Introduction
The Sales Agent Daily Brief is your AI-powered summary of lead activity—delivered directly to you each morning via text message.
It highlights what happened the previous day and helps you focus on the single most important lead to act on next.
What Is the Daily Brief?
Each morning, your Sales Agent sends you a short SMS update that includes:
- A recap of yesterday’s activity on your leads
- A recommended lead to prioritize today, with context
- A link to view more details in your Sales Agent dashboard
The goal is simple: give you one clear, actionable next step—without overwhelming you.
How the Daily Brief Works
When You’ll Receive It
You’ll only receive a Daily Brief if your Sales Agent had meaningful activity the day before, such as:
- Messages sent
- Replies from leads
- Changes in lead status or engagement
If there was no activity, no message will be sent. This ensures every brief you receive contains useful, actionable information.
What’s Included
Each Daily Brief contains three key parts:
1. Yesterday’s Activity Recap
A quick summary of what your Sales Agent did across your leads the prior day.
2. One Lead Recommendation
Sales Agent highlights one lead that deserves your attention—plus context explaining why.
This “one lead” approach helps you focus on what matters most, instead of sorting through multiple lower-priority suggestions.
3. Link to Full Details
A direct link to your Sales Agent view if you want to dive deeper into activity and lead insights.
Why the Daily Brief Matters
The Daily Brief is designed to help you:
- Stay informed without logging into your CRM first thing
- Prioritize faster with a clear, AI-driven recommendation
- Take action quickly on your highest-value opportunities
By reducing noise and focusing on quality over quantity, the Daily Brief makes it easier to consistently follow up on the right leads.
Important Things to Know
- No message = no activity
If you don’t receive a Daily Brief, it simply means your Sales Agent did not have any updates to report the day before. - It’s intentionally minimal
You’ll only get one recommended lead, not a full list—so you can focus without distraction. - It’s part of a smarter notification system
The Daily Brief is designed to give you high-value insights, not constant alerts.
Questions?
If you have any questions regarding this topic or any others, please email our Support Team at support@lofty.com, call 1 (855) 981-7557, or chat with us through your CRM.
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