Summary
Your AI agent can do more than just chat with visitors - it can also take meaningful actions that help you manage leads and move them through your sales process. In this article, you’ll learn how to customize, configure, and test your AI agent’s actions in the Build My Agent section.
Instructions
In the Build My Agent section, you can personalize your AI agent by personalizing agent, defining lead qualification rules, setting up agent actions and testing & deploying your AI agent.
1. Defining lead qualification rules
Set or update Qualification IQ rules to score leads automatically. This helps the agent identify whether a lead is warm, hot, or cold, so the right next step can be taken.
2. Setting up agent actions
Decide what actions the AI agent should take based on the lead type. For example, you can configure it to:
Send the lead directly to your CRM when it's a warm lead.
Book a demo with your sales team when it's a hot lead.
The agent will take these actions automatically, according to your configuration.
3. Testing before deployment
Before going live, test your AI agent to make sure the rules and actions work as expected. This ensures a smooth experience for both your team and your leads.