Introduction
TL;DR: Watch the video overview of this blog here
You already know ConveYour can onboard new reps, track their progress, and keep your team organized. But even our most experienced clients are often surprised to discover time-saving features they’ve never used.
If you’re a manager looking to free up more hours for recruiting and coaching, these three features could be game-changers.
1. AI Ingestion (Portal/Field AI) for Instant Q&A
What it does:
Takes your onboarding documents, scripts, and FAQs, and turns them into a 24/7 assistant for your new reps.
Why it matters:
No more answering the same five questions all week.
Reps get instant, accurate answers straight from your official resources.
Managers gain back 10–20 hours a month for higher-value work.
Pro tip: Introduce this feature on day one of onboarding — before reps start asking questions.
2. Automated Nudge Reminders
What it does:
Sends reps automatic reminders to complete training, book appointments, or hit specific milestones.
Why it matters:
No more chasing people down individually.
Keeps new reps moving forward without constant manager intervention.
Works for both onboarding and ongoing sales activity.
Pro tip: Set reminders to trigger when a task is overdue by 24 hours — that’s soon enough to keep momentum without overwhelming your reps.
3. Engagement Dashboards
What it does:
Gives you real-time visibility into who’s active, who’s falling behind, and who’s ready for the next step.
Why it matters:
You can focus your energy on the reps most likely to succeed.
Early intervention with at-risk reps can save them from dropping out.
Clear data makes reporting to leadership faster and easier.
Pro tip: Check your engagement dashboard twice a week — Mondays to start the week strong, and Thursdays to give lagging reps a push before the weekend.
Why These Features Matter Together
When you combine AI onboarding, automated reminders, and engagement dashboards, you create a self-sustaining onboarding system that:
Keeps reps informed and engaged.
Gives managers back their recruiting time.
Improves retention without adding extra workload.
What's Next?
Not a ConveYour Client?
➡ See how these features works — book a 15-minute demo.
Already a ConveYour Client?
➡ Enable these features in your account today — contact us at [email protected].