5,"_13":-5,"_103":1096,"_105":117,"_25":1097,"_119":-5,"_120":1098,"_122":1099},"Rep AI Dialer Call Settings – Regie.ai","https://help.regie.ai/hc/en-us/sections/40432347584147-Rep-AI-Dialer-Call-Settings","2025-06-24T15:22:57.455Z","aeb936f0-a66b-413f-a4b3-d5c738548274",[],[],{"_40":1101,"_111":1102,"_113":1103,"_115":-5,"_13":-5,"_103":1104,"_105":117,"_25":1105,"_119":-5,"_120":1106,"_122":1107},"Requests – Regie.ai","https://help.regie.ai/hc/en-us/requests/organization","| Subject | Id | Requester | [Last activity▼](https://help.regie.ai/hc/en-us/requests/organization?sort_by=updated_at&sort_order=asc) | Status |\n| --- | --- | --- | --- | --- |\n| [Wrike: Domain matching to prevent duplicate accounts in SFDC](https://help.regie.ai/hc/en-us/requests/307 \"Wrike: Domain matching to prevent duplicate accounts in SFDC\")

#307 7 days ago In Progress | #307 | Dustin Curtis | 2 minutes ago | In Progress |\n| [Lytx: Accounts show up in the targeting page that don't have any prospects, aren't on current lists, unclear where they are from and how to remove them.](https://help.regie.ai/hc/en-us/requests/299 \"Lytx: Accounts show up in the targeting page that don't have any prospects, aren't on current lists, unclear where they are from and how to remove them.\")

#299 11 days ago Awaiting your reply | #299 | TJ Macke | 4 hours ago | Awaiting your reply |\n| [Lytx: \"add to agent\" error, feautre not working despite correct config](https://help.regie.ai/hc/en-us/requests/323 \"Lytx: \\\"add to agent\\\" error, feautre not working despite correct config\")

#323 16 hours ago Open | #323 | TJ Macke | 16 hours ago | Open |\n| [Corpay: Agent registering high volume of open emails with low intent prospects](https://help.regie.ai/hc/en-us/requests/322 \"Corpay: Agent registering high volume of open emails with low intent prospects\")

#322 16 hours ago Open | #322 | TJ Macke | 16 hours ago | Open |\n| [Franco Martins / Anyscale](https://help.regie.ai/hc/en-us/requests/303 \"Franco Martins / Anyscale\")

#303 10 days ago Awaiting your reply | #303 | Jennifer Rice | 18 hours ago | Awaiting your reply |\n| [KIBO Commerce: call tasks recreated for same prospect every 24 hours](https://help.regie.ai/hc/en-us/requests/312 \"KIBO Commerce: call tasks recreated for same prospect every 24 hours\")

#312 5 days ago In Progress | #312 | Dustin Curtis | 20 hours ago | In Progress |\n| [SureCam: Regie creating thousands of accounts in SFDC](https://help.regie.ai/hc/en-us/requests/306 \"SureCam: Regie creating thousands of accounts in SFDC\")

#306 7 days ago In Progress | #306 | Dustin Curtis | 22 hours ago | In Progress |\n| [Messaging Prompts for Collateral (Case Study Quotes)](https://help.regie.ai/hc/en-us/requests/309 \"Messaging Prompts for Collateral (Case Study Quotes)\")

#309 7 days ago Solved | #309 | Ryan Nice | 2 days ago | Solved |\n| [Teleport Needs Cognizm Data](https://help.regie.ai/hc/en-us/requests/308 \"Teleport Needs Cognizm Data\")

#308 7 days ago Solved | #308 | Ryan Nice | 2 days ago | Solved |\n| [Vena Solutions](https://help.regie.ai/hc/en-us/requests/305 \"Vena Solutions\")

#305 7 days ago Solved | #305 | Jennifer Rice | 2 days ago | Solved |\n| [Delivr.ai - Prospect already exists in CRM despite no duplicates found in SFDC](https://help.regie.ai/hc/en-us/requests/321 \"Delivr.ai - Prospect already exists in CRM despite no duplicates found in SFDC\")

#321 3 days ago Open | #321 | Mariah Lotts | 3 days ago | Open |\n| [Delivr.ai - Merged SFDC Leads Still Showing as Duplicates in Not Sequenced Prospects List](https://help.regie.ai/hc/en-us/requests/320 \"Delivr.ai - Merged SFDC Leads Still Showing as Duplicates in Not Sequenced Prospects List\")

#320 3 days ago Open | #320 | Mariah Lotts | 3 days ago | Open |\n| [TigerConnect - no prospects in agents yet](https://help.regie.ai/hc/en-us/requests/319 \"TigerConnect - no prospects in agents yet\")

#319 3 days ago Open | #319 | Mariah Lotts | 3 days ago | Open |\n| [Wordpress VIP](https://help.regie.ai/hc/en-us/requests/318 \"Wordpress VIP\")

#318 3 days ago Open | #318 | Jennifer Rice | 3 days ago | Open |\n| [Delivr.ai call tasks not populating for static agent](https://help.regie.ai/hc/en-us/requests/317 \"Delivr.ai call tasks not populating for static agent\")

#317 3 days ago Solved | #317 | Mariah Lotts | 3 days ago | Solved |\n| [SessionAI](https://help.regie.ai/hc/en-us/requests/316 \"SessionAI\")

#316 3 days ago Open | #316 | Jennifer Rice | 3 days ago | Open |\n| [CSSI: Agents sending emails outside of business hours.](https://help.regie.ai/hc/en-us/requests/313 \"CSSI: Agents sending emails outside of business hours.\")

#313 5 days ago In Progress | #313 | TJ Macke | 3 days ago | In Progress |\n| [Wrong numbers being called, wrong linkedin opening for prospects, often. - wordpress](https://help.regie.ai/hc/en-us/requests/315 \"Wrong numbers being called, wrong linkedin opening for prospects, often. - wordpress\")

#315 3 days ago Open | #315 | Ben Baldwin | 3 days ago | Open |\n| [Franco Martins / Anyscale](https://help.regie.ai/hc/en-us/requests/302 \"Franco Martins / Anyscale\")

#302 10 days ago Solved | #302 | Jennifer Rice | 4 days ago | Solved |\n| [Wrike: requested account discovery list up front before launch](https://help.regie.ai/hc/en-us/requests/304 \"Wrike: requested account discovery list up front before launch\")

#304 10 days ago In Progress | #304 | Dustin Curtis | 5 days ago | In Progress |\n| [Conductor - BOOKED OPP! but not showing up in analytics](https://help.regie.ai/hc/en-us/requests/314 \"Conductor - BOOKED OPP! but not showing up in analytics\")

#314 5 days ago Open | #314 | Taylor Hanson | 5 days ago | Open |\n| [Email Delivery Status Issue](https://help.regie.ai/hc/en-us/requests/311 \"Email Delivery Status Issue\")

#311 6 days ago In Progress | #311 | Jennifer Rice | 6 days ago | In Progress |\n| [Vena Solutions](https://help.regie.ai/hc/en-us/requests/310 \"Vena Solutions\")

#310 6 days ago In Progress | #310 | Jennifer Rice | 6 days ago | In Progress |\n| [Surecam: targeting page full of reps/senders that don't own accounts and aren't using Regie.](https://help.regie.ai/hc/en-us/requests/298 \"Surecam: targeting page full of reps/senders that don't own accounts and aren't using Regie.\")

#298 11 days ago Awaiting your reply | #298 | TJ Macke | 6 days ago | Awaiting your reply |\n| [First National: No centralized way to view new prospects added to agents.](https://help.regie.ai/hc/en-us/requests/300 \"First National: No centralized way to view new prospects added to agents.\")

#300 11 days ago In Progress | #300 | TJ Macke | 6 days ago | In Progress |\n| [Testing assignment and reply automation](https://help.regie.ai/hc/en-us/requests/297 \"Testing assignment and reply automation\")

#297 11 days ago Solved | #297 | James Reichmuth | 6 days ago | Solved |\n| [Test 10](https://help.regie.ai/hc/en-us/requests/293 \"Test 10\")

#293 11 days ago Solved | #293 | James Reichmuth | 7 days ago | Solved |\n| [test](https://help.regie.ai/hc/en-us/requests/292 \"test\")

#292 11 days ago Solved | #292 | Mariah Lotts | 7 days ago | Solved |\n| [test](https://help.regie.ai/hc/en-us/requests/262 \"test\")

#262 24 days ago Solved | #262 | James Reichmuth | 15 days ago | Solved |\n| [Outreach Dialer Disposition Question](https://help.regie.ai/hc/en-us/requests/252 \"Outreach Dialer Disposition Question\")

#252 25 days ago Solved | #252 | James Reichmuth | 15 days ago | Solved |","2025-06-24T15:22:49.707Z","de8da347-387e-4a64-89fd-82df13f5724f",[],[],{"_40":1109,"_111":1110,"_113":1111,"_115":-5,"_13":-5,"_103":1112,"_105":117,"_25":1113,"_119":-5,"_120":1114,"_122":1115},"Research Prospects via the Chrome Extension – Regie.ai","https://help.regie.ai/hc/en-us/articles/39236207973523-Research-Prospects-via-the-Chrome-Extension","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **Prospect Lookup** is a feature within the Regie Co-Pilot, accessible via the **Regie Chrome Extension.**\n\nSee how quick and easy it is to research your prospects before placing an outbound dial or sending a personalized message!\n\nThe **Prospect Lookup** can be used within the following platforms via the Extension:\n\nSales Engagement Platforms:\n\n* Salesloft\n* Outreach\n\nCRM\n\n* Salesforce \n\nSocial Media\n\n* LinkedIn\n\nEmail Service Providers\n\n* Gmail\n* [Outlook.com](http://outlook.com/) (Outlook on the web)","2025-06-24T15:23:09.312Z","c652d91f-b6ca-4a22-80e5-ce523ce0818c",[],[],{"_40":1117,"_111":1118,"_113":159,"_115":-5,"_13":-5,"_103":1119,"_105":117,"_25":1120,"_119":-5,"_120":1121,"_122":1122},"Salesloft and Outreach Sales Engagement Platform (SEP) – Regie.ai","https://help.regie.ai/hc/en-us/sections/39759231418771-Salesloft-and-Outreach-Sales-Engagement-Platform-SEP","2025-06-24T15:23:05.982Z","48041cec-3ff8-4322-8d30-86465277cbd8",[],[],{"_40":1124,"_111":1125,"_113":159,"_115":-5,"_13":-5,"_103":1126,"_105":117,"_25":1127,"_119":-5,"_120":1128,"_122":1129},"Salesloft and Outreach SEP Help Articles – Regie.ai","https://help.regie.ai/hc/en-us/categories/39345657459091-Salesloft-and-Outreach-SEP-Help-Articles","2025-06-24T15:22:42.965Z","944d2760-54e6-4dcb-b155-75a6ca16635f",[],[],{"_40":1131,"_111":1132,"_113":1133,"_115":-5,"_13":-5,"_103":1134,"_105":117,"_25":1135,"_119":-5,"_120":1136,"_122":1137},"Salesloft – Regie.ai","https://help.regie.ai/hc/en-us/sections/40635793226899-Salesloft","Follow Section\n\n* [Salesloft Users and Completing Agent Assigned Tasks](https://help.regie.ai/hc/en-us/articles/40752215862675-Salesloft-Users-and-Completing-Agent-Assigned-Tasks)","2025-06-24T15:23:05.896Z","891aaa14-3c7d-4edf-9688-b2027627843f",[],[],{"_40":1139,"_111":1140,"_113":1141,"_115":-5,"_13":-5,"_103":1142,"_105":117,"_25":1143,"_119":-5,"_120":1144,"_122":1145},"Salesloft Users + AI Dialer – Regie.ai","https://help.regie.ai/hc/en-us/articles/40752844182931-Salesloft-Users-AI-Dialer","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nSalesloft customers can improve their call efficiency and productivity by using the AI Dialer to complete their call tasks.\n\nBoth the RegieOne in-app AI Dialer and the AI Dialer accessible via the chrome extension supports supports calling:\n\n* Regie AI Agent Assigned call tasks\n* Cadence-based call tasks\n* One-off Call Tasks\n* Call Lists\n\nCall Notes and Dispositions will be written directly to Salesloft.\n\n![](https://help.regie.ai/hc/article_attachments/40752844172947)\n\nTo ensure Regie.ai surfaces your Salesloft call tasks in the AI Dialer, make sure your SEP selected\n\n(as shown above) when initiating call tasks.\n\n**Important Note:** The AI Dialer only loads Salesloft call tasks that are eligible for dialing.\n\nIf you notice a discrepancy between the number of call tasks shown in the AI Dialer and those in your Salesloft account, please refer to the [SEP Call Task Audit](https://help.regie.ai/hc/en-us/articles/39887213396243) article for troubleshooting guidance.","2025-06-24T15:22:55.296Z","286ff9b7-bfcd-440f-acc8-8a8fd46788fa",[],[],{"_40":1147,"_111":1148,"_113":1149,"_115":-5,"_13":-5,"_103":1150,"_105":117,"_25":1151,"_119":-5,"_120":1152,"_122":1153},"Salesloft Users and Completing Agent Assigned Tasks – Regie.ai","https://help.regie.ai/hc/en-us/articles/40752215862675-Salesloft-Users-and-Completing-Agent-Assigned-Tasks","Not yet followed by anyone\n\nWhen Regie + Salesloft are integrated, there are a few differences in what AI Agent Task information is sent to Salesloft directly, impacting where reps go to execute on agent-assigned tasks.\n\nThis article provides a quick overview of where Reps should go to complete their tasks.\n\n**Call Tasks**\n\n* Call Tasks are logged directly to Salesloft\n* All AI Agent-assigned Call Tasks are located under Salesloft Rhythm as One-Off tasks\n* Reps can use the Regie AI Dialer to complete AI Agent-assigned tasks\n* Reps can also use the Regie AI Dialer to complete call tasks originating in Salesloft\n\n**LinkedIn Tasks**\n\n* LinkedIn Tasks are not logged in Salesloft when generated by an Agent and will not appear in the Salesloft platform\n* Agent-assigned social tasks must be completed through the Chrome Extension or completed in platform using RegieOne\n\n**Email Tasks**\n\n* Emails are sent directly through your email service provider, not through Salesloft.\n* Email tasks are not logged in Salesloft and instead logged directly to Salesforce\n\n**Prospect Management**\n\nReps can't finish/control prospects enrolled in AI Agents in Salesloft - these actions are to be completed directly in RegieOne or by using the Chrome Extension.","2025-06-24T15:23:05.751Z","b5bd466e-7293-404f-b58d-bd9435d72068",[],[],{"_40":1155,"_111":1156,"_113":1157,"_115":-5,"_13":-5,"_103":1158,"_105":117,"_25":1159,"_119":-5,"_120":1160,"_122":1161},"SEP Task Audit – Regie.ai","https://help.regie.ai/hc/en-us/articles/39887213396243-SEP-Task-Audit","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **SEP Task Audit** page in RegieOne offers valuable insights for Outreach and Salesloft users utilizing the AI Dialer to complete call tasks assigned through their Sales Engagement Platform (SEP).\n\nSince Regie.ai can integrate with both Outreach and Salesloft, the SEP Task Audit page shows call tasks that may be appearing in your SEP, but are not displaying in the SEP section of the AI Dialer.\n\nBoth Reps and Managers should inspect the **SEP Task Audit** page for the following insights:\n\n1. To learn the reason why an Outreach call task or Salesloft call task is not appearing in the AI Dialer to complete.\n2. To apply the remedy provided by Regie to resolve why an SEP call task not appearing in the AI Dialer to complete.\n 1. Regie provides a direct link to the Prospect’s details in Outreach or Salesloft to apply the remedy to the issue.\n3. To provide enhanced visibility on which call tasks in the AI Dialer are Agent Assigned Call Tasks.\n\n![image-20250114-170837.png](https://help.regie.ai/hc/article_attachments/39887213389843)\n\n**How to access the SEP Task Audit page:**\n\n1\\. From the Regie platform, click on the **AI Dialer** icon from the navigation bar.\n\n2\\. Select **SEP Task Audit** tab.\n\n**Apply the following Filters to drill down the Call Task Audit table:**\n\n* Unavailability Reasons\n* Task Owner (most useful for Managers)\n\n**Filters** can be accessed on the upper right corner of the Call Task table.\n\n![](https://help.regie.ai/hc/article_attachments/40044924147987)\n\n**Reasons why an Outreach Call task or Salesloft call task may be unavailable for the AI Dialer to execute on:**\n\n* Missing phone number\n * The prospect’s record in Outreach or Salesloft is missing a mobile phone number or work number making the Regie.ai agent unable to add the call task to the AI Dialer based on the established dialer settings\n* No valid phone number\n * The prospect’s record in Outreach or Salesloft is missing a valid phone number to dial\n* Missing Prospect Name\n * The Regie.ai agent cannot create a call task with the prospect's name missing\n* No number found with callable country\n * For International Dialing\n\nRelated to","2025-06-24T15:22:54.971Z","0492ce61-c5b8-409a-af8b-ba59ae733ddd",[],[],{"_40":1163,"_111":1164,"_113":1165,"_115":-5,"_13":-5,"_103":1166,"_105":117,"_25":1167,"_119":-5,"_120":1168,"_122":1169},"Set the Default Rapid Writer Message Type for your Workspace – Regie.ai","https://help.regie.ai/hc/en-us/articles/39345459251987-Set-the-Default-Rapid-Writer-Message-Type-for-your-Workspace","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nRegie Admins and Managers can select the type of instantly personalized messages their Rapid Writer should generate for Reps that are using the Regie Chrome Extension for message personalization.\n\nThe Rapid Writer in the Chrome Extension can produce one of the following **message types** by default for your reps:\n\n**1\\. Email Introduction Line** - Customized to your prospect's persona and best used to generate a compelling hook.\n\n**2\\. Personalized email body, subject line included** - all tailored to your prospect's persona.\n\n**3\\. LinkedIn Message** - Observation- based personalized LinkedIn message\n\nIn this article, we'll show where Regie Admins and Managers can manage your workspace's **Default** **Rapid Writer Message type.**\n\n**How to Change Your Default Rapid Writer Message Settings**\n\n1\\. From the navigation bar, select **Content.** \n\n![](https://help.regie.ai/hc/article_attachments/40769503405459)\n\n**2\\. Select **Prompts****\n\n**![9ElgfaKArv (1).jpg](https://help.regie.ai/hc/article_attachments/39345459251475)**\n\n3\\. Choose the desired default **Rapid Writer - Output Type**\n\nKeep in mind, only one Rapid Writer Output Type can be selected as default for a workspace. \n\nReview or make adjustments to your workspace's **Rapid Writer Prompts and Personalization Data Sources.**\n\n* **Rapid Writer Prompt** serves as a set of instructions, or a guide for the AI, so it knows how to structure the personalized messages it instantly generates for your prospects.\n* **Personalization Data Sources** let's you decide what data sources should be available to be used as personalization inputs by the AI.\n\nThe Customer Success Team is here to help you with adjusting your Co-Pilot prompts and Data Sources.\n\nPlease reach out to the Success team to get started!","2025-06-24T15:23:10.220Z","cdb97497-b43b-4581-8790-4606df29a9b6",[],[],{"_40":1171,"_111":1172,"_113":1173,"_115":-5,"_13":-5,"_103":1174,"_105":117,"_25":1175,"_119":-5,"_120":1176,"_122":1177},"Six Key Steps for Successful Regie.ai Adoption – Regie.ai","https://help.regie.ai/hc/en-us/articles/39088716196371-Six-Key-Steps-for-Successful-Regie-ai-Adoption","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nDownload the Six Key Steps for Successful [Regie.ai](http://regie.ai/) Adoption Guide below.\n\n![5X_kbHupVr.jpg](https://help.regie.ai/hc/article_attachments/39088703489043)\n\n0 comments\n\nArticle is closed for comments.","2025-06-24T15:23:18.357Z","a79ba972-150e-49a8-9d56-8b721e0c2694",[],[],{"_40":1179,"_111":1180,"_113":1181,"_115":-5,"_13":-5,"_103":1182,"_105":117,"_25":1183,"_119":-5,"_120":1184,"_122":1185},"SMS Call Back Notifications – Regie.ai","https://help.regie.ai/hc/en-us/articles/40436397459347-SMS-Call-Back-Notifications","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nAvailable for reps on the AI Dialer with a verified cell phone number established as their call forwarding number, the **SMS Call Back Notification** feature enables Regie.ai to send a text with key prospect details before the prospect's call reaches the reps phone.\n\nThis ensures reps have key information needed to handle inbound calls from prospects returning their phone calls.\n\nOnce the inbound call with the prospect is completed, reps receive a final text from Regie with proposed call notes and call disposition.\n\nAfter the rep confirms these details via text, call details are automatically logged back to Salesforce ensuring all call information is documented.\n\n**How to enable SMS Call Back Notifications**\n\n1\\. Access the **AI Dialer** from the Chrome Extension or RegieOne platform.\n\n2\\. Click on **Call Settings.**\n\n3\\. Go to **Forwarding Number.**\n\n4\\. When your [call forwarding number](https://help.regie.ai/hc/en-us/articles/40432994593939) is a verified cell phone number, you will see the **SMS call back notification** setting.\n\n5\\. Click to agree to receive text messages from Regie.ai. That's it!\n\n![](https://help.regie.ai/hc/article_attachments/40436360984339)\n\n**Additional details SMS Call Back Notifications**\n\n1\\. When this setting is enabled, reps receive a text from Regie.ai 3-5 seconds before receiving the inbound call back from a prospect.\n\nRegie will always send text notifications from the following number: 1 (252) 410-2345\n\n![](https://help.regie.ai/hc/article_attachments/40436397455763)\n\nIt is recommended to save this number to your cell phone to best distinguish this number as an inbound call back from Regie.ai.\n\n2\\. Once the inbound call is completed, Regie.ai instantly reviews the call's transcript to propose call notes and call disposition. These details are sent to the rep via text.\n\n3\\. Simply confirm these details via text. All confirmed details are automatically logged to Salesforce.\n\nRelated to","2025-06-24T15:22:58.948Z","753045b5-4237-4b11-96b7-7cefd9203f45",[],[],{"_40":1187,"_111":1188,"_113":1189,"_115":-5,"_13":-5,"_103":1190,"_105":117,"_25":1191,"_119":-5,"_120":1192,"_122":1193},"Standard Call Dispositions – Regie.ai","https://help.regie.ai/hc/en-us/articles/41846267523731-Standard-Call-Dispositions","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nGetting started with Call Dispositions for you team? Listed below are the most common call dispositions utilized by sales teams to track call outcomes.\n\nDuring AI Dialer onboarding, this is a great starting place for teams that have never used a Dialer before and are looking for recommendations on what dispositions to use.\n\n* **No Answer**\n * Call Outcome: Standard No Answer\n* **Went to Voicemail**\n * Call Outcome: Went to a VM\n* **Busy Signal**\n * Busy Signal\n* **Bad Number**\n * Connected with somebody who is not associated with the company or target prospect whatsoever\n* **Busy: Call Later**\n * Prospect is busy and asked for you to call at another time\n* **Elevator Pitch Rejected**\n * Prospect declines to talk further after you give your pitch\n* **False Positive**\n * Falsely detected a human being and connected you with a machine. This does not happen often but may happen from time to time which is why the disposition is included\n* **Follow-Up Required**\n * Had a good conversation, but requires more follow-up before handing off\n* **Gatekeeper: Did not Transfer**\n * Connected to a gatekeeper, but they were not able to transfer you to desired prospect.\n* **Gatekeeper transferred: Did not leave VM**\n * Connected with Gatekeeper and they were able to transfer you. Upon transferring, the call went to VM but you did not leave one.\n* **Gatekeeper transferred: Left VM**\n * Connected with Gatekeeper and they were able to transfer you. Upon transferring you left a VM\n* **Hook Rejected**\n * Prospect declines to take your call after you introduce yourself and reason for calling.\n* **Hang Up**\n * 5-10 seconds, they hang up before the intro - during 1st part of hook. Should be very rare, under 5% of all connects.\n* **Left Voicemail**\n* **Meeting Scheduled**\n * You booked a meeting!\n* **Objection: Already Have a Solution**\n * The prospect already has a solution for your services\n* **Objection: Asked to Send Info**\n * Prospect asked you to send information\n* **Objection: Not a Priority**\n * Your solution is not a priority for them\n* **Objection: Other**\n * Used for when an objection is given, but there is not an appropriate disposition available. In this case please use the comment section to leave specifics\n* **Person Left Company**\n * Prospect is no longer at the company, rep should be updating the contact and creating a new one\n* **Reach back out in X time**\n * Prospect asked you to reach back out later in the year when they might be evaluating solutions like yours\n* **Wrong Person: Gave Referral**\n * This person has no power, as far as selecting tools to use. However, the person told you who you should reach out to\n* **Wrong Person: No referral**\n * This person has no power, as far as selecting tools to use and did not tell you who the right person to reach out to is\n\nRelated to","2025-06-24T15:22:56.621Z","a990d3bd-1522-41c8-8bf3-12faef1523c2",[],[],{"_40":1195,"_111":1196,"_113":1197,"_115":-5,"_13":-5,"_103":1198,"_105":117,"_25":1199,"_119":-5,"_120":1200,"_122":1201},"Static Email Templates – Regie.ai","https://help.regie.ai/hc/en-us/articles/39275896092947-Static-Email-Templates","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nGain precision, control and consistency over your messaging across critical touch points\n\n[Regie.ai](http://regie.ai/) prompts are purpose-built to generate contextually relevant content for tasks like outbound emails, follow-ups, and persona-based messaging.\n\nWithin the Prompt Library, [Regie.ai](http://regie.ai/) offers a variety of templates as a starting point for AI generated messaging.\n\nKey Benefits of Static Templates & Messaging:\n\n* Precision: Ensure your messaging is meticulously tailored for your most valuable prospects.\n \n* Consistency: Maintain consistent, proven language across critical touch points.\n \n* Control: Keep messaging precise for executive outreach, event-related outreach, high-stakes follow-ups, and brand-sensitive touchpoints\n \n\n![Ef4QoLmWHA.png](https://help.regie.ai/hc/article_attachments/39275941745811)\n\nRegie's AI Agents can utilize static email templates for static tasks within a sequence. By combining static tasks with templated messaging, you gain greater control over key outreach moments, ensuring precise communication, consistency, and adherence to established processes.\n\nAI Agents can also dynamically integrate these static email templates in a sequence, ensuring consistent language while keeping the outreach cadence adaptable to prospect behavior and levels of intent.\n\n**How can I access the Prompt Library and Static Templates?**\n\n1\\. With Regie Admin login credentials, select **AI Agents** from the navigation bar on the [Regie App.](https://app.regie.ai/)\n\n2\\. Select the **Agent name** from the list.\n\n3\\. Next, click the **Overview** tab which provides access to the tasks in the sequence.\n\n4\\. Depending on the use case, select the **+Add Tasks** button from either the **Static or Dynamic Tasks** sections of the sequence.\n\n5\\. The **Intro Email** or **Follow-Up Email** task types will give you access to Regie's **Prompt Library.**\n\n6\\. Within the template list, **Static Emails Templates** can be identified by the use of the word \"Static\" at the beginning of its name. \n\nSelecting the prompt name provides a brief description of the template, a preview of the prompt instructions, and an email example of the type of message the prompt generates.\n\n7\\. Select **Use Template** to add the prompt to your sequence. \n\n8\\. Once added to the sequence, Admins have the ability to edit and further refine the prompt as needed. \n\n9\\. Always test the prompt with a recipient email before selecting to \"Publish\"\n\n**Need help with prompts and messaging strategies?** \n\n**Please connect with the Customer Success Team for further assistance.**","2025-06-24T15:23:11.166Z","cf28ea07-80bd-42bc-8d1d-b982feaadf39",[],[],{"_40":1203,"_111":1204,"_113":1205,"_115":-5,"_13":-5,"_103":1206,"_105":117,"_25":1207,"_119":-5,"_120":1208,"_122":1209},"Targeting – Regie.ai","https://help.regie.ai/hc/en-us/articles/40123161519251-Targeting","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nAccessible to all RegieOne users, the **Targeting** page displays all accounts and prospects that are currently being worked by an AI Agent or have been associated with an AI Agent in the past.\n\nThese insights provide helpful details for reps strategic approach to prospecting into certain Accounts and key prospects. \n\nFrom the Targeting page, users can inspect key Account and Prospect details, have visibility into completed tasks, and add prospects to different AI Agents when needed.\n\n### **Accounts View**\n\nThe Accounts view displays all accounts that have been targeted by an AI Agent.\n\n![](https://help.regie.ai/hc/article_attachments/41315987984019)\n\nThe **Accounts** view shown above provides the following insights from left to right:\n\n* Important links:\n * Company website\n * LinkedIn Profile of Company (when available)\n * Open Account Profile in Salesforce\n* Intent Level of the Account\n * \\= Overall intent of Account and average prospect attend within the account\n * Total number of prospects added to an AI Agent from the Account\n * Prospects added to an Agent from connected Salesforce CRM\n * Prospects added to an Agent by Regie through Audience Discovery/Expansion\n* Total number of prospects from Account in Active and Inactive states\n* Sequencer/Owner Name\n\nFurther inspect the Account by accessing the **Account** **Detail** **Page**. From the Accounts list click into the name of the Account.\n\n![](https://help.regie.ai/hc/article_attachments/41387433279507)\n\n**Account** **Details** surfaces the following information/ details:\n\n* Company Information\n* % of Active Prospects associated with the account\n* % of Completed Tasks\n* List of all Prospects associated with the account\n* List of all Completed Tasks created for the account\n\n### **Prospects View**\n\nThe Prospects view shown below displays all prospects that have been targeted by an AI Agent.\n\n![](https://help.regie.ai/hc/article_attachments/40406333590035)\n\nThe Prospects view provides the following insights:\n\n* Important Links\n * Prospect's LinkedIn profile\n * Open prospect in Salesforce\n * Open prospect in linked SEP\n* Contact Information\n * Email Address\n * Phone Number\n* Intent Level\n* Persona\n* Account Name\n* Sequencer/Owner\n* AI Agent Enrollment\n* Last Activity\n\nRobust filters offer enhanced list segmentation to focus on prospects from specific accounts, targeted prospects levels of intent, activities etc.\n\n![](https://help.regie.ai/hc/article_attachments/40406366556563)\n\nClick into a Prospect (by selecting their name) to review **Prospect Details**.\n\n![](https://help.regie.ai/hc/article_attachments/40406366559123)\n\nThe **Prospect Details Page** provides the following:\n\n* Prospect Contact Info\n* Company info\n* Work History\n* Overview of Completed Tasks\n* Salesforce fields\n* Agent enrollment\n\nYou can also manually **add the prospect to an different agent** from the **Prospect Details** page.\n\n![](https://help.regie.ai/hc/article_attachments/41387717098259)\n\nRelated to","2025-06-24T15:23:03.268Z","b8275cd6-5513-4f15-bf02-575e84a523ab",[],[],{"_40":1211,"_111":1212,"_113":1213,"_115":-5,"_13":-5,"_103":1214,"_105":117,"_25":1215,"_119":-5,"_120":1216,"_122":1217},"Task Automator Mass Actions – Regie.ai","https://help.regie.ai/hc/en-us/articles/39166747053843-Task-Automator-Mass-Actions","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nHow to Skip Tasks or Finish Prospects in Mass/Bulk\n\nAs a rep, you might find yourself needing to have added control on the tasks that have been served up by your Regie Agent for you to complete.\n\nSee how to skip a task or finish/remove a prospect from the dynamic sequence when most appropriate, providing you the ability to manage your task list.\n\n**Skip Task = Will skip the selected task but prospect will remain in sequence with the Regie Agent. The task may resurface based on future engagement and intent shown by the prospect.**\n\n**Finish = Prospect will be completely removed from the sequence and no longer worked by the Regie Agent**\n\nRelated to","2025-06-24T15:23:07.892Z","fb327c8c-39d5-40fa-9f60-937ce442e1f9",[],[],{"_40":1219,"_111":1220,"_113":1221,"_115":-5,"_13":-5,"_103":1222,"_105":117,"_25":1223,"_119":-5,"_120":1224,"_122":1225},"Task Execution for Reps – Regie.ai","https://help.regie.ai/hc/en-us/sections/39719135262099-Task-Execution-for-Reps","Reps can use the Chrome Extension to streamline the completion of Agent assigned tasks. Learn more on how to incorporate the Chrome Extension in your existing workflows.","2025-06-24T15:23:07.341Z","94498d8f-5d07-4398-b031-b66202dba74d",[],[],{"_40":1227,"_111":1228,"_113":159,"_115":-5,"_13":-5,"_103":1229,"_105":117,"_25":1230,"_119":-5,"_120":1231,"_122":1232},"Task Management – Regie.ai","https://help.regie.ai/hc/en-us/sections/40322432309395-Task-Management","2025-06-24T15:22:49.489Z","e70ab622-6a18-4436-a048-25b317dcf77c",[],[],{"_40":1234,"_111":1235,"_113":1236,"_115":-5,"_13":-5,"_103":1237,"_105":117,"_25":1238,"_119":-5,"_120":1239,"_122":1240},"Tasks - Admin View – Regie.ai","https://help.regie.ai/hc/en-us/articles/39900730876051-Tasks-Admin-View","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe **Tasks** page provides a comprehensive overview of all tasks assigned to reps by Auto-pilot Agents, allowing for more streamlined task management.\n\n![](https://help.regie.ai/hc/article_attachments/39900758339219)\n\n**Task Management**\n\n* From the **Tasks** page, Admins can multi-select tasks and easily **Reassign** those selected tasks to a new sequencer. See more on How to Reassign Tasks.\n* On a rep's behalf, Admins can also use this page to take additional actions, such as **Skip Task** or to **Finish** a prospect from sequence.\n\n![](https://help.regie.ai/hc/article_attachments/40123610468243)\n\nTask Management Definitions and Agent Logic:\n\n* **Skip Task**\n * When a task is skipped this deletes the task.\n * The prospect remains in sequence with the Agent.\n * The same task can appear again in the future if assigned by the Agent dynamically based on intent and sequence engagement.\n* **Finish Sequence**\n * Finish a prospect from sequence when you no longer want the Agent to generate emails or tasks for the prospect. \n * All pending tasks are deleted and the prospect is removed from sequence with the Agent.\n * The prospect will not be re-added automatically or contacted again in the same agent. However the prospect can be re-added to the same sequence manually if needed.\n \n\nThe **Filters** on the right side of the Task Table enables any Manager or Regie Admin to drill down and further inspect their Team's agent-assigned tasks.\n\n![](https://help.regie.ai/hc/article_attachments/40124120370195)\n\n**Filter** Tasks on the following parameters:\n\n* Account Name\n* Agent (Sequence Name)\n* When the task is Due at\n* Persona\n* Sequencer (Rep name)\n* Task Status (Complete or Pending)\n* Task Type","2025-06-24T15:22:48.298Z","bfc91034-781e-49b7-b0d4-52d6ae7b7162",[],[],{"_40":1242,"_111":1243,"_113":159,"_115":-5,"_13":-5,"_103":1244,"_105":117,"_25":1245,"_119":-5,"_120":1246,"_122":1247},"Troubleshooting and Support – Regie.ai","https://help.regie.ai/hc/en-us/sections/39746373882131-Troubleshooting-and-Support","2025-06-24T15:22:54.872Z","6089884a-6e07-4b21-9557-f3f23cf1a34e",[],[],{"_40":1249,"_111":1250,"_113":159,"_115":-5,"_13":-5,"_103":1251,"_105":117,"_25":1252,"_119":-5,"_120":1253,"_122":1254},"Troubleshooting – Regie.ai","https://help.regie.ai/hc/en-us/sections/39235997302803-Troubleshooting","2025-06-24T15:23:09.219Z","89f71483-14fe-4499-a966-e08d5806d592",[],[],{"_40":1256,"_111":1257,"_113":1258,"_115":-5,"_13":-5,"_103":1259,"_105":117,"_25":1260,"_119":-5,"_120":1261,"_122":1262},"Troubleshooting the Chrome Extension – Regie.ai","https://help.regie.ai/hc/en-us/articles/39236932076691-Troubleshooting-the-Chrome-Extension","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nIf you are seeing performance issues with the [regie.ai](http://regie.ai/) Chrome extension, **first try refreshing the page.**\n\nYou could then try the following troubleshooting options:\n\n* **Log out of the Chrome Extension and hard refresh the page**\n\n* Log out from the Regie Chrome Extension\n* Hard refresh page using Ctrl + Shift + R (PC)\n* Hard refresh page using CMD + SHIFT + R (Mac)\n* [Log out of and back into the Regie Chrome Extension](https://help.regie.ai/article/how-to-log-out-of-and-log-back-into-regieai-using-the-chrome-extension)\n\n* **Confirm that you're signed into the correct workspace** \n* **Uninstalling the [regie.ai](http://regie.ai/) Chrome extension and then reinstalling**\n\n* Please [go here to uninstall and then reinstall regie.ai](https://chrome.google.com/webstore/detail/regieai-ai-sales-email-an/eflhgammlcofelhagioegonghdmhabmk?hl=en-US)\n\n* After installing, be sure to sign back into your [regie.ai](http://regie.ai/) and refresh any open tabs in your Chrome browser\n\n* **Disabling other Chrome extensions that may be analyzing the same content (Grammarly, etc.)**\n\n* Please go to chrome://extensions/ and toggle them off temporarily (or remove any extensions if you are no longer using them)\n\n* **Adjust your browser's Cookie Settings to allow all cookies.**\n\n* Please go to chrome://settings/ and select your **Privacy and security settings**\n* Select **Cookies and other site data** located in the center of the page\n* Select **Allow all cookies**\n\n* **Restart your computer**. Hey, we all need a fresh start sometimes!\n\n**If you are seeing any error messages/ not able to view the extension, there may have been an update made to the extension.**\n\nAfter a new update, you may need to accept new permissions if you see an **Error** message at the top of your Chrome bar:\n\n![nmjQm5NtSx.jpg](https://help.regie.ai/hc/article_attachments/39236932076179)\n\nSelect the [Regie.ai](http://regie.ai/) message, and then select **\"Accept Permissions\"** and reload the pages you were working on. \n\n![G5zFf7_pu1.jpg](https://help.regie.ai/hc/article_attachments/39236955241107)\n\n**How to update to the latest version of the [Regie.ai](http://regie.ai/) Chrome Extension**\n\nIf your [regie.ai](http://regie.ai/) Chrome extension doesn't update automatically to the latest version, you can go to chrome://extensions/ and at the top of the page select the **\"Update\"** button to update to the latest version. \n\n![TgHKVNcUa6.jpg](https://help.regie.ai/hc/article_attachments/39236955241235)\n\nIf you ever experience a bug while using Regie please let us know. \n\n[See the linked help article on how to report bugs to the Regie Team.](https://help.regie.ai/article/report-a-bug-to-regieai) \n\nRelated to","2025-06-24T15:23:09.729Z","efb37551-97b0-4fc1-b512-bbbe8b10baf4",[],[],{"_40":1264,"_111":1265,"_113":1266,"_115":-5,"_13":-5,"_103":1267,"_105":117,"_25":1268,"_119":-5,"_120":1269,"_122":1270},"Understanding Prompts in Regie – Regie.ai","https://help.regie.ai/hc/en-us/articles/40641176960403-Understanding-Prompts-in-Regie","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**The Two Pillars: User Prompts and System Prompts** \nRegie prompts are built on two foundational components- **User Prompts and System Prompts** - which work together to create effective messaging.\n\nUser Prompts drive the task, while System Prompts ensure that every response meets Regie’s standards for tone, clarity, and style.\n\n \n**User Prompts** \nWhat They Do: User prompts define the task the AI should complete. They focus on WHAT needs to be done and provide details like the subject matter, output structure, etc.\n\nIn Regie.ai, User prompts consist of:\n\n* Email Task Prompts\n* LinkedIn Task Prompts\n* Call Task Prompts \n\nExample: “You are a B2B sales professional writing an email to a prospect who has requested a demo of your product. Write a concise, engaging email that acknowledges the demo request and provides the necessary details.”\n\nGeneral Tips for Writing User Prompts:\n\n* Be clear and specific: Avoid vague or broad instructions.\n* Include key details: Who is the audience? What’s the purpose of the message? What should the content convey?\n\n**System Prompts** \nWhat They Do: System prompts guide HOW the AI creates the output. They set rules for tone, style, and structure to make sure the results are consistent and professional.\n\n \nExample: “Do not skip a line before the next paragraph.” \n“Keep the email under 50 words and write at Grade 6 reading level.”\n\n \nTips for Writing System Prompts:\n\n* Outline the Do’s and Don’ts: Provide explicit instructions on what the AI should, and more importantly, shouldn’t do. This helps prevent the AI from making any assumptions.\n* Define the tone: Should it be conversational, professional, or persuasive?\n* Specify formatting rules: Include details about structure, length, and style requirements to ensure outputs meet the expectations.","2025-06-24T15:23:10.689Z","74b8c44c-e927-4007-8210-10a76326ab2e",[],[],{"_40":1272,"_111":1273,"_113":159,"_115":-5,"_13":-5,"_103":1274,"_105":117,"_25":1275,"_119":-5,"_120":1276,"_122":1277},"User Management – Regie.ai","https://help.regie.ai/hc/en-us/sections/39717303727507-User-Management","2025-06-24T15:22:48.527Z","86be5bad-78b9-4dbe-81e3-dfc7d2a5bb89",[],[],{"_40":1279,"_111":1280,"_113":1281,"_115":-5,"_13":-5,"_103":1282,"_105":117,"_25":1283,"_119":-5,"_120":1284,"_122":1285},"User profile for Jennifer Rice – Regie.ai","https://help.regie.ai/hc/en-us/profiles/35372929397267-Jennifer-Rice","* OverviewRegie's Salesforce List Integration enables your AI Agents to intelligently target the right prospects and accounts by connecting directly to an existing Salesforce List.Instead of relying ...\n \n Jennifer Rice 18 hours ago 1 follower 0 comments 0 votes\n \n* Jennifer Rice 20 hours ago 1 follower 0 comments 0 votes\n \n* Take control of how prospects are engaged by AI Agents by configuring your Dynamic Sequence Settings in RegieOne. These settings allow you to shape the Agent’s behavior with smart rules that preven...\n \n Jennifer Rice 7 days ago Updated 1 follower 0 comments 0 votes\n \n* Regie’s AI Agents offer a configurable email deliverability schedule to help ensure your messages reach prospects at the right time. When setting up an agent for automated email delivery, Admin use...\n \n Jennifer Rice 10 days ago Updated 1 follower 0 comments 0 votes\n \n* To streamline your team's workflow, Regie Admins can choose which Salesforce fields reps can view and edit directly within the Prospect Details in RegieOne or the CRM tab of the Chrome Extension—no...\n \n Jennifer Rice 12 days ago Updated 1 follower 0 comments 0 votes\n \n* What is intent data and how is intent used by Regie? Intent data is made up of buying signals that tell sellers whether an account is interested in your solution or not. Regie AI Agents use intent ...\n \n Jennifer Rice 13 days ago Updated 1 follower 0 comments 0 votes\n \n* Connect Regie.ai to your team's Gong account and analyze your call communications within the Gong platform. Who can set up the integration? Users designated as Admin in Regie.ai Gong user must hav...\n \n Jennifer Rice 8 days ago Updated 1 follower 0 comments 0 votes\n \n* The Enrich tab in RegieOne gives both Reps and Managers the opportunity to source the phone numbers of prospects on a one-off basis. Learn more on how to use this feature below: How to lookup a p...\n \n Jennifer Rice 17 days ago Updated 1 follower 0 comments 0 votes\n \n* Phone Enrichment Preferences are configured by Admin Users within Regie.ai Workspace Settings under Call Settings. These preferences determine whether Regie prioritizes finding a valid mobile numbe...\n \n Jennifer Rice 14 days ago Updated 1 follower 0 comments 0 votes\n \n* When creating an AI Agent in Regie, the agent type is determined based on the list view selected in Salesforce at the start of the build process. This decision defines how the Agent will operate—an...\n \n Jennifer Rice 19 days ago Updated 1 follower 0 comments 0 votes","2025-06-24T15:23:15.930Z","bc70708f-2f56-41c7-9770-d59b149b12d2",[],[],{"_40":1287,"_111":1288,"_113":1289,"_115":-5,"_13":-5,"_103":1290,"_105":117,"_25":1291,"_119":-5,"_120":1292,"_122":1293},"User profile for Mike Petrenko – Regie.ai","https://help.regie.ai/hc/en-us/profiles/33230522877203-Mike-Petrenko","![](https://help.regie.ai/system/photos/33230818303123/a-photo-of-joe-rogan-s-head-on-a-cat-s-body-the-ca-_x6twq2jRdKbL5JQVzu1eQ-Cj8-p-svSoKp6Lz1Ahw4_Q.png)\n\n* Total activity 0\n* Last activity No activity yet\n* Member since No activity yet\n\n* Following 0 users\n* Followed by 0 users\n* Votes 0\n* Subscriptions 0\n\nNo content yet. Engage in the conversation to activate your profile.","2025-06-24T15:22:42.071Z","6910a10e-46f7-48a9-b4b4-55e19b6e25ad",[],[],{"_40":1295,"_111":1296,"_113":1297,"_115":-5,"_13":-5,"_103":1298,"_105":117,"_25":1299,"_119":-5,"_120":1300,"_122":1301},"User (Rep) AI Call Note Settings – Regie.ai","https://help.regie.ai/hc/en-us/articles/40561642374163-User-Rep-AI-Call-Note-Settings","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nThe dialer can leverage AI to **automatically generate call notes** at the end of every connected call - or any call you're bridged into with a prospect.\n\n**AI Call Notes** help streamline your workflow and ensures key details from your conversations are captured and documented for easy reference. Once a call with a prospect ends, these AI-generated notes will automatically appear in your dialer. All call notes are also synced directly to Salesforce and RegieOne.\n\nThe article reviews the following:\n\n* How AI Call Notes work\n* Call Note Structure\n* How a rep can customize AI-generated user call notes\n\n**How does it work?**\n\nAfter each connected call, Regie.ai reviews the call transcript and uses predefined note **Headers** from the AI Dialer settings to automatically populate relevant information. \n\nAs a rep, you can always:\n\n* Edit and customize the notes generated\n* Add additional insights or context\n\nEven if you choose to refine or expand your call notes, you’ll always start with a solid AI-generated draft.\n\n**AI Call Note Structure**\n\nAI Call Notes are organized using two types of template structures: \n\n1. **Workspace AI Call Notes**\n * Headers are set up by your manager or main admin\n * These headers establish the default structure for notes after every connected call and ensures consistency in documentation across the team\n * Workspace headers are not editable by individual reps \n2. **User AI Call Notes**\n * User call note headers are fully customizable by you, the rep\n * Reps can add custom note headers in addition to the Workspace call note structure\n * Ideal for capturing details that matter for your specific workflow\n\n**How to customize User AI Call Notes as a rep**\n\n1\\. Go to the **AI Dialer** from the Regie Chrome Extension or the RegieOne platform.\n\n2\\. Select **Call Settings**\n\n3\\. Go to **AI Call Notes**\n\n![](https://help.regie.ai/hc/article_attachments/40561626036115)\n\n4\\. Toggle on **\"Auto-Write AI Call Notes\"** setting\n\n5\\. Next, go to the **User call notes** section and click to **Add Header**\n\nCommon headers to add include:\n\n* Biggest Objection\n* Questions from prospect\n* Competitor Mentions\n\n6\\. Once added they auto-save. All User Call Notes are added directly under Workspace Call Notes in the AI Dialer.\n\n![](https://help.regie.ai/hc/article_attachments/40561642362387)","2025-06-24T15:22:58.376Z","967dcb11-0c86-4130-87ba-fe0239d6e43b",[],[],{"_40":1303,"_111":1304,"_113":1305,"_115":-5,"_13":-5,"_103":1306,"_105":117,"_25":1307,"_119":-5,"_120":1308,"_122":1309},"User Roles and Permissions – Regie.ai","https://help.regie.ai/hc/en-us/articles/40186511135123-User-Roles-and-Permissions","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nUsers can be designated as **Admin, Manager or Consumer**. User roles are a way to control which actions workspace members can take in RegieOne. \n\nAll Regie users can Download and Access the Regie.ai Chrome Extension as well.\n\nSee the chart below for details on Regie.ai permissions based on **User Roles.**\n\n## Permissions based on Role\n\n**Home**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| View admin dashboard | ✅ | ✅ | ❌ |\n| View rep dashboard | ❌ | ❌ | ✅ |\n\n**Measure**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| **View measure page**
Ability to view and manage the goals or conversion rates | ✅ | ✅ | ❌ |\n\n**AI Agents**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| **View active agents**
Ability to see active agents in list view | ✅ | ✅ | ❌ |\n| **View archived agents**
Ability to see archived agents in list view | ✅ | ✅ | ❌ |\n| **Create**
Ability to create agents | ✅ | ✅ | ❌ |\n| **Clone**
Ability to clone agents | ✅ | ✅ | ❌ |\n| **Archive**
Ability to archive agents | ✅ | ✅ | ❌ |\n| **Unarchive**
Ability to unarchive agents | ✅ | ✅ | ❌ |\n| | | | |\n| **Edit**
Ability to edit agent prompts, personas and messaging, prospects, accounts, tasks, and settings. | ✅ | ✅ | ❌ |\n| **Publish**
Ability to publish agents | ✅ | ❌ | ❌ |\n\n**AI Dialer**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| **View call tasks**
Ability to view outstanding call tasks across all agents | ✅ | ✅ | Reps can only view their own tasks |\n| Manage call tasks | ✅ | ✅ | ✅ |\n| Execute call tasks | ✅ | ✅ | ✅ |\n| | | | |\n| **View call history**
Ability to see all user’s call history | ✅ | ✅ | ✅ |\n| Play call recording | ✅ | ✅ | ✅ |\n| Share call recording | ✅ | ✅ | ✅ |\n| Download call recording | ✅ | ✅ | ✅ |\n| **Leave call feedback**
Ability to leave coaching notes on a past call | ✅ | ✅ | ✅ |\n| | | | |\n| **Manage numbers**
Ability to add, reassign, or remove phone numbers for all users in the workspace | ✅ | ✅ | Reps can only view and manage their own phone numbers |\n| | | | |\n| **Manage call settings**
Ability to set a call forwarding number, AI voice, and number rotation | ✅ | ✅ | ✅ |\n\n**AI Socializer**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| **View LinkedIn tasks**
Ability to view, manage, and complete outstanding LinkedIn tasks in the workspace | ✅ | ✅ | Reps can only view their own tasks |\n| **View LinkedIn activity**
Ability to see all user’s LinkedIn activity | ✅ | ✅ | ✅ |\n\n**AI Emails**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| **View email tasks**
Ability to view, manage, and complete outstanding email tasks in the workspace | ✅ | ✅ | Reps can only view their own tasks |\n| **View email activity**
Ability to see all user email activity in the workspace | ✅ | ✅ | ✅ |\n\n**Tasks**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| **View tasks**
Ability to view outstanding tasks across all agents | ✅ | ✅ | ❌ |\n| **Manage tasks**
Ability to skip tasks or mark prospect as finished sequence | ✅ | ✅ | ❌ |\n| Reassign tasks | ✅ | ✅ | ❌ |\n\n**Targeting**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| **View accounts**
Ability to view accounts across all agents | ✅ | ✅ | ✅ |\n| Remove account | ✅ | ✅ | ✅ |\n| | | | |\n| **View prospects**
Ability to view prospects across all agents | ✅ | ✅ | ✅ |\n| Reassign prospect | ✅ | ✅ | ❌ |\n| Remove prospect | ✅ | ✅ | ✅ |\n\n**Checkup**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| **View deliverability test results**
Ability to view most recent test results along with past deliverability tests | ✅ | ✅ | ❌ |\n\n**Intent**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| View overall intent | ✅ | ✅ | ❌ |\n| **View and manage website tracking**
Ability to add key website pages | ✅ | ✅ | ❌ |\n| **View intent data**
Ability to edit intent topics | ✅ | ✅ | ❌ |\n\n**Enrich**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| **Search people**
Ability to apply filters to Regie’s database of people | ✅ | ✅ | ✅ |\n| Add to Salesforce | ✅ | ✅ | ✅ |\n| Add to agent | ✅ | ✅ | ✅ |\n| Download CSV | ✅ | ✅ | ✅ |\n| **Upload CSV**
Ability to enrich a csv file that contains email addresses | ✅ | ✅ | ✅ |\n\n**Content**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| View team files | ✅ | ✅ | ✅ |\n| **Manage team files**
Create, edit, clone, move, disable sharing, and delete team files | ✅ | ✅ | ❌ |\n| **Share for review**
Create and share a team file link for feedback | ✅ | ✅ | ❌ |\n| | | | |\n| **Manage personas**
Create, edit, clone, and delete personas | ✅ | ✅ | ❌ |\n| | | | |\n| **Manage prompts**
Create, edit, clone, and delete prompts | ✅ | ✅ | ❌ |\n\n**Account settings**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| Manage personal info and password | ✅ | ✅ | ✅ |\n| Manage calendar link | ✅ | ✅ | ✅ |\n| Manage mailbox | ✅ | ✅ | ✅ |\n| Manage email signature | ✅ | ✅ | ✅ |\n\n**Workspace settings**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| **Manage general settings**
Edit company name, description, default pain point, default value proposition, and website domain | ✅ | ✅ | ❌ |\n| **Manage workspace members**
Invite, update roles, and remove team members | ✅ | ✅ | ❌ |\n| **Manage lists**
Create, edit, and delete lists and tags | ✅ | ✅ | ❌ |\n| **Manage call settings**
Configure phone enrichment preference, default sync location, phone type preference, and default salesforce fields | ✅ | ✅ | ❌ |\n| **Manage integrations**
Connect and disconnect integrations | ✅ | ✅ | ❌ |\n| **Manage CRM mapping**
Create, edit, and remove field mappings | ✅ | ✅ | ❌ |\n\n**Organization settings**\n\n| | | | |\n| --- | --- | --- | --- |\n| | **Admin** | **Manager** | **Rep** |\n| Manage organization settings | ✅ | ✅ | ❌ |\n\nRelated to","2025-06-24T15:22:48.957Z","ca48af92-500a-4cb9-8139-08d152662473",[],[],{"_40":1311,"_111":1312,"_113":1313,"_115":-5,"_13":-5,"_103":1314,"_105":117,"_25":1315,"_119":-5,"_120":1316,"_122":1317},"Using the Rapid Writer on LinkedIn – Regie.ai","https://help.regie.ai/hc/en-us/articles/39244188874131-Using-the-Rapid-Writer-on-LinkedIn","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nBoost your LinkedIn outreach with the Rapid Writer to quickly and effortlessly create personalized messages to prospects.\n\nThe video below walks through how the Rapid Writer, accessible via the Regie Chrome Extension, enables reps to instantly generate messages that are optimized for social prospecting.\n\nRelated to","2025-06-24T15:23:09.550Z","ae48fd4f-58b9-4df8-80c9-acd944486317",[],[],{"_40":1319,"_111":1320,"_113":1321,"_115":-5,"_13":-5,"_103":1322,"_105":117,"_25":1323,"_119":-5,"_120":1324,"_122":1325},"What are the language translation options in Regie.ai? – Regie.ai","https://help.regie.ai/hc/en-us/articles/39242049733011-What-are-the-language-translation-options-in-Regie-ai","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nLanguage Translation is available for all AI-generated content in Regie.ai\n\n**32 language translations currently available in Regie.ai are:**\n\n* Bulgarian\n* Chinese (Simplified)\n* Czech\n* Danish\n* Dutch\n* English (United Kingdom)\n* English (United States)\n* Estonian\n* Finnish\n* French\n* German\n* Greek\n* Hungarian\n* Indonesian\n* Italian\n* Japanese\n* Korean\n* Latvian\n* Lithuanian\n* Norwegian\n* Polish\n* Portuguese (Brazil)\n* Portuguese (Portugal)\n* Romanian\n* Russian\n* Slovak\n* Slovenian\n* Spanish (Mexico)\n* Spanish (Spanish)\n* Swedish\n* Turkish\n* Ukrainian\n\nImportant Notes:\n\n* Language translation focuses on converting text from one language to another while preserving it's meaning and intent.\n* If you're using Regie.ai's language translation services and require **language localization**—that is, translation that considers cultural, social, or linguistic nuances specific to your target audience in certain countries or regions—please contact the Regie Team! We're happy to work closely with you to update the Regie.ai Language Model to best align with your custom preferences.","2025-06-24T15:23:15.581Z","4e7e13bd-bacf-41bc-8545-38fdd63dbbfa",[],[],{"_40":1327,"_111":1328,"_113":1329,"_115":-5,"_13":-5,"_103":1330,"_105":117,"_25":1331,"_119":-5,"_120":1332,"_122":1333},"Workspace AI Call Note Settings – Regie.ai","https://help.regie.ai/hc/en-us/articles/39481806269971-Workspace-AI-Call-Note-Settings","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\nLean into the power of AI to have Regie automatically generate call notes at the end of each of your reps connected calls, streaming their workflows and further ensuring that all interactions with prospects are recorded.\n\nManagers and Admins have the option to set up workspace wide **AI Call Note Settings** to create a standardized structure of what all call notes should detail.\n\n**How does this work?**\n\nAfter each connected call, Regie.ai will review the call transcript and write your rep's call notes based on established call note **Headers**. Regie will then automatically fill in the associated information on your rep's behalf at the end of each call. All call notes are also synced directly to Salesforce and RegieOne.\n\n**AI Call Note Structure**\n\nAI Call Notes are organized using two types of template structures: \n\n1. **Workspace AI Call Notes**\n * Headers are set up by a manager or main admin\n * These headers establish the default structure for notes after every connected call and ensures consistency in documentation across the team\n * Workspace headers are not editable by individual reps \n2. **User AI Call Notes**\n * User call note headers are fully customizable by the rep\n * Reps can add custom note headers in addition to the Workspace call note structure\n * Ideal for capturing details that matter to their workflow\n\n**How to create custom Headers for AI-generated call notes:**\n\n1\\. Using your Regie Admin credentials, go to **Workspace Settings.**\n\n2\\. Select the **Call** tab from Workspace Settings.\n\n3\\. Scroll to the **AI Call Notes** section, which is toward the bottom of the page.\n\n4\\. List the **Headers** to use for the AI-generated call notes for the team.\n\n![](https://help.regie.ai/hc/article_attachments/39481790459027)\n\n**Note Header** examples include:\n\n* Summary\n* Next Steps\n* Objections Raised\n* Action Items\n\nReps can have the AI Dialer add on additional AI-generated call notes from their own individual settings. These will be in addition to the notes automatically added on the workspace level.\n\nRelated to","2025-06-24T15:22:57.548Z","6add3cab-7e47-4a6d-880c-166577241fe0",[],[],{"_40":1335,"_111":1336,"_113":1337,"_115":-5,"_13":-5,"_103":1338,"_105":117,"_25":1339,"_119":-5,"_120":1340,"_122":1341},"ZoomInfo Integration FAQ – Regie.ai","https://help.regie.ai/hc/en-us/articles/39159165294355-ZoomInfo-Integration-FAQ","![](https://secure.gravatar.com/avatar/17753c94ad130e61281bf10956880bf1?default=https%3A%2F%2Fassets.zendesk.com%2Fhc%2Fassets%2Fdefault_avatar.png&r=g)\n\nNot yet followed by anyone\n\n**Q: Why should I connect my team's ZoomInfo Account to my Regie.ai Platform?**\n\nA: Regie.ai's ZoomInfo integration uses ZoomInfo's mobile numbers if Regie.ai can't find the data in your Salesforce.com records. This means more dials for your team to the numbers you trust ZoomInfo to have. \n\nEach time an Agent tries to set up a call task, it will check if the mobile phone data is in your salesforce. If it's not, it will use ZoomInfo to get the mobile phone data where available. If it isn't, we won't create a call task but will fall back to other channels, like email and social tasks.\n\n**Q: Will Regie be able to source any numbers other than mobile through the ZoomInfo Integration?**\n\nA: The ZoomInfo + Regie.ai integration will only perform a search on mobile phone numbers for the contact.\n\n**Q: Who can enable the ZoomInfo Integration with Regie.ai?**\n\nA: You must be a ZoomInfo Admin with API Access and be an Admin on Regie.ai.\n\n[Information on how to enable this integration can be found by clicking here](https://help.regie.ai/hc/en-us/articles/39122788323347)\n\n**Q: Can the ZoomInfo +Regie.ai Integration limit how many times it pulls the data?**\n\nA: No, however we are selective in the amount of times we pull for mobile data. Regie.ai won't attempt to pull more than the number of call tasks scheduled.\n\n**Q: Will the ZoomInfo Integration use monthly credits or bulk credits for phone number enrichment?**\n\nA: Phone number enrichment will consume monthly credits only.\n\nRegie will also only attempt to pull missing mobile phone data based on the number of call tasks scheduled.\n\n**Q: What if the prospect is currently on \"Do Not Call List\", will Regie automatically provide these phone numbers through the integration?**\n\nA: ZoomInfo provides a call suppression list feature. Internal admins for ZoomInfo can enable the Do Not Call Suppression toggle inside of Company Settings in the Admin Portal.\n\n[Click here for more details on ZoomInfo's Do Not Call Suppression Feature](https://content.zoominfo.com/wp-content/uploads/2022/06/Do-Not-Call-Suppression.pdf)\n\n**Q: Will the ZoomInfo + Regie.ai automatically remove bad or wrong phone numbers?**\n\nA: Although ZoomInfo performs accuracy checks on a prospect's phone contact data, this may not be 100% correct every time. \n\nIf you are provided a bad or wrong number for a prospect, reps should document this on the prospect's record within the team's Sales Engagement Platform and/or Salesforce.\n\n**Q: Does Regie.ai support multiple phone enrichment providers?**\n\nA: No, your Regie.ai workspace can integrate with just one phone number enrichment provider.\n\n**Additional Resources:**\n\n[Enterprise API Getting Started Guide](https://tech-docs.zoominfo.com/enterprise-api-getting-started-guide.pdf)\n\n[Overview of Credit Usage](https://help.zoominfo.com/s/article/Overview-of-Credit-Usage)\n\n[ZoomInfo Lite Credits](https://help.zoominfo.com/s/article/ZoomInfo-Lite-Credits-Explained)\n\n[Enrich Analytics Explained](https://help.zoominfo.com/s/article/Enrich-Analytics-Explained)\n\nRelated 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