Skip to main content

​
Your first AI sales agent

  1. Navigate to the agents page on the dashboard.
  2. Click Create agent and add a name.
  3. Fill out your questions and knowledge base so the agent has more context about your company/product while qualifying the contact. Stick to around 5-10 questions max to reduce dropoff.
  4. Add your external booking link to show at the qualified step.
  5. Add your Webhook API endpoint if you would like to send newly qualified opportunities to an external system. We also support Zapier triggers.