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Smartlead

Smartlead is a supported channel in Moveo that enables you to send cold emails to your leads and handle replies seamlessly. Moveo connects to your Smartlead account and leverages AI Agents to manage incoming responses from leads.

Getting started​

Before proceeding, ensure you have a Smartlead account with a PRO plan. This is necessary because it is the only plan that supports API and webhook usage.

API key​

To allow Moveo to use the Smartlead API, you must first obtain an API key.

  1. Log in to your Smartlead account.
  2. Go to the Settings page.
  3. In the Your profile section, scroll down to the API settings.
  4. Copy the API key.

Moveo setup​

Once you have the API key, set up the integration in Moveo.

  1. Navigate to Deploy → Integrations.
  2. Click on the Smartlead integration.
  3. Enter the API key you copied earlier.
  4. Click the Save button.
  5. Copy the Webhook URL.

Configure webhook​

The final step is to configure the webhook in Smartlead. Webhooks can be set at multiple levels, and Smartlead offers different types for each. In this example, we’ll configure it at the account level. Regardless of the level, the event type that Moveo listens for is Email Reply. You can learn more about this in the Smartlead documentation - Webhooks.

  1. In your Smartlead account, go to Settings → Webhooks.
  2. Click the Add Webhook button.
  3. Enter the Webhook URL you copied earlier.
  4. Select Email Reply as the event type.
  5. Click the Save button.

Using the integration​

Sending email campaigns from Moveo is not yet supported.

Campaigns must be created and sent directly from Smartlead. When a potential lead replies to an email, the webhook is triggered and Moveo receives the reply. You can use rules to route the reply to an AI Agent, or assign a department if you prefer a human agent to handle the response.

Configuration options​

Webhook configuration levels​

Smartlead offers webhook configuration at multiple levels. Choose based on your organizational needs:

  • Account level: Apply to all campaigns across your account
  • Campaign level: Specific to individual campaigns
  • Client level: For agency accounts managing multiple clients

Event type selection​

For Moveo integration, always select Email Reply as the event type. This ensures all lead responses are captured and processed by your AI Agent.

Response routing​

Configure how lead responses are handled:

  • Rules: Automatically route replies to appropriate AI Agents
  • Departments: Direct qualified leads to specific human teams
  • Mixed approach: Use AI for initial qualification, humans for closing

Testing your integration​

Initial testing​

  1. Send test campaign to a controlled email address
  2. Reply to the test email with various types of responses
  3. Verify webhook delivery in Moveo event logs
  4. Check AI Agent responses for accuracy and context
  5. Confirm email thread continuity in Smartlead inbox

Test scenarios​

✓ Positive lead responses (interested prospects) ✓ Objection handling (price, timing, need concerns) ✓ Information requests (product details, demos) ✓ Unsubscribe requests (compliance handling) ✓ Out-of-office responses (automated reply detection) ✓ Handover scenarios (qualified lead routing)

Monitoring​

  • Webhook delivery success in Smartlead dashboard
  • Response quality and relevance from AI Agent
  • Lead progression tracking through conversation stages
  • Conversion rates from reply to qualified lead

Common use cases​

Lead qualification automation​

  • Automatically qualify inbound responses based on criteria
  • Ask qualifying questions to determine fit
  • Score leads based on responses and behavior
  • Route qualified leads to appropriate sales teams

Objection handling at scale​

  • Address common objections automatically
  • Provide relevant case studies and social proof
  • Offer alternatives and compromises
  • Schedule follow-ups for objection resolution

Demo and meeting scheduling​

  • Respond to meeting requests instantly
  • Integrate with calendar systems for availability
  • Send meeting confirmations and reminders
  • Handle rescheduling requests automatically

Product information delivery​

  • Answer product questions with detailed information
  • Share relevant case studies and testimonials
  • Provide pricing information when appropriate
  • Offer free trials or demos

Best practices​

AI Agent training​

  • Train on common sales objections and responses
  • Include product knowledge and competitive positioning
  • Configure appropriate handover triggers
  • Maintain consistent brand voice and messaging

Campaign design​

  • Design campaigns that encourage responses
  • Include clear value propositions
  • Use compelling subject lines and CTAs
  • Segment audiences for personalized approaches

Response optimization​

  • Keep initial AI responses concise and valuable
  • Ask one question at a time to maintain engagement
  • Provide clear next steps in every interaction
  • Use personalization tokens when possible

Integration management​

  • Monitor webhook health and delivery rates
  • Regularly review and update AI Agent responses
  • Track lead progression and conversion metrics
  • Maintain proper email deliverability practices

Operational workflow​

Campaign execution​

Campaign Management Email campaigns must be created and sent directly from Smartlead. Moveo

handles only the response management.

  1. Create and launch campaigns in Smartlead
  2. Leads receive emails from your campaigns
  3. Replies trigger webhooks to Moveo automatically
  4. AI Agent processes and responds appropriately
  5. Qualified leads are routed to human agents
  6. Follow-up sequences continue based on engagement

Response processing​

When leads reply:

  1. Webhook delivers reply content to Moveo
  2. AI Agent analyzes reply intent and context
  3. Response is generated based on configured knowledge
  4. Reply is sent back through Smartlead API
  5. Email thread continues seamlessly
  6. Context is maintained for subsequent interactions

Troubleshooting​

Delivery Timing Before troubleshooting, confirm that the reply has arrived in the

Smartlead inbox. Due to Smartlead's deliverability algorithms and email provider delays, replies might be delayed up to 2 hours (especially with Outlook). Once the reply reaches Smartlead, the webhook should trigger.

Webhook not receiving events
  • Ensure webhook URL matches exactly between Smartlead and Moveo
  • Verify only one webhook is configured per level (account/campaign/client)
  • Check webhook URL is accessible and returns proper response codes
  • Review Smartlead webhooks troubleshooting
  • Test webhook manually using Smartlead's testing tools
AI Agent not responding to leads
  • Verify integration is Active in Moveo
  • Check AI Agent is properly assigned to environment
  • Confirm rules or departments are configured correctly
  • Review webhook event logs for delivery confirmation
  • Test with simple email replies first
Responses not appearing in email thread
  • Verify API key has proper permissions
  • Check API rate limits and quotas
  • Ensure email thread ID is being preserved
  • Review Smartlead inbox for delivery status
  • Test API connectivity manually
Poor AI response quality
  • Review and improve AI Agent training data
  • Configure more specific conversation rules
  • Adjust response templates and knowledge base
  • Monitor lead feedback and iterate
  • Consider human agent handover thresholds
High volume processing issues
  • Check webhook processing capacity
  • Monitor API rate limits on both platforms
  • Consider implementing message queuing
  • Scale AI Agent processing resources
  • Review and optimize response generation time

Limitations​

Platform restrictions​

  • PRO plan required: API and webhook access limited to PRO plans
  • Campaign management: Must create campaigns in Smartlead (not Moveo)
  • Email provider delays: Response timing dependent on email infrastructure
  • Webhook limitations: Single webhook per configuration level

Integration constraints​

  • Outbound campaigns: Moveo cannot send initial cold emails
  • Email formatting: Limited to text-based responses
  • Thread dependency: Requires proper email thread maintenance
  • Deliverability: Subject to email provider and domain reputation

Resources​

Documentation​

Tools​

Support​

Next steps​

Once your Smartlead integration is active:

  1. Launch test campaigns to validate response handling
  2. Train your AI Agent on sales conversations and objections
  3. Configure qualification rules for lead routing
  4. Monitor response quality and iterate on AI Agent training
  5. Scale campaigns gradually while monitoring performance and deliverability
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