Overview
Voyager AI now includes the ability to automatically categorize emails captured in Pipeliner to set Tags and analyze Sentiment. As well as allowing instant visibility of the current “state of play” of a Contact or Account, users can also filter records based on current sentiment or applied tags allowing them to respond appropriately and can also create reports and analyze records. ⤵
Email Tags & Sentiment
Email tags & sentiment are now always available on emails and can be set manually by users if the Voyager AI Email Categorization option is not enabled in the Automation Hub. There is a predefined set of email tags, that can be managed in the Admin module and the AI uses only this predefined set of tags for categorization. Only new (from the 5.9 release date), incoming emails will be processed automatically.
Tags and sentiment are visible in the main Feeds tab as well as the Feeds tab for an individual record. Users can edit both tags and sentiment manually. ⤵
Filtering Emails by Tags and Sentiment
Emails in Feeds can be filtered by Email tags and sentiment ⤵
Tags & sentiments are visible in the email detail and are editable by users ⤵
Email tags & sentiment display in the Compact view with the Tags in a reduced form. Hove over the tags to see the full text. Tags and sentiment can both be edited by users from this view as well ⤵
There are 3 new fields which can be used for filtering and reporting on Account and Contact Messages. These new fields are available in visible columns, for grouping, filtering and charts
Email Tags - all non-deleted tags
Email Sentiment - 3 options
Email Direction - Outgoing, Incoming
AI Email Categorization
This button is available in the main Feed & the Feeds tab for a record. This action will allow the AI to process all incoming emails (by the selected date range) and will set tags & sentiment ⤵
The options are:
Custom Selection - user can manually select emails for AI processing
Last 7 days - all incoming emails from the last 7 days
Last 30 days - all incoming emails from the last 30 days
Enabling Email Categorization
Email Categorization is enabled, or disabled, from the Voyager AI Assistant module in the Automation Hub. This feature is ON by default for active or newly activated modules. When switched off, automatic categorization will not work, and all respective AI buttons will hide. Users will still be able to categorize emails manually. Email tags can also be edited by clicking on the Edit Tags link ⤵
Adding and editing Email Tags
Email Tags can also be edited from Common Lists>Email Tags. A predefined set of tags with predefined colors will be created when the feature is enabled. Admins can add/remove/edit tags as needed ⤵
NOTE: users can also add tags within CRM as long as they have the corresponding permission in their User Role.