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AI Agent

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AI Agent

AI Agent

The AI Agent lets you run intelligent conversations with contacts — qualifying leads, onboarding new clients, helping prospects choose a product, or collecting feedback — all through a natural chat interface powered by AI.

Key Features

  • Five Conversation Types: Choose the right kind of conversation for the moment — Lead Qualification, Onboarding, Decision Helper, Follow-up, or Satisfaction Survey
  • Smart Chat Interface: Real-time back-and-forth chat where the AI asks questions naturally, one at a time, without feeling like an interrogation
  • Automatic Analysis: After enough exchanges, the AI silently generates a full lead profile — urgency score, budget range, decision-maker status, recommended products, pricing tier, and a written summary
  • Shareable Conversation Links: Generate a link and send it to a contact so they can continue the conversation on their own, without logging in
  • Outcome Tracking: Each conversation is automatically tagged as Qualified, Not Qualified, Needs Nurturing, or Referred once the AI has enough information
  • Dashboard Stats: See totals for all conversations, active ones, qualified leads, and credits used at a glance
  • Filtering: Filter your conversation list by type, status, or outcome to focus on what matters

How to Use

  1. Click Start Conversation to open the setup dialog
  2. Select a conversation type (e.g., Lead Qualification)
  3. Optionally link the conversation to a contact and/or project
  4. Click Start — the AI opens with a personalized greeting and first question
  5. Type your replies in the chat box and press Enter to send
  6. Watch for the "Analysis updated" badge — this means the AI has generated insights
  7. Click the chart icon in the chat header to view the full analysis panel
  8. When done, click Complete to close the conversation and save the outcome

Sharing a Conversation

To let a contact respond on their own:

  1. Open the conversation
  2. Click the share icon in the chat header
  3. The link is automatically copied to your clipboard
  4. Send the link to your contact — they can reply without an account

Tips

  • The AI generates its analysis after at least 4 exchanges — the more your contact shares, the richer the insights
  • Use Lead Qualification for new inquiries, Decision Helper when a prospect is comparing options, and Satisfaction after an event wraps up
  • Filter by "Qualified" outcome to find your hottest leads quickly
  • Credits are consumed per AI message — check the Credits counter in the stats bar to track usage
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