# Building a Sales AI Agent

### 🧭 Overview

A **Sales AI Agent** in raia is designed to qualify leads, handle prospect questions, and automatically route qualified opportunities to human sales reps. It works across **SMS, Email, and Voice**, and can be deployed through:

* **Outbound Campaigns** using **Mission Control**
* **Trigger-based communication** via your CRM or other apps
* **Inbound handling** of texts, emails, or phone calls

Once set up, the agent runs autonomously—handling early-stage outreach, qualifying leads, logging interactions, and keeping your sales team informed in real time.

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### 🧱 Phase 1 – Agent Setup in Launch Pad

#### 1. Create a Sales Agent

In **Launch Pad**, click **Create Agent** and:

* Select the **Sales Assistant** role
* Define:
  * Agent Name (e.g. “AI SDR – North America”)
  * Description (e.g. “Qualifies inbound and outbound leads across all channels”)
  * Tags (e.g. Sales, SDR, Outbound, NA Region)

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#### 2. Write Clear Instructions

Instructions define the agent’s goals, tone, and logic.\
Keep them simple — like prompting ChatGPT.

**Example Instructions:**

> You are a Sales AI Agent for ACME Corp.\
> Your job is to qualify leads, answer product questions, and pass good leads to a human sales rep.\
> Ask 2–3 qualifying questions.\
> If the lead is qualified, notify the sales rep.\
> If unsure, log the conversation and ask for help.

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#### 3. Upload Sales Content

Train your agent with:

* Product datasheets
* Pricing and plan comparisons
* Case studies and testimonials
* Common objections and rebuttals
* Qualification checklists
* Demo booking workflows

Use **raia Connect** to:

* Upload PDFs, Docs, Slides
* Convert them into clean, structured training data
* Push directly into the AI’s knowledge base

Organize by use case or product line for best results.

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### 📡 Phase 2 – Enable Multi-Channel Communication

In the **Skills** tab, enable:

#### ✅ SMS Skill

* Assign a local or toll-free Twilio number
* Set welcome/fallback/opt-out messages
* Ready for outbound and inbound communication

#### ✅ Email Skill

* Use `@raiabot.com` or connect your domain
* Set from-name, signature, autoresponder
* AI can send and respond like a sales rep

#### ✅ Voice Skill

* Assign a phone number (via raia or Twilio)
* Create greeting (text-to-speech or audio file)
* Enable transcription and optional IVR

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### 🧠 Phase 3 – Qualify, Score, Route

#### 🔍 Use the Scoring Skill

* Auto-score every conversation based on:
  * Positive signals
  * Prospect intent
  * Qualification answers
* Define scoring criteria in setup (e.g. "Interested + Budget + Timeline = Qualified")

#### 🔔 Use the Notification Skill

* Instantly alert a human rep when:
  * A conversation begins
  * A conversation ends with a high score
* Alert via **email or SMS**

#### 🌐 Use the Webhook Skill

* Push all conversation data into your:
  * CRM (HubSpot, Salesforce, Zoho, etc.)
  * Google Sheets
  * Marketing automation tools
* Trigger on `OnThreadEnd` or `OnMessageEnd`

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### 🚀 Phase 4 – Deployment Options

#### Option 1: **Outbound Campaigns**

Use **Mission Control** to:

1. Upload a list of leads
2. Choose SMS, Email, or Voice
3. Write a message template
4. Launch the campaign
5. AI handles responses, qualifies leads, scores conversations

#### Option 2: **Trigger from CRM or App**

* Set up webhook or API triggers from:
  * CRM field updates
  * Form submissions
  * Marketing engagements
* Agent is automatically invoked to start a conversation

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### 📥 Phase 5 – Handle Inbound Engagements

Your Sales AI Agent can automatically respond to:

* **Inbound SMS** → Instant reply with qualification flow
* **Inbound Emails** → Responds like a human rep
* **Inbound Phone Calls** → Answers, asks qualifying questions, routes if needed

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### 🧪 Phase 6 – Test and Train in Copilot

* Simulate conversations in **Copilot**
* Add feedback (👍/👎, edit, retrain)
* Watch for low-score threads to improve performance
* Use **Takeover Mode** to let reps jump into a live convo with a hot lead

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### ✅ Final Setup Checklist

| Task                                             | Status |
| ------------------------------------------------ | ------ |
| Agent created in Launch Pad                      | ✅      |
| Instructions defined clearly                     | ✅      |
| Sales documents uploaded & tagged in **Connect** | ✅      |
| SMS, Email, Voice Skills enabled                 | ✅      |
| Webhook Skill pushing to CRM                     | ✅      |
| Notification Skill alerting human reps           | ✅      |
| Scoring Skill configured with thresholds         | ✅      |
| Outbound or CRM-based triggers tested            | ✅      |
| Copilot tested + human takeover enabled          | ✅      |

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### 🔁 Example Workflow

1. **CRM adds a new inbound lead**
2. Webhook triggers the Sales AI Agent
3. Agent reaches out via SMS or Email
4. Prospect replies → AI qualifies them
5. Conversation scores 9/10 →
   * Sales rep notified via email
   * Transcript pushed to CRM via webhook
6. Rep follows up with high context

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